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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)
Kinsale Capital Group
5201
Kinsale Capital Group
Virginia
$165M +$28.2M +21% 5.2% 70.9% 35 8.57% 0.5
PHM
5202
Prospect Hill Management
New Jersey
$165M +$25.3M +18% 18.4% 85.1% 15 6.67% 2.1
Watershed Private Wealth
5203
Watershed Private Wealth
Illinois
$165M +$17.2M +12% 6.67% 71.4% 91 14.29% 0.4
Kercheville Advisors
5204
Kercheville Advisors
Texas
$165M +$19.3M +13% 18.3% 261% 81 13.58% 1.7
Independent Family Office
5205
Independent Family Office
New York
$165M -$8.24M -5% 4.98% 68.4% 74 13.51% 2.4
Armor Investment Advisors
5206
Armor Investment Advisors
North Carolina
$165M -$10M -6% 4.77% 56.6% 181 15.47% 3.7
Linse Capital
5207
Linse Capital
Puerto Rico
$165M – – 16.8% – 2 – 1.5
Mezzasalma Advisors
5208
Mezzasalma Advisors
New Jersey
$165M +$23.5M +17% 15% 203% 92 11.96% 2
Cincinnati Casualty Company
5209
Cincinnati Casualty Company
Ohio
$165M +$5.25M +3% 4.05% 56% 26 0% 7.8
Agate Pass Investment Management
5210
Agate Pass Investment Management
Washington
$165M +$11.9M +8% 5.45% 76% 97 7.22% 1.3
Riverstone Advisors
5211
Riverstone Advisors
Texas
$165M +$8.17M +5% 8.39% 104% 55 12.73% 2.2
HMS Capital Management
5212
HMS Capital Management
Tennessee
$165M +$5.93M +4% 9.3% 140% 117 19.66% 2.1
Boyd Wealth Management
5213
Boyd Wealth Management
California
$165M +$20.5M +14% 3.58% 56.8% 45 24.44% 1.2
Clarus Wealth Advisors
5214
Clarus Wealth Advisors
Arizona
$165M +$5.66M +4% 6.13% 89.7% 140 22.14% 1.7
Birch Capital Management
5215
Birch Capital Management
Texas
$165M +$9.26M +6% 6.5% 48.4% 104 6.73% 2.7
Asset Management Resources
5216
Asset Management Resources
Massachusetts
$165M +$7.58M +5% 4.46% – 62 12.9% 1.1
DRD
5217
Dennis R. Delaney
$164M +$47M +40% 6.73% 84.3% 51 7.84% 5.5
Stonebridge Financial Planning Group
5218
Stonebridge Financial Planning Group
Florida
$164M +$9.15M +6% 6.99% 67.2% 135 11.85% 2.3
Hanwha Asset Management
5219
Hanwha Asset Management
South Korea
$164M +$20.1M +14% 14% – 1 0% 0.5
Left Brain Wealth Management
5220
Left Brain Wealth Management
Illinois
$164M +$16.9M +11% 15% 357% 87 20.69% 0.4
Axis Capital Holdings
5221
Axis Capital Holdings
$164M +$11.9M +8% 7.86% 67% 3 0% 6.6
SAMT
5222
Select Asset Management & Trust
Pennsylvania
$164M +$50.4M +44% 6.34% 68.4% 70 18.57% 3.2
Compass Financial Group (Florida)
5223
Compass Financial Group (Florida)
Florida
$164M +$4.27M +3% 3.29% 44.1% 32 12.5% 3.7
HIS
5224
Horizon Investment Services
Indiana
$164M +$7.89M +5% 10.2% 250% 117 19.66% 2.9
Trinity Wealth Management
5225
Trinity Wealth Management
Pennsylvania
$164M +$11.3M +7% 4.1% 56.7% 48 29.17% 1.9