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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)
Salvus Wealth Management
6026
Salvus Wealth Management
New Jersey
$141M +$14.3M +11% 13.8% 108% 109 6.42% 2.2
New Republic Capital
6027
New Republic Capital
North Carolina
$141M +$18M +15% 11.2% 91.4% 240 18.75% 0.7
Cascade Investment Advisors
6028
Cascade Investment Advisors
Oregon
$140M +$14.1M +11% 11.7% 79.1% 114 12.28% 3.9
Strategic Investment Management
6029
Strategic Investment Management
Virginia
$140M +$58.8M +72% 5.66% 53.4% 12 16.67% 5.4
TLW Wealth Management
6030
TLW Wealth Management
Florida
$140M +$8.79M +7% 9.9% 98.3% 20 10% 3.2
SCM
6031
Soros Capital Management
New York
$140M -$98.2M -41% 18.3% 732% 43 46.51% 1.6
Fortis Advisors
6032
Fortis Advisors
Pennsylvania
$140M +$7.28M +5% 6.4% 72.8% 93 9.68% 3.3
iSAM Funds (UK)
6033
iSAM Funds (UK)
United Kingdom
$140M -$17.8M -11% 10.9% 53.7% 364 86.26% 0.1
Long Island Wealth Management
6034
Long Island Wealth Management
New York
$140M – – 9.74% 58.2% 433 – 0
Planning Directions
6035
Planning Directions
Pennsylvania
$140M +$9.5M +7% 8.48% 46.3% 72 13.89% 2.9
InceptionR
6036
InceptionR
California
$140M -$36.1M -20% 11.5% 62.9% 560 74.11% 0.2
Superstring Capital Management
6037
Superstring Capital Management
New York
$140M – – 49.5% – 30 – 0
Fairbanks Capital Management
6038
Fairbanks Capital Management
California
$140M +$21.3M +18% 14.6% 81.3% 54 3.7% 4.3
Aegon USA Investment Management
6039
Aegon USA Investment Management
Iowa
$140M +$1.39M +1% 8.46% 44.9% 39 15.38% 2.3
Ewing Morris & Co Investment Partners
6040
Ewing Morris & Co Investment Partners
Ontario, Canada
$140M +$16.4M +13% 1.38% 63.5% 37 35.14% 0.7
American Capital Advisory
6041
American Capital Advisory
Idaho
$140M – – 9.51% 69% 439 – 0
Worth Asset Management
6042
Worth Asset Management
Texas
$140M +$16.2M +13% 9.49% 115% 137 52.55% 0.9
CarsonAllaria Wealth Management
6043
CarsonAllaria Wealth Management
Illinois
$140M +$16.4M +13% 10.3% 51.7% 389 14.91% 1.5
BCR Wealth Strategies
6044
BCR Wealth Strategies
Alabama
$139M +$14M +11% 8.99% 42.2% 19 0% 1.8
Black Diamond Capital Management
6045
Black Diamond Capital Management
Connecticut
$139M +$446K +0.3% 3.37% 28.3% 11 9.09% 2.4
William Allan Corp
6046
William Allan Corp
Colorado
$139M +$13.1M +10% 13.2% 94.2% 49 6.12% 1.8
EPIQ Partners
6047
EPIQ Partners
Minnesota
$139M +$6.96M +5% 7.28% 49.6% 74 14.86% 2.9
TFG
6048
Team Financial Group
California
$139M +$18.3M +15% 7.41% 46% 237 19.41% 0.2
Burke & Herbert Bank & Trust
6049
Burke & Herbert Bank & Trust
Virginia
$139M +$15.6M +13% 12.7% 81.5% 128 13.28% 7.4
Godshalk Welsh Capital Management
6050
Godshalk Welsh Capital Management
Pennsylvania
$139M +$6.75M +5% 9.78% 61.1% 121 9.09% 6.3