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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)
Robinswood Financial
4651
Robinswood Financial
Washington
$271M +$6.08M +2% 0.26% 43.2% 403 14.39% 1.2
Taylor Hoffman Capital Management
4652
Taylor Hoffman Capital Management
Virginia
$270M -$5.53M -2% 2.28% – 116 4.31% 0.5
Concentrum Wealth Management
4653
Concentrum Wealth Management
California
$270M -$14.5M -5% 7.15% 174% 85 16.47% 3
Ping Capital Management
4654
Ping Capital Management
New York
$270M -$143M -35% 4.89% – 100 31% 0.5
Aikya Investment Management
4655
Aikya Investment Management
United Kingdom
$270M +$29.6M +12% 7.79% 11.1% 4 25% 0.9
ARQ Wealth Advisors
4656
ARQ Wealth Advisors
Arizona
$270M +$6.69M +3% 1.51% 59.3% 108 15.74% 2
SailingStone Capital Partners
4657
SailingStone Capital Partners
Texas
$270M -$31.9M -11% 5.38% 152% 12 8.33% 3.5
Terril Brothers
4658
Terril Brothers
Missouri
$269M -$80.6M -23% 1.25% 112% 77 27.27% 4.1
First Sabrepoint Capital Management
4659
First Sabrepoint Capital Management
Texas
$269M -$103M -28% 3.13% 218% 62 45.16% 1.1
Endeavour Capital Advisors
4660
Endeavour Capital Advisors
Connecticut
$269M -$44.7M -14% 6.09% 76.7% 38 26.32% 3.3
NIA Impact Advisors
4661
NIA Impact Advisors
California
$269M -$38.2M -12% 0.77% – 117 19.66% 1.8
Argyle Capital Management
4662
Argyle Capital Management
Pennsylvania
$269M +$15.4M +6% 3.72% 106% 130 2.31% 8.7
First American Financial Corporation
4663
First American Financial Corporation
California
$269M -$22.5M -8% 1.66% – 3 0% 1.3
FIM
4664
FWL Investment Management
Texas
$269M -$5.61M -2% 0.55% 165% 335 21.49% 1.1
EWA LLC
4665
EWA LLC
Pennsylvania
$269M +$2.75M +1% 3.28% 102% 193 21.76% 1.2
Pension & Wealth Management Advisors
4666
Pension & Wealth Management Advisors
Massachusetts
$269M +$18.5M +7% 1.25% 49.9% 526 18.63% 1.2
REDW Wealth
4667
REDW Wealth
New Mexico
$269M -$19.4M -7% 0.99% 59.1% 112 15.18% 3.8
Ferguson Shapiro
4668
Ferguson Shapiro
Georgia
$269M -$1.39M -0.5% 2.27% 42.7% 77 23.38% 1.3
Union Heritage Capital
4669
Union Heritage Capital
Michigan
$269M -$2.11M -0.8% 1.59% 82.1% 64 7.81% 3.2
Corbyn Investment Management
4670
Corbyn Investment Management
Maryland
$269M -$10.4M -4% 1.18% 71% 67 5.97% 5.1
Barometer Capital Management
4671
Barometer Capital Management
Ontario, Canada
$269M +$18.8M +8% 15% 339% 204 63.24% 0.5
Claris Advisors
4672
Claris Advisors
Missouri
$268M +$2.46M +0.9% 2.08% 65.7% 78 14.1% 1.8
Next Level Private
4673
Next Level Private
New York
$268M +$20.5M +8% 0.33% 95.9% 144 11.11% 1.7
United Community Bank
4674
United Community Bank
South Carolina
$268M +$11.5M +4% 2.63% 72.7% 517 27.47% 1.6
Tyro Capital Management
4675
Tyro Capital Management
Florida
$268M -$37M -12% 2.84% – 17 41.18% 0.7