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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)
TFC Financial Management
2751
TFC Financial Management
Massachusetts
$797M +$16.8M +2% 2.35% 66.9% 1,070 16.92% 2.7
Sargent Investment Group
2752
Sargent Investment Group
Maryland
$797M +$95.5M +14% 1.67% 113% 264 54.92% 2.1
Versant Capital Management
2753
Versant Capital Management
Arizona
$797M +$62.2M +8% 4.45% 97.3% 2,760 8.95% 4.3
1834 Investment Advisors
2754
1834 Investment Advisors
Wisconsin
$797M -$17.8M -2% 2.54% 68.7% 214 9.35% 5.9
ACK Asset Management
2755
ACK Asset Management
Connecticut
$797M -$2.38M -0.3% 2.67% 132% 26 34.62% 1.2
Pathway Financial Advisors
2756
Pathway Financial Advisors
Vermont
$796M +$45.8M +6% 1.31% 52.7% 148 5.41% 4.2
Advisory Research
2757
Advisory Research
Illinois
$796M +$34.3M +5% 2.73% 144% 161 18.63% 3.6
Gilbert & Cook
2758
Gilbert & Cook
Iowa
$796M +$17.3M +2% 2.48% 63.2% 232 14.66% 3.7
Arosa Capital Management
2759
Arosa Capital Management
Florida
$795M +$340M +75% 15% 536% 118 70.34% 0.3
Victory Financial Group
2760
Victory Financial Group
Texas
$795M +$68.1M +9% 1.49% – 326 26.69% 0.7
Castellan Group
2761
Castellan Group
Kentucky
$795M +$105M +15% 2.24% 184% 65 46.15% 1
Kirkoswald Asset Management
2762
Kirkoswald Asset Management
New York
$795M +$712M +861% 23.6% – 8 100% 0
Parkside Investments
2763
Parkside Investments
Illinois
$794M -$6.16M -0.8% 3.76% 70.4% 101 8.91% 4.3
Planning Alternatives
2764
Planning Alternatives
Michigan
$794M +$15.2M +2% 2.13% 69.6% 101 15.84% 4
Gemsstock Ltd
2765
Gemsstock Ltd
United Kingdom
$793M +$307M +63% 11.6% 149% 23 39.13% 0.6
CoreView Capital Management
2766
CoreView Capital Management
Hong Kong
$793M -$116M -13% 13.4% 50.9% 7 0% 3.3
SkyView Investment Advisors
2767
SkyView Investment Advisors
New Jersey
$792M +$447K +0.1% 2.34% 70.3% 373 14.48% 1.5
Cortland Associates
2768
Cortland Associates
Missouri
$792M -$54.5M -6% 3.99% 58.4% 65 6.15% 6.1
Wealth Enhancement Trust Services
2769
Wealth Enhancement Trust Services
South Dakota
$792M – – 2.77% – 738 – 0
Family Management
2770
Family Management
New York
$791M +$63.9M +9% 2.92% 69% 327 32.42% 2.1
SJS Investment Consulting
2771
SJS Investment Consulting
Ohio
$790M +$59.5M +8% 3.48% 69.4% 2,160 27.69% 2.2
Freedom Together Foundation
2772
Freedom Together Foundation
New York
$789M -$84.9M -10% 1.99% – 2 0% 1
Wallington Asset Management
2773
Wallington Asset Management
Indiana
$788M +$17.4M +2% 5.68% 108% 76 10.53% 6.1
Accurate Wealth Management
2774
Accurate Wealth Management
Florida
$788M +$37M +5% 2.93% 101% 535 14.77% 1.8
Buck Wealth Strategies
2775
Buck Wealth Strategies
Colorado
$788M +$58.3M +8% 2.45% 48.4% 198 27.27% 0.9