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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)
VeriStar Capital Management
5801
VeriStar Capital Management
New York
$152M +$34.4M +29% 16.6% 41% 12 16.67% 1.1
MRA Advisory Group
5802
MRA Advisory Group
New Jersey
$152M +$11.6M +8% 8.98% 86.8% 141 40.43% 1.6
Birchbrook
5803
Birchbrook
Maine
$152M – – 8.65% 49.1% 309 – 0
SP
5804
Saranac Partners
$152M -$26.3M -15% 13% 69% 92 21.74% 0.7
Michelson Medical Research Foundation
5805
Michelson Medical Research Foundation
California
$152M +$3.53M +2% 8.71% 52.2% 28 3.57% 0.8
Security National Bank of So Dak
5806
Security National Bank of So Dak
Iowa
$152M +$15.9M +12% 9.26% 67.7% 101 10.89% 5.8
Crystal Rock Capital Management
5807
Crystal Rock Capital Management
Illinois
$152M +$20.3M +15% 15.4% 164% 27 7.41% 4.9
MKT Advisors
5808
MKT Advisors
California
$152M +$19.6M +15% 9.98% 55.5% 158 14.56% 1.5
Nightview Capital
5809
Nightview Capital
Texas
$151M -$55.5M -27% 4.3% 170% 21 38.1% 1.4
NetEase Inc
5810
NetEase Inc
China
$151M -$618K -0.4% 0.4% 464% 2 0% 1.5
PCA Investment Advisory Services
5811
PCA Investment Advisory Services
Ohio
$151M +$11.1M +8% 11.2% 71.4% 125 15.2% 0.6
Column Group
5812
Column Group
California
$151M +$769K +0.5% 37.6% 95.1% 7 14.29% 2.8
Maryland Capital Advisors
5813
Maryland Capital Advisors
Maryland
$151M +$20.4M +16% 7.5% – 251 12.35% 1.7
Ridgecrest Wealth Partners
5814
Ridgecrest Wealth Partners
California
$151M +$8.78M +6% 9.85% 103% 105 13.33% 2.2
Cape Ann Savings Bank
5815
Cape Ann Savings Bank
Massachusetts
$151M +$8.72M +6% 10.3% 72.7% 86 9.3% 5.9
Alliance Wealth Advisors (Pennsylvania)
5816
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$151M +$13M +9% 10.2% 74.4% 134 11.19% 2.2
626 Financial
5817
626 Financial
Michigan
$151M +$3.42M +2% 11.2% 81.1% 111 9.01% 2.2
Sea Otter Advisors
5818
Sea Otter Advisors
Florida
$151M -$28.1M -16% 1.56% – 276 36.59% 0.6
Aletheian Wealth Advisors
5819
Aletheian Wealth Advisors
Washington
$151M +$20.7M +16% 11.6% – 78 6.41% 1.4
Sound Stewardship
5820
Sound Stewardship
Kansas
$151M +$2.17M +1% 8.21% 45.9% 69 11.59% 0.9
Dalton Investments
5821
Dalton Investments
Nevada
$151M +$22M +17% 7.23% 125% 29 17.24% 3.2
Albert D. Mason Inc
5822
Albert D. Mason Inc
Massachusetts
$151M +$12.8M +9% 9.76% 83.4% 159 3.14% 5.3
Indus Capital Partners
5823
Indus Capital Partners
New York
$151M +$3.23M +2% 9.25% 117% 8 50% 1.8
Threadgill Financial
5824
Threadgill Financial
Texas
$151M +$19.6M +15% 9.15% 49.3% 47 19.15% 1
Patron Partners
5825
Patron Partners
Texas
$151M +$15.2M +11% 11.7% 90.2% 178 11.8% 2.2