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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)
HMS Capital Management
4626
HMS Capital Management
Tennessee
$230M +$17.2M +8% 9.74% 140% 124 10.48% 2
Stagwell Group
4627
Stagwell Group
Florida
$230M – – 13% 8.47% 1 – 0
Moerus Capital Management
4628
Moerus Capital Management
New York
$230M +$14.2M +7% 5.22% 220% 13 0% 2.6
AAFMAA Wealth Management & Trust
4629
AAFMAA Wealth Management & Trust
North Carolina
$230M +$18.9M +9% 11.4% 62.3% 71 11.27% 0.8
TFG Advisers
4630
TFG Advisers
Michigan
$229M +$22.9M +11% 11.6% 61.8% 206 5.34% 2.3
AlphaCore Capital
4631
AlphaCore Capital
California
$229M +$32.1M +16% 8.08% 91.5% 142 38.73% 1
Lapides Asset Management
4632
Lapides Asset Management
Connecticut
$229M -$11.9M -5% 1.94% 63% 86 22.09% 2.8
Ironwood Wealth Management (Arizona)
4633
Ironwood Wealth Management (Arizona)
Arizona
$229M +$16.9M +8% 3.16% 34.2% 53 5.66% 3
Portland Investment Counsel
4634
Portland Investment Counsel
Ontario, Canada
$229M +$9.8M +4% 2.64% 108% 39 10.26% 2.9
Kercheville Advisors
4635
Kercheville Advisors
Texas
$229M +$18.1M +9% 9.46% 261% 127 18.9% 0.8
Atlas Venture Associates IX
4636
Atlas Venture Associates IX
Massachusetts
$229M -$71.8M -24% 23.2% 89.8% 7 0% 3.7
RG
4637
Retirement Group
California
$229M +$11.6M +5% 7.6% 33.7% 780 18.33% 1.4
Turim 21 Investimentos
4638
Turim 21 Investimentos
Brazil
$229M +$12.7M +6% 3.67% 62.1% 117 35.04% 0.4
SimpliFi Inc
4639
SimpliFi Inc
California
$229M +$6.26M +3% 3.55% 27.9% 33 24.24% 1.5
Lake Point Wealth Management
4640
Lake Point Wealth Management
Texas
$229M +$11.9M +5% 5.85% – 507 17.16% 1.8
Guinness Atkinson Asset Management
4641
Guinness Atkinson Asset Management
California
$229M +$13.7M +6% 12.7% 148% 95 0% 4
KFO
4642
Kopp Family Office
Minnesota
$229M -$23.2M -9% 10.9% 47.9% 14 0% 1.3
VisionPoint Advisory Group
4643
VisionPoint Advisory Group
Texas
$229M +$4.5M +2% 5.97% 79.3% 111 22.52% 1
Snow Phipps Group
4644
Snow Phipps Group
New York
$229M +$100M +78% 4.37% 58% 2 0% 1.8
GSI Capital Advisors
4645
GSI Capital Advisors
California
$229M +$28.1M +14% 16.4% 39.7% 40 45% 0.9
Bedford Ridge Capital
4646
Bedford Ridge Capital
New York
$228M – – 36.1% – 1 – 0
Norway Savings Bank
4647
Norway Savings Bank
Maine
$228M +$15.7M +7% 8.43% 117% 329 9.12% 3.5
CNBT
4648
Cornerstone National Bank & Trust
Illinois
$228M +$1.44M +0.6% 3.72% 38.5% 66 10.61% 1.7
Accuvest Global Advisors
4649
Accuvest Global Advisors
Utah
$228M +$16.2M +8% 6.28% 163% 134 35.07% 0.8
Centerpoint Advisors
4650
Centerpoint Advisors
Massachusetts
$228M +$18.1M +9% 9.89% 82.6% 483 39.75% 1.6