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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)
TA
4601
Tamarack Advisers
California
$170M -$2.53M -1% 1.7% 46.5% 53 35.85% 1.3
PYA Waltman Capital
4602
PYA Waltman Capital
Tennessee
$170M -$9.06M -5% 4.71% 62.4% 219 5.02% 1
Centennial Wealth Advisory
4603
Centennial Wealth Advisory
Michigan
$170M -$8.27M -5% 3.33% 63% 147 42.18% 0.7
Newbridge Financial Services Group
4604
Newbridge Financial Services Group
Florida
$170M +$9.06M +6% 3.13% 189% 1,531 12.61% 1.4
Benchmark Financial Wealth Advisors
4605
Benchmark Financial Wealth Advisors
Florida
$170M -$25.2M -13% 5.12% 81.6% 76 15.79% 2.1
Stoneridge Investment Partners
4606
Stoneridge Investment Partners
Pennsylvania
$170M -$11.6M -6% 7.38% 44.2% 111 28.83% 1.7
Lowe Wealth Advisors
4607
Lowe Wealth Advisors
Maryland
$170M -$13.3M -7% 4.65% 63.3% 363 9.37% 4.1
Beacon Wealthcare LLC
4608
Beacon Wealthcare LLC
North Carolina
$170M -$11M -6% 5.49% 47% 11 0% 1.4
CA
4609
Continental Advisors
Utah
$170M +$3.97M +2% 1.71% 73.6% 63 17.46% 4
BC
4610
Bullfrog Capital
California
$170M +$4.68M +3% 21.3% – 4 25% 0.8
Arias Resource Capital
4611
Arias Resource Capital
Cayman Islands
$169M -$57.4M -25% 24.9% 81.3% 2 0% 3
Sculati Wealth Management
4612
Sculati Wealth Management
Michigan
$169M -$5.82M -3% 3.95% 80.3% 120 5.83% 2.1
Warwick Investment Management
4613
Warwick Investment Management
Texas
$169M -$36.9M -18% 5.05% 69.9% 72 55.56% 0.5
Yorktown Energy Partners VIII
4614
Yorktown Energy Partners VIII
New York
$169M -$26.4M -13% 0.56% 15.2% 2 0% 3.9
Ashburton (Jersey)
4615
Ashburton (Jersey)
Jersey
$169M -$53.4M -24% 5.7% – 49 18.37% 3.3
SCF Partners
4616
SCF Partners
Texas
$169M -$7.53M -4% 2.07% 2.1% 4 0% 5.7
Hunting Hill Global Capital
4617
Hunting Hill Global Capital
New York
$169M +$59.7M +55% 0.47% 132% 122 45.9% 0.5
BancFirst Trust & Investment Management
4618
BancFirst Trust & Investment Management
Oklahoma
$169M +$39.1M +30% 4.79% 44.9% 58 41.38% 0.6
New Leaf Venture Partners
4619
New Leaf Venture Partners
New York
$169M +$14.2M +9% 30.9% 3.91% 21 9.52% 3
Triton Wealth Management
4620
Triton Wealth Management
Arizona
$169M +$26.5M +19% 0.01% – 87 8.05% 1.9
SONA Asset Management (US)
4621
SONA Asset Management (US)
New York
$169M +$65.7M +64% 2.37% 41% 356 10.39% 0.5
Stadium Capital Management
4622
Stadium Capital Management
Connecticut
$168M -$15.5M -8% 8.85% 10.9% 14 50% 0.8
OLIO Financial Planning
4623
OLIO Financial Planning
Virginia
$168M -$9.7M -5% 6.3% 52.9% 45 11.11% 0.7
Rede Wealth
4624
Rede Wealth
Virginia
$168M -$3.89M -2% 2.27% 84.4% 101 13.86% 1.4
Graybill Wealth Management
4625
Graybill Wealth Management
Illinois
$168M -$12.3M -7% 4.21% – 51 5.88% 4.9