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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)
KWB Wealth
2451
KWB Wealth
California
$743M +$49.9M +7% 6.43% 54.8% 147 24.49% 1.7
Oldfield Partners
2452
Oldfield Partners
United Kingdom
$742M +$13.9M +2% 11.5% 98% 30 6.67% 3.2
XTX Topco
2453
XTX Topco
Cayman Islands
$742M +$285M +62% 9.26% 87.3% 2,513 69% 0.2
DiNuzzo Private Wealth
2454
DiNuzzo Private Wealth
Pennsylvania
$741M +$36.7M +5% 4.63% 42.7% 1,408 4.47% 0.2
Stansberry Asset Management
2455
Stansberry Asset Management
Texas
$741M +$139M +23% 9.5% 79.6% 126 11.9% 1.8
ARS Wealth Advisors Group
2456
ARS Wealth Advisors Group
Florida
$741M +$65.9M +10% 8.59% 89.5% 170 10.59% 1.5
Ally Financial
2457
Ally Financial
Michigan
$741M -$24.5M -3% 2.45% 9.35% 124 32.26% 2.2
Keywise Capital Management (HK)
2458
Keywise Capital Management (HK)
Hong Kong
$741M +$132M +22% 21.2% 684% 14 28.57% 1.4
Condire Management
2459
Condire Management
Texas
$741M +$88.5M +14% 12% 187% 21 23.81% 1.2
Atlas FRM
2460
Atlas FRM
Connecticut
$740M +$160M +27% 18.7% 38.9% 10 30% 1.4
Waddell & Associates
2461
Waddell & Associates
Tennessee
$740M -$3.7M -0.5% 6.94% 194% 156 16.03% 2
Alera Investment Advisors
2462
Alera Investment Advisors
Illinois
$739M -$25.3M -3% 7.84% 28.9% 182 15.38% 2.5
Ashford Capital Management
2463
Ashford Capital Management
Delaware
$739M -$7.15M -1% 7.73% 150% 98 12.24% 4.6
Grey Street Capital
2464
Grey Street Capital
Illinois
$739M +$529M +252% 14.8% – 514 77.82% 0.2
Laird Norton Wetherby Trust Company
2465
Laird Norton Wetherby Trust Company
Washington
$738M -$108M -13% 8.43% 88.1% 94 14.89% 1.4
Baldwin Investment Management
2466
Baldwin Investment Management
Pennsylvania
$737M +$97.5M +15% 14.2% 74.8% 219 11.87% 4.8
Robotti Robert
2467
Robotti Robert
$737M +$42.3M +6% 19.1% 107% 63 17.46% 4.8
Professional Advisory Services
2468
Professional Advisory Services
Florida
$737M +$37.1M +5% 7.58% 69.3% 79 10.13% 5.7
Mattern Capital Management
2469
Mattern Capital Management
Colorado
$736M +$48.6M +7% 5.99% 39.8% 164 21.34% 2.5
Dendur Capital
2470
Dendur Capital
New York
$736M +$14.3M +2% 8.46% 99.6% 18 27.78% 1.2
LVZ Inc
2471
LVZ Inc
Michigan
$735M +$27.4M +4% 6.43% 52.9% 162 23.46% 2.7
Barlow Wealth Partners
2472
Barlow Wealth Partners
Kentucky
$735M +$31.2M +4% 9.04% 101% 159 11.32% 0.2
Fort Baker Capital Management
2473
Fort Baker Capital Management
California
$735M -$107M -13% 2.12% 46.3% 106 56.6% 0.9
Gilbert & Cook
2474
Gilbert & Cook
Iowa
$734M +$27.3M +4% 7.91% 63.2% 235 13.19% 3
Portland Global Advisors
2475
Portland Global Advisors
Maine
$734M +$66.2M +10% 3.3% 43.4% 137 8.76% 5.7