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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)
Next Capital Management
4801
Next Capital Management
New York
$239M -$8.72M -4% 3.23% 61.3% 152 15.13% 2.6
University of Massachusetts Foundation
4802
University of Massachusetts Foundation
Massachusetts
$239M -$1.4M -0.6% 2.72% 53.6% 4 0% 4.1
Accretive Wealth Partners
4803
Accretive Wealth Partners
New Jersey
$239M +$12.9M +6% 1.68% 57.3% 139 4.32% 2.4
Red Lighthouse Investment Management
4804
Red Lighthouse Investment Management
New York
$239M -$9.8M -4% 1.97% 63.4% 107 7.48% 1.3
Harmony Asset Management
4805
Harmony Asset Management
Arizona
$239M -$3.93M -2% 6.72% 138% 162 18.52% 0.4
Juncture Wealth Strategies
4806
Juncture Wealth Strategies
Arizona
$239M +$6.24M +3% 1.13% 76.5% 124 21.77% 2.9
Hengistbury Investment Partners
4807
Hengistbury Investment Partners
United Kingdom
$239M +$10.8M +5% 1.3% 108% 6 33.33% 3.6
Waterford Advisors
4808
Waterford Advisors
New York
$239M +$2.85M +1% 1.58% 50.5% 57 8.77% 1.2
Stelac Advisory Services
4809
Stelac Advisory Services
New York
$238M +$25.5M +12% 2.87% 84.9% 114 14.04% 4
Delta Financial Group
4810
Delta Financial Group
New Jersey
$238M -$101M -30% 11.1% – 246 54.07% 1.1
WHAM
4811
Windmill Hill Asset Management
United Kingdom
$238M -$41M -15% 4.25% 97% 29 13.79% 1.4
Your Advocates Ltd
4812
Your Advocates Ltd
Texas
$238M +$1.25M +0.5% 0.6% 50% 262 20.23% 2.3
David Kennon
4813
David Kennon
Florida
$238M +$4.19M +2% 1.47% 52.4% 34 0% 1.3
325 Capital
4814
325 Capital
New York
$238M +$21.5M +10% 15.7% 226% 13 7.69% 1.4
Hi-Line Capital Management
4815
Hi-Line Capital Management
South Dakota
$238M -$43.7M -16% 4.26% 57.5% 40 20% 3
Unio Capital
4816
Unio Capital
New Jersey
$238M +$10.8M +5% 3.36% 97.8% 37 16.22% 4.2
Vishria Bird Financial Group
4817
Vishria Bird Financial Group
Tennessee
$238M +$4.4M +2% 3.77% 74.3% 64 3.13% 3.3
NWK Group
4818
NWK Group
California
$238M +$24.6M +12% 11.5% 268% 65 15.38% 3.1
Milestones Administradora de Recursos
4819
Milestones Administradora de Recursos
Brazil
$238M +$51.7M +28% 6.31% 116% 30 46.67% 0.9
Wafra Inc
4820
Wafra Inc
New York
$238M -$1.67B -88% 27.7% 45.9% 65 96.92% 2.3
Concentrum Wealth Management
4821
Concentrum Wealth Management
California
$238M +$21.2M +10% 9.7% 174% 74 10.81% 2.7
Kaye Capital Management
4822
Kaye Capital Management
California
$238M +$8.21M +4% 2.42% – 39 17.95% 1.1
Hixon Zuercher
4823
Hixon Zuercher
Ohio
$237M +$777K +0.3% 2.1% 101% 64 4.69% 3.1
STF Management
4824
STF Management
Texas
$237M +$6.66M +3% 9.68% 208% 102 1.96% 1.3
Carmel Capital Partners
4825
Carmel Capital Partners
California
$237M -$4.74M -2% 1.95% 65.1% 171 12.28% 1.5