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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)
Sax Wealth Advisors
3026
Sax Wealth Advisors
New Jersey
$393M -$20.3M -5% 13.8% 64.3% 184 16.3% 1.2
Bay Colony Advisors
3027
Bay Colony Advisors
Massachusetts
$393M -$25.5M -6% 12.9% 91.8% 398 23.87% 1.9
Squadra Investments
3028
Squadra Investments
Brazil
$392M +$381K +0.1% 41.7% 1.55% 9 44.44% 1
Stockman Wealth Management
3029
Stockman Wealth Management
Montana
$392M -$89.9M -19% 8.9% 73.5% 199 12.56% 4.2
Granite Point Capital Management
3030
Granite Point Capital Management
Massachusetts
$392M -$87M -18% 15.9% 125% 152 46.71% 1
Tikehau Investment Management
3031
Tikehau Investment Management
France
$392M -$73.5M -16% 13.8% 102% 17 11.76% 1.6
McDonald Partners
3032
McDonald Partners
Ohio
$392M -$66.7M -15% 12.3% 90.7% 314 7.96% 0.7
180 Wealth Advisors
3033
180 Wealth Advisors
Washington
$392M -$66.6M -15% 15.5% 136% 405 16.54% 2.4
KCM
3034
Kynam Capital Management
New Jersey
$392M +$83.3M +27% 11.1% 320% 39 28.21% 0.4
Johnson & Johnson
3035
Johnson & Johnson
New Jersey
$391M -$138M -26% 10.5% 281% 22 0% 0.7
SlateStone Wealth
3036
SlateStone Wealth
Florida
$391M -$57M -13% 14.6% 79.1% 207 22.71% 1.9
WWM
3037
Windsor Wealth Management
Indiana
$391M -$149M -28% 9.89% 37.3% 240 40.42% 3.1
SailingStone Capital Partners
3038
SailingStone Capital Partners
Texas
$391M -$88.9M -19% 14% 152% 23 60.87% 1.4
Allen Mooney & Barnes Investment Advisors
3039
Allen Mooney & Barnes Investment Advisors
Georgia
$391M -$60.7M -13% 12.1% 78.9% 157 16.56% 0.2
Rowlandmiller & Partners
3040
Rowlandmiller & Partners
Georgia
$391M -$40.3M -9% 9.51% 84% 192 11.98% 4.5
HHM Wealth Advisors
3041
HHM Wealth Advisors
Tennessee
$390M -$37.5M -9% 14.5% 62.3% 869 22.32% 1.5
Advanced Asset Management Advisors
3042
Advanced Asset Management Advisors
Ohio
$390M -$66.3M -15% 13.1% 93.6% 92 4.35% 3
Founders Capital Management (Connecticut)
3043
Founders Capital Management (Connecticut)
Connecticut
$390M -$75.8M -16% 16.3% 99.9% 71 8.45% 4.6
9258 Wealth Management
3044
9258 Wealth Management
Ohio
$390M -$41.2M -10% 13.8% 49.6% 365 10.96% 2.3
GWSG
3045
GPS Wealth Strategies Group
Colorado
$390M -$53.1M -12% 16.5% 118% 1,197 13.87% 1
MAA
3046
Mraz Amerine & Associates
California
$389M -$31.4M -7% 10.1% 69.8% 182 10.99% 4.6
Blue Grotto Capital
3047
Blue Grotto Capital
Georgia
$389M -$79.8M -17% 17.7% 300% 24 41.67% 0.9
ARMC
3048
American Research & Management Company
Massachusetts
$389M -$64.4M -14% 10.7% 35.1% 441 8.39% 4.5
Minot Wealth Management
3049
Minot Wealth Management
Massachusetts
$389M -$75.4M -16% 12.5% – 215 19.07% 1.7
RA
3050
Rovida Advisors
Florida
$389M -$77M -17% 14.5% 24.8% 31 29.03% 1.4