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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)
Clarus Wealth Advisors
5476
Clarus Wealth Advisors
Arizona
$188M +$11.6M +7% 2.65% 89.7% 144 19.44% 2.2
Sitrin Capital Management
5477
Sitrin Capital Management
California
$188M +$5.2M +3% 5.49% 139% 44 9.09% 3.5
Ballentine Capital Advisors
5478
Ballentine Capital Advisors
South Carolina
$188M +$6.15M +3% 0.19% 48.8% 33 18.18% 0.5
Pensionfund DSM Netherlands
5479
Pensionfund DSM Netherlands
Netherlands
$188M +$1.2M +0.6% 0.75% 36.9% 70 2.86% 7.3
Agate Pass Investment Management
5480
Agate Pass Investment Management
Washington
$188M +$1.62M +0.9% 0.73% 76% 97 5.15% 2.1
Harbourvest Partners
5481
Harbourvest Partners
Massachusetts
$188M -$31.4M -14% 5.37% 8.96% 48 16.67% 2.9
DI
5482
Disciplined Investments
Oklahoma
$188M +$4.5M +2% 0.39% 51.4% 129 14.73% 3.1
Fogel Capital Management
5483
Fogel Capital Management
Florida
$188M +$17.7M +10% 5.39% – 42 16.67% 0.4
Leicht Financial Planning & Wealth Management
5484
Leicht Financial Planning & Wealth Management
New Jersey
$188M +$5.33M +3% 1.67% 46.3% 20 5% 2.4
Mill Road Capital Management
5485
Mill Road Capital Management
Connecticut
$188M -$42.4M -18% 12% 85.1% 24 16.67% 3.1
Benchmark Wealth Management
5486
Benchmark Wealth Management
Connecticut
$188M +$4.21M +2% 1.29% 42.7% 51 3.92% 3.3
SL
5487
SIB LLC
New York
$188M -$24.5M -12% 9.54% 29.2% 19 0% 8.4
Investmark Advisory Group
5488
Investmark Advisory Group
Connecticut
$188M +$5.16M +3% 2.5% 65.1% 121 9.09% 1.8
CL
5489
COWA LLC
Oklahoma
$187M +$17.8M +10% 0.32% 65.5% 137 21.17% 2.2
Holowesko Partners
5490
Holowesko Partners
Bahamas
$187M -$81.1M -30% 1.6% 51.1% 30 23.33% 3.4
Raelipskie Partnership
5491
Raelipskie Partnership
Ontario, Canada
$187M +$11.9M +7% 1.8% – 106 7.55% 0.5
Lindenwold Advisors
5492
Lindenwold Advisors
Pennsylvania
$187M +$371K +0.2% 2.04% 75% 123 13.82% 1.9
My Personal CFO LLC
5493
My Personal CFO LLC
Washington
$187M +$13.8M +8% 2.65% 83.4% 103 7.77% 1.6
New Perspectives Inc
5494
New Perspectives Inc
Mississippi
$187M +$6.73M +4% 2.18% – 32 9.38% 1.9
Ironwood Investment Management
5495
Ironwood Investment Management
Massachusetts
$187M -$17.9M -9% 0.44% 164% 182 11.54% 6.2
Oakcliff Capital Partners
5496
Oakcliff Capital Partners
New York
$187M +$20.1M +12% 5.48% 133% 11 18.18% 4.1
Brightlight Capital Management
5497
Brightlight Capital Management
Connecticut
$187M +$10M +6% 7.18% 202% 12 0% 1.8
Acuitas Investments
5498
Acuitas Investments
Washington
$187M -$11.4M -6% 2.08% 145% 134 20.15% 1
CAM
5499
CPA Asset Management
Florida
$187M +$8.13M +5% 0.71% 48.8% 79 6.33% 1.3
Granite Bay Wealth Management
5500
Granite Bay Wealth Management
New Hampshire
$187M +$10.9M +6% 0.83% – 84 32.14% 0.9