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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)
Elmind Capital
4501
Elmind Capital
New York
$398M +$45.8M +13% 20.4% – 39 23.08% 0.4
Vista Investment Partners
4502
Vista Investment Partners
Oklahoma
$397M +$19.3M +5% 17% 112% 189 19.58% 1.7
Brown Miller Wealth Management
4503
Brown Miller Wealth Management
Virginia
$397M +$45.3M +13% 13.7% 121% 219 19.63% 2.7
Newton One Investments
4504
Newton One Investments
Delaware
$397M +$28.6M +8% 10.3% 42% 147 18.37% 2.3
Pathway Financial Advisers
4505
Pathway Financial Advisers
Indiana
$397M +$43.3M +12% 16.3% 88.2% 171 6.43% 2.8
Net Worth Advisory Group
4506
Net Worth Advisory Group
Utah
$397M -$85.5M -18% 17.9% – 480 23.54% 1.2
Walled Lake Planning & Wealth Management
4507
Walled Lake Planning & Wealth Management
Illinois
$396M +$55.9M +16% 7.49% 62.6% 147 10.88% 2.9
Shikiar Asset Management
4508
Shikiar Asset Management
New York
$396M +$49M +14% 25.5% 117% 117 15.38% 3.7
SWK
4509
Stephen W. Kidder
$396M +$55.4M +16% 28.5% 94.7% 79 8.86% 7.1
Holowesko Partners
4510
Holowesko Partners
Bahamas
$395M +$38.3M +11% 1.2% 51.1% 39 33.33% 2.2
SC
4511
Steph & Co
Wisconsin
$395M +$44.4M +13% 12.1% 61.6% 317 15.77% 3.7
Knuff & Co
4512
Knuff & Co
California
$395M +$63M +19% 15.9% 108% 158 25.32% 3.7
Pennsylvania Capital Management
4513
Pennsylvania Capital Management
Pennsylvania
$395M +$45.3M +13% 14.2% 90.8% 126 13.49% 3.1
Redwood Grove Capital
4514
Redwood Grove Capital
California
$395M +$84.9M +27% 24.8% 79.8% 27 25.93% 2
MIC Capital Management (UK)
4515
MIC Capital Management (UK)
United Kingdom
$394M +$41.9M +12% 34.6% 67.2% 17 23.53% 2.4
Aurdan Capital Management
4516
Aurdan Capital Management
Pennsylvania
$394M +$61M +18% 12% – 103 18.45% 1.1
X-Square Capital
4517
X-Square Capital
Puerto Rico
$394M +$97.3M +33% 29.8% 158% 184 15.22% 3.4
Stone Summit Wealth
4518
Stone Summit Wealth
Florida
$394M +$34.7M +10% 11.9% 67% 150 9.33% 3.5
Farmers & Merchants Trust Co of Chambersburg PA
4519
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$394M +$26.5M +7% 8.53% 65.5% 373 14.21% 5.5
III Capital Management
4520
III Capital Management
Florida
$394M +$49.6M +14% 14.8% 28.7% 78 58.97% 0.5
360 Financial
4521
360 Financial
Minnesota
$394M +$61.9M +19% 24.1% 82.5% 93 22.58% 2.9
White Mountains Insurance Group
4522
White Mountains Insurance Group
New Hampshire
$394M +$80.2M +26% 26.4% 105% 2 0% 3
Red Wave Investments
4523
Red Wave Investments
Pennsylvania
$394M +$58.8M +18% 13.2% 58% 126 14.29% 3.5
IWN
4524
Independent Wealth Network
Iowa
$393M +$56.6M +17% 15.1% 78.2% 362 22.93% 2.2
NFC Investments
4525
NFC Investments
Tennessee
$393M +$34M +9% 11.4% – 43 4.65% 4.7