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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)
Trust Company
2401
Trust Company
Kansas
$1.11B +$41.1M +4% 8.12% 40.6% 971 13.29% 2.5
Galileo PTC
2402
Galileo PTC
British Virgin Islands
$1.11B +$86.9M +9% 8.86% 82.7% 3 0% 3.4
Aperture Investors
2403
Aperture Investors
New York
$1.11B +$314M +40% 41.4% 211% 110 41.82% 1.4
HBW Advisory Services
2404
HBW Advisory Services
California
$1.11B +$157M +17% 15.2% 68.6% 502 19.32% 2.4
CVA Family Office
2405
CVA Family Office
Colorado
$1.1B +$155M +16% 14.4% 71.6% 1,894 7.81% 1.9
OM
2406
Opaleye Management
Massachusetts
$1.1B +$345M +45% 50.8% 748% 67 32.84% 1.6
Premier Fund Managers
2407
Premier Fund Managers
United Kingdom
$1.1B -$309M -22% 10.6% 56.6% 201 30.85% 2.2
Heron Bay Capital Management
2408
Heron Bay Capital Management
Michigan
$1.1B +$18.8M +2% 14.4% 58.9% 109 39.45% 2
Trivium Point Advisory
2409
Trivium Point Advisory
Connecticut
$1.1B +$549M +99% 17.3% 106% 363 28.1% 2.6
Zweig-DiMenna Associates
2410
Zweig-DiMenna Associates
New York
$1.1B +$380M +53% 78.8% 561% 82 40.24% 1.7
Naviter Wealth
2411
Naviter Wealth
Arkansas
$1.1B +$302M +38% 17.8% 87.1% 315 16.83% 2.3
Teamwork Financial Advisors
2412
Teamwork Financial Advisors
Texas
$1.1B +$156M +16% 21.7% 134% 243 22.63% 2.3
Rodgers & Associates
2413
Rodgers & Associates
Pennsylvania
$1.1B +$120M +12% 13.4% 56.3% 110 10% 3.9
Silver Point Capital
2414
Silver Point Capital
Connecticut
$1.1B -$200M -15% 5.92% 108% 18 38.89% 1.7
DUMAC Inc
2415
DUMAC Inc
North Carolina
$1.1B +$280M +34% 13.9% – 17 47.06% 0.9
Ullmann Wealth Partners Group
2416
Ullmann Wealth Partners Group
Florida
$1.1B +$137M +14% 13.3% 62.2% 178 14.61% 3.6
Beacon Financial Group
2417
Beacon Financial Group
Texas
$1.1B +$97.8M +10% 12.2% 66.6% 389 13.62% 4.4
Arch Venture Management
2418
Arch Venture Management
Illinois
$1.1B +$423M +62% 14.3% 228% 13 30.77% 1.3
BI
2419
BBFIT Investments
$1.1B +$257M +31% 54.2% – 7 0% 0.5
Taikang Asset Management (HK)
2420
Taikang Asset Management (HK)
Hong Kong
$1.1B +$94.2M +9% 30.3% 172% 87 25.29% 2
Three Seasons Wealth
2421
Three Seasons Wealth
Utah
$1.1B +$837M +319% 19.3% 156% 229 39.74% 1.1
Swiss Re
2422
Swiss Re
Switzerland
$1.1B +$1.08B +6,613% 16.5% – 286 33.57% 0.4
Golden State Wealth Management
2423
Golden State Wealth Management
California
$1.1B +$182M +20% 17.8% – 1,720 12.27% 1.9
Red Door Wealth Management
2424
Red Door Wealth Management
Tennessee
$1.1B +$134M +14% 19.1% 100% 341 16.13% 2.8
Wellesley Asset Management
2425
Wellesley Asset Management
New Hampshire
$1.1B +$143M +15% 0% 0% 64 0% 0.9