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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)
Attestor Capital
6051
Attestor Capital
Cayman Islands
$212M – – 6.71% – 9 – 0
Paul R. Ried Financial Group
6052
Paul R. Ried Financial Group
Washington
$212M +$14.1M +7% 5.65% – 42 19.05% 0.8
Bright Financial Advisors
6053
Bright Financial Advisors
Michigan
$212M +$7.16M +3% 2.25% – 68 11.76% 1.3
Ballast Asset Management
6054
Ballast Asset Management
Texas
$212M -$7.44M -3% 5.08% 123% 55 7.27% 1.6
Cloud Capital Management
6055
Cloud Capital Management
Washington
$212M +$22M +12% 3.21% – 1,596 94.05% 0.6
Hardin Capital Partners
6056
Hardin Capital Partners
South Carolina
$212M +$25.2M +14% 0.46% – 135 12.59% 1.2
May Barnhard Investments
6057
May Barnhard Investments
Maryland
$212M -$4.07M -2% 1.57% 65.4% 85 2.35% 1.8
Udine Wealth Management
6058
Udine Wealth Management
Florida
$212M +$3.18M +2% 4.09% 141% 43 32.56% 1.6
Virtus ETF Advisers
6059
Virtus ETF Advisers
New York
$212M +$30M +17% 5.72% 177% 552 25.91% 0.6
Constitution Capital
6060
Constitution Capital
Connecticut
$211M -$2.39M -1% 1.58% 91.1% 68 16.18% 3.3
Long Island Wealth Management
6061
Long Island Wealth Management
New York
$211M +$6.08M +3% 2.34% 58.2% 88 4.55% 1.6
Axa
6062
Axa
France
$211M +$11.9M +6% 4.41% 101% 77 25.97% 8.4
Montaka Global
6063
Montaka Global
$211M – – 1.56% – 19 – 0
Marmo Financial Group
6064
Marmo Financial Group
Tennessee
$211M +$4.82M +2% 1.46% 47.5% 38 18.42% 1.4
Forefront Wealth Partners
6065
Forefront Wealth Partners
Texas
$211M -$186M -47% 2.35% – 210 42.86% 0.6
Higgins & Schmidt Wealth Strategies
6066
Higgins & Schmidt Wealth Strategies
Colorado
$211M +$13.2M +7% 2.4% 65.6% 60 8.33% 1.3
Savoir Faire Capital Management
6067
Savoir Faire Capital Management
Connecticut
$211M -$67.7M -24% 0.41% 0.01% 45 8.89% 1.2
Keyes Stange & Wooten Wealth Management
6068
Keyes Stange & Wooten Wealth Management
Florida
$211M +$4.44M +2% 2.23% 61.3% 78 15.38% 1.5
New Vernon Capital Holdings II
6069
New Vernon Capital Holdings II
New Jersey
$211M -$6.35M -3% 4.89% 114% 99 29.29% 1.1
Crown Oak Advisors
6070
Crown Oak Advisors
California
$211M -$647K -0.3% 1.9% 53.3% 23 0% 1.9
Sitrin Capital Management
6071
Sitrin Capital Management
California
$211M +$2.34M +1% 3.35% 139% 42 11.9% 4.7
Trevian Wealth Management
6072
Trevian Wealth Management
Massachusetts
$211M +$24.4M +13% 2.65% 94.1% 52 26.92% 1.2
Bank of Jackson Hole Trust
6073
Bank of Jackson Hole Trust
Wyoming
$211M +$11M +5% 3.08% – 538 20.07% 0.8
Cairn Investment Group
6074
Cairn Investment Group
Washington
$211M -$8.69M -4% 4.72% 67.4% 71 8.45% 4
Unconventional Investor
6075
Unconventional Investor
New Hampshire
$211M +$11.2M +6% 1.77% 62.7% 47 4.26% 2.5