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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)
HST Ventures
4676
HST Ventures
Utah
$247M -$36.2M -13% 10.3% 8.24% 71 63.38% 0.4
Sterling Financial Planning
4677
Sterling Financial Planning
New Jersey
$247M +$15.8M +7% 5.89% 59.3% 108 8.33% 2.5
RBA Wealth Management
4678
RBA Wealth Management
California
$247M +$17.7M +8% 9.11% 91% 96 11.46% 2
Pine Brook Road Advisors
4679
Pine Brook Road Advisors
New York
$247M +$44.5M +22% 33.2% – 3 0% 0.3
Bill Few Associates
4680
Bill Few Associates
Pennsylvania
$247M +$27.3M +12% 11.6% 91.5% 172 11.05% 1.6
Reston Wealth Management
4681
Reston Wealth Management
Virginia
$246M +$27.7M +13% 7.3% 66.4% 57 22.81% 3.4
Peloton Wealth Strategists
4682
Peloton Wealth Strategists
Indiana
$246M +$15.3M +7% 6.85% 51.3% 97 10.31% 3.2
MWM
4683
MGB Wealth Management
Texas
$246M +$47.2M +24% 17.9% – 268 5.22% 0.2
Estuary Capital Management
4684
Estuary Capital Management
Minnesota
$246M +$80.8M +49% 9.6% – 22 45.45% 0.2
Dodds Wealth
4685
Dodds Wealth
Colorado
$246M +$50.8M +26% 3.64% 35.4% 59 10.17% 0.2
AllGen Financial Advisors
4686
AllGen Financial Advisors
Florida
$246M +$53.4M +28% 3.74% 39.7% 40 25% 1.7
Private Wealth Advisors (California)
4687
Private Wealth Advisors (California)
California
$246M -$10.7M -4% 6.22% 63.6% 81 17.28% 3
Vista Investment Management
4688
Vista Investment Management
Pennsylvania
$246M +$30.4M +14% 5.68% 54.4% 184 10.33% 4
Malaga Cove Capital
4689
Malaga Cove Capital
California
$245M +$8.43M +4% 8.97% 97.3% 192 14.58% 2.3
Highline Wealth Partners
4690
Highline Wealth Partners
California
$245M +$38.9M +19% 12.8% 93.8% 458 16.16% 1.1
Triumph Capital Management
4691
Triumph Capital Management
Colorado
$245M +$9.7M +4% 5.2% 55.5% 270 37.04% 1.1
MPM Asset Management
4692
MPM Asset Management
Massachusetts
$245M +$41.7M +20% 57.2% 5.89% 7 14.29% 2.8
Somerset Trust
4693
Somerset Trust
Pennsylvania
$245M +$17M +7% 6.43% 80.5% 150 8.67% 5.3
Lion Street Advisors
4694
Lion Street Advisors
Texas
$245M +$651K +0.3% 7.71% 38% 251 0.4% 1.3
SCI
4695
Silver Coast Investments
United States
$245M +$24.8M +11% 4.58% – 98 29.59% 0.2
Sharp Capital Gestora de Recursos
4696
Sharp Capital Gestora de Recursos
Brazil
$245M +$49.8M +26% 23.4% 61.4% 6 33.33% 1.6
Windward Private Wealth Management
4697
Windward Private Wealth Management
Kansas
$245M +$6.13M +3% 3.92% 35.5% 49 6.12% 2.8
Retirement Capital Strategies
4698
Retirement Capital Strategies
California
$245M +$13.9M +6% 6.49% 59% 87 40.23% 1.9
RL
4699
Rogco LP
Oklahoma
$245M +$15.8M +7% 6.9% 53.3% 264 15.53% 0.5
Allegiance Financial Group Advisory Services
4700
Allegiance Financial Group Advisory Services
Virginia
$244M +$31.9M +15% 6.28% 71.1% 72 9.72% 1.1