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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)
NAH
4801
Neumann Advisory (HK)
Hong Kong
$356M +$38.4M +12% 14.3% 77.3% 6 0% 5.9
Eaton-Cambridge
4802
Eaton-Cambridge
Arizona
$356M +$36.2M +11% 9.8% – 73 27.4% 1.2
Genesis Private Wealth
4803
Genesis Private Wealth
Virginia
$356M +$38.1M +12% 9.61% – 202 14.85% 1
Core Wealth Management
4804
Core Wealth Management
Florida
$356M +$29.4M +9% 8.29% 44.5% 43 9.3% 2
Hi-Line Capital Management
4805
Hi-Line Capital Management
South Dakota
$355M +$37.3M +12% 3.31% 57.5% 36 22.22% 2
Commonwealth Bank of Australia
4806
Commonwealth Bank of Australia
Australia
$355M +$124M +54% 54.1% – 2 0% 0.5
Rise Advisors
4807
Rise Advisors
New York
$355M +$71.6M +25% 13.4% 62.8% 103 8.74% 3.6
TFR Capital
4808
TFR Capital
Texas
$355M +$29.4M +9% 19.3% – 172 9.3% 1.2
One Wealth Capital Management
4809
One Wealth Capital Management
Arizona
$355M +$126M +55% 13.3% – 232 49.57% 0.6
Watershed Private Wealth
4810
Watershed Private Wealth
Illinois
$355M +$34.4M +11% 14.2% 80.3% 125 15.2% 2.2
FSB Premier Wealth Management
4811
FSB Premier Wealth Management
Iowa
$355M +$35.7M +11% 11.1% 53.9% 267 9.74% 3
Oxbow Capital Management (HK)
4812
Oxbow Capital Management (HK)
Hong Kong
$355M -$16.2M -4% 100% 2,244% 7 57.14% 0.4
Towarzystwo Funduszy Inwestycyjnych PZU SA
4813
Towarzystwo Funduszy Inwestycyjnych PZU SA
$355M +$57.2M +19% 25.3% – 729 11.11% 3.4
Firetrail Investments
4814
Firetrail Investments
Australia
$355M +$61.6M +21% 30.1% 139% 33 18.18% 1.3
Santori & Peters Inc
4815
Santori & Peters Inc
Pennsylvania
$355M +$33.4M +10% 10.4% 103% 84 7.14% 3.7
A6
4816
Anchor @ 65
Singapore
$355M -$7.2M -2% 2.43% – 2 0% 1.5
Advisor Resource Council
4817
Advisor Resource Council
Texas
$355M +$45.5M +15% 16.8% 74.7% 291 21.31% 0.6
Wheelhouse Advisory Group
4818
Wheelhouse Advisory Group
Missouri
$354M +$52.6M +17% 11.6% 67.9% 56 10.71% 1.6
Timonier Family Office
4819
Timonier Family Office
North Carolina
$354M – – 11% – 57 – 1.4
Essential Planning
4820
Essential Planning
New Hampshire
$354M +$39.4M +13% 8.16% 40.9% 90 8.89% 2.5
TSA Wealth Management
4821
TSA Wealth Management
Texas
$354M +$44.1M +14% 13.9% 62.4% 128 25% 1.3
Somerset Trust
4822
Somerset Trust
Pennsylvania
$354M +$27.5M +8% 13.6% 80.5% 195 15.38% 5.2
INCA Investments
4823
INCA Investments
Florida
$353M +$71.6M +25% 9% 128% 11 18.18% 5.4
Autumn Glory Partners
4824
Autumn Glory Partners
Texas
$353M +$80.6M +30% 10.5% 76% 229 18.34% 2.2
FNWM
4825
Financial Network Wealth Management
Utah
$353M +$36.9M +12% 11.3% – 123 8.94% 2.6