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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)
Stonebridge Wealth Management
8226
Stonebridge Wealth Management
Illinois
$112M +$7.36M +7% 6.9% – 38 7.89% 0.9
truNorth Financial Services
8227
truNorth Financial Services
Pennsylvania
$112M +$15M +15% 7.63% – 60 20% 0.4
Brown University
8228
Brown University
Rhode Island
$112M +$9.8M +10% 34.7% 37.9% 13 30.77% 2
Three Bearings Fiduciary Advisors
8229
Three Bearings Fiduciary Advisors
New Hampshire
$112M +$8.25M +8% 10.5% – 329 5.47% 0.5
Van Diest Capital
8230
Van Diest Capital
Iowa
$112M -$15.4M -12% 23.2% – 234 43.59% 0.3
Ramsey Quantitative Systems
8231
Ramsey Quantitative Systems
Kentucky
$112M +$15M +16% 13.4% 51.1% 68 91.18% 0.2
IMT
8232
Investment Management Trust
Massachusetts
$112M +$8.97M +9% 16.4% – 89 21.35% 0.2
RCW Management
8233
RCW Management
Florida
$112M +$14M +14% 15.1% – 69 2.9% 0.5
MH & Associates Securities Management
8234
MH & Associates Securities Management
California
$112M -$3.1M -3% 10.3% – 101 3.96% 0.5
Layline Advisors
8235
Layline Advisors
New York
$111M +$22.1M +25% 10.9% – 81 19.75% 0.2
Chiron Capital Management
8236
Chiron Capital Management
Florida
$111M +$13.9M +14% 4.62% – 149 30.2% 1.9
Weaver C. Barksdale & Associates
8237
Weaver C. Barksdale & Associates
Tennessee
$111M +$6.6M +6% 9.01% 52.2% 63 3.17% 6.6
Valued Retirements
8238
Valued Retirements
Texas
$111M +$9.04M +9% 13.2% – 105 18.1% 1.6
GH
8239
GLP Holdings
Georgia
$111M +$13.6M +14% 14% – 4 0% 0.5
KAM
8240
Kazazian Asset Management
Florida
$111M +$19.8M +22% 14.6% – 55 29.09% 1.9
Fortitude Financial
8241
Fortitude Financial
Washington
$111M -$77.7M -41% 18.7% – 41 36.59% 0.8
Putney Financial Group
8242
Putney Financial Group
California
$111M +$11.8M +12% 27% – 90 20% 1.2
Dalton Investments
8243
Dalton Investments
Nevada
$111M +$7.63M +7% 6.56% 95.1% 17 5.88% 3.1
Beryl Capital Management
8244
Beryl Capital Management
California
$111M +$937K +0.9% 12.7% 3,932% 16 100% 0
Western Pacific Wealth Management
8245
Western Pacific Wealth Management
Illinois
$111M +$12.2M +12% 15.6% 91.4% 214 23.36% 2.8
SM
8246
Sabby Management
Florida
$111M +$65.4M +145% 12.3% 95.5% 38 65.79% 0.8
IWA
8247
Independent Wealth Advisors
North Carolina
$111M +$8.67M +9% 6.17% – 80 16.25% 0.4
Ballast Financial Advisors
8248
Ballast Financial Advisors
Pennsylvania
$110M +$12.9M +13% 9.97% – 71 4.23% 0.5
Zenith Solutions
8249
Zenith Solutions
Pennsylvania
$110M – – 15.7% – 84 – 0
Karras Company
8250
Karras Company
Utah
$110M +$11.7M +12% 18% – 64 9.38% 0.5