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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)
WAM
5701
Werlinich Asset Management
Connecticut
$262M +$55.5M +27% 49.1% 232% 62 16.13% 3.5
Twin Lakes Capital Management
5702
Twin Lakes Capital Management
California
$262M +$41.6M +19% 33.7% 131% 223 8.52% 3.9
Exeter Financial
5703
Exeter Financial
Arizona
$261M +$16.5M +7% 8.85% 59.1% 103 6.8% 5.9
SBCM
5704
Silverberg Bernstein Capital Management
New York
$261M +$79.5M +44% 56% 133% 71 5.63% 2
Fairtree Asset Management
5705
Fairtree Asset Management
South Africa
$261M +$43.1M +20% 11% – 104 15.38% 0.9
NYL Investors
5706
NYL Investors
New York
$261M -$3.83M -1% 3.95% 12.7% 31 6.45% 5.7
Northbridge Financial Group
5707
Northbridge Financial Group
Florida
$261M +$28.4M +12% 18.6% – 188 12.23% 0.4
Horizon Financial Services
5708
Horizon Financial Services
North Carolina
$261M +$34.5M +15% 10.9% 39.5% 610 38.52% 1
Bravera Wealth
5709
Bravera Wealth
North Dakota
$261M +$38.7M +17% 13.5% – 418 17.7% 0.5
Virtus ETF Advisers
5710
Virtus ETF Advisers
New York
$261M +$45.6M +21% 32.1% 177% 585 28.38% 0.8
Revere Asset Management
5711
Revere Asset Management
Texas
$261M +$65.4M +33% 50.1% 592% 49 69.39% 0.6
Tealwood Asset Management
5712
Tealwood Asset Management
Minnesota
$261M +$40.7M +19% 32.5% 128% 128 13.28% 3.8
Robbins Farley
5713
Robbins Farley
New Hampshire
$260M +$34.5M +15% 17.7% 106% 157 8.92% 3
Marnell Management
5714
Marnell Management
Michigan
$260M -$27.2M -9% 12.4% – 79 21.52% 0.4
4D Advisors
5715
4D Advisors
California
$260M +$103M +65% 34.1% – 52 63.46% 0.4
Weik Capital Management
5716
Weik Capital Management
Pennsylvania
$260M +$9.01M +4% 6.73% 66.9% 96 9.38% 8.8
Quarry Hill Advisors
5717
Quarry Hill Advisors
Minnesota
$260M +$17.2M +7% 11.2% 62.5% 53 3.77% 2.8
Patron Partners
5718
Patron Partners
Texas
$260M +$33.8M +15% 18% 90.2% 200 11% 3.4
PCG
5719
PFC Capital Group
California
$260M +$33.3M +15% 20.9% – 94 9.57% 1.9
Family CFO
5720
Family CFO
California
$260M +$36.6M +16% 19.4% 89.6% 47 12.77% 2.7
InvesTrust
5721
InvesTrust
Oklahoma
$260M +$21.8M +9% 14% – 95 4.21% 1.4
Altus Wealth Management
5722
Altus Wealth Management
Kentucky
$260M +$34.8M +15% 14.6% 73% 28 7.14% 4.6
Heritage Wealth Management (Texas)
5723
Heritage Wealth Management (Texas)
Texas
$260M +$25.8M +11% 11.9% 52.3% 45 11.11% 2.1
Porter White Investment Advisors
5724
Porter White Investment Advisors
Alabama
$260M +$10M +4% 10.8% 58% 40 0% 2.6
Palmer Knight Company
5725
Palmer Knight Company
Florida
$260M +$54.8M +27% 23.8% 78.9% 37 16.22% 3.4