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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)
IP
5001
Investment Partners
Ohio
$284M +$19.8M +7% 7.94% 83.2% 162 7.41% 5.7
FullCircle Wealth
5002
FullCircle Wealth
Texas
$284M +$15.8M +6% 5.49% – 273 10.26% 0.9
Theory Financial
5003
Theory Financial
Colorado
$284M +$20.1M +8% 5.6% 54.5% 93 12.9% 1.7
Sculati Wealth Management
5004
Sculati Wealth Management
Michigan
$284M +$17.4M +7% 7.86% 80.3% 129 7.75% 3.5
Engle Capital Management
5005
Engle Capital Management
Connecticut
$284M -$48.1M -15% 13.7% 398% 33 54.55% 0.8
Future Fund LLC
5006
Future Fund LLC
Illinois
$283M +$59.4M +27% 8.42% 93.1% 175 5.71% 0.5
University of Illinois Foundation
5007
University of Illinois Foundation
Illinois
$283M +$32.5M +13% 11.8% – 20 70% 0.5
Hazlett, Burt & Watson
5008
Hazlett, Burt & Watson
West Virginia
$283M +$39M +16% 9.31% 97.1% 935 16.9% 2.2
Meritech Capital Associates V
5009
Meritech Capital Associates V
California
$283M +$43.5M +18% 19.5% 133% 2 0% 4.6
Members Advisory Group
5010
Members Advisory Group
New York
$283M +$16.7M +6% 6.94% 70.6% 41 14.63% 1.3
Bank OZK
5011
Bank OZK
Arkansas
$283M +$21.9M +8% 7.61% 112% 152 7.24% 6.4
Long Road Investment Counsel
5012
Long Road Investment Counsel
Michigan
$283M +$14.7M +5% 11% 53.8% 82 4.88% 7.7
Midwest Heritage Bank
5013
Midwest Heritage Bank
Iowa
$282M +$16.6M +6% 5.87% 52.2% 59 1.69% 2.5
CCM
5014
Consolidated Capital Management
California
$282M +$5.61M +2% 7.09% 166% 55 16.36% 3.3
Elmwood Wealth Management
5015
Elmwood Wealth Management
California
$282M +$30M +12% 5.46% 42.1% 144 13.19% 3.8
State of New Jersey Common Pension Fund A
5016
State of New Jersey Common Pension Fund A
New Jersey
$282M -$5.11M -2% 9.06% – 3 33.33% 0.5
Chaney Capital Management
5017
Chaney Capital Management
Washington
$282M +$27M +11% 7.22% – 39 12.82% 1.4
First Citizens Asset Management
5018
First Citizens Asset Management
North Carolina
$282M -$103K -0% 5.84% 44.2% 28 7.14% 2.4
WMA
5019
Wealth Management Associates
New Jersey
$282M +$24.8M +10% 10.5% 111% 242 14.46% 3.5
Regents Gate Capital
5020
Regents Gate Capital
United Kingdom
$282M -$1.4M -0.5% 1.7% – 59 59.32% 0.2
Medallion Wealth Advisors
5021
Medallion Wealth Advisors
Connecticut
$282M +$22.8M +9% 6.57% – 1,129 5.05% 0.7
Bourne Lent Asset Management
5022
Bourne Lent Asset Management
New York
$281M +$23.1M +9% 12.7% 76.1% 63 1.59% 7.3
ODFS
5023
O'Donnell Financial Services
California
$281M +$20.6M +8% 7.27% 61% 58 18.97% 1.6
Beacon Bridge Wealth Partners
5024
Beacon Bridge Wealth Partners
Pennsylvania
$281M +$29.2M +12% 6.04% 52% 94 14.89% 2
Union Square Park Capital Management
5025
Union Square Park Capital Management
New York
$281M +$43.1M +18% 14.1% 75.8% 71 49.3% 0.7