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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)
Parus Finance (UK)
5026
Parus Finance (UK)
United Kingdom
$167M +$20M +14% 21.3% 199% 30 23.33% 3.8
BC
5027
Bullfrog Capital
California
$167M +$26.3M +19% 18.7% – 3 0% 1.3
Littlejohn & Co
5028
Littlejohn & Co
Connecticut
$167M +$11.8K +0% 13% 66.1% 76 31.58% 1.1
Soundmark Wealth Management
5029
Soundmark Wealth Management
Washington
$167M +$12.2M +8% 5.21% 17.2% 61 9.84% 1.8
Clark Asset Management
5030
Clark Asset Management
New Hampshire
$167M +$28M +20% 7.67% 51.8% 64 10.94% 0.2
SCA
5031
Sander Capital Advisors
Washington
$167M +$15.7M +10% 12.5% 113% 18 27.78% 2.1
Gallacher Capital Management
5032
Gallacher Capital Management
Colorado
$167M +$1.45M +0.9% 3.97% 82.8% 280 34.64% 0.2
Silicon Hills Wealth Management
5033
Silicon Hills Wealth Management
Texas
$167M +$32.1M +24% 5.41% 30.9% 100 23% 2
Theory Financial
5034
Theory Financial
Colorado
$167M +$15.7M +10% 3.8% 54.5% 62 12.9% 0.9
Beacon Bridge Wealth Partners
5035
Beacon Bridge Wealth Partners
Pennsylvania
$167M +$29.1M +21% 3.93% 52% 95 7.37% 0.2
Visa Foundation
5036
Visa Foundation
California
$167M +$3.9M +2% 8.88% 58.1% 1 0% 1.3
Sharper & Granite
5037
Sharper & Granite
California
$167M +$16.3M +11% 4.12% 50.8% 100 3% 0.2
Level Financial Advisors
5038
Level Financial Advisors
New York
$167M +$13.9M +9% 4.24% 44% 300 22.33% 1.1
WAM
5039
Westport Asset Management
Connecticut
$167M +$10M +6% 8.39% 64.2% 70 0% 5.8
1776 Wealth
5040
1776 Wealth
Georgia
$167M +$27.2M +20% 12% 90.4% 131 12.21% 2.4
Newton One Investments
5041
Newton One Investments
Delaware
$166M +$11.5M +7% 4.88% 42% 119 1.68% 1.9
Atlas Private Wealth Management
5042
Atlas Private Wealth Management
New York
$166M -$50.4M -23% 4.72% 19.8% 120 14.17% 2.5
Grand Wealth Management
5043
Grand Wealth Management
Michigan
$166M +$5.57M +3% 4.92% 54.1% 61 11.48% 1
Weitzel Financial Services
5044
Weitzel Financial Services
Iowa
$166M +$9.7M +6% 3.85% 46.3% 39 23.08% 1.5
CAGAS
5045
Capital Advisory Group Advisory Services
Minnesota
$166M +$19.1M +13% 5.66% 54.8% 149 13.42% 2.9
American Trust Investment Advisors
5046
American Trust Investment Advisors
New Hampshire
$166M +$8.56M +5% 6.07% 91% 85 11.76% 3.3
Horiko Capital Management
5047
Horiko Capital Management
New York
$166M +$36.6M +28% 15.3% 275% 28 7.14% 2.5
Pacifica Partners
5048
Pacifica Partners
Canada
$166M +$18.8M +13% 5.15% 127% 513 13.84% 2.2
SC
5049
Stephens Consulting
Michigan
$166M +$15.3M +10% 4.18% 50.1% 539 9.83% 1.1
UNC Management Company
5050
UNC Management Company
North Carolina
$166M -$161K -0.1% 0.4% 92% 3 66.67% 1.3