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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)
Stone Run Capital
4676
Stone Run Capital
New York
$250M -$11.3M -4% 0.44% 77.8% 68 7.35% 6.7
Aubrey Capital Management
4677
Aubrey Capital Management
United Kingdom
$250M -$31.9M -11% 10% 319% 78 30.77% 1.2
Reston Wealth Management
4678
Reston Wealth Management
Virginia
$250M +$3.83M +2% 1.43% 60.7% 54 5.56% 3.6
Accel Wealth Management
4679
Accel Wealth Management
Iowa
$250M +$14.2M +6% 1.41% 82.4% 255 15.29% 2
L1 Capital International
4680
L1 Capital International
Australia
$250M +$25M +11% 0.36% – 21 14.29% 0.4
Mount Capital
4681
Mount Capital
United Kingdom
$250M +$12.4M +5% 3.43% 34.4% 18 5.56% 2.1
RBA Wealth Management
4682
RBA Wealth Management
California
$250M +$2.79M +1% 2.14% 77.7% 94 7.45% 2.2
JVL Associates
4683
JVL Associates
Michigan
$249M +$6.77M +3% 3.08% 81% 55 9.09% 3.5
Retirement Capital Strategies
4684
Retirement Capital Strategies
California
$249M +$4.78M +2% 3.73% 59% 85 41.18% 2.1
GL
4685
GHE LLC
Tennessee
$249M +$33M +15% 18.9% 188% 53 1.89% 2.3
Leading Edge Financial Planning
4686
Leading Edge Financial Planning
Tennessee
$249M +$23.5M +10% 0.49% 48.6% 58 20.69% 1.2
Veridan Wealth
4687
Veridan Wealth
Oregon
$249M – – 2.86% – 82 – 0
Congress Park Capital
4688
Congress Park Capital
New York
$249M +$23M +10% 5.55% 99.9% 125 15.2% 3.6
KA
4689
Kooman & Associates
Pennsylvania
$249M +$8.75M +4% 1.58% 66% 45 15.56% 1.1
West Oak Capital
4690
West Oak Capital
California
$249M +$13.4M +6% 4.09% 110% 339 10.91% 5.9
Two Point Capital Management
4691
Two Point Capital Management
New York
$248M +$5.33M +2% 0.37% – 25 4% 1.4
Precedent Wealth Partners
4692
Precedent Wealth Partners
Texas
$248M +$15.6M +7% 0.4% 61.1% 144 14.58% 0.4
Global Trust Asset Management
4693
Global Trust Asset Management
Florida
$248M +$4.66M +2% 2.5% 178% 479 5.64% 3.8
Narus Financial Partners
4694
Narus Financial Partners
Utah
$248M +$13.8M +6% 6.48% 85.3% 154 15.58% 3.1
BWM
4695
Brown Wealth Management
Illinois
$248M +$6.3M +3% 1% 51.2% 98 17.35% 0.8
Beirne Wealth Consulting Services
4696
Beirne Wealth Consulting Services
Connecticut
$248M +$12.2M +5% 1.29% 81.9% 103 7.77% 2.8
Infusive Asset Management
4697
Infusive Asset Management
New York
$248M -$11.6M -4% 2.27% 33.8% 35 40% 0.9
Jackson Grant Investment Advisers
4698
Jackson Grant Investment Advisers
Connecticut
$248M +$3.6M +1% 0.63% 54.3% 411 8.76% 3.8
Farmers & Merchants Trust Co of Chambersburg PA
4699
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$248M +$3.82M +2% 1.79% 65.5% 445 15.73% 4.2
MP
4700
Mediatel Partners
Texas
$248M -$23.3M -9% 8.38% 11.6% 3 0% 8