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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)
NFC Investments
4526
NFC Investments
Tennessee
$354M +$8.67M +3% 3.19% – 45 8.89% 4.7
PCG Wealth Advisors
4527
PCG Wealth Advisors
Kansas
$353M +$10.2M +3% 3.46% 87% 157 9.55% 1.6
DI
4528
DKRT Investments
$353M -$63.1M -15% 1.05% – 49 16.33% 0.4
Rhino Investment Partners
4529
Rhino Investment Partners
Pennsylvania
$353M +$35.8M +11% 5.47% 110% 42 40.48% 1.1
Oldfield Partners
4530
Oldfield Partners
United Kingdom
$353M +$32.5M +10% 10.8% 98% 20 5% 4.9
Taconic Capital Advisors
4531
Taconic Capital Advisors
New York
$352M -$80.6M -19% 21.6% 273% 49 71.43% 0.7
Thrive Capital Management (New York)
4532
Thrive Capital Management (New York)
New York
$352M -$128M -27% 16.1% 205% 6 33.33% 2.1
Starr Indemnity & Liability Company
4533
Starr Indemnity & Liability Company
New York
$352M +$45.9M +15% 7.95% – 4 0% 0.6
Tidemark
4534
Tidemark
California
$352M +$8.68M +3% 1.83% – 716 14.25% 1.6
Seascape Capital Management
4535
Seascape Capital Management
New Hampshire
$352M +$3.14M +0.9% 2.77% 111% 100 13% 3.4
Capital Innovations
4536
Capital Innovations
Wisconsin
$351M – – 1.55% – 51 – 0.1
S.E.E.D. Planning Group
4537
S.E.E.D. Planning Group
New York
$351M +$7.75M +2% 2.51% 57.3% 92 14.13% 3.2
Tensor Edge Capital
4538
Tensor Edge Capital
Massachusetts
$351M – – 19.2% – 14 – 0
Redwood Grove Capital
4539
Redwood Grove Capital
California
$351M +$1.37M +0.4% 5.2% 79.8% 22 4.55% 2.6
Snow Phipps Group
4540
Snow Phipps Group
New York
$351M +$39.7M +13% 12.8% 58% 2 0% 5.8
Liberty Square Wealth Partners
4541
Liberty Square Wealth Partners
Pennsylvania
$351M +$26.6M +8% 2.12% – 151 7.28% 0.9
Sterling Wealth Management
4542
Sterling Wealth Management
Illinois
$351M +$20.6M +6% 2.11% – 114 10.53% 1.7
Seaside Wealth Management
4543
Seaside Wealth Management
California
$350M +$13.5M +4% 2.46% 53.4% 65 6.15% 2.6
Wealth Management Partners
4544
Wealth Management Partners
Arizona
$350M +$35.5M +11% 2.81% 194% 151 11.26% 2.7
Seven Springs Wealth Group
4545
Seven Springs Wealth Group
Tennessee
$350M -$63.4M -15% 1.21% 59.2% 88 11.36% 3.5
Warren Street Wealth Advisors
4546
Warren Street Wealth Advisors
California
$350M +$14.4M +4% 2.44% 84.6% 157 22.29% 2.1
Global Assets Advisory
4547
Global Assets Advisory
Florida
$350M +$13.4M +4% 2.71% 95.9% 304 15.46% 0.9
AIA
4548
AIMZ Investment Advisors
California
$350M +$31M +10% 6.98% 81.3% 144 13.89% 6.8
MWM
4549
MGB Wealth Management
Texas
$350M -$4.39M -1% 0.92% – 337 15.73% 1.5
MEPT
4550
Missouri Education Pension Trust
Missouri
$349M – – 1.99% – 2 – 0