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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)
Burton Enright Welch
2876
Burton Enright Welch
California
$736M +$25.1M +4% 1.53% 66.6% 139 11.51% 2.4
Glassman Wealth Services
2877
Glassman Wealth Services
Virginia
$736M -$5.48M -0.7% 0.46% 62.6% 202 10.89% 4.9
TFO Wealth Partners
2878
TFO Wealth Partners
Ohio
$735M +$67.2M +10% 0.58% 63.6% 73 31.51% 1.1
Colonial Trust
2879
Colonial Trust
South Carolina
$735M -$14.9M -2% 0.31% 75.5% 1,176 10.46% 2.4
Seeds Investor
2880
Seeds Investor
New York
$735M +$213M +41% 0.38% – 372 34.41% 1
Arvest Investments
2881
Arvest Investments
Arkansas
$733M +$21.6M +3% 1.01% 50% 208 13.46% 1.5
ACM
2882
AIGH Capital Management
Maryland
$733M +$320M +77% 56.7% 3,026% 51 49.02% 0.8
Berman McAleer
2883
Berman McAleer
Maryland
$733M +$1.11M +0.2% 0.53% – 172 11.63% 0.5
GFI
2884
Global Frontier Investments
South Carolina
$732M +$225M +44% 20.9% – 21 28.57% 3.7
Rice Partnership
2885
Rice Partnership
Hawaii
$732M -$7.82M -1% 0.62% 123% 189 13.23% 3.5
Intellus Advisors
2886
Intellus Advisors
Florida
$732M -$21.9M -3% 0.02% – 139 13.67% 1.1
GFI Investment Counsel
2887
GFI Investment Counsel
Ontario, Canada
$731M -$206M -22% 9.39% 41.8% 31 25.81% 3.4
Third View Private Wealth
2888
Third View Private Wealth
Connecticut
$730M -$12.6M -2% 5.9% – 295 18.31% 0.2
Acorn Financial Advisory Services
2889
Acorn Financial Advisory Services
Virginia
$730M +$52.2M +8% 6.85% 108% 239 20.08% 3.4
Capital Investment Counsel (Colorado)
2890
Capital Investment Counsel (Colorado)
Colorado
$730M +$9.9M +1% 0.56% 68.7% 157 17.2% 1.5
Enclave Advisors
2891
Enclave Advisors
Texas
$729M +$23.8M +3% 0.36% – 141 14.18% 1.1
Horst & Graben Wealth Management
2892
Horst & Graben Wealth Management
Oregon
$729M +$66.2M +10% 1.51% 62.2% 200 13% 3
Meridian Wealth Partners
2893
Meridian Wealth Partners
Pennsylvania
$729M +$2.99M +0.4% 1.38% 54.2% 126 16.67% 3.5
SKBA Capital Management
2894
SKBA Capital Management
California
$728M +$24.1M +3% 4.97% 53.9% 81 3.7% 5
Sloy Dahl & Holst
2895
Sloy Dahl & Holst
Washington
$728M -$104M -13% 14.8% 132% 118 7.63% 3
Tran Capital Management
2896
Tran Capital Management
California
$728M -$107M -13% 3.3% 173% 81 22.22% 2.8
Dillon & Associates
2897
Dillon & Associates
Michigan
$726M -$48M -6% 5.08% 117% 79 7.59% 8.3
Castellan Group
2898
Castellan Group
Kentucky
$726M -$69.5M -9% 1.6% 184% 62 45.16% 1.7
FIFTHDELTA
2899
FIFTHDELTA
United Kingdom
$725M +$249M +52% 6.31% 16.6% 15 60% 0.5
Professional Advisory Services
2900
Professional Advisory Services
Florida
$724M -$47.2M -6% 5.09% 69.3% 82 4.88% 6.5