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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)
Seven Post Investment Office
4751
Seven Post Investment Office
California
$262M +$586K +0.2% 0.91% 44.4% 33 0% 4.5
Global Financial Private Client
4752
Global Financial Private Client
Florida
$262M -$4.91M -2% 0.66% 100% 1,711 5.2% 1.7
Joseph Group Capital Management
4753
Joseph Group Capital Management
Ohio
$262M +$7.85M +3% 1.5% 64.3% 97 11.34% 2
HCM
4754
Harspring Capital Management
New York
$262M -$90.3M -26% 8.86% 70.6% 17 5.88% 3.1
Capital Impact Advisors
4755
Capital Impact Advisors
Massachusetts
$261M – – 10% – 30 – 0
LCM
4756
Lonestar Capital Management
California
$261M -$13M -5% 2.78% 260% 26 46.15% 0.7
Unio Capital
4757
Unio Capital
New Jersey
$261M -$18.9M -7% 2.53% 97.8% 28 21.43% 4.4
Cache Advisors
4758
Cache Advisors
California
$261M +$20.8M +9% 11.2% – 86 15.12% 0.2
Your Advocates Ltd
4759
Your Advocates Ltd
Texas
$261M +$8.97M +4% 1.36% 53.6% 216 5.09% 2.7
Core Wealth Management
4760
Core Wealth Management
Florida
$261M +$4.71M +2% 0.21% 44.5% 32 12.5% 1.5
Selkirk Management
4761
Selkirk Management
New Jersey
$261M -$18M -6% 5.3% 245% 16 12.5% 5.8
Omega Financial Group
4762
Omega Financial Group
California
$261M -$3.72M -1% 1.47% 47% 82 4.88% 4.4
Stiles Financial Services
4763
Stiles Financial Services
Minnesota
$261M -$15.7M -6% 2.49% 144% 186 10.22% 2.5
Thames Capital Management
4764
Thames Capital Management
New Jersey
$260M -$108M -29% 3.29% 1,177% 42 45.24% 2.4
OCM
4765
Ogborne Capital Management
California
$260M -$366M -58% 5.28% 251% 18 55.56% 0.9
Washington State Investment Board
4766
Washington State Investment Board
Washington
$260M -$123M -32% 25.9% 567% 2 0% 3.6
Front Row Advisors
4767
Front Row Advisors
California
$260M -$29.3M -10% 6.01% 142% 520 5.38% 5.1
Bare Financial Services
4768
Bare Financial Services
Pennsylvania
$260M +$11.5M +5% 0.97% 53.6% 941 85.12% 0.2
Aragon Global Management
4769
Aragon Global Management
Florida
$260M -$9.6M -4% 5.31% – 26 34.62% 0.7
Main Street Group
4770
Main Street Group
Virginia
$260M -$10M -4% 6.27% 98.3% 871 12.63% 1
HighVista Strategies
4771
HighVista Strategies
Massachusetts
$260M -$9.28M -3% 4.54% 622% 172 34.3% 1
Townsend Asset Management
4772
Townsend Asset Management
North Carolina
$259M -$14.3M -5% 2.85% 88.5% 193 13.99% 4.1
Tejara Capital
4773
Tejara Capital
United Kingdom
$259M +$107M +70% 11.8% 17.3% 85 47.06% 0.7
My Legacy Advisors
4774
My Legacy Advisors
Oregon
$259M +$1.49M +0.6% 0.17% 49.1% 210 8.57% 2.1
Creative Capital Management Investments
4775
Creative Capital Management Investments
California
$259M +$19.9M +8% 0.35% 53.6% 280 18.21% 1.5