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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)
Great Waters Wealth Management
2726
Great Waters Wealth Management
Minnesota
$465M – – 7.68% 49% 86 – 0
Hanson & Doremus Investment Management
2727
Hanson & Doremus Investment Management
Vermont
$465M +$77.5M +20% 9.64% 86.3% 574 19.51% 4.8
Advocate Group
2728
Advocate Group
Minnesota
$464M +$59.9M +15% 12.5% 56.3% 121 10.74% 0.5
Summit Financial Strategies
2729
Summit Financial Strategies
Ohio
$464M +$43.3M +10% 9.77% 59.4% 128 12.5% 2.8
Land & Buildings Investment Management
2730
Land & Buildings Investment Management
Connecticut
$464M +$9.9M +2% 5.79% 53.9% 22 18.18% 1.3
Legacy Financial Advisors
2731
Legacy Financial Advisors
Kentucky
$464M +$45.9M +11% 10% 86.3% 258 20.16% 1.7
Wescott Financial Advisory Group
2732
Wescott Financial Advisory Group
Pennsylvania
$464M +$105M +29% 7.4% 55.5% 160 15% 1
VM
2733
VPR Management
Texas
$463M +$19.8M +4% 7.64% 54.5% 53 47.17% 2.1
Meteora Capital
2734
Meteora Capital
Florida
$462M +$66.9M +17% 0.27% 56.9% 580 60.86% 0.3
Dillon & Associates
2735
Dillon & Associates
Michigan
$462M +$31.2M +7% 9.19% 117% 77 3.9% 6.2
9258 Wealth Management
2736
9258 Wealth Management
Ohio
$462M +$71M +18% 9.96% 49.6% 347 13.83% 2.6
McGuire Investment Group
2737
McGuire Investment Group
Rhode Island
$462M +$23.1M +5% 9.12% 202% 121 11.57% 2.9
Pinkerton Retirement Specialists
2738
Pinkerton Retirement Specialists
Idaho
$462M +$203M +78% 11% 98% 143 36.36% 2.3
Destiny Wealth Partners
2739
Destiny Wealth Partners
Florida
$462M +$16.8M +4% 5.9% 63.7% 723 25.45% 1
Oak Hill Capital Management
2740
Oak Hill Capital Management
New York
$462M -$69.7M -13% 4.4% 1.19% 2 50% 1
Skaana Management
2741
Skaana Management
New York
$462M +$171M +59% 3.62% 269% 232 73.71% 0.2
GYL Financial Synergies
2742
GYL Financial Synergies
Connecticut
$462M +$95.1M +26% 8.17% 36% 223 17.94% 2.3
Wallington Asset Management
2743
Wallington Asset Management
Indiana
$462M +$39.2M +9% 9.49% 108% 85 17.65% 4.5
RenaissanceRe Holdings
2744
RenaissanceRe Holdings
Bermuda
$461M -$344M -43% 4.08% 40.8% 9 11.11% 1.8
Zevin Asset Management
2745
Zevin Asset Management
Massachusetts
$460M +$37.1M +9% 8.41% 71.7% 83 15.66% 5.1
Bleichroeder LP
2746
Bleichroeder LP
New York
$460M -$19.1M -4% 2.82% 202% 94 9.57% 2
Faithward Advisors
2747
Faithward Advisors
Pennsylvania
$460M +$38M +9% 6.05% 119% 277 17.33% 1.5
Sunflower Bank
2748
Sunflower Bank
Texas
$459M +$18.5M +4% 9.51% 42.7% 119 9.24% 2.2
EEP
2749
Edgehill Endowment Partners
Connecticut
$459M +$70.5M +18% 3.87% 11.6% 9 0% 2.6
PGCM
2750
Prescott Group Capital Management
Oklahoma
$459M +$135M +42% 22.6% 148% 205 41.46% 1.7