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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)
Team Hewins
4676
Team Hewins
California
$184M – – 13.7% 60.5% 25 – 0
Northpond Ventures
4677
Northpond Ventures
Maryland
$184M +$41.6M +29% 37.4% 67.3% 5 0% 1
OLIO Financial Planning
4678
OLIO Financial Planning
Virginia
$184M +$15.6M +9% 7.56% 52.9% 43 6.98% 0.9
GA
4679
Greytown Advisors
Florida
$184M +$18.6M +11% 9.78% 14.1% 102 10.78% 3.3
Intrepid Financial Planning Group
4680
Intrepid Financial Planning Group
Indiana
$184M +$8M +5% 6.19% 92.5% 123 20.33% 0.4
Benchmark Financial Wealth Advisors
4681
Benchmark Financial Wealth Advisors
Florida
$184M +$13.8M +8% 8.66% 81.6% 75 16% 2.2
ECG
4682
EPIQ Capital Group
California
$183M -$19.5M -10% 5.57% 6.25% 50 8% 2.1
Susquehanna Foundation
4683
Susquehanna Foundation
Pennsylvania
$183M -$55.1K -0% 0.04% 36.7% 4 0% 4.8
Prosight Management
4684
Prosight Management
Texas
$183M -$3.29M -2% 6.3% 39.5% 56 60.71% 0.6
Andesa Financial Management
4685
Andesa Financial Management
Pennsylvania
$183M -$103M -36% 11.4% 73.6% 160 18.13% 2.5
Malaga Cove Capital
4686
Malaga Cove Capital
California
$183M +$7.91M +5% 8.07% 97.3% 174 13.22% 2.1
Seascape Capital Management
4687
Seascape Capital Management
New Hampshire
$183M +$37.2M +25% 8.63% 111% 101 21.78% 1.7
Arena Capital Advisors
4688
Arena Capital Advisors
California
$183M -$146M -44% 1.9% 127% 262 38.93% 1.2
Wilshire Advisors
4689
Wilshire Advisors
California
$183M +$8.45M +5% 7.67% 118% 11 0% 1.7
Turim 21 Investimentos
4690
Turim 21 Investimentos
Brazil
$183M +$66.3M +57% 12.3% 62.1% 93 27.96% 1.1
Mill Road Capital Management
4691
Mill Road Capital Management
Connecticut
$183M -$26.4M -13% 19.4% 85.1% 27 14.81% 2.6
3Chopt Investment Partners
4692
3Chopt Investment Partners
Virginia
$183M – – 11% 128% 266 – 0
Carnegie Mellon University
4693
Carnegie Mellon University
Pennsylvania
$183M +$3.16M +2% 1.81% 61.6% 6 0% 1
LDR Capital Management
4694
LDR Capital Management
New York
$183M -$15.3M -8% 0.81% 28.4% 48 22.92% 1
FSB Premier Wealth Management
4695
FSB Premier Wealth Management
Iowa
$183M +$11.5M +7% 8.64% 53.9% 150 14% 1.4
Bordeaux Wealth Advisors
4696
Bordeaux Wealth Advisors
California
$182M +$23.1M +15% 1.97% 141% 90 14.44% 1.4
Allred Capital Management
4697
Allred Capital Management
Texas
$182M +$21.9M +14% 9.7% 73.5% 159 10.06% 3.2
RS
4698
Retirement Solution
Washington
$182M -$4.28M -2% 5.46% 77.3% 37 35.14% 1.5
Ceeto Capital Group
4699
Ceeto Capital Group
Florida
$182M +$7.5M +4% 7.48% 94.4% 164 5.49% 3.4
Bell & Brown Wealth Advisors
4700
Bell & Brown Wealth Advisors
California
$182M +$19.8M +12% 13% 125% 71 11.27% 3.7