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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)
Jamison Private Wealth Management
2801
Jamison Private Wealth Management
Georgia
$484M – – 3.08% 130% 395 – 0
Disciplina Capital Management
2802
Disciplina Capital Management
Tennessee
$484M -$85.9M -15% 4.12% 30% 57 1.75% 2.5
Patriot Financial Group Insurance Agency
2803
Patriot Financial Group Insurance Agency
Massachusetts
$484M -$47M -9% 3.49% 97.3% 502 14.54% 3.6
Tarbox Family Office
2804
Tarbox Family Office
California
$483M -$31.5M -6% 4.12% 66.4% 106 12.26% 6.6
Jackson Thornton Wealth Management
2805
Jackson Thornton Wealth Management
Alabama
$483M -$14.5M -3% 2.31% 64.4% 46 15.22% 1
Tanager Wealth Management
2806
Tanager Wealth Management
United Kingdom
$482M +$20.1M +4% 3.12% 53.4% 88 19.32% 1.1
Dividend Assets Capital
2807
Dividend Assets Capital
South Carolina
$482M -$4.05M -0.8% 0.88% 67.4% 541 12.94% 3.6
Per Stirling Capital Management
2808
Per Stirling Capital Management
Texas
$482M -$9.6M -2% 3.02% 63.1% 208 12.98% 0.6
Tortoise Index Solutions
2809
Tortoise Index Solutions
Kansas
$481M -$8.74M -2% 0.63% 52.2% 67 5.97% 5.3
Mengis Capital Management
2810
Mengis Capital Management
Oregon
$481M -$20M -4% 2.87% 104% 170 5.29% 5.3
World Equity Group
2811
World Equity Group
Illinois
$481M +$142M +42% 3.37% 117% 386 31.35% 0.8
Meridian Wealth Partners
2812
Meridian Wealth Partners
Pennsylvania
$480M -$6.78M -1% 3.29% 54.2% 101 12.87% 2.4
Johnson Bixby & Associates
2813
Johnson Bixby & Associates
Washington
$480M -$2.54M -0.5% 3.59% 48.7% 103 16.5% 2
New England Private Wealth Advisors
2814
New England Private Wealth Advisors
Massachusetts
$480M -$15.4M -3% 4.28% 55.8% 117 7.69% 4.8
Capital Planning Advisors
2815
Capital Planning Advisors
California
$479M -$14M -3% 2.25% 64.2% 131 9.92% 4.1
Goldstein Advisors
2816
Goldstein Advisors
Wisconsin
$479M +$1.64M +0.3% 3.2% 62.6% 177 9.04% 0.7
HBW Advisory Services
2817
HBW Advisory Services
California
$479M +$18M +4% 3.45% 68.6% 345 31.3% 1.6
Strid Group
2818
Strid Group
Pennsylvania
$478M -$8.15M -2% 2.87% 55.2% 48 6.25% 3.2
TFO Wealth Partners
2819
TFO Wealth Partners
Ohio
$478M +$4.34M +0.9% 4.3% 63.6% 1,110 25.68% 0.7
Alibaba Group
2820
Alibaba Group
Hong Kong
$478M -$28.1M -6% 0.34% 2.06% 9 0% 3.8
Amarillo National Bank
2821
Amarillo National Bank
Texas
$478M -$37.8M -7% 3.79% 63.5% 102 11.76% 5.5
KPF
2822
K2 Principal Fund
Ontario, Canada
$477M +$40.2M +9% 0.62% 76.5% 320 58.44% 0.5
Blue Edge Capital
2823
Blue Edge Capital
Virginia
$477M -$19.3M -4% 3.18% 67.4% 103 6.8% 5.4
Advantage Alpha Capital Partners
2824
Advantage Alpha Capital Partners
California
$476M -$24.1M -5% 3.46% 79.2% 97 14.43% 1.9
MWM
2825
Madison Wealth Management
Ohio
$476M -$18.5M -4% 2.56% 35.1% 158 8.86% 2.7