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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)
Summit Rock Advisors
4501
Summit Rock Advisors
New York
$107M +$26.1M +32% 0.58% – 3 66.67% 1
Elm Ridge Management
4502
Elm Ridge Management
New York
$107M -$17M -14% 8.45% 93.6% 30 13.33% 2.7
LCH
4503
Lee Capital Holdings
New York
$107M +$13.5M +14% 1.14% 34.4% 54 14.81% 0.8
NGA
4504
New Generation Advisors
Massachusetts
$107M -$20M -16% 6.58% 45.1% 35 28.57% 1.6
Blackhawk Capital Partners
4505
Blackhawk Capital Partners
Wisconsin
$107M +$2.21M +2% 1.46% 87.2% 103 23.3% 0.7
Fairhaven Wealth Management
4506
Fairhaven Wealth Management
Illinois
$107M -$715K -0.7% 0.56% – 82 12.2% 0.7
USA Mutuals Advisors
4507
USA Mutuals Advisors
Texas
$107M -$3.7M -3% 0.66% 14.1% 27 37.04% 4.3
WGA
4508
Weather Gauge Advisory
Virginia
$107M +$2.62M +3% 2.99% 39.9% 88 3.41% 0.7
TLW Wealth Management
4509
TLW Wealth Management
Florida
$107M +$4.01M +4% 4.14% 82.9% 30 16.67% 0.4
Euclidean Technologies Management
4510
Euclidean Technologies Management
Washington
$107M +$250K +0.2% 0.05% 124% 73 17.81% 1.7
Stableford Capital II
4511
Stableford Capital II
Arizona
$107M +$3.82M +4% 1.95% 66.9% 98 16.33% 1.7
Brightline Capital Management
4512
Brightline Capital Management
Florida
$106M +$11.5M +12% 0.63% 810% 14 28.57% 0.3
Successful Portfolios
4513
Successful Portfolios
Florida
$106M +$13.2M +14% 2.05% 110% 158 15.19% 1.4
Van Leeuwen & Company
4514
Van Leeuwen & Company
New Jersey
$106M -$5.41M -5% 3.21% 75.4% 83 22.89% 0.8
Pacific Sun Financial
4515
Pacific Sun Financial
California
$106M +$1.36M +1% 0.07% 70.3% 138 6.52% 1.3
Trust Company
4516
Trust Company
Kansas
$106M -$2.72M -3% 1.6% 40.6% 342 18.42% 2.8
Seneca House Advisors
4517
Seneca House Advisors
Virginia
$106M -$3.34M -3% 1.23% 58.2% 91 8.79% 1.5
Liberty Wealth Management
4518
Liberty Wealth Management
California
$106M -$8.34M -7% 1.83% 64.2% 1,040 25% 0.6
SWM
4519
Strategic Wealth Management
Washington
$106M -$23.4M -18% 0.35% 52.8% 25 28% 1.7
Banyan Capital Management
4520
Banyan Capital Management
Georgia
$105M -$1.07M -1% 4.35% 42.5% 20 5% 0.7
Compass Financial Group (Florida)
4521
Compass Financial Group (Florida)
Florida
$105M +$820K +0.8% 0.35% 44.1% 20 0% 2.1
Clare Market Investments
4522
Clare Market Investments
Texas
$105M -$20.8M -17% 0.89% – 104 29.81% 0.7
Gunma Bank
4523
Gunma Bank
Japan
$105M +$3.99M +4% 4.08% 24.5% 9 0% 3.6
Michael & Susan Dell Foundation
4524
Michael & Susan Dell Foundation
New York
$105M -$7.67M -7% 0.01% 238% 37 32.43% 0.6
Raffles Associates
4525
Raffles Associates
New York
$105M +$7.52M +8% 3.64% 50% 60 25% 2.1