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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
LJHT
4401
Laurie J. Hall Trustee
$305M -$10.9M -3% 1.8% 105% 264 5.68% 7.1
Glass Jacobson Investment Advisors
4402
Glass Jacobson Investment Advisors
Maryland
$305M +$2.95M +1% 0.63% 63.1% 874 16.48% 1.5
Nvidia Corp
4403
Nvidia Corp
California
$305M -$128M -30% 4.11% – 8 62.5% 0.5
Harbor Advisory Corp
4404
Harbor Advisory Corp
New Hampshire
$304M -$1.94M -0.6% 0.68% 63.2% 93 10.75% 3.9
ArchPoint Investors
4405
ArchPoint Investors
Florida
$304M +$5.09M +2% 4.6% 111% 71 9.86% 3.8
Oxler Private Wealth
4406
Oxler Private Wealth
New York
$304M +$17.2M +6% 7.82% 119% 88 5.68% 3
BNC Wealth Management
4407
BNC Wealth Management
Oregon
$304M +$32.6M +12% 11.2% 204% 108 25% 2.5
Norman Fields Gottscho Capital Management
4408
Norman Fields Gottscho Capital Management
New York
$304M +$1.79M +0.6% 3.77% 96.9% 61 4.92% 6.1
Enterprise Bank & Trust
4409
Enterprise Bank & Trust
Massachusetts
$304M -$6.59M -2% 0.46% 65.9% 136 9.56% 3.2
Catalina Capital Group
4410
Catalina Capital Group
California
$304M +$5.32M +2% 3.55% – 399 20.3% 0.7
Detalus Advisors
4411
Detalus Advisors
Missouri
$304M +$2.8M +0.9% 0.34% 75.7% 166 16.27% 2.9
Silphium Asset Management
4412
Silphium Asset Management
United Kingdom
$304M +$23.1M +8% 1.62% 118% 76 57.89% 0.8
Encompass More Asset Management
4413
Encompass More Asset Management
California
$303M +$41M +16% 3.77% 80.4% 230 35.22% 0.4
Monterey Private Wealth
4414
Monterey Private Wealth
California
$303M +$9.8M +3% 0.19% 29.8% 144 15.97% 2.6
Core Wealth Advisors (Florida)
4415
Core Wealth Advisors (Florida)
Florida
$303M -$8.54M -3% 1.07% 59.7% 64 15.63% 2.6
Towarzystwo Funduszy Inwestycyjnych PZU SA
4416
Towarzystwo Funduszy Inwestycyjnych PZU SA
$303M +$27.9M +10% 2.1% – 631 8.4% 2.5
Raine Capital
4417
Raine Capital
New York
$303M +$80.3M +36% 44% 119% 5 40% 3.9
Frontier Asset Management
4418
Frontier Asset Management
Wyoming
$303M +$886K +0.3% 2.57% 57.1% 78 29.49% 1.7
Meteora Capital
4419
Meteora Capital
Florida
$303M -$57.8M -16% 16.5% 56.9% 265 63.77% 0.7
Rialto Wealth Management
4420
Rialto Wealth Management
New York
$303M – – 2.17% – 521 – 0
Gunma Bank
4421
Gunma Bank
Japan
$303M +$59.9M +25% 4.24% 24.5% 34 8.82% 0.9
Fonville Wealth Management
4422
Fonville Wealth Management
Virginia
$303M +$13.4M +5% 1.66% 53.9% 117 9.4% 0.9
Post Oak Energy Holdings
4423
Post Oak Energy Holdings
Texas
$303M +$16.2M +6% 5.66% 64.6% 1 0% 2
Financial Sense Advisors
4424
Financial Sense Advisors
California
$303M -$65.8M -18% 9.6% 152% 138 29.71% 1.7
Cerro Pacific Wealth Advisors
4425
Cerro Pacific Wealth Advisors
California
$302M +$37.6M +14% 0.63% – 168 14.88% 2.6