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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)
Arrow Financial
2376
Arrow Financial
New York
$1B +$25.1M +3% 2.49% 71.1% 167 8.98% 8.5
PFM Health Sciences
2377
PFM Health Sciences
California
$1B -$297M -23% 25.7% 241% 103 54.37% 1.1
BI
2378
BBFIT Investments
$1B – – 63.1% – 9 – 0
Bronte Capital Management
2379
Bronte Capital Management
Australia
$1B -$114M -10% 11.8% 123% 47 42.55% 2.1
Technology Crossover Management X
2380
Technology Crossover Management X
California
$1B -$185M -16% 0.97% 73.1% 7 14.29% 3.9
Bath Savings Trust
2381
Bath Savings Trust
Maine
$1B -$8.2M -0.8% 2.5% 57.8% 173 5.2% 7.1
Tanager Wealth Management
2382
Tanager Wealth Management
United Kingdom
$1B +$49.1M +5% 2.78% 53.4% 143 11.89% 1.9
TAM
2383
Telemark Asset Management
Massachusetts
$1B -$52.4M -5% 3.54% 329% 61 31.15% 1.9
MI
2384
MMCAP International
Cayman Islands
$1B +$141M +16% 14.2% 184% 231 35.5% 0.9
Ironvine Capital Partners
2385
Ironvine Capital Partners
Nebraska
$999M -$5.64M -0.6% 3.68% 58.8% 54 3.7% 5.3
Bensler
2386
Bensler
Washington
$999M +$36.8M +4% 1.51% 106% 204 19.12% 2.3
Continuum Advisory
2387
Continuum Advisory
Idaho
$999M +$52.6M +6% 2.72% 77% 477 12.79% 3.4
Strategies Wealth Advisors
2388
Strategies Wealth Advisors
Michigan
$998M +$36.6M +4% 2.38% 64.6% 194 8.25% 1.8
TRUE Private Wealth Advisors
2389
TRUE Private Wealth Advisors
Oregon
$998M +$18M +2% 2.23% 89.2% 279 10.39% 4.2
St. Denis J. Villere & Co
2390
St. Denis J. Villere & Co
Louisiana
$997M -$42.5M -4% 0.53% 32.6% 83 6.02% 4.7
Lodestar Private Asset Management
2391
Lodestar Private Asset Management
California
$997M +$38.9M +4% 2.06% 64.4% 232 6.47% 2.5
Uniplan Investment Counsel
2392
Uniplan Investment Counsel
Wisconsin
$996M -$24.9M -2% 1.54% 70.5% 219 32.88% 2.2
Trivium Point Advisory
2393
Trivium Point Advisory
Connecticut
$994M +$14.2M +1% 1.75% 106% 370 14.86% 2.7
Evolution Wealth Advisors
2394
Evolution Wealth Advisors
Florida
$992M +$247M +33% 3.21% 84.5% 175 10.86% 2.7
Consolidated Planning Corp
2395
Consolidated Planning Corp
Georgia
$990M +$42.8M +5% 2.94% 84.6% 219 18.26% 2.2
Teamwork Financial Advisors
2396
Teamwork Financial Advisors
Texas
$990M +$19.3M +2% 1.98% 134% 229 20.96% 2.1
Tower Bridge Advisors
2397
Tower Bridge Advisors
Pennsylvania
$990M -$11.1M -1% 3.35% 78.9% 197 5.58% 7
BCS Wealth Management
2398
BCS Wealth Management
Tennessee
$990M +$546M +123% 1.89% 46.7% 358 32.96% 1.4
Relyea Zuckerberg Hanson
2399
Relyea Zuckerberg Hanson
Connecticut
$990M +$38.8M +4% 2.74% 95.9% 277 7.94% 3.3
Suncoast Equity Management
2400
Suncoast Equity Management
Florida
$990M -$12.6M -1% 4.21% 82.9% 95 10.53% 3.4