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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)
SIIL
5301
Sinvest Investments II Ltd
$298M +$11.8M +4% 4.12% – 1 0% 0.5
BEP
5302
Bluescape Energy Partners
Texas
$297M -$24.8M -8% 4.09% 57.9% 5 20% 4.5
BOC
5303
Barbara Oil Co
Illinois
$297M +$37.7M +15% 19% 76.9% 74 8.11% 9.2
MA
5304
MBA Advisors
Pennsylvania
$297M +$36.8M +14% 9.52% 58.3% 169 15.38% 3.1
VWM
5305
Vertrix Wealth Management
Michigan
$297M +$25.5M +9% 12.4% – 113 24.78% 0.2
FF
5306
Foundry Financial
California
$297M +$60.9M +26% 11.2% – 87 19.54% 0.4
TIA
5307
TCFG Investment Advisors
California
$297M +$29.4M +11% 19.1% – 317 19.24% 0.2
DC
5308
Dayah Capital
Connecticut
$297M +$35.6M +14% 7.28% – 54 74.07% 0.2
HC
5309
HF Capital
Tennessee
$297M +$57.5M +24% 37.4% – 5 0% 0.5
SAM
5310
Silphium Asset Management
United Kingdom
$297M +$32.6M +12% 18.9% 128% 57 19.3% 1.1
PWA
5311
Phoenix Wealth Advisors
North Carolina
$297M +$43.4M +17% 8.1% 60.1% 134 9.7% 3.2
HI
5312
Harper Investing
California
$297M +$67.4M +29% 13% 53.4% 86 15.12% 1.6
PTEAP
5313
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% – 10 0% 1.9
SWM
5314
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% – 139 9.35% 0.5
CWA
5315
Continuum Wealth Advisors
New York
$296M +$55.3M +23% 9.39% 61.4% 87 25.29% 1.7
MWM
5316
MorganRosel Wealth Management
Colorado
$296M +$42.7M +17% 15.2% 67.5% 116 21.55% 3.2
VPA
5317
Vernal Point Advisors
California
$296M +$50.2M +20% 8.57% – 21 4.76% 2
WRTC
5318
Wind River Trust Company
Wyoming
$296M +$30.9M +12% 13.8% 62.1% 12 8.33% 8.2
WFP
5319
Wrenne Financial Planning
Kentucky
$296M +$41.1M +16% 11.5% – 60 18.33% 1.7
DWA
5320
Delap Wealth Advisory
Oregon
$296M +$30.2M +11% 10.3% 66.1% 91 6.59% 2.2
CNBT
5321
Cornerstone National Bank & Trust
Illinois
$296M +$24.4M +9% 7.24% 33.9% 224 10.27% 2.3
PI
5322
PJT Investments
$296M +$43.5M +17% 4.51% – 10 20% 0.7
IRP
5323
Investment Research Partners
Pennsylvania
$295M +$49.7M +20% 14.7% – 295 22.71% 0.6
STT
5324
Singapore Technologies Telemedia
Singapore
$295M -$101M -25% 25.5% 173% 1 0% 9.3
CC
5325
Colrain Capital
Massachusetts
$295M +$36.7M +14% 25.2% – 28 17.86% 6