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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)
HWM
4426
HFR Wealth Management
New York
$410M +$2.34M +0.6% 4.37% 47.5% 53 7.55% 4.1
Argonautica Private Wealth Management
4427
Argonautica Private Wealth Management
Massachusetts
$409M +$79M +24% 42.6% 167% 204 21.08% 2.1
IFS
4428
Ifrah Financial Services
Arkansas
$409M +$31.2M +8% 16.4% 64.1% 226 16.81% 5.3
DI
4429
DKRT Investments
$409M +$14.7M +4% 1.14% – 53 15.09% 0.8
Rock Point Advisors
4430
Rock Point Advisors
Vermont
$409M +$39.3M +11% 15.4% 82.8% 127 10.24% 4.7
Rooted Wealth Advisors
4431
Rooted Wealth Advisors
Illinois
$408M +$29.3M +8% 12.6% 57.3% 159 15.72% 1.8
Sicart Associates
4432
Sicart Associates
New York
$408M +$19.1M +5% 8.36% 113% 78 10.26% 4.4
TIFF Advisory Services
4433
TIFF Advisory Services
Pennsylvania
$408M -$29.1M -7% 10.3% 86.3% 25 24% 1.6
Polunin Capital Partners
4434
Polunin Capital Partners
United Kingdom
$407M +$22M +6% 37.7% 268% 22 40.91% 1.5
InceptionR
4435
InceptionR
California
$407M -$7.99M -2% 14.2% 62.9% 960 70.31% 0.3
EL
4436
EQ LLC
Washington
$407M +$52.2M +15% 17.1% 72.9% 88 17.05% 2.4
Amicus Financial Advisors
4437
Amicus Financial Advisors
Texas
$407M +$44M +12% 8.21% – 99 13.13% 0.4
Retirement Financial Solutions
4438
Retirement Financial Solutions
Tennessee
$407M +$57M +16% 12.1% 52.5% 57 14.04% 1.3
Platinum Investment Management
4439
Platinum Investment Management
Australia
$407M +$10M +3% 30.8% 190% 99 24.24% 2.8
Kettle Hill Capital Management
4440
Kettle Hill Capital Management
New York
$406M +$7.26M +2% 13.7% 37.4% 60 66.67% 0.4
Bond & Devick Financial Network
4441
Bond & Devick Financial Network
Minnesota
$406M +$47.8M +13% 10.2% 46.9% 210 11.9% 3
Warner Group
4442
Warner Group
Connecticut
$406M +$253M +165% 31.5% – 130 40.77% 0.4
FCA Corp
4443
FCA Corp
Texas
$406M +$51.9M +15% 13.4% 57.4% 210 12.38% 5.1
Tactive Advisors
4444
Tactive Advisors
Florida
$406M +$51.3M +14% 22.4% – 317 26.5% 1.1
ATI
4445
ARK & TLK Investments
Oklahoma
$406M +$36.4M +10% 12.7% 62.2% 128 7.81% 1.9
Whitefort Capital Management
4446
Whitefort Capital Management
New York
$406M +$66.6M +20% 25.8% 243% 22 22.73% 1.5
HC
4447
Headland Capital
South Carolina
$406M +$50.6M +14% 12.6% – 68 16.18% 1.1
Benchmark Financial Wealth Advisors
4448
Benchmark Financial Wealth Advisors
Florida
$405M +$44.4M +12% 14.2% 81.6% 160 25% 2.6
Cisco Systems
4449
Cisco Systems
California
$405M +$88.1M +28% 17.9% 210% 6 50% 1.5
Modus Advisors
4450
Modus Advisors
Minnesota
$405M +$41.7M +11% 17.8% 89.5% 125 12% 3.8