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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)
Davidson Capital Management
5301
Davidson Capital Management
Texas
$146M -$58.3M -29% 8.94% 79.4% 160 51.25% 0.9
Farmers & Merchants Trust Co of Chambersburg PA
5302
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146M +$16.7M +13% 12.7% 65.5% 369 13.01% 3.6
Continental General Insurance Company
5303
Continental General Insurance Company
Texas
$146M – – 22.7% 188% 8 – 0
Accretive Wealth Partners
5304
Accretive Wealth Partners
New Jersey
$146M +$14.2M +11% 8.8% 57.3% 113 11.5% 1.6
Alaethes Wealth
5305
Alaethes Wealth
Nevada
$146M +$9.47M +7% 9.44% 96.4% 110 16.36% 1.3
Saiph Capital
5306
Saiph Capital
New Jersey
$145M +$17.2M +13% 3.76% 52.4% 43 23.26% 0.8
Cora Capital Advisors
5307
Cora Capital Advisors
New Jersey
$145M – – 8.91% 70.5% 77 – 0
Birch Capital Management
5308
Birch Capital Management
Texas
$145M +$12.8M +10% 9.65% 62% 110 6.36% 2.2
Trail Ridge Investment Advisors
5309
Trail Ridge Investment Advisors
Colorado
$145M -$6.11M -4% 9.42% 83.9% 126 9.52% 0.9
Shira Ridge Wealth Management
5310
Shira Ridge Wealth Management
California
$145M – – 7.26% 72.8% 58 – 0
Highland Peak Capital
5311
Highland Peak Capital
Connecticut
$145M – – 12.3% 260% 21 – 0
Nan Fung Group Holdings
5312
Nan Fung Group Holdings
Hong Kong
$145M -$11.5M -7% 3.58% 281% 47 27.66% 0.9
Yorktown Energy Partners XI
5313
Yorktown Energy Partners XI
New York
$145M +$17M +13% 17.7% 105% 4 25% 2.2
Treynor Bancshares
5314
Treynor Bancshares
Iowa
$145M +$11.6M +9% 6.24% 3.35% 74 4.05% 1
Arbor Trust Wealth Advisors
5315
Arbor Trust Wealth Advisors
Michigan
$145M +$13.4M +10% 10.1% 63.8% 103 9.71% 2.4
Kercheville Advisors
5316
Kercheville Advisors
Texas
$145M +$47.1M +48% 9.74% 261% 99 31.31% 1.4
Enterprise Financial Services Corp (EFSC)
5317
Enterprise Financial Services Corp (EFSC)
Missouri
$145M +$10.7M +8% 12.1% 100% 157 11.46% 7.2
Leeward Financial Partners
5318
Leeward Financial Partners
Washington
$145M +$5.28M +4% 6.58% 97.9% 72 20.83% 0.8
Aurora Investment Counsel
5319
Aurora Investment Counsel
Georgia
$145M +$13M +10% 13% 31.7% 126 21.43% 1.2
Forum Private Client Group
5320
Forum Private Client Group
Indiana
$145M +$11M +8% 6.54% 47.9% 68 7.35% 0.7
Van Leeuwen & Company
5321
Van Leeuwen & Company
New Jersey
$145M +$19.1M +15% 11.3% 75.4% 68 23.53% 1.9
Quaero Capital
5322
Quaero Capital
Switzerland
$145M +$16.9M +13% 5.85% 62.4% 98 27.55% 0.8
FOCUS Wealth Advisors
5323
FOCUS Wealth Advisors
Texas
$145M +$3.44M +2% 4.81% 68.7% 49 6.12% 1.2
Carmel Capital Partners
5324
Carmel Capital Partners
California
$145M +$41.1M +40% 8.66% 65.1% 135 17.78% 0.7
Pragma Gestao de Patrimonio
5325
Pragma Gestao de Patrimonio
Brazil
$145M +$4.7M +3% 7.41% 75.2% 18 27.78% 1.5