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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)
GWSG
2551
GPS Wealth Strategies Group
Colorado
$741M -$37.7M -5% 5.55% 118% 1,586 17.47% 1.6
VCM
2552
Violich Capital Management
California
$741M -$27.6M -4% 0.99% 111% 110 9.09% 7.3
Beacon Capital Management LLC (Tennessee)
2553
Beacon Capital Management LLC (Tennessee)
Tennessee
$740M -$28M -4% 4.53% 83% 1,200 16.08% 2
TFP
2554
Triple Frond Partners
California
$740M -$32.5M -4% 5.31% 92.9% 12 41.67% 4.3
Focused Wealth Management
2555
Focused Wealth Management
New York
$740M -$1.12M -0.2% 2.81% 80.9% 220 26.36% 6
Moloney Securities Asset Management
2556
Moloney Securities Asset Management
Missouri
$739M -$6.02M -0.8% 0.6% 86% 534 18.54% 3.6
Tamar Securities
2557
Tamar Securities
California
$738M +$13M +2% 1.24% 101% 89 19.1% 2.6
Daido Life Insurance Company
2558
Daido Life Insurance Company
Japan
$738M -$77.4M -9% 4.51% 78.3% 6 0% 4.8
LaFleur & Godfrey
2559
LaFleur & Godfrey
Michigan
$737M +$7.57M +1% 0.78% 98.2% 154 8.44% 4.5
Arbor Investment Advisors
2560
Arbor Investment Advisors
North Carolina
$736M +$23.6M +3% 0.26% 48.5% 118 12.71% 4.7
FORM Wealth Advisors
2561
FORM Wealth Advisors
Wisconsin
$736M – – 0.32% – 62 – 0
Cahill Financial Advisors
2562
Cahill Financial Advisors
Minnesota
$736M -$2.01M -0.3% 1.27% 55.9% 270 4.44% 4.6
Nellore Capital Management
2563
Nellore Capital Management
California
$735M -$30.6M -4% 2.66% 73.8% 19 26.32% 2.4
Hendershot Investments
2564
Hendershot Investments
Virginia
$735M +$993K +0.1% 1.18% 61.9% 133 4.51% 5.6
Howard Financial Services
2565
Howard Financial Services
Texas
$734M -$734K -0.1% 1.37% 55.9% 199 14.57% 2.9
Monograph Wealth Advisors
2566
Monograph Wealth Advisors
California
$734M -$22.2M -3% 1.73% 68% 124 16.94% 2.1
Taikang Asset Management (HK)
2567
Taikang Asset Management (HK)
Hong Kong
$734M +$53.6M +8% 1.19% 172% 119 28.57% 2.6
Greatmark Investment Partners
2568
Greatmark Investment Partners
Georgia
$733M -$1.03M -0.1% 0.78% 72.5% 145 6.21% 6
BlueStem Wealth Partners
2569
BlueStem Wealth Partners
Minnesota
$733M -$28.4M -4% 2.15% – 113 19.47% 0.2
TCG Crossover Management
2570
TCG Crossover Management
California
$733M -$290M -28% 20.7% 3,013% 38 2.63% 1.3
Mechanics Bank - Trust Department
2571
Mechanics Bank - Trust Department
California
$733M -$17.5M -2% 1.59% 76.8% 230 10.87% 6
Caliber Wealth Management (Kansas)
2572
Caliber Wealth Management (Kansas)
Kansas
$733M – – 2% – 254 – 0
INVST
2573
INVST
Indiana
$733M -$90.3M -11% 1.66% 78.5% 343 48.69% 1.8
Forest Avenue Capital Management
2574
Forest Avenue Capital Management
Florida
$732M -$361M -33% 6.7% 415% 26 57.69% 0.8
Everhart Financial Group
2575
Everhart Financial Group
Ohio
$731M +$245M +51% 2.63% 123% 351 18.52% 2