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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)
Newport Capital Group
5801
Newport Capital Group
New Jersey
$133M -$1.53M -1% 3.86% – 60 3.33% 1.2
Foresite Capital Management II
5802
Foresite Capital Management II
California
$133M -$130M -49% 48.9% 66.2% 2 50% 2.5
CNFG
5803
Creegan & Nassoura Financial Group
New Hampshire
$133M +$1.26M +1% 0% 52.6% 77 1.3% 4.8
Ulland Investment Advisors
5804
Ulland Investment Advisors
Minnesota
$133M -$23.4M -15% 6.64% 161% 278 24.46% 0.2
FCFC
5805
First Citizens Financial Corp
Iowa
$133M -$3.6M -3% 3.4% 72.9% 108 7.41% 1.8
Piedmont Capital Management (Montana)
5806
Piedmont Capital Management (Montana)
Montana
$133M +$5.86M +5% 0.79% 94% 50 28% 0.9
Indie Asset Partners
5807
Indie Asset Partners
Indiana
$133M -$4.68M -3% 2.18% 119% 133 12.03% 1.5
Benchmark Investment Advisors
5808
Benchmark Investment Advisors
Illinois
$133M +$11.7M +10% 6.05% – 161 44.72% 0.1
LAI
5809
Legal Advantage Investments
California
$133M -$14.4M -10% 8.55% 116% 85 15.29% 1
Robbins Farley
5810
Robbins Farley
New Hampshire
$133M -$2.44M -2% 6.42% 106% 193 40.93% 0.6
Pinnacle Wealth Management Group
5811
Pinnacle Wealth Management Group
Michigan
$133M -$2.02M -1% 0.96% 64.3% 136 25% 0.6
New Vernon Capital Holdings II
5812
New Vernon Capital Holdings II
New Jersey
$133M -$78.6M -37% 5.47% 114% 19 31.58% 1.7
Agincourt Capital Management
5813
Agincourt Capital Management
Virginia
$133M -$2.61M -2% 5.27% 0.36% 4 0% 0.3
Tanager Wealth Management
5814
Tanager Wealth Management
United Kingdom
$133M +$262K +0.2% 4.57% 53.4% 43 11.63% 0.2
William Allan Corp
5815
William Allan Corp
Colorado
$133M -$7.98M -6% 5.88% 94.2% 94 52.13% 0.2
WIM
5816
Wilen Investment Management
Florida
$133M +$1.62M +1% 13.7% 79.9% 96 10.42% 3.6
RiverGlades Family Offices
5817
RiverGlades Family Offices
Florida
$133M -$5.49M -4% 2.66% – 85 8.24% 2.3
Lakeside Advisors
5818
Lakeside Advisors
Washington
$132M -$3.12M -2% 1.01% 83.7% 59 8.47% 0.2
MKT Advisors
5819
MKT Advisors
California
$132M +$4.8M +4% 2.9% 55.5% 155 16.13% 0.2
Morton Brown Family Wealth
5820
Morton Brown Family Wealth
Pennsylvania
$132M +$1.84M +1% 4.39% 54.5% 232 38.36% 0.2
Trustees of The University of Pennsylvania
5821
Trustees of The University of Pennsylvania
Pennsylvania
$132M -$113M -46% 10.6% – 6 16.67% 0.2
W Advisors LLC
5822
W Advisors LLC
Tennessee
$132M -$1.87M -1% 1.68% 73.8% 120 21.67% 0.2
WF
5823
Williams Financial
Vermont
$132M -$281K -0.2% 4.04% 33.1% 36 16.67% 1
Red Tortoise LLC
5824
Red Tortoise LLC
Georgia
$132M -$12.4M -9% 4.58% 43.7% 67 7.46% 0.5
Piper Sandler & Co
5825
Piper Sandler & Co
Minnesota
$132M -$6.67M -5% 3.75% 0.04% 42 69.05% 0.2