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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)
Bornite Capital Management
2226
Bornite Capital Management
New York
$999M +$611M +157% 19% 208% 48 66.67% 0.4
Makena Capital Management
2227
Makena Capital Management
California
$998M +$29.6M +3% 14.3% 78.7% 27 18.52% 1.7
Vantagepoint Investment Advisers
2228
Vantagepoint Investment Advisers
District of Columbia
$997M +$120M +14% 3.32% 32.7% 9 22.22% 2.9
Pictet North America Advisors
2229
Pictet North America Advisors
Switzerland
$996M -$4.28M -0.4% 9.08% 67.7% 151 11.92% 4.2
Wellspring Financial Advisors
2230
Wellspring Financial Advisors
Ohio
$996M +$97.1M +11% 9.92% 77.2% 185 27.03% 2.3
Massachusetts Institute of Technology
2231
Massachusetts Institute of Technology
Massachusetts
$996M +$288M +41% 38.8% 35.7% 10 70% 2.4
WDA
2232
Wendell David Associates
New Hampshire
$994M -$7.94M -0.8% 3.27% 46% 153 5.23% 8.5
American Express
2233
American Express
New York
$994M -$152M -13% 13.2% – 3 33.33% 1.5
Ulysses Management
2234
Ulysses Management
New York
$993M +$299M +43% 14.6% 51.8% 66 46.97% 2
Voya Financial Advisors
2235
Voya Financial Advisors
Connecticut
$991M +$85.1M +9% 7.08% 44.8% 240 13.33% 5.8
Nilsine Partners
2236
Nilsine Partners
Colorado
$989M +$77M +8% 10.2% 117% 401 15.96% 1.5
Falcon Wealth Planning
2237
Falcon Wealth Planning
California
$989M +$89.7M +10% 7.16% 52.7% 180 11.67% 2.2
Uniplan Investment Counsel
2238
Uniplan Investment Counsel
Wisconsin
$989M -$39.1M -4% 3.01% 70.5% 212 33.96% 2.2
Liberty One Investment Management
2239
Liberty One Investment Management
Illinois
$988M +$149K +0% 1.12% 40.3% 147 2.04% 3.8
Matrix Asset Advisors
2240
Matrix Asset Advisors
New York
$988M +$82M +9% 7.98% 84.9% 111 8.11% 4.8
Bath Savings Trust
2241
Bath Savings Trust
Maine
$988M +$21M +2% 4.96% 57.8% 167 7.19% 7.1
Global X Japan
2242
Global X Japan
Japan
$987M +$117M +13% 18.3% 151% 373 23.86% 0.9
Wealth Architects
2243
Wealth Architects
California
$984M +$77.9M +9% 8.66% 80.1% 239 9.62% 5.3
Telos Capital Management
2244
Telos Capital Management
California
$982M +$64.4M +7% 7.36% 71.1% 201 7.46% 6.2
Verus Financial Partners
2245
Verus Financial Partners
Virginia
$981M +$105M +12% 6.33% 41.6% 111 6.31% 4.1
Syntegra Private Wealth Group
2246
Syntegra Private Wealth Group
Missouri
$980M +$125M +15% 9.01% 56.9% 185 14.59% 1.7
QVR
2247
QVR
California
$979M – – 11.1% – 72 – 0
Aaron Wealth Advisors
2248
Aaron Wealth Advisors
Illinois
$979M +$107M +12% 10.2% 108% 525 21.14% 1.8
Tairen Capital
2249
Tairen Capital
Hong Kong
$979M -$534M -35% 26.7% 462% 109 56.88% 0.3
Vivo Capital
2250
Vivo Capital
California
$977M +$222M +29% 32% 7,491% 45 17.78% 2.1