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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)
Focused Alpha LLC
4726
Focused Alpha LLC
Colorado
$324M -$16.7M -5% 0.85% – 273 20.51% 0.2
AIA
4727
AIMZ Investment Advisors
California
$324M -$26M -7% 4.48% 81.3% 143 4.9% 7.1
Shayne & Jacobs LLC
4728
Shayne & Jacobs LLC
Tennessee
$324M -$6.74M -2% 1.01% 79.4% 98 7.14% 4.2
Bank of Stockton
4729
Bank of Stockton
California
$323M -$25.9M -7% 0.06% 99.2% 147 18.37% 6.3
University of Chicago
4730
University of Chicago
Illinois
$323M +$117M +56% 6.32% 62.3% 14 21.43% 1.5
Bayberry Capital Partners
4731
Bayberry Capital Partners
New York
$323M +$7.83M +2% 9.34% 99.7% 37 51.35% 0.7
Wealth Advisors of Iowa
4732
Wealth Advisors of Iowa
Iowa
$323M +$18.7M +6% 0.26% 60.9% 94 18.09% 2.1
Commonwealth Retirement Investments
4733
Commonwealth Retirement Investments
Virginia
$323M +$12.6M +4% 4.73% 96.7% 434 72.81% 2
Gold Investment Management
4734
Gold Investment Management
Alberta, Canada
$323M +$9.6M +3% 4.92% 117% 205 2.44% 2.2
TM
4735
Tikvah Management
North Carolina
$323M -$51.5M -14% 9.48% 169% 23 8.7% 5.5
Dorval Corp
4736
Dorval Corp
Minnesota
$322M +$9.03M +3% 0.02% 29.6% 45 4.44% 1.6
Bluescape Energy Partners
4737
Bluescape Energy Partners
Texas
$322M -$61.2M -16% 8.85% 57.9% 5 0% 4.4
Whelan Financial
4738
Whelan Financial
California
$322M +$2.03M +0.6% 0.15% 64.6% 101 18.81% 1.8
Balance Wealth
4739
Balance Wealth
Ohio
$322M +$10.5M +3% 3.05% – 161 18.63% 0.7
Glassy Mountain Advisors
4740
Glassy Mountain Advisors
Maryland
$322M -$8.74M -3% 2.72% 91.5% 81 9.88% 1.8
Santori & Peters Inc
4741
Santori & Peters Inc
Pennsylvania
$321M +$28.3M +10% 8.86% 103% 79 10.13% 3.7
Hixon Zuercher
4742
Hixon Zuercher
Ohio
$321M -$8.7M -3% 0.39% 101% 91 9.89% 3.5
Edenbrook Capital
4743
Edenbrook Capital
New York
$321M -$215M -40% 16.9% 267% 18 38.89% 2.8
Darwin Wealth Management
4744
Darwin Wealth Management
Florida
$321M -$855K -0.3% 1.44% 56.8% 708 22.03% 1.7
Financial Life Advisors
4745
Financial Life Advisors
Texas
$321M -$3.29M -1% 2.09% 47% 56 12.5% 3.4
HCAL
4746
HURRICANE CAPITAL ADVISORS LLC
New York
$321M +$10.8M +3% 11.7% – 926 52.27% 0.7
Watershed Private Wealth
4747
Watershed Private Wealth
Illinois
$321M -$12.7M -4% 2.54% 80.3% 126 20.63% 2.2
WHAM
4748
Windmill Hill Asset Management
United Kingdom
$321M -$106M -25% 3.78% 98.1% 27 18.52% 2.8
Brady Family Wealth
4749
Brady Family Wealth
Missouri
$321M -$3.35M -1% 1.78% 74.7% 115 10.43% 2.8
Hamilton Capital Partners
4750
Hamilton Capital Partners
Georgia
$320M +$19.3M +6% 9.46% – 44 50% 0.8