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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)
Financial Enhancement Group
2676
Financial Enhancement Group
Indiana
$541M +$26.1M +5% 4.3% 62.2% 137 29.2% 2.7
HCR Wealth Advisors
2677
HCR Wealth Advisors
California
$540M +$34.7M +7% 8.49% 107% 184 7.61% 3.8
EAM Investors
2678
EAM Investors
California
$540M +$30.8M +6% 47.4% 6,012% 405 76.54% 0.2
WoodTrust Financial
2679
WoodTrust Financial
Wisconsin
$540M +$24.6M +5% 6.55% 80.3% 159 15.09% 2.6
Cigna Investments
2680
Cigna Investments
Connecticut
$539M +$36.1M +7% 9.77% 154% 470 6.17% 5.1
Berry Street Capital Management
2681
Berry Street Capital Management
United Kingdom
$539M +$142M +36% 6.42% 331% 45 75.56% 0.2
Bison Wealth
2682
Bison Wealth
Georgia
$539M +$216M +67% 7.58% 37.4% 392 35.97% 2.4
Portside Wealth Group
2683
Portside Wealth Group
Utah
$539M – – 5.76% 90.1% 369 – 0
Kapitalo Investimentos
2684
Kapitalo Investimentos
Brazil
$539M +$233M +76% 6.52% 66.5% 746 83.51% 0.1
Exchange Capital Management
2685
Exchange Capital Management
Michigan
$539M +$46M +9% 6.36% 57.8% 178 6.18% 5
Cary Street Partners Asset Management
2686
Cary Street Partners Asset Management
Virginia
$538M +$9.17M +2% 4.46% 25.3% 419 59.67% 1.7
Mason Street Advisors
2687
Mason Street Advisors
Wisconsin
$537M +$84.9M +19% 4.38% 32% 9 11.11% 4.4
ORIX Corp
2688
ORIX Corp
Japan
$537M -$28.8M -5% 5.08% 11.7% 1 0% 5.5
Gilman Hill Asset Management
2689
Gilman Hill Asset Management
Connecticut
$537M +$45.3M +9% 3.65% 54.2% 221 10.41% 4.2
GWSG
2690
GPS Wealth Strategies Group
Colorado
$537M +$53.9M +11% 9.28% 118% 1,326 11.99% 0.4
GFG Capital
2691
GFG Capital
Florida
$537M +$71.6M +15% 9.62% 152% 127 18.9% 2.2
Towercrest Capital Management
2692
Towercrest Capital Management
Pennsylvania
$537M +$56M +12% 3.45% 42.6% 104 9.62% 4
Edenbrook Capital
2693
Edenbrook Capital
New York
$537M +$56.4M +12% 31.6% 267% 13 7.69% 3
McGuire Investment Group
2694
McGuire Investment Group
Rhode Island
$537M +$33.4M +7% 8.97% 202% 130 18.46% 3
NFP Retirement Inc
2695
NFP Retirement Inc
California
$536M +$33.7M +7% 4.22% 46.7% 247 8.5% 1.9
Summit Financial Strategies
2696
Summit Financial Strategies
Ohio
$536M +$28.6M +6% 4.98% 59.4% 130 7.69% 3.2
ERFOTCOFW
2697
Employees Retirement Fund of the City of Fort Worth
Texas
$536M +$24.8M +5% 4.96% 31.5% 12 0% 1.1
Silicon Valley Capital Partners
2698
Silicon Valley Capital Partners
California
$536M +$58.1M +12% 10.5% 103% 399 43.86% 0.8
Sompo Asset Management
2699
Sompo Asset Management
Japan
$536M +$60.3M +13% 7.2% 84.7% 175 3.43% 2.9
Parkside Investments
2700
Parkside Investments
Illinois
$536M +$4.7M +0.9% 3.12% 70.4% 98 18.37% 3.2