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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)
Lincoln Capital Corp
5051
Lincoln Capital Corp
Rhode Island
$278M +$17.6M +7% 8.18% 82% 98 17.35% 3.2
ICW Investment Advisors
5052
ICW Investment Advisors
Arizona
$278M +$24.8M +10% 5.25% 58.6% 146 5.48% 4.7
Saiph Capital
5053
Saiph Capital
New Jersey
$278M +$21M +8% 6.73% 52.4% 72 11.11% 1.8
David Kennon
5054
David Kennon
Florida
$278M +$10.2M +4% 6.14% 52.4% 36 0% 2.4
Elevation Wealth Partners
5055
Elevation Wealth Partners
California
$278M +$24.5M +10% 8.4% 69.9% 887 48.03% 1.1
EFM
5056
Eley Financial Management
Vermont
$278M +$17.1M +7% 7.2% 74.9% 68 2.94% 2.4
Seven Post Investment Office
5057
Seven Post Investment Office
California
$278M +$12.2M +5% 4.17% 44.4% 34 2.94% 4.3
Socorro Asset Management
5058
Socorro Asset Management
Texas
$278M -$22M -7% 3.99% 43.8% 35 11.43% 2.9
Range Financial Group
5059
Range Financial Group
Oregon
$277M +$22.7M +9% 13.9% 195% 219 21% 1.5
Night Squared
5060
Night Squared
New York
$277M +$52.7M +24% 9.53% – 84 71.43% 0.2
Sunpointe
5061
Sunpointe
Missouri
$277M +$24.9M +10% 10.2% 122% 269 17.1% 1
Index Venture Growth Associates III
5062
Index Venture Growth Associates III
Jersey
$277M +$78.5M +40% 51.5% 740% 3 33.33% 2.5
Morris Financial Concepts
5063
Morris Financial Concepts
South Carolina
$277M +$24.9M +10% 6.8% 56.5% 201 3.48% 2.6
Stableford Capital II
5064
Stableford Capital II
Arizona
$277M +$11.3M +4% 4.07% 66.9% 142 11.27% 1.6
Long Path Partners
5065
Long Path Partners
Connecticut
$277M -$18M -6% 4.78% 9.18% 7 14.29% 2.2
Glass Jacobson Investment Advisors
5066
Glass Jacobson Investment Advisors
Maryland
$277M +$17M +7% 6.18% 63.1% 597 7.2% 2.1
Sims Investment Management
5067
Sims Investment Management
Ohio
$276M +$27.7M +11% 7.17% – 44 6.82% 0.7
Weinberger Asset Management
5068
Weinberger Asset Management
California
$276M +$17.2M +7% 6.63% 89.6% 88 7.95% 2.8
Quartz Partners
5069
Quartz Partners
New York
$276M +$57.6M +26% 10.4% – 196 20.92% 0.7
Access Financial Services
5070
Access Financial Services
Minnesota
$276M +$11.5M +4% 4.74% 44.8% 109 17.43% 3.7
TOBAM
5071
TOBAM
France
$276M +$19.8M +8% 4.62% 76.5% 282 22.7% 3
Palisades Hudson Asset Management
5072
Palisades Hudson Asset Management
Florida
$276M +$20.1M +8% 8.49% 66.8% 113 7.96% 6.5
Excalibur Management
5073
Excalibur Management
Massachusetts
$276M +$9.06M +3% 5.83% 93% 168 2.98% 6.1
Malaga Cove Capital
5074
Malaga Cove Capital
California
$276M +$21M +8% 5.15% 97.3% 189 22.22% 2.7
Orion Resource Partners
5075
Orion Resource Partners
New York
$275M -$264M -49% 31% – 35 54.29% 0.5