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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)
Jackson Grant Investment Advisers
4901
Jackson Grant Investment Advisers
Connecticut
$272M +$14M +5% 5.68% 54.3% 386 1.81% 4.7
Clarus Group
4902
Clarus Group
Texas
$272M +$14.8M +6% 7.65% 67.5% 105 11.43% 2.5
25 LLC
4903
25 LLC
Missouri
$272M +$30.5M +13% 7.66% 48.7% 65 13.85% 1.6
HighVista Strategies
4904
HighVista Strategies
Massachusetts
$272M +$12.6M +5% 14.9% 622% 177 33.9% 1.1
Transatlantique Private Wealth
4905
Transatlantique Private Wealth
New York
$272M +$21.4M +9% 11.9% 88.6% 224 12.05% 2
Enstar Group
4906
Enstar Group
Bermuda
$272M +$6.86M +3% 1% 29.5% 11 0% 3
Strategic Equity Management
4907
Strategic Equity Management
Arizona
$272M +$33.9M +14% 9.93% 70.3% 77 32.47% 1.2
KM
4908
KP Management
Minnesota
$272M -$17.8M -6% 23.1% – 82 32.93% 1.1
Jacobsen Capital Management
4909
Jacobsen Capital Management
Utah
$272M +$41.5M +18% 12.3% 97.3% 122 22.95% 2.2
DS
4910
Dalal Street
Texas
$272M +$36.8M +16% 2.02% 92.7% 5 20% 0.8
OneAscent Wealth Management
4911
OneAscent Wealth Management
Alabama
$271M +$40.8M +18% 6.71% 50.6% 186 25.27% 1.1
Goepper Burkhardt
4912
Goepper Burkhardt
South Carolina
$271M +$21.4M +9% 6.72% 50.4% 102 9.8% 2.7
SoundView Advisors
4913
SoundView Advisors
Washington
$271M +$29M +12% 7.5% – 37 16.22% 0.4
Squire Investment Management Company
4914
Squire Investment Management Company
Utah
$271M +$31.4M +13% 7.61% – 66 3.03% 1.3
AP
4915
Arlington Partners
Alabama
$271M +$16.2M +6% 2.69% 46.4% 68 17.65% 2.7
LifeGuide Financial Advisors
4916
LifeGuide Financial Advisors
Pennsylvania
$271M +$25.9M +11% 5.17% 35.4% 48 16.67% 2.2
Rossby Financial
4917
Rossby Financial
Florida
$271M +$33.8M +14% 18.8% – 1,280 18.52% 0.2
Waterford Advisors
4918
Waterford Advisors
New York
$271M +$29.8M +12% 7.72% 50.5% 55 10.91% 1.7
1248 Management
4919
1248 Management
Missouri
$271M +$36.8M +16% 20% – 183 16.94% 0.3
SA
4920
Skyline Advisors
Washington
$271M +$16.8M +7% 7.86% – 98 12.24% 1.1
Next Capital Management
4921
Next Capital Management
New York
$271M +$62.1M +30% 9.89% 61.3% 142 20.42% 2.8
Jackson Square Partners
4922
Jackson Square Partners
California
$270M -$473M -64% 15% 102% 57 8.77% 3.3
Greenberg Financial Group
4923
Greenberg Financial Group
Arizona
$270M +$17.2M +7% 9.85% – 138 23.19% 0.2
First Bankers Trust
4924
First Bankers Trust
Kentucky
$270M +$16.6M +7% 10.7% 78.9% 145 9.66% 6.8
WFA
4925
WMG Financial Advisors
Tennessee
$270M +$35.1M +15% 9.59% 73.8% 195 14.87% 1.8