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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)
Hengistbury Investment Partners
6001
Hengistbury Investment Partners
United Kingdom
$173M +$36.3M +26% 1.55% 108% 5 40% 2.9
GWM
6002
Global Wealth Management
New Jersey
$173M +$16.7M +11% 2.02% – 31 12.9% 0.5
TFG
6003
Team Financial Group
California
$173M -$1.1M -0.6% 1.41% 46% 41 12.2% 1.2
Accent Capital Management
6004
Accent Capital Management
Ohio
$173M -$2.46M -1% 6.86% – 340 49.41% 0.5
Absolute Capital Management
6005
Absolute Capital Management
Pennsylvania
$173M -$7.82M -4% 1.92% 98.2% 131 17.56% 1.3
AmeriServ Wealth Advisors
6006
AmeriServ Wealth Advisors
Pennsylvania
$173M -$12.4M -7% 0.99% – 73 30.14% 3.1
Summa Corp
6007
Summa Corp
Texas
$173M -$31M -15% 7.62% 348% 65 15.38% 1
Vision One Management Partners
6008
Vision One Management Partners
Florida
$173M -$14M -7% 0.89% – 10 20% 0.8
CVS Health
6009
CVS Health
Rhode Island
$173M -$61.1M -26% 4.58% 50% 3 0% 2.8
HM
6010
HCEP Management
Hong Kong
$173M +$47.6M +38% 29.8% 182% 16 62.5% 0.2
Heritage Wealth Management (Texas)
6011
Heritage Wealth Management (Texas)
Texas
$173M +$2.72M +2% 1.48% 55.9% 35 11.43% 1.7
CarsonAllaria Wealth Management
6012
CarsonAllaria Wealth Management
Illinois
$173M -$2.09M -1% 1.81% 51.7% 378 9.52% 2.3
Lanham O'Dell & Company
6013
Lanham O'Dell & Company
West Virginia
$173M -$10.1M -6% 11.7% 81% 33 24.24% 1.5
School Employees Retirement Board of Ohio
6014
School Employees Retirement Board of Ohio
Ohio
$173M -$19.9M -10% 9.07% – 5 40% 0.7
Cohen Investment Advisors
6015
Cohen Investment Advisors
New Hampshire
$172M +$6.49M +4% 0.61% 90.6% 79 3.8% 3.9
Delta Capital Management
6016
Delta Capital Management
New Jersey
$172M -$2.77M -2% 1.95% 129% 107 6.54% 5.4
Asset Value Investors
6017
Asset Value Investors
United Kingdom
$172M -$51M -23% 1.17% – 5 20% 0.3
Western Financial Corp
6018
Western Financial Corp
California
$172M -$9.9M -5% 3.76% 275% 141 24.11% 1.6
Midwest Financial Group
6019
Midwest Financial Group
Kansas
$172M -$2.03M -1% 2.66% 103% 113 6.19% 1.6
LA
6020
Latitude Advisors
Florida
$172M -$5.42M -3% 0.1% 79.6% 200 14.5% 2.5
Parkshore Wealth Management
6021
Parkshore Wealth Management
California
$172M +$5.75M +3% 3.04% – 68 10.29% 0.2
Core Wealth Partners
6022
Core Wealth Partners
California
$172M -$2.51M -1% 1.73% 75.7% 181 16.02% 1.5
Ravenstone Capital Management
6023
Ravenstone Capital Management
$172M -$2.16M -1% 2.29% 63% 123 56.1% 1.2
Solstein Capital
6024
Solstein Capital
California
$172M -$7.08M -4% 0.12% 102% 331 7.25% 3.1
Exane Asset Management
6025
Exane Asset Management
France
$172M -$3.87M -2% 1.95% 74.5% 35 48.57% 0.6