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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)
Strategic Global Advisors
3126
Strategic Global Advisors
California
$647M -$13M -2% 2.13% 137% 163 33.13% 2.1
Allied Investment Advisors
3127
Allied Investment Advisors
Montana
$647M +$18.5M +3% 3.24% 68.4% 108 15.74% 3.8
CBT
3128
Central Bank & Trust
Kentucky
$647M +$12.3M +2% 3.27% 118% 183 4.37% 7.8
SC&H Financial Advisors
3129
SC&H Financial Advisors
Maryland
$646M +$33M +5% 2.67% 66.2% 162 11.11% 3
Foguth Wealth Management
3130
Foguth Wealth Management
Michigan
$645M – – 1.57% – 175 – 1
Beacon Capital Management LLC (Tennessee)
3131
Beacon Capital Management LLC (Tennessee)
Tennessee
$645M -$58.4M -8% 2.26% 83% 166 20.48% 2.8
Blue Fin Capital
3132
Blue Fin Capital
Rhode Island
$645M +$8.78M +1% 3.52% 147% 154 5.19% 6.7
Soundwatch Capital
3133
Soundwatch Capital
Connecticut
$645M +$21.2M +3% 2.45% 68.6% 49 22.45% 1.3
Stone House Investment Management
3134
Stone House Investment Management
Pennsylvania
$644M +$50.6M +9% 1.44% 57.9% 950 34.84% 0.5
Horizon Wealth Management
3135
Horizon Wealth Management
Illinois
$644M -$37M -5% 2.61% 109% 140 19.29% 2
FRG Family Wealth Advisors
3136
FRG Family Wealth Advisors
Washington
$644M +$22.8M +4% 4.19% 76.4% 163 6.75% 6.1
Wilsey Asset Management
3137
Wilsey Asset Management
California
$644M +$98.8M +18% 1.05% 66.9% 32 21.88% 3.8
Newbridge Financial Services Group
3138
Newbridge Financial Services Group
Florida
$644M -$25.2M -4% 1.13% 189% 1,460 31.44% 1.8
Corsair Capital Management
3139
Corsair Capital Management
New York
$644M +$38.7M +6% 14.8% 435% 195 37.44% 1.8
Burling Wealth Partners
3140
Burling Wealth Partners
Illinois
$644M +$39.7M +7% 3.09% – 189 8.99% 0.8
Market Street Wealth Management Advisors
3141
Market Street Wealth Management Advisors
Indiana
$643M +$13.5M +2% 2.47% 44% 103 3.88% 3.8
ACPLP
3142
Amberjack Capital Partners, L.P.
Texas
$642M +$97.8M +18% 18% – 1 0% 1
Versor Investments
3143
Versor Investments
New York
$642M +$98.5M +18% 15.4% 240% 825 55.03% 0.4
Schnieders Capital Management
3144
Schnieders Capital Management
California
$642M +$81.1M +14% 4.67% 103% 228 8.77% 6.1
Cornerstone Planning Group
3145
Cornerstone Planning Group
New Jersey
$641M +$16.9M +3% 1.57% 60% 1,869 17.87% 1.6
Eclectic Associates
3146
Eclectic Associates
California
$641M +$96.4M +18% 1.35% 53.8% 153 22.22% 2.5
Nalanda India Equity Fund
3147
Nalanda India Equity Fund
Mauritius
$641M +$110M +21% 11.7% 13.6% 1 0% 7
Stablepoint Partners
3148
Stablepoint Partners
Massachusetts
$641M +$10.9M +2% 3.4% 92.8% 251 3.59% 1.8
Greystone Financial Group
3149
Greystone Financial Group
Michigan
$641M -$4.7M -0.7% 1.97% 79.3% 105 12.38% 1.9
CT
3150
Chicago Trust
Illinois
$640M -$80.7M -11% 3.77% 96.7% 425 13.41% 4.1