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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)
Carolinas Wealth Consulting
3126
Carolinas Wealth Consulting
North Carolina
$460M +$58.6M +15% 11.2% 24.6% 1,064 10.9% 2.5
Probity Advisors
3127
Probity Advisors
Texas
$459M +$25.3M +6% 9.59% 61.7% 208 16.83% 4.7
Hutchinson Capital Management
3128
Hutchinson Capital Management
California
$459M +$33.3M +8% 9.97% 52.6% 83 4.82% 4.6
Benjamin Edwards Inc
3129
Benjamin Edwards Inc
Missouri
$459M +$36.4M +9% 9.97% 66.5% 681 10.57% 2.5
PI
3130
Pennant Investors
New Jersey
$458M +$181M +65% 13.9% 372% 45 73.33% 0.8
PO
3131
PBCay One
United Arab Emirates
$458M – – 10.7% – 13 – 0
Edge Wealth Management
3132
Edge Wealth Management
New York
$457M +$29.4M +7% 11.7% 75.3% 83 9.64% 5.6
White Lighthouse Investment Management
3133
White Lighthouse Investment Management
Massachusetts
$457M +$45.1M +11% 9.85% 62% 124 7.26% 4.4
NBW Capital
3134
NBW Capital
Massachusetts
$457M +$48.4M +12% 11% 86% 121 22.31% 3.7
Blue Grotto Capital
3135
Blue Grotto Capital
Georgia
$457M +$30.3M +7% 17.3% 300% 31 41.94% 1.1
Meridian Wealth Advisors
3136
Meridian Wealth Advisors
Texas
$457M +$56.5M +14% 9.69% 79.9% 184 7.07% 3.7
XTX Topco
3137
XTX Topco
Cayman Islands
$457M -$129M -22% 12.9% 87.3% 2,338 70.57% 0.2
Leelyn Smith
3138
Leelyn Smith
Illinois
$457M +$46.8M +11% 9.93% 77.3% 127 18.11% 2.9
Sargent Investment Group
3139
Sargent Investment Group
Maryland
$457M +$41.4M +10% 11.2% 113% 218 8.72% 2.9
Cisco Systems
3140
Cisco Systems
California
$456M +$46.8M +11% 11.5% 210% 4 25% 1.4
Spirit of America Management Corp
3141
Spirit of America Management Corp
New York
$456M +$13.1M +3% 6.46% 113% 270 12.96% 5.2
Horst & Graben Wealth Management
3142
Horst & Graben Wealth Management
Oregon
$455M +$48.7M +12% 9.03% 62.2% 153 23.53% 2.3
Gries Financial
3143
Gries Financial
Ohio
$455M +$83.9M +23% 9.77% 71.3% 228 27.63% 1.3
Vantage Wealth
3144
Vantage Wealth
California
$455M +$55.7M +14% 7.68% 56.1% 43 13.95% 4.2
Peak Asset Management
3145
Peak Asset Management
Colorado
$454M +$40.3M +10% 9.41% 70.1% 143 6.29% 5.2
Schnieders Capital Management
3146
Schnieders Capital Management
California
$454M +$7.28M +2% 11.5% 103% 206 15.05% 5.3
Citizens Business Bank
3147
Citizens Business Bank
California
$454M +$28.2M +7% 12% 108% 116 17.24% 5.4
First Fiduciary Investment Counsel
3148
First Fiduciary Investment Counsel
Ohio
$453M +$26.8M +6% 7.67% 60% 65 9.23% 4.5
Bourgeon Capital Management
3149
Bourgeon Capital Management
Connecticut
$453M +$26.5M +6% 11% 121% 424 11.32% 2.6
Premier Path Wealth Partners
3150
Premier Path Wealth Partners
New Jersey
$452M – – 12.2% 98.8% 333 – 0