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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)
Spectrum Asset Management (California)
5076
Spectrum Asset Management (California)
California
$216M -$17M -7% 0.81% 68.3% 112 25% 3.3
Boothe Investment Group
5077
Boothe Investment Group
Delaware
$216M +$17.6M +9% 0.85% 75.6% 44 25% 1.8
Greenhaven Road Investment Management
5078
Greenhaven Road Investment Management
Connecticut
$216M -$20.3M -9% 1.06% 70.2% 20 15% 2
Richmond Hill Investments
5079
Richmond Hill Investments
New York
$216M +$4.11M +2% 1.19% 55.2% 4 0% 6.3
X-Square Capital
5080
X-Square Capital
Puerto Rico
$216M +$4.63M +2% 1.22% 158% 167 14.37% 2.7
Doma Perpetual Capital Management
5081
Doma Perpetual Capital Management
Florida
$216M +$65.3M +43% 6.76% – 10 20% 0.4
Deseret Mutual Benefit Administrators
5082
Deseret Mutual Benefit Administrators
Utah
$216M +$15.9M +8% 0.47% 75.5% 497 2.82% 2.8
Axis Capital Holdings
5083
Axis Capital Holdings
$216M +$8.04M +4% 3.88% 67% 3 0% 7.6
Whetstone Capital Advisors
5084
Whetstone Capital Advisors
Kansas
$215M -$13M -6% 7.26% 282% 44 43.18% 1.3
Patient Square Capital
5085
Patient Square Capital
California
$215M -$19.4M -8% 7.29% 329% 2 0% 0.9
Red Spruce Capital
5086
Red Spruce Capital
Pennsylvania
$215M -$169K -0.1% 0.05% 98.4% 86 4.65% 3.5
Moseley Investment Management
5087
Moseley Investment Management
Florida
$215M +$14M +7% 7.07% 96.6% 155 11.61% 3.5
Canopy Partners
5088
Canopy Partners
Ohio
$215M +$10.7M +5% 4.03% – 209 9.57% 0.4
EntryPoint Capital
5089
EntryPoint Capital
New York
$215M +$104M +93% 4.98% – 1,960 60.05% 0.2
Crescent Park Management
5090
Crescent Park Management
California
$215M -$41.9M -16% 7.91% 87% 32 21.88% 2.1
Solitude Financial Services
5091
Solitude Financial Services
Virginia
$215M -$1.98M -0.9% 0.52% 62.4% 38 13.16% 2.4
WealthCare Investment Partners
5092
WealthCare Investment Partners
Rhode Island
$215M +$8.28M +4% 1.01% 62.6% 138 7.25% 1.7
Hoxton Planning & Management
5093
Hoxton Planning & Management
West Virginia
$215M +$6.03M +3% 4.12% 77.8% 170 10.59% 1.1
IWN
5094
Independent Wealth Network
Iowa
$215M +$1.46M +0.7% 1.61% 78.2% 233 12.45% 2
Emergence GP Partners
5095
Emergence GP Partners
California
$215M -$51.6M -19% 18.8% – 3 0% 2
BancFirst Trust & Investment Management
5096
BancFirst Trust & Investment Management
Oklahoma
$215M +$2.5M +1% 0.17% 44.9% 58 24.14% 1.7
IMS Capital Management
5097
IMS Capital Management
Oregon
$215M -$475K -0.2% 2.02% 119% 151 12.58% 4.8
Wela Strategies
5098
Wela Strategies
Georgia
$215M +$3.08M +1% 0.46% 51.3% 51 3.92% 3.3
Leisure Capital Management
5099
Leisure Capital Management
California
$215M +$15.2M +8% 4.02% 98% 144 14.58% 4.9
Wealth Advisors of Tampa Bay
5100
Wealth Advisors of Tampa Bay
Florida
$214M +$3.95M +2% 2.79% 86.2% 83 4.82% 3.7