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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)
Pine Brook Road Advisors
6751
Pine Brook Road Advisors
New York
$140M -$48.3M -26% 2.81% – 3 33.33% 1
Allen Wealth Management
6752
Allen Wealth Management
North Carolina
$140M -$4.64M -3% 2.57% 60.3% 61 6.56% 0.9
Lepercq Multi-Asset Fund
6753
Lepercq Multi-Asset Fund
Bermuda
$139M – – 0.72% – 14 – 0
Lepercq De Neuflize Asset Management
6754
Lepercq De Neuflize Asset Management
New York
$139M – – 0.72% – 14 – 0
Cottonwood Capital Advisors
6755
Cottonwood Capital Advisors
Utah
$139M +$3.22M +2% 0.14% 79% 136 16.18% 2
Syntax Research
6756
Syntax Research
Florida
$139M -$8.58M -6% 4.87% 50.7% 199 12.06% 1.1
Mosaic Financial Group
6757
Mosaic Financial Group
Illinois
$139M -$1.44M -1% 1.31% – 133 14.29% 0.7
Advisor Resource Council
6758
Advisor Resource Council
Texas
$139M -$82.2M -37% 0.13% 84.8% 291 92.44% 0.5
TL
6759
TowerView LLC
New York
$139M -$15.6M -10% 9.75% 16.3% 27 14.81% 3.7
Enavate Sciences
6760
Enavate Sciences
California
$139M – – 35% – 5 – 0
WealthTrust Asset Management
6761
WealthTrust Asset Management
Florida
$139M +$5.07M +4% 2.57% 102% 103 27.18% 1.5
Indus Capital Partners
6762
Indus Capital Partners
New York
$139M -$10.3M -7% 3.45% 117% 6 33.33% 2.6
HWMC
6763
Heritage Wealth Management (California)
California
$139M -$2.14M -2% 2.33% 78.5% 135 40% 0.8
Meadow Creek Wealth Advisors
6764
Meadow Creek Wealth Advisors
Georgia
$139M +$12.8M +10% 0.84% 101% 140 7.14% 2.6
STAR Financial Bank
6765
STAR Financial Bank
Indiana
$139M -$9.5M -6% 0.53% 53.4% 125 16% 1.4
Braun-Bostich & Associates
6766
Braun-Bostich & Associates
Pennsylvania
$139M -$4.7M -3% 1.15% 64.5% 119 14.29% 1.3
Victrix Investment Advisors
6767
Victrix Investment Advisors
Florida
$139M – – 3.24% – 64 – 0
SC
6768
Settian Capital
New York
$139M +$1.47M +1% 3.29% 69% 33 24.24% 1.6
Berry Wealth Group
6769
Berry Wealth Group
Texas
$139M -$907K -0.6% 2.7% – 106 17.92% 0.7
VERITY Wealth Advisors
6770
VERITY Wealth Advisors
United States
$139M -$3.69M -3% 1.51% 59.9% 73 1.37% 4.1
SLFPAM
6771
St. Louis Financial Planners Asset Management
Missouri
$138M +$12.5M +10% 4.65% 139% 40 40% 0.7
Lionshead Wealth Management
6772
Lionshead Wealth Management
New York
$138M – – 1.83% – 114 – 0
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
6773
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$138M – – 2.06% – 1 – 0
Christian Investment Advisors
6774
Christian Investment Advisors
Texas
$138M – – 3.24% – 12 – 0
Rareview Capital
6775
Rareview Capital
Nevada
$138M +$4.33M +3% 4.4% 28.6% 59 27.12% 0.6