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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)
Half Sky Capital (UK)
5101
Half Sky Capital (UK)
United Kingdom
$156M +$1.53M +1% 13.9% 13% 10 30% 0.8
Pinnbrook Capital Management
5102
Pinnbrook Capital Management
New York
$156M -$7.95M -5% 17.8% 913% 68 82.35% 0.2
Exane Asset Management
5103
Exane Asset Management
France
$156M +$6.11M +4% 14.7% 74.5% 11 63.64% 1.1
Blue Square Asset Management
5104
Blue Square Asset Management
New York
$156M +$8.67M +6% 0.66% 104% 35 54.29% 1.3
Whitford Management
5105
Whitford Management
New York
$156M – – 8.95% 76.2% 30 – 0
WHAM
5106
Windmill Hill Asset Management
United Kingdom
$156M -$15.8M -9% 5.99% 98.1% 33 36.36% 0.6
Bayshore Asset Management
5107
Bayshore Asset Management
Florida
$155M +$23M +17% 11.5% 62.3% 31 6.45% 0.8
Harbor Group
5108
Harbor Group
New Hampshire
$155M +$17.7M +13% 7.64% 43% 59 18.64% 1.4
Peoples Bank (Ohio)
5109
Peoples Bank (Ohio)
Ohio
$155M +$5.99M +4% 7.92% 78.9% 128 20.31% 3.7
Tradewinds LLC
5110
Tradewinds LLC
North Carolina
$155M +$17.5M +13% 4.78% – 215 95.81% 0
Slocum, Gordon & Co
5111
Slocum, Gordon & Co
Rhode Island
$155M – – 14.7% 65.3% 142 – 0
TL
5112
TowerView LLC
New York
$155M -$18.8M -11% 14.3% 17.9% 38 50% 3
Field & Main Bank
5113
Field & Main Bank
Kentucky
$155M +$6.19M +4% 9.86% 107% 277 9.39% 4.5
1492 Capital Management
5114
1492 Capital Management
Wisconsin
$155M +$16.2M +12% 19% 332% 127 34.65% 1.4
Laurel Wealth Planning
5115
Laurel Wealth Planning
Minnesota
$155M +$19.2M +14% 8.46% 53.1% 224 4.02% 1.4
Two Point Capital Management
5116
Two Point Capital Management
New York
$155M – – 11.6% – 22 – 0
AAG
5117
Avalon Advisory Group
Pennsylvania
$155M -$4.66M -3% 4.75% 46% 9 22.22% 2.9
Newton One Investments
5118
Newton One Investments
Delaware
$155M +$14.5M +10% 6.27% 42% 124 8.06% 1.6
Greenhaven Road Investment Management
5119
Greenhaven Road Investment Management
Connecticut
$155M -$11.4M -7% 1.81% 70.2% 43 25.58% 1.4
Bouvel Investment Partners
5120
Bouvel Investment Partners
Pennsylvania
$155M +$4.95M +3% 5.54% 199% 69 5.8% 1.6
Soundmark Wealth Management
5121
Soundmark Wealth Management
Washington
$155M +$12.3M +9% 8.85% 17.2% 61 9.84% 1.6
MBE Wealth Management
5122
MBE Wealth Management
Wisconsin
$155M +$17.9M +13% 6.81% 66.5% 67 11.94% 1.8
Catterton Management Company
5123
Catterton Management Company
Connecticut
$155M -$167M -52% 15.9% 13.2% 3 0% 1.8
GoalVest Advisory
5124
GoalVest Advisory
New York
$155M +$12.3M +9% 7.86% 94.8% 274 16.42% 1.3
FSA
5125
Financial Services Advisory
Maryland
$155M +$127M +465% 6.8% 82.5% 35 77.14% 0.4