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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)
Hamilton Lane Advisors
7501
Hamilton Lane Advisors
Pennsylvania
$149M +$8.64M +6% 9.11% 167% 23 52.17% 1.7
Whipplewood Advisors
7502
Whipplewood Advisors
Colorado
$149M -$44.1M -23% 7.96% – 1,070 41.03% 0.7
swisspartners Advisors
7503
swisspartners Advisors
Switzerland
$148M -$10.7M -7% 1.2% 73.2% 24 4.17% 3.6
Northstar Financial Companies
7504
Northstar Financial Companies
Pennsylvania
$148M +$22.7M +18% 16.7% – 125 16.8% 1.1
Morgan Creek Capital Management
7505
Morgan Creek Capital Management
North Carolina
$148M -$2.97M -2% 8.35% – 16 50% 0.3
Tuttle Capital Management
7506
Tuttle Capital Management
Connecticut
$148M +$87.6M +144% 54.2% 115% 200 80% 0.4
Monetta Financial Services
7507
Monetta Financial Services
Illinois
$148M +$19.4M +15% 44.2% 275% 80 53.75% 2.1
IUC
7508
Ivory Union Consulting
$148M +$20.8M +16% 17.7% – 3 0% 0.5
PAYA
7509
Phil A. Younker & Associates
Alaska
$148M -$1.57M -1% 6.13% – 37 24.32% 1.2
Accordant Advisory Group
7510
Accordant Advisory Group
Maryland
$148M -$13.1M -8% 10.6% – 252 9.52% 1.1
Perissos Private Wealth Management
7511
Perissos Private Wealth Management
Oklahoma
$148M +$33M +29% 11.9% – 85 22.35% 1.5
Sacks & Associates
7512
Sacks & Associates
New Jersey
$148M +$13.7M +10% 15.5% – 84 11.9% 0.5
VIS
7513
Vertex Investment Solutions
$148M +$61.7M +71% 3.73% – 29 24.14% 0.4
Peapod Lane Capital
7514
Peapod Lane Capital
New York
$148M +$26.3M +22% 27.7% – 69 21.74% 1
NCM
7515
Nitor Capital Management
New Jersey
$148M +$18.3M +14% 3.7% – 26 15.38% 0.5
Piscataqua Savings Bank
7516
Piscataqua Savings Bank
New Hampshire
$148M +$5.82M +4% 16.4% 96.8% 431 7.89% 3.8
9823 Capital
7517
9823 Capital
Texas
$148M +$15.6M +12% 13.7% – 64 78.13% 0.2
Moon Capital Management
7518
Moon Capital Management
New York
$148M -$17.6M -11% 12.2% 76.3% 15 20% 3.4
Harbour Wealth Management Group
7519
Harbour Wealth Management Group
South Carolina
$148M +$15.1M +11% 16.3% – 91 4.4% 0.5
Partnership Wealth Management
7520
Partnership Wealth Management
Maryland
$148M +$16.8M +13% 15.6% 67.6% 68 4.41% 2.3
Ahara Advisors
7521
Ahara Advisors
New Jersey
$148M +$28.3M +24% 22.4% – 56 7.14% 0.4
Total Wealth Planning & Management
7522
Total Wealth Planning & Management
Florida
$148M +$12.5M +9% 20.5% – 238 25.21% 1
Navi International
7523
Navi International
Brazil
$148M -$74.4M -33% 7.42% – 18 55.56% 0.3
Blake Schutter Theil Wealth Advisors
7524
Blake Schutter Theil Wealth Advisors
Ohio
$148M +$25.1M +20% 10.1% – 116 9.48% 1.4
Alcosta Capital Management
7525
Alcosta Capital Management
California
$148M +$16.6M +13% 22.3% 175% 23 4.35% 2.7