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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)
Spring Capital Management
6076
Spring Capital Management
Texas
$126M – – 13.6% 73.6% 32 – 0
January Capital Advisors
6077
January Capital Advisors
California
$126M – – 5.35% – 46 – 0
PACK Private Wealth
6078
PACK Private Wealth
Minnesota
$126M – – 8.7% 52.8% 38 – 0
Addition Three General Partner
6079
Addition Three General Partner
New York
$126M – – 13.2% – 1 – 0
Accel XI Associates
6080
Accel XI Associates
California
$126M -$28.8M -19% 5.75% – 2 50% 0.5
HighVista Strategies
6081
HighVista Strategies
Massachusetts
$126M -$25.5M -17% 5.08% 622% 143 62.94% 0.6
Applied Capital
6082
Applied Capital
Arkansas
$126M +$11.3M +10% 4.58% 52.6% 52 13.46% 0.6
Lifeworks Advisors
6083
Lifeworks Advisors
Michigan
$126M – – 10.8% 80.4% 111 – 0
Resurgent Financial Advisors
6084
Resurgent Financial Advisors
Georgia
$125M – – 10.7% 86.4% 130 – 0
Northern Capital Management (Washington)
6085
Northern Capital Management (Washington)
Washington
$125M +$8.42M +7% 6.69% 90.9% 44 9.09% 0.9
Gordian Capital (Singapore)
6086
Gordian Capital (Singapore)
Singapore
$125M – – 7.54% 321% 128 – 0
Planning Center Inc
6087
Planning Center Inc
Illinois
$125M – – 6.21% 38.9% 52 – 0
Wells Financial Advisors
6088
Wells Financial Advisors
Massachusetts
$125M +$6.95M +6% 6.98% 58.9% 64 10.94% 0.9
SBK Financial
6089
SBK Financial
Virginia
$125M – – 12.9% – 132 – 0
Whitefort Capital Management
6090
Whitefort Capital Management
New York
$125M – – 2.58% 243% 40 – 0
Private Harbour Investment Management & Counsel
6091
Private Harbour Investment Management & Counsel
Ohio
$125M +$11.5M +10% 8.82% 82.6% 60 8.33% 4.4
EIM
6092
Ervin Investment Management
Washington
$125M – – 12.1% 92.9% 31 – 0
Future Financial Wealth Management
6093
Future Financial Wealth Management
Ohio
$125M +$27.8M +29% 5.8% 65.2% 559 78% 0.2
Kemper Corp Master Retirement Trust
6094
Kemper Corp Master Retirement Trust
Illinois
$125M +$378K +0.3% 0.3% 21.9% 2 0% 2.9
Echo45 Advisors
6095
Echo45 Advisors
California
$125M – – 4.52% 53.6% 90 – 0
Touchstone Capital
6096
Touchstone Capital
Pennsylvania
$125M +$15.1M +14% 7.89% – 17 11.76% 0.9
MW
6097
Milestone Wealth
New York
$125M – – 5.19% – 245 – 0
Bradley & Co Private Wealth Management
6098
Bradley & Co Private Wealth Management
Florida
$125M +$8.84M +8% 8.9% – 174 8.62% 0.7
IPCP
6099
Iron Park Capital Partners
New York
$125M – – 1.4% – 48 – 0
Guardian Wealth Advisors (Minnesota)
6100
Guardian Wealth Advisors (Minnesota)
Minnesota
$125M +$12.3M +11% 6.29% 62.6% 68 10.29% 0.9