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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)
TAA
2226
TB Alternative Assets
Cayman Islands
$528M +$72.1M +16% 27.8% 312% 36 52.78% 0.6
Fairholme Capital Management
2227
Fairholme Capital Management
Florida
$528M +$52.5M +11% 15.7% 36.2% 4 25% 3
Alpine Woods Capital Investors
2228
Alpine Woods Capital Investors
New York
$527M -$14.9M -3% 11.8% 105% 293 22.87% 3.1
Kore Private Wealth
2229
Kore Private Wealth
New York
$527M +$82.2M +19% 6.42% 35.9% 1,105 79.37% 0.2
Roundview Capital
2230
Roundview Capital
New Jersey
$526M +$62.8M +14% 7.21% 77.7% 230 6.09% 3.6
Blue Chip Partners
2231
Blue Chip Partners
Michigan
$526M +$53M +11% 5.54% 81.2% 157 13.38% 3.3
JCI
2232
Jet Capital Investors
New York
$525M +$52.2M +11% 12.2% 147% 45 68.89% 0.7
GTC
2233
Ghost Tree Capital
New York
$525M +$133M +34% 140% 265% 68 58.82% 0.6
JNBA Financial Advisors
2234
JNBA Financial Advisors
Minnesota
$524M +$32.8M +7% 6.8% 61.8% 648 14.66% 2.3
Almanack Investment Partners
2235
Almanack Investment Partners
Pennsylvania
$524M +$8.52M +2% 3.82% 77.8% 258 31.78% 1.1
Adelphi Capital
2236
Adelphi Capital
United Kingdom
$524M +$61.1M +13% 12.9% – 3 0% 2
Weatherly Asset Management
2237
Weatherly Asset Management
California
$523M +$54.1M +12% 11.2% 116% 184 7.07% 4.5
Golden State Wealth Management
2238
Golden State Wealth Management
California
$523M +$220M +73% 7.1% – 1,126 96.45% 0.5
TIM
2239
Total Investment Management
Arizona
$523M +$30.1M +6% 7.1% 44.4% 62 29.03% 1.8
Sheets Smith Wealth Management
2240
Sheets Smith Wealth Management
North Carolina
$523M +$36.9M +8% 6.68% 83.4% 333 18.62% 3.1
Heartwood Wealth Advisors
2241
Heartwood Wealth Advisors
Virginia
$523M – – 6.23% 59.4% 85 – 0
First American Trust
2242
First American Trust
California
$522M +$24M +5% 7.18% 84.6% 151 26.49% 2.8
Nan Fung Trinity
2243
Nan Fung Trinity
Hong Kong
$522M – – 19.1% 82.3% 28 – 0
White Mountains Advisors
2244
White Mountains Advisors
Connecticut
$522M +$15.5M +3% 8.45% 33.4% 3 0% 4.8
Apriem Advisors
2245
Apriem Advisors
California
$522M +$70.5M +16% 8.29% 74.3% 145 17.93% 3.6
Claret Asset Management
2246
Claret Asset Management
Quebec, Canada
$521M +$34.4M +7% 9.28% 73.3% 212 10.85% 1.5
Tanglewood Wealth Management
2247
Tanglewood Wealth Management
Texas
$520M +$61.2M +13% 5.54% 64.6% 19 5.26% 2.3
SC
2248
Serenity Capital
California
$519M +$85.9M +20% 29.8% – 8 12.5% 1.5
Weld Capital Management
2249
Weld Capital Management
New York
$519M -$26.6M -5% 8.44% – 1,086 79.74% 0.2
Soltis Investment Advisors
2250
Soltis Investment Advisors
Utah
$519M – – 5.47% 95.1% 153 – 0