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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)
Post Resch Tallon Group
7601
Post Resch Tallon Group
New York
$145M +$20.9M +17% 15.8% – 145 22.07% 1
WSA
7602
Warm Springs Advisors
California
$145M +$26.8M +23% 30.5% – 54 27.78% 1.1
NorthLanding Financial Partners
7603
NorthLanding Financial Partners
New York
$145M +$20.5M +17% 10.9% 54.7% 45 8.89% 2.9
Sierra Ocean
7604
Sierra Ocean
California
$144M +$22.7M +19% 16.9% – 73 19.18% 1.1
RBDF
7605
Robert B. Daugherty Foundation
Nebraska
$144M +$44.4M +44% 44.6% – 1 0% 0.5
Blueline Advisors
7606
Blueline Advisors
New Hampshire
$144M +$15.4M +12% 8.07% – 262 20.61% 0.4
Beacon Hill Wealth Management
7607
Beacon Hill Wealth Management
$144M – – 8.26% – 27 – 0
Boyce & Associates Wealth Consulting
7608
Boyce & Associates Wealth Consulting
Texas
$144M +$12.2M +9% 9.3% 58.2% 84 7.14% 2.5
Marble Bar Asset Management LLP
7609
Marble Bar Asset Management LLP
$144M +$42.3M +42% 6.22% – 49 53.06% 0.2
OIA
7610
Oakmont Investment Advisors
Pennsylvania
$144M +$34.8M +32% 36.5% – 131 37.4% 0.3
Aquamarine Zurich
7611
Aquamarine Zurich
Switzerland
$144M +$8.79M +6% 6.65% 74.8% 7 0% 3.8
Sharp Capital Gestora de Recursos
7612
Sharp Capital Gestora de Recursos
Brazil
$144M -$47.9M -25% 7.75% 61.4% 7 14.29% 1.6
Carbahal Olsen Financial Services Group
7613
Carbahal Olsen Financial Services Group
California
$144M +$18.9M +15% 15.9% – 42 16.67% 1.2
PlanWiser Financial
7614
PlanWiser Financial
Colorado
$144M +$5.77M +4% 10.1% – 51 9.8% 1
YAVAPFMC
7615
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$144M +$90M +167% 39% 201% 44 50% 0.7
Blue Jean Financial
7616
Blue Jean Financial
New York
$144M +$22.3M +18% 19.3% – 106 69.81% 0.2
FF
7617
Fox Financial
Pennsylvania
$144M +$21.1M +17% 19.4% 78.9% 12 8.33% 2.3
Woodside Wealth Management
7618
Woodside Wealth Management
Massachusetts
$144M +$15.5M +12% 11.8% – 46 6.52% 1.1
Acuta Capital Partners
7619
Acuta Capital Partners
California
$143M +$1.74M +1% 22.5% 7,269% 32 43.75% 1
FPC
7620
Flax Pond Capital
Massachusetts
$143M +$19.2M +15% 12.7% – 68 26.47% 0.4
Atlas Venture Advisors
7621
Atlas Venture Advisors
Massachusetts
$143M +$21.8M +18% 18.3% 34.6% 3 0% 6.7
Bank of Marin
7622
Bank of Marin
California
$143M +$6.38M +5% 17.3% 80.3% 143 12.59% 3
PWM
7623
Pathway Wealth Management
Texas
$143M +$37.6M +36% 66.1% – 33 15.15% 0.4
Jordan Park Trust
7624
Jordan Park Trust
New Hampshire
$143M +$12.3M +9% 2.66% – 15 6.67% 1.2
ICMP
7625
Integrated Capital Management (Pennsylvania)
Pennsylvania
$143M -$7.08M -5% 7.22% 39.7% 60 11.67% 3.1