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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)
UNC Management Company
2426
UNC Management Company
North Carolina
$873M -$59.8M -6% 10.5% 92% 3 33.33% 1
1SP
2427
140 Summer Partners
New York
$873M +$103M +13% 13.9% 202% 22 45.45% 0.9
Cheviot Value Management
2428
Cheviot Value Management
California
$872M +$59.2M +7% 3.6% 77.8% 465 9.46% 1.1
Three Seasons Wealth
2429
Three Seasons Wealth
Utah
$872M +$670M +332% 14.6% 156% 129 30.23% 1
Center for Financial Planning
2430
Center for Financial Planning
Michigan
$872M +$89.3M +11% 8.06% 57.5% 724 13.95% 3.5
Patriot Financial Group Insurance Agency
2431
Patriot Financial Group Insurance Agency
Massachusetts
$871M +$125M +17% 10.9% 97.3% 565 17.88% 3.7
Parkman Healthcare Partners
2432
Parkman Healthcare Partners
Connecticut
$870M +$27M +3% 6.63% 306% 103 26.21% 1.4
CKW Financial Group
2433
CKW Financial Group
Hawaii
$869M +$69.2M +9% 9.71% 62.4% 203 10.34% 5.8
GWSG
2434
GPS Wealth Strategies Group
Colorado
$869M +$128M +17% 17.4% 118% 1,677 12.1% 1.6
Lodestar Private Asset Management
2435
Lodestar Private Asset Management
California
$868M +$72.5M +9% 7.83% 58.3% 229 8.73% 2.1
ARS Wealth Advisors Group
2436
ARS Wealth Advisors Group
Florida
$868M +$159M +23% 9.49% 89.5% 196 21.43% 2.1
AP
2437
Archon Partners
New Jersey
$867M +$41M +5% 11.6% 86% 39 12.82% 6.4
Sierra Capital
2438
Sierra Capital
Florida
$866M +$36.4M +4% 4.3% 32.4% 214 15.89% 2.6
Heritage Trust
2439
Heritage Trust
Oklahoma
$866M +$41.1M +5% 7.42% – 312 8.97% 4.7
Everhart Financial Group
2440
Everhart Financial Group
Ohio
$865M +$134M +18% 12.7% 123% 355 11.83% 2.1
Biglari Capital Corp
2441
Biglari Capital Corp
Texas
$865M +$156M +22% 27.6% 72.7% 13 7.69% 5.8
Night Owl Capital Management
2442
Night Owl Capital Management
Connecticut
$865M +$64.8M +8% 24.3% 162% 32 15.63% 4.1
Teamwork Financial Advisors
2443
Teamwork Financial Advisors
Texas
$863M +$112M +15% 17.2% 134% 201 19.4% 2
SL
2444
SWF LLC
Nebraska
$861M +$503M +141% 2.32% 87.4% 6 16.67% 1.6
Sozo Ventures GP II
2445
Sozo Ventures GP II
California
$861M -$145M -14% 8.82% 8.44% 1 0% 1.3
Atlas FRM
2446
Atlas FRM
Connecticut
$859M -$74.3M -8% 12.3% 38.9% 9 0% 1.9
Toth Financial Advisory
2447
Toth Financial Advisory
Virginia
$857M +$26.5M +3% 8.02% 90.4% 815 22.33% 4.1
Cortland Associates
2448
Cortland Associates
Missouri
$857M +$24.1M +3% 7.33% 57.1% 60 8.33% 6.1
Rossmore Private Capital
2449
Rossmore Private Capital
Connecticut
$857M +$44.3M +5% 6.93% 75.4% 265 9.43% 4.6
Isthmus Partners
2450
Isthmus Partners
Wisconsin
$856M +$57.3M +7% 8.85% 73.7% 228 12.28% 3.3