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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
4726
Team Hewins
California
$261M +$20.7M +9% 6.51% 60.5% 42 30.95% 0.7
Naman Capital
4727
Naman Capital
Brazil
$261M +$25.4M +11% 3.8% 89.9% 11 9.09% 3.1
Eagle Bay Advisors
4728
Eagle Bay Advisors
New York
$261M +$96M +58% 5.59% 85% 1,394 30.56% 1.4
FIM
4729
FWL Investment Management
Texas
$261M +$62.7M +32% 5.74% 165% 323 34.06% 0.8
Aisling Capital Management
4730
Aisling Capital Management
New York
$261M +$30M +13% 17.5% 793% 16 6.25% 3.6
Private Wealth Advisors (California)
4731
Private Wealth Advisors (California)
California
$261M +$1.39M +0.5% 7.01% 63.6% 85 12.94% 3.3
DLK Investment Management
4732
DLK Investment Management
California
$261M +$19M +8% 6.89% 80.4% 118 10.17% 0.7
Taylor Hoffman Capital Management
4733
Taylor Hoffman Capital Management
Virginia
$261M – – 9.06% – 114 – 0
McCarthy & Cox
4734
McCarthy & Cox
Ohio
$261M +$355K +0.1% 4.41% – 59 18.64% 0.4
Windward Private Wealth Management
4735
Windward Private Wealth Management
Kansas
$261M +$13.9M +6% 5.38% 35.5% 48 6.25% 3.2
Kennicott Capital Management
4736
Kennicott Capital Management
California
$261M +$20.3M +8% 5.57% 98% 45 11.11% 2.5
Arch Venture Management
4737
Arch Venture Management
Illinois
$261M -$5.46M -2% 9.47% 228% 9 0% 1.4
First Bankers Trust
4738
First Bankers Trust
Kentucky
$260M +$17.9M +7% 7.96% 78.9% 132 7.58% 6.7
Impact Asset Management
4739
Impact Asset Management
$260M – – 6.33% – 69 – 0
Autumn Glory Partners
4740
Autumn Glory Partners
Texas
$260M +$64.1M +33% 7.54% 76% 209 24.4% 1.3
Oldfather Financial Services
4741
Oldfather Financial Services
Nebraska
$260M +$16.2M +7% 6.85% 60.8% 76 5.26% 3.2
Wind River Trust Company
4742
Wind River Trust Company
Wyoming
$260M +$13.2M +5% 6.5% 62.1% 9 0% 9.1
Vesa Equity Investment
4743
Vesa Equity Investment
Luxembourg
$260M -$26M -9% 3.69% 2.97% 1 0% 3.8
Farmers & Merchants Trust Co of Chambersburg PA
4744
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$260M +$12M +5% 6.76% 65.5% 392 4.59% 4.4
Adirondack Trust Company
4745
Adirondack Trust Company
New York
$260M +$14.7M +6% 6.67% 96.7% 502 4.58% 5.9
Emergence GP Partners
4746
Emergence GP Partners
California
$260M +$44.8M +21% 22.7% – 3 0% 2.3
RBA Wealth Management
4747
RBA Wealth Management
California
$259M +$9.9M +4% 6.74% 91% 94 10.64% 2.4
JVL Associates
4748
JVL Associates
Michigan
$259M +$9.9M +4% 6.31% 81% 57 10.53% 3.5
Bridgefront Capital
4749
Bridgefront Capital
Texas
$259M +$19.5M +8% 5.5% 52.1% 755 72.05% 0.2
Raleigh Capital Management
4750
Raleigh Capital Management
North Carolina
$259M +$24.5M +10% 8.55% 79.9% 1,060 13.11% 1.5