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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)
LAM
4776
Lountzis Asset Management
Pennsylvania
$306M +$22.3M +8% 10.2% 124% 54 3.7% 3.3
Verity Asset Management
4777
Verity Asset Management
North Carolina
$306M +$96.9M +46% 7.62% 87% 252 32.54% 2.6
Seneca Financial Advisors
4778
Seneca Financial Advisors
New York
$306M +$46.8M +18% 5.71% 50.9% 64 6.25% 3
Starr Indemnity & Liability Company
4779
Starr Indemnity & Liability Company
New York
$306M +$33.1M +12% 12.4% – 4 0% 0.4
LJHT
4780
Laurie J. Hall Trustee
$306M +$3.64M +1% 5.9% 105% 117 7.69% 8.6
Briaud Financial Planning
4781
Briaud Financial Planning
Texas
$306M +$52.5M +21% 11.5% 113% 366 90.44% 1.7
Transatlantique Private Wealth
4782
Transatlantique Private Wealth
New York
$306M +$33.7M +12% 8.82% 88.6% 234 17.95% 2.1
Index Venture Growth Associates IV
4783
Index Venture Growth Associates IV
Jersey
$306M +$122M +67% 27.3% – 2 50% 0.4
Silchester International Investors
4784
Silchester International Investors
United Kingdom
$306M -$160M -34% 0.82% 53.9% 3 0% 1.7
Bell & Brown Wealth Advisors
4785
Bell & Brown Wealth Advisors
California
$305M +$25.8M +9% 11% 125% 74 8.11% 5.5
Timonier Family Office
4786
Timonier Family Office
North Carolina
$305M +$37.8M +14% 6.4% – 58 6.9% 0.7
First American Financial Corporation
4787
First American Financial Corporation
California
$305M +$11.5M +4% 31.8% – 3 0% 1.8
Paragon Private Wealth Management
4788
Paragon Private Wealth Management
Kentucky
$305M +$54M +22% 8.78% 104% 219 15.53% 1.8
Oxford Asset Management
4789
Oxford Asset Management
United Kingdom
$305M -$100K -0% 10.8% – 798 82.46% 0.1
Yukon Wealth Management
4790
Yukon Wealth Management
Kansas
$305M +$25.5M +9% 9.68% – 134 17.16% 0.4
Boone Capital Management
4791
Boone Capital Management
Georgia
$305M +$71.8M +31% 59.3% 278% 19 57.89% 0.4
Sava Pension Fund (Sava Penzisko Drushtvo)
4792
Sava Pension Fund (Sava Penzisko Drushtvo)
$305M – – 9.72% – 24 – 0
BE
4793
Bonness Enterprises
District of Columbia
$305M -$548K -0.2% 1.91% 98.6% 38 0% 11.5
Highland Peak Capital
4794
Highland Peak Capital
Connecticut
$305M +$37.2M +14% 17% 260% 20 60% 0.3
Walled Lake Planning & Wealth Management
4795
Walled Lake Planning & Wealth Management
Illinois
$305M -$1.9M -0.6% 5.28% 62.6% 150 10.67% 2.4
Consilio Wealth Advisors
4796
Consilio Wealth Advisors
Washington
$304M +$24M +9% 6.8% 66.4% 99 16.16% 1.6
NYL Investors
4797
NYL Investors
New York
$304M -$58.4M -16% 2.86% 12.7% 37 2.7% 5
Tilson Financial Group
4798
Tilson Financial Group
New Jersey
$304M +$39.2M +15% 5.08% 39.3% 79 7.59% 1.5
OFCM
4799
One Fin Capital Management
California
$304M +$8.23M +3% 16.7% 92% 31 77.42% 0.3
FSB Premier Wealth Management
4800
FSB Premier Wealth Management
Iowa
$304M +$23.8M +9% 5.52% 53.9% 234 11.11% 2.7