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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)
Cooper Financial Group
2901
Cooper Financial Group
California
$492M +$48.9M +11% 6.32% 87.2% 269 17.47% 1.2
Edge Wealth Management
2902
Edge Wealth Management
New York
$491M +$20.9M +4% 6.98% 75.3% 466 11.37% 2.8
Cornerstone Wealth Group
2903
Cornerstone Wealth Group
North Carolina
$491M -$1.01M -0.2% 6.7% 96% 170 21.76% 1.2
Cornerstone Partners Capital Management
2904
Cornerstone Partners Capital Management
Virginia
$490M +$96.8M +25% 7.8% 51.8% 15 53.33% 0.3
Teamwork Financial Advisors
2905
Teamwork Financial Advisors
Texas
$490M +$63.4M +15% 10.8% 134% 265 21.89% 0.8
Noesis Capital Mangement
2906
Noesis Capital Mangement
Florida
$489M +$43.9M +10% 7.9% 139% 131 15.27% 3.7
KWMG
2907
King Wealth Management Group
Florida
$489M +$43.5M +10% 8.63% 86% 174 9.2% 3.4
TrinityPoint Wealth
2908
TrinityPoint Wealth
Connecticut
$489M +$59.7M +14% 8.11% 28.4% 274 15.33% 1.5
Natural Investments
2909
Natural Investments
California
$489M -$20.2M -4% 2.35% – 3 0% 0.7
Hanlon Investment Management
2910
Hanlon Investment Management
New Jersey
$489M +$33.5M +7% 5.97% 80.6% 148 23.65% 0.9
Greenline Partners
2911
Greenline Partners
New York
$489M +$32M +7% 6.57% 69.6% 134 10.45% 1.5
Hohimer Wealth Management
2912
Hohimer Wealth Management
Washington
$489M +$78.2M +19% 8.53% 99.7% 213 14.55% 1.1
Sompo Asset Management
2913
Sompo Asset Management
Japan
$488M +$48.5M +11% 6.73% 84.7% 153 17.65% 1.9
Personal CFO Solutions
2914
Personal CFO Solutions
New Jersey
$488M +$25.7M +6% 6.17% 91.4% 473 21.14% 0.9
Greenhaven Road Investment Management
2915
Greenhaven Road Investment Management
Connecticut
$488M +$39.4M +9% 11% 70.2% 40 50% 0.5
Coastal Bridge Advisors
2916
Coastal Bridge Advisors
Connecticut
$488M -$58.2M -11% 9.61% 88.1% 163 19.63% 2.8
Capital Planning Advisors
2917
Capital Planning Advisors
California
$487M +$41.4M +9% 7.08% 64.2% 155 21.29% 2.5
Financial Enhancement Group
2918
Financial Enhancement Group
Indiana
$487M -$2.99M -0.6% 5.01% 62.2% 320 22.5% 2
Peavine Capital
2919
Peavine Capital
Nevada
$487M +$35.8M +8% 3.11% 30.8% 14 21.43% 3.1
JBJ Investment Partners
2920
JBJ Investment Partners
South Carolina
$487M +$29.8M +7% 4.59% 46.2% 67 16.42% 1.3
Investidor Profissional Gestao de Recursos
2921
Investidor Profissional Gestao de Recursos
Brazil
$486M +$169M +53% 11% 51.8% 23 26.09% 1.5
Monarch Alternative Capital
2922
Monarch Alternative Capital
New York
$486M -$989M -67% 2.9% 497% 12 58.33% 0.3
Crabel Capital Management
2923
Crabel Capital Management
California
$486M +$102M +27% 6.31% 13.9% 156 59.62% 0.3
Tectonic Advisors
2924
Tectonic Advisors
Texas
$485M +$82.5M +21% 7.01% 44.9% 219 14.61% 0.4
Lathrop Investment Management
2925
Lathrop Investment Management
Arkansas
$485M +$38.3M +9% 8.99% 72.2% 74 5.41% 4.7