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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)
Stelac Advisory Services
3076
Stelac Advisory Services
New York
$438M +$167M +62% 8.58% 84.9% 301 28.9% 1.4
Kanen Wealth Management
3077
Kanen Wealth Management
Florida
$438M +$246M +128% 28.2% 328% 35 42.86% 0.2
Nishkama Capital LLC
3078
Nishkama Capital LLC
Puerto Rico
$438M +$67.1M +18% 15.5% 723% 50 66% 0.3
SAIF Advisors
3079
SAIF Advisors
Hong Kong
$438M -$34.6M -7% 2.22% – 3 0% 1.8
Cranbrook Wealth Management
3080
Cranbrook Wealth Management
Michigan
$437M +$23.3M +6% 4.87% 48.8% 407 13.02% 3.9
SlateStone Wealth
3081
SlateStone Wealth
Florida
$437M +$32.6M +8% 8.59% 79.1% 178 12.36% 1.6
180 Wealth Advisors
3082
180 Wealth Advisors
Washington
$437M +$34M +8% 9.79% 136% 390 17.18% 1.7
World Investment Advisors
3083
World Investment Advisors
California
$437M +$22.1M +5% 4.96% 65.4% 257 15.95% 1.2
McRae Capital Management
3084
McRae Capital Management
New Jersey
$437M +$33.3M +8% 7.68% 78.2% 115 11.3% 4
LCM
3085
LH Capital Markets
New York
$437M -$521M -54% 1.68% 12.2% 150 83.33% 0.2
SIA
3086
Strategic Investment Advisors
Michigan
$437M +$51.4M +13% 5.65% 66.1% 214 24.3% 1.3
MRCM
3087
M&R Capital Management
New Jersey
$437M +$35.3M +9% 6.77% 52.6% 442 7.92% 4.7
Dorchester Wealth Management
3088
Dorchester Wealth Management
Quebec, Canada
$436M +$33.4M +8% 8.14% 18.3% 154 8.44% 3.4
TCM
3089
Tao Capital Management
California
$436M +$89.5M +26% 14.5% 314% 10 30% 0.8
Kohmann Bosshard Financial Services
3090
Kohmann Bosshard Financial Services
Ohio
$435M +$63.4M +17% 5.16% 42.8% 110 8.18% 3
Viridian RIA
3091
Viridian RIA
Washington
$435M +$37.5M +9% 7.31% 63.1% 79 0% 0.3
Cutter & Co Brokerage
3092
Cutter & Co Brokerage
Missouri
$435M +$25.1M +6% 6.26% 40.4% 327 12.23% 2.4
Kesler Norman & Wride
3093
Kesler Norman & Wride
Utah
$434M +$31.5M +8% 5.93% 76% 155 2.58% 0.5
Kistler-Tiffany Companies
3094
Kistler-Tiffany Companies
Pennsylvania
$434M +$46.7M +12% 7.85% 52% 752 11.04% 3.7
American Investment Services
3095
American Investment Services
Massachusetts
$434M +$64.8M +18% 5.35% 63.1% 126 7.94% 4
TBH Global Asset Management
3096
TBH Global Asset Management
Tennessee
$434M +$49M +13% 6.84% 70.7% 203 21.18% 1
Certuity
3097
Certuity
Florida
$433M +$60.7M +16% 8.75% 190% 386 26.94% 0.7
CFO4Life Group
3098
CFO4Life Group
Texas
$433M +$31.1M +8% 8.01% 56.7% 153 13.07% 2.2
Austin Private Wealth
3099
Austin Private Wealth
Texas
$433M +$52.9M +14% 5.97% 62.3% 141 25.53% 0.8
Bulltick Wealth Management
3100
Bulltick Wealth Management
Florida
$433M +$72.6M +20% 6.97% 58.2% 156 33.97% 0.3