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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)
Tableaux
5351
Tableaux
Massachusetts
$250M +$75.6M +43% 6.94% – 142 38.73% 0.5
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
5352
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$250M +$375K +0.2% 10.7% 215% 213 16.9% 1.7
TL Private Wealth
5353
TL Private Wealth
Texas
$249M +$8.46M +4% 5.2% 50.6% 46 8.7% 4.1
Iams Wealth Management
5354
Iams Wealth Management
Nebraska
$249M +$31.4M +14% 5.83% 57.7% 196 20.41% 1.1
Great Hill Partners
5355
Great Hill Partners
Massachusetts
$249M +$107M +75% 74.7% 24% 1 0% 3.3
Crescent Park Management
5356
Crescent Park Management
California
$249M -$11M -4% 4.46% 87% 39 23.08% 2
Flagship Private Wealth
5357
Flagship Private Wealth
Massachusetts
$249M +$13.7M +6% 7.33% 62.7% 113 10.62% 2.8
Two Point Capital Management
5358
Two Point Capital Management
New York
$249M +$13.8M +6% 11.6% – 25 0% 2.6
Palogic Value Management
5359
Palogic Value Management
Texas
$249M +$3.82M +2% 5.66% 31.3% 188 24.47% 1.9
Retirement Planning Company of New England
5360
Retirement Planning Company of New England
Rhode Island
$249M +$24M +11% 10.4% 125% 251 9.16% 2.8
Security Benefit Life Insurance Company
5361
Security Benefit Life Insurance Company
Kansas
$249M +$36.7M +17% 21.7% 60.6% 20 10% 2.8
Applied Capital
5362
Applied Capital
Arkansas
$248M +$20.9M +9% 6.18% 52.6% 48 4.17% 2.6
GAMC
5363
Garner Asset Management Corp
Texas
$248M +$31.9M +15% 6.89% 103% 156 5.77% 5
BIA
5364
Bigelow Investment Advisors
Maine
$248M +$21.1M +9% 7.57% 75.7% 152 5.26% 5
DMKJ
5365
David M. Knott Jr
$248M +$27.4M +12% 21.2% 169% 98 23.47% 2
Kondo Wealth Advisors
5366
Kondo Wealth Advisors
California
$248M +$21.5M +9% 6.68% – 69 4.35% 0.7
MWA
5367
Miller Wealth Advisors
Colorado
$248M +$34.2M +16% 16.7% 147% 111 11.71% 2.2
ACT Advisors
5368
ACT Advisors
North Carolina
$248M +$31.5M +15% 6.82% 75.4% 79 29.11% 1.4
Abel Hall LLC
5369
Abel Hall LLC
Louisiana
$248M +$31.3M +14% 9.84% 133% 358 28.77% 0.7
WJ Interests
5370
WJ Interests
Texas
$248M +$13.8M +6% 6.8% 55.2% 26 15.38% 1.6
GL
5371
GHE LLC
Tennessee
$248M +$24.4M +11% 12.5% 188% 35 2.86% 3.3
Seneca House Advisors
5372
Seneca House Advisors
Virginia
$248M +$12.2M +5% 7.73% 58.2% 95 17.89% 4.2
Segra Capital Management
5373
Segra Capital Management
Florida
$247M -$115M -32% 48.3% 19% 12 75% 1.1
Jackson Square Partners
5374
Jackson Square Partners
California
$247M -$23.1M -9% 9.91% 102% 58 25.86% 3.3
Quantum Financial Planning Services
5375
Quantum Financial Planning Services
Washington
$247M +$34.8M +16% 5.3% – 52 17.31% 0.6