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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)
Beacon Capital Management LLC (Tennessee)
2676
Beacon Capital Management LLC (Tennessee)
Tennessee
$741M +$347K +0% 10.4% 83% 1,182 13.37% 2.3
Gilbert & Cook
2677
Gilbert & Cook
Iowa
$740M +$50.4M +7% 9.03% 63.2% 212 7.08% 3.7
HP
2678
Hound Partners
New York
$740M +$236M +47% 18.4% 19.7% 28 39.29% 0.9
Wealth Management Nebraska
2679
Wealth Management Nebraska
Nebraska
$740M +$82.4M +13% 6.53% – 89 24.72% 0.4
Sargent Investment Group
2680
Sargent Investment Group
Maryland
$740M +$113M +18% 17% 113% 247 10.53% 3.3
Quantum Financial Advisors
2681
Quantum Financial Advisors
California
$739M +$67.9M +10% 8.56% 61.1% 196 18.37% 1.7
Professional Advisory Services
2682
Professional Advisory Services
Florida
$737M +$23.1M +3% 6.61% 69.3% 85 3.53% 6.1
KWMG
2683
King Wealth Management Group
Florida
$737M +$77.4M +12% 13.7% 86% 165 9.09% 5.7
First Hawaiian Bank
2684
First Hawaiian Bank
Hawaii
$737M +$50.9M +7% 8.89% 72.7% 99 9.09% 7.9
Dillon & Associates
2685
Dillon & Associates
Michigan
$737M +$63.6M +9% 12.3% 117% 79 3.8% 7.8
Resources Management Corp
2686
Resources Management Corp
Connecticut
$736M +$25.3M +4% 9.59% 78.5% 451 11.75% 4.8
Parkside Investments
2687
Parkside Investments
Illinois
$736M +$56.7M +8% 9.47% 70.4% 95 9.47% 4.2
DTL
2688
Dynamic Technology Lab
Singapore
$736M +$45.1M +7% 6.87% 30.8% 1,424 70.79% 0.3
Stockman Wealth Management
2689
Stockman Wealth Management
Montana
$736M +$60.5M +9% 6.27% 73.5% 178 9.55% 5.2
WCM
2690
Wallace Capital Management
Texas
$734M -$47M -6% 3.28% 62.3% 86 19.77% 5.5
Clark Asset Management
2691
Clark Asset Management
New Hampshire
$734M +$137M +23% 7.4% 51.8% 208 29.81% 1
Permanens Capital
2692
Permanens Capital
New York
$733M +$183M +33% 8.92% 76.9% 76 32.89% 1.6
Bedel Financial Consulting
2693
Bedel Financial Consulting
Indiana
$733M +$35.2M +5% 3.42% 104% 277 6.86% 4.7
Bank Hapoalim BM
2694
Bank Hapoalim BM
Israel
$733M +$43.5M +6% 11.4% 76.6% 132 12.88% 4.8
ZEGA Investments
2695
ZEGA Investments
Florida
$733M +$76.6M +12% 7.42% – 163 30.06% 0.4
Affinity Asset Advisors
2696
Affinity Asset Advisors
New York
$732M -$316M -30% 15.9% 1,487% 119 41.18% 1
Flaharty Asset Management
2697
Flaharty Asset Management
Florida
$731M +$38.1M +5% 4.45% 33.4% 513 76.02% 3.4
GA
2698
GFS Advisors
Texas
$731M +$233M +47% 9.39% 97.9% 150 21.33% 3.2
TFC Financial Management
2699
TFC Financial Management
Massachusetts
$730M +$76.8M +12% 8.14% 60% 1,106 25.5% 2.4
BSW Wealth Partners
2700
BSW Wealth Partners
Colorado
$730M +$71.1M +11% 9.83% 75.4% 330 10.91% 3.6