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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)
Legacy Financial Advisors
2976
Legacy Financial Advisors
Kentucky
$402M -$42.2M -10% 11.9% 86.3% 263 25.1% 1.5
AMCA
2977
Arthur M. Cohen & Associates
Illinois
$402M -$72.5M -15% 17.3% 110% 143 11.19% 4
RMR Wealth Builders
2978
RMR Wealth Builders
New Jersey
$401M -$64.9M -14% 14.1% 91.7% 225 22.67% 1.1
Honeycomb Asset Management
2979
Honeycomb Asset Management
New York
$401M -$378M -49% 25.1% 49% 55 81.82% 0.2
MBL Wealth
2980
MBL Wealth
North Carolina
$401M -$8.75M -2% 10.8% 52.7% 182 25.27% 0.7
Capital Investment Counsel Inc
2981
Capital Investment Counsel Inc
North Carolina
$401M -$79.9M -17% 16.4% 174% 212 8.49% 4.4
Cheviot Value Management
2982
Cheviot Value Management
California
$401M -$71.6M -15% 13.6% 77.8% 80 13.75% 3.9
SC XII Management
2983
SC XII Management
California
$401M -$1.04B -72% 62.9% 73.4% 1 0% 1.8
Biltmore Family Office
2984
Biltmore Family Office
North Carolina
$400M -$66.8M -14% 16.5% 78.1% 218 7.34% 2.8
Cable Hill Partners
2985
Cable Hill Partners
Oregon
$400M +$248M +163% 13.1% 20.3% 177 42.94% 2.6
Cranbrook Wealth Management
2986
Cranbrook Wealth Management
Michigan
$400M -$59.8M -13% 12.6% 48.8% 364 13.19% 5
Lathrop Investment Management
2987
Lathrop Investment Management
Arkansas
$400M -$73.7M -16% 14.8% 72.2% 73 2.74% 5.5
FinTrust Capital Advisors
2988
FinTrust Capital Advisors
South Carolina
$400M -$35.7M -8% 12.6% 23.6% 1,354 16.77% 2.3
IIA
2989
IPG Investment Advisors
California
$400M -$123M -24% 20.3% 106% 198 32.32% 1.6
Sugarloaf Wealth Management
2990
Sugarloaf Wealth Management
Georgia
$399M -$22.8M -5% 11.2% 10.2% 855 16.84% 1.9
Strategic Wealth Investment Group
2991
Strategic Wealth Investment Group
Kentucky
$399M -$20.1M -5% 11.5% – 146 23.29% 1.2
Mudrick Capital Management
2992
Mudrick Capital Management
New York
$399M -$290M -42% 18.7% 212% 12 0% 1.4
Financial Partners Group (Kansas)
2993
Financial Partners Group (Kansas)
Kansas
$399M -$63.3M -14% 14% 76.7% 166 13.86% 2
RL
2994
RPO LLC
Connecticut
$399M +$90.4M +29% 1.14% 66.2% 194 38.66% 0.3
Steadview Capital Management
2995
Steadview Capital Management
United Kingdom
$399M -$307M -43% 39.8% 930% 15 13.33% 1.1
World Equity Group
2996
World Equity Group
Illinois
$398M -$65.8M -14% 12.8% 117% 411 32.36% 0.2
AO
2997
Allen Operations
New York
$398M -$170M -30% 24.3% 218% 43 4.65% 3.1
Aaron Wealth Advisors
2998
Aaron Wealth Advisors
Illinois
$398M -$35.7M -8% 14.8% 108% 936 80.34% 1
Archford Capital Strategies
2999
Archford Capital Strategies
Illinois
$398M -$51M -11% 12.6% 87.4% 297 17.51% 3.7
State of New Jersey Common Pension Fund E
3000
State of New Jersey Common Pension Fund E
New Jersey
$398M -$90.2M -18% 17.2% 26.4% 2 0% 1.6