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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)
Matthew Goff Investment Advisor
3126
Matthew Goff Investment Advisor
Texas
$371M -$54.7M -13% 12.7% 89.6% 86 15.12% 3.2
Foresite Capital Management IV
3127
Foresite Capital Management IV
California
$371M +$13.9M +4% 13.4% 151% 9 11.11% 1.6
Ackerman Capital Advisors
3128
Ackerman Capital Advisors
Texas
$371M -$53.4M -13% 10.7% 40.4% 133 33.08% 1.7
Blueprint Investment Partners
3129
Blueprint Investment Partners
North Carolina
$371M -$17.2M -4% 4.83% 90.8% 238 54.62% 0.8
Leo Brokerage
3130
Leo Brokerage
Texas
$371M -$257M -41% 16.3% – 265 42.26% 1.2
Oak Harvest Investment Services
3131
Oak Harvest Investment Services
Texas
$371M -$33M -8% 14% 120% 85 5.88% 1.3
K.J. Harrison & Partners
3132
K.J. Harrison & Partners
Ontario, Canada
$371M -$252M -40% 19.4% 140% 347 35.73% 2.3
Cubic Asset Management
3133
Cubic Asset Management
Massachusetts
$371M -$58.9M -14% 11% 40.5% 203 7.88% 4.9
Bright Rock Capital Management
3134
Bright Rock Capital Management
Massachusetts
$371M -$53.2M -13% 12.6% 53.1% 86 17.44% 4.1
Tetrad Corporation
3135
Tetrad Corporation
Nebraska
$370M -$86.3M -19% 19.6% 45.6% 4 25% 6.8
Armbruster Capital Management
3136
Armbruster Capital Management
New York
$370M -$45.6M -11% 13.7% 66.7% 127 16.54% 3.6
III
3137
Independent Investors Inc
New York
$369M -$79.9M -18% 16% 61.6% 76 9.21% 7
Ullmann Wealth Partners Group
3138
Ullmann Wealth Partners Group
Florida
$369M -$22.1M -6% 15.4% 62.2% 87 12.64% 2.9
Intercontinental Wealth Advisors
3139
Intercontinental Wealth Advisors
Texas
$369M -$70.3M -16% 16.5% 46.7% 295 12.2% 2.7
Hudson Way Capital Management
3140
Hudson Way Capital Management
Texas
$369M -$55M -13% 16% 51.3% 17 11.76% 2.1
NFC Investments
3141
NFC Investments
Tennessee
$369M -$77.6M -17% 15.7% – 39 12.82% 4.6
Abundance Wealth Counselors
3142
Abundance Wealth Counselors
Pennsylvania
$369M +$688K +0.2% 13.6% 94.7% 155 11.61% 0.8
Prestige Wealth Management Group
3143
Prestige Wealth Management Group
New Jersey
$369M -$37.6M -9% 9.99% 55.8% 1,116 12.1% 2.3
ECM
3144
EagleClaw Capital Management
Massachusetts
$369M -$66.7M -15% 13.3% 104% 135 6.67% 5.4
Glen Eagle Advisors
3145
Glen Eagle Advisors
New Jersey
$369M -$14.4M -4% 11.9% 68.5% 1,035 11.59% 3
McRae Capital Management
3146
McRae Capital Management
New Jersey
$368M -$74.7M -17% 13.9% 78.2% 112 6.25% 4.8
Wescott Financial Advisory Group
3147
Wescott Financial Advisory Group
Pennsylvania
$368M -$19.8M -5% 12.5% 55.5% 143 18.88% 0.8
Horst & Graben Wealth Management
3148
Horst & Graben Wealth Management
Oregon
$368M -$40.9M -10% 12% 55.1% 143 14.69% 1.6
CVA Family Office
3149
CVA Family Office
Colorado
$368M -$50.4M -12% 13.8% 71.6% 1,021 14.59% 1
LA
3150
Lynch & Associates
Indiana
$368M -$45.3M -11% 10% 73.5% 106 3.77% 6.6