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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)
PI
5426
PJT Investments
$252M +$81.5M +48% 0.15% – 8 25% 0.6
Meramec Financial Planners
5427
Meramec Financial Planners
Missouri
$252M -$4.45M -2% 1.77% – 553 12.48% 0.2
SLA
5428
Silver Lake Advisory
Utah
$252M -$5.81M -2% 1.72% 76.7% 108 9.26% 4.7
Invenio Wealth Partners
5429
Invenio Wealth Partners
Florida
$252M -$17.3M -6% 0.33% 55.5% 100 19% 1.8
Carnegie Lake Advisors
5430
Carnegie Lake Advisors
New Jersey
$252M -$10.8M -4% 1.85% – 175 10.29% 1.3
Seneca House Advisors
5431
Seneca House Advisors
Virginia
$252M -$15.6M -6% 1.02% 58.2% 108 16.67% 4.2
Trustees of Dartmouth College
5432
Trustees of Dartmouth College
New Hampshire
$252M -$142M -36% 2.19% 52.5% 11 18.18% 1.6
WIA
5433
Wetzel Investment Advisors
Indiana
$252M +$4.58M +2% 1.21% 72.2% 136 6.62% 1.8
Ducere Wealth Management
5434
Ducere Wealth Management
California
$251M -$7.13M -3% 2.65% – 145 23.45% 0.2
Hapanowicz & Associates Financial Services
5435
Hapanowicz & Associates Financial Services
Pennsylvania
$251M -$3.77M -1% 3.15% 65% 35 14.29% 4
Weik Capital Management
5436
Weik Capital Management
Pennsylvania
$251M -$15.6M -6% 2.85% 66.9% 94 6.38% 9
Washington State Investment Board
5437
Washington State Investment Board
Washington
$251M -$58.7M -19% 20.5% 567% 2 0% 4.6
Bayshore Asset Management
5438
Bayshore Asset Management
Florida
$251M +$6.19M +3% 2.4% 66.1% 42 7.14% 3.2
Hubbell Strickland Wealth Management
5439
Hubbell Strickland Wealth Management
Louisiana
$251M +$2.36M +0.9% 0.56% 64.8% 85 8.24% 4.4
M37 Management
5440
M37 Management
California
$251M +$105M +72% 11.7% – 15 40% 0.2
TrueWealth Financial Partners
5441
TrueWealth Financial Partners
Washington
$251M +$130M +107% 0.14% 36.4% 111 95.5% 0.1
Boulder Wealth Advisors
5442
Boulder Wealth Advisors
Colorado
$251M +$14.3M +6% 4.01% – 42 30.95% 1.8
Quad-Cities Investment Group
5443
Quad-Cities Investment Group
Iowa
$251M +$8.51M +4% 0.99% 67.3% 206 10.68% 4.1
REDW Wealth
5444
REDW Wealth
New Mexico
$251M -$11.6M -4% 0.61% 59.1% 105 8.57% 4.5
Essex Woodlands Management
5445
Essex Woodlands Management
Texas
$251M -$67.7M -21% 10.3% 119% 6 16.67% 6.9
Chicago Wealth Management
5446
Chicago Wealth Management
Illinois
$251M +$1.68M +0.7% 7.84% 134% 64 25% 2.2
Parker Financial
5447
Parker Financial
Washington
$250M +$3.72M +2% 0.92% 49.7% 38 13.16% 2.7
VM
5448
VPR Management
Texas
$250M +$25.7M +11% 8.62% 54.5% 69 14.49% 3.5
EVR Research
5449
EVR Research
Virginia
$250M +$64.7M +35% 0.79% 165% 43 53.49% 0.5
TMT General Partner
5450
TMT General Partner
Hong Kong
$250M +$3.88M +2% 20.6% – 3 0% 1.1