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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)
Stanley-Laman Group
2776
Stanley-Laman Group
Pennsylvania
$787M +$85.1M +12% 4.93% 114% 316 24.05% 2
Fort Sheridan Advisors
2777
Fort Sheridan Advisors
Illinois
$787M +$22.5M +3% 4.06% 109% 276 5.8% 3.5
Sharkey, Howes & Javer
2778
Sharkey, Howes & Javer
Colorado
$787M +$8.67M +1% 1.72% 60.2% 167 8.98% 3.1
Ionic Capital Management
2779
Ionic Capital Management
New York
$786M -$173M -18% 7.74% 163% 189 51.85% 0.6
Alaska Wealth Advisors
2780
Alaska Wealth Advisors
Alaska
$785M +$20.8M +3% 0.64% 44.3% 91 15.38% 3.2
SCHF (GPE)
2781
SCHF (GPE)
Wyoming
$785M -$153M -16% 4.25% – 9 55.56% 0.4
Hendershot Investments
2782
Hendershot Investments
Virginia
$784M -$9.9M -1% 3.02% 50.5% 130 6.15% 5.9
Eagle Strategies
2783
Eagle Strategies
New York
$783M +$35.6M +5% 2.79% 77.7% 256 10.16% 1.9
Arkos Global Advisors
2784
Arkos Global Advisors
Texas
$783M -$2.28M -0.3% 2.12% 43.6% 171 29.24% 3.4
Liberty One Investment Management
2785
Liberty One Investment Management
Illinois
$783M -$996M -56% 1.19% 40.3% 157 16.56% 3.6
D'Orazio & Associates
2786
D'Orazio & Associates
Virginia
$782M +$25.2M +3% 1.04% 61.2% 302 12.91% 3.2
Impact Partnership Wealth
2787
Impact Partnership Wealth
Georgia
$780M +$107M +16% 1.34% 47.3% 435 45.75% 0.8
TIM
2788
Total Investment Management
Arizona
$779M +$10.1M +1% 1.09% 44.4% 94 21.28% 3
JT Stratford LLC
2789
JT Stratford LLC
Georgia
$779M +$32.2M +4% 2.47% 103% 336 20.24% 2.9
Bernicke Wealth Management
2790
Bernicke Wealth Management
Wisconsin
$779M – – 2.06% – 100 – 3.3
De Lisle Partners
2791
De Lisle Partners
United Kingdom
$778M -$36.2M -4% 3.04% – 183 13.11% 1.4
Geometric Wealth Advisors
2792
Geometric Wealth Advisors
District of Columbia
$777M +$26.9M +4% 3.07% 62.1% 82 4.88% 2.2
Strategic Planning Group
2793
Strategic Planning Group
Utah
$777M +$37.1M +5% 2.89% 162% 75 5.33% 1.5
American Financial Advisors
2794
American Financial Advisors
Georgia
$775M -$1.58M -0.2% 2.44% 52.7% 165 7.27% 3.5
Liberty Wealth Management
2795
Liberty Wealth Management
California
$775M +$64.5M +9% 2.58% 64.2% 269 14.5% 2.3
Dillon & Associates
2796
Dillon & Associates
Michigan
$774M -$3.3M -0.4% 2.76% 117% 79 6.33% 8
Premier Path Wealth Partners
2797
Premier Path Wealth Partners
New Jersey
$774M -$2.64M -0.3% 3.02% 98.8% 412 9.47% 1.6
True North Advisors
2798
True North Advisors
Texas
$774M +$144M +23% 1.11% 82.9% 276 31.52% 2
Lifeworks Advisors
2799
Lifeworks Advisors
Michigan
$772M +$21.2M +3% 1.28% 80.4% 352 13.92% 1.9
RMG Wealth Management
2800
RMG Wealth Management
Wisconsin
$772M +$61.9M +9% 1.21% – 547 59.05% 0.3