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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)
Cultivar Capital
6576
Cultivar Capital
Texas
$114M – – 8.81% 38.3% 30 – 0
Del-Sette Capital Management
6577
Del-Sette Capital Management
New York
$114M +$12M +12% 11.7% 112% 31 22.58% 1.2
Three Seasons Wealth
6578
Three Seasons Wealth
Utah
$114M +$12.3M +12% 11.8% 169% 84 35.71% 0.2
Circumference Group
6579
Circumference Group
Arkansas
$114M – – 15.8% – 33 – 0
Kolinsky Wealth Management
6580
Kolinsky Wealth Management
New Jersey
$114M +$12.9M +13% 13.2% 44.6% 147 19.05% 1.4
TI-Trust
6581
TI-Trust
Illinois
$113M +$8.44M +8% 8.71% 88.8% 107 4.67% 3.4
Steinberg Asset Management
6582
Steinberg Asset Management
New York
$113M +$978K +0.9% 4.48% 108% 45 11.11% 3.4
Oceanside Advisors
6583
Oceanside Advisors
South Carolina
$113M – – 8.71% 52.4% 46 – 0
PI
6584
Pachira Investments
California
$113M +$24.2M +27% 12.4% 82.3% 39 10.26% 2.3
Old Well Partners
6585
Old Well Partners
North Carolina
$113M -$7.38M -6% 15.7% 97.8% 45 26.67% 1.5
AIFAIM
6586
American Institute for Advanced Investment Management
Arizona
$113M +$5.29M +5% 10.4% 79.1% 122 7.38% 2.5
Bellevue Asset Management
6587
Bellevue Asset Management
Washington
$113M -$35.6M -24% 11% 56.7% 465 5.38% 3.4
Clear Point Advisors
6588
Clear Point Advisors
New York
$113M – – 9.15% 56.7% 555 – 0
PP
6589
Pingora Partners
Wyoming
$113M – – 12.7% – 159 – 0
New Millennium Group
6590
New Millennium Group
Utah
$113M +$3.6M +3% 15% 176% 451 16.85% 1.3
Yale University
6591
Yale University
Connecticut
$113M +$10.7M +11% 8.23% 33.7% 7 42.86% 0.6
CSI
6592
Cross Staff Investments
New York
$113M +$10.7M +10% 9% 80.3% 116 8.62% 1.7
SVB Financial Group
6593
SVB Financial Group
Texas
$113M +$59.7M +112% 110% – 23 52.17% 0.7
Shorepath Capital Management
6594
Shorepath Capital Management
Utah
$113M – – 10.4% – 22 – 0
LifeSteps Financial
6595
LifeSteps Financial
California
$113M +$14.5M +15% 11.9% 98.4% 84 16.67% 2.7
Ridgemont Partners Management
6596
Ridgemont Partners Management
North Carolina
$113M +$1.72M +2% 1.55% 45.6% 1 0% 2
Dentgroup
6597
Dentgroup
Louisiana
$113M -$23M -17% 9.7% 53.6% 113 38.05% 1.7
Balanced Rock Investment Advisors
6598
Balanced Rock Investment Advisors
Massachusetts
$113M – – 8.63% – 93 – 0
Addis & Hill
6599
Addis & Hill
Pennsylvania
$113M – – 10.3% 65.1% 23 – 0
Custom Portfolio Group
6600
Custom Portfolio Group
Colorado
$112M – – 4.25% – 234 – 0