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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)
University of Massachusetts Foundation
4601
University of Massachusetts Foundation
Massachusetts
$205M -$7.85M -4% 3.69% 53.6% 4 0% 3.4
LaSalle St. Investment Advisors
4602
LaSalle St. Investment Advisors
Illinois
$204M -$20.9M -9% 1.36% 61.9% 137 26.28% 0.6
DGS Capital Management
4603
DGS Capital Management
New Jersey
$204M +$3.56M +2% 1.01% 177% 252 15.08% 1.2
Centurion Wealth Management
4604
Centurion Wealth Management
Virginia
$204M -$3.09M -1% 3.75% – 172 20.93% 0.6
WA
4605
Win Advisors
Florida
$204M +$129M +173% 1.85% 226% 72 87.5% 0.2
SL
4606
SOF Ltd
Cayman Islands
$204M +$11.2M +6% 5.83% 42.3% 1 0% 6.8
United Community Bank
4607
United Community Bank
South Carolina
$204M +$90.2M +79% 2.39% 72.7% 348 37.64% 1
BCH
4608
Berkshire Capital Holdings
California
$204M -$38.6M -16% 1.27% 2,748% 88 4.55% 2.7
Stone Run Capital
4609
Stone Run Capital
New York
$204M -$21.1M -9% 4.44% 77.8% 59 6.78% 7.2
Deseret Mutual Benefit Administrators
4610
Deseret Mutual Benefit Administrators
Utah
$204M -$53.3M -21% 2.46% 75.5% 510 3.33% 2.1
Iron Horse Wealth Management
4611
Iron Horse Wealth Management
Iowa
$204M +$132K +0.1% 3.9% 29.1% 513 39.77% 0.9
Headlands Technologies
4612
Headlands Technologies
Illinois
$203M -$109M -35% 1.84% 158% 1,279 70.13% 0.1
Sutton Wealth Advisors
4613
Sutton Wealth Advisors
Florida
$203M -$3.04M -1% 3.4% 40.9% 893 7.39% 4.9
Weik Capital Management
4614
Weik Capital Management
Pennsylvania
$203M -$8.42M -4% 0.9% 66.9% 98 5.1% 7.2
MWM
4615
MTC Wealth Management
Florida
$203M -$4.01M -2% 4.07% 30.5% 13 0% 2
Adamsbrown Wealth Consultants
4616
Adamsbrown Wealth Consultants
Kansas
$203M +$13.7M +7% 2.87% 60.6% 85 11.76% 1.3
SimpliFi Inc
4617
SimpliFi Inc
California
$203M -$8.6M -4% 3.43% 27.9% 34 2.94% 2.3
LSP Investment Advisors
4618
LSP Investment Advisors
New York
$203M +$24.5M +14% 27.3% 79.5% 24 8.33% 2
Aquamarine Zurich
4619
Aquamarine Zurich
Switzerland
$203M -$6.91M -3% 2.71% 74.8% 12 0% 1
Norway Savings Bank
4620
Norway Savings Bank
Maine
$203M +$19.3M +11% 3.56% 117% 136 15.44% 4.9
Summit Rock Advisors
4621
Summit Rock Advisors
New York
$203M -$3.36M -2% 0.59% – 4 50% 0.3
PL
4622
Polianta Ltd
Jersey
$203M -$12.9M -6% 4.36% 31.6% 104 62.5% 0.4
WCM
4623
Wunderlich Capital Managemnt
Tennessee
$203M -$983K -0.5% 1.01% 33.6% 92 2.17% 4.7
LFGO
4624
Legacy Financial Group (Oklahoma)
Oklahoma
$203M +$2.42M +1% 2.75% 64.2% 73 9.59% 0.6
RL
4625
Rogco LP
Oklahoma
$203M – – 3.68% 53.3% 269 – 0