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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)
Humankind Investments
6601
Humankind Investments
New York
$175M -$47.9M -21% 4.71% 62.5% 28 64.29% 1.3
Momentous Wealth Management
6602
Momentous Wealth Management
Washington
$175M -$1.37M -0.8% 0.43% – 48 18.75% 1.1
Bain Capital Venture Investors
6603
Bain Capital Venture Investors
Massachusetts
$175M -$79.8M -31% 32.1% 34.2% 4 25% 0.6
Braeburn Wealth Management
6604
Braeburn Wealth Management
Michigan
$175M -$20.8M -11% 2.88% – 100 31% 0.2
William Mack & Associates
6605
William Mack & Associates
Michigan
$175M -$37.5M -18% 0.7% – 94 24.47% 1.1
Lowery Thomas LLC
6606
Lowery Thomas LLC
California
$175M -$2.09M -1% 3.23% 74.7% 57 7.02% 3.1
CenturyLink Investment Management
6607
CenturyLink Investment Management
Colorado
$175M +$78M +81% 2.32% – 3 66.67% 1.4
Aegis Wealth Management (Maryland)
6608
Aegis Wealth Management (Maryland)
Maryland
$175M -$2.05M -1% 0.84% – 124 7.26% 1.1
Basepoint Wealth
6609
Basepoint Wealth
Iowa
$175M +$10.2M +6% 2.76% 113% 665 13.38% 0.7
LifeGoal Wealth Advisors
6610
LifeGoal Wealth Advisors
New York
$175M +$24.7M +16% 1.19% – 117 41.03% 0.6
Delos Wealth Advisors
6611
Delos Wealth Advisors
Texas
$175M +$23.1M +15% 1.26% 58% 325 37.85% 1.1
SCM
6612
Sunbeam Capital Management
Georgia
$175M +$5.95M +4% 1.21% – 114 12.28% 1
TDB
6613
Thompson David Blair
$175M -$613K -0.3% 3.69% – 217 43.32% 0.6
Scratch Capital
6614
Scratch Capital
Idaho
$175M +$21.8M +14% 0.21% – 51 19.61% 1
GS Investments
6615
GS Investments
Minnesota
$175M -$9.5M -5% 1.23% 108% 136 15.44% 4.1
Riverbend Wealth Management
6616
Riverbend Wealth Management
South Carolina
$175M +$13.5M +8% 1.04% – 159 9.43% 1
Arbiter Partners Capital Management
6617
Arbiter Partners Capital Management
New York
$175M -$30.7M -15% 10.5% 378% 52 19.23% 2.7
GCM
6618
Granby Capital Management
Florida
$174M -$13M -7% 0.44% 50% 18 22.22% 2.7
Kaufman Rossin Wealth
6619
Kaufman Rossin Wealth
Florida
$174M -$17.6M -9% 3.06% – 163 43.56% 0.8
Mudrick Capital Management
6620
Mudrick Capital Management
New York
$174M -$196M -53% 50.9% 212% 3 33.33% 0.8
Bridge Generations Wealth Management
6621
Bridge Generations Wealth Management
Florida
$174M +$12.9M +8% 0.38% – 129 75.19% 1.2
American Airlines Group
6622
American Airlines Group
Texas
$174M -$4.78M -3% 2.67% – 1 0% 0.3
CNO Financial Group
6623
CNO Financial Group
Indiana
$174M -$2.07M -1% 2.21% – 10 20% 1.3
Advanced Micro Devices
6624
Advanced Micro Devices
California
$174M -$18.3M -9% 12.7% – 4 50% 0.1
Councilmark Asset Management
6625
Councilmark Asset Management
Tennessee
$174M -$4.48M -3% 1.24% – 87 6.9% 1.8