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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)
Brio Consultants
3151
Brio Consultants
California
$412M +$20.7M +5% 0.4% 42.7% 77 5.19% 2
Lake Street Private Wealth
3152
Lake Street Private Wealth
Illinois
$412M +$18.9M +5% 0.51% 105% 240 15% 1.4
Sargent Investment Group
3153
Sargent Investment Group
Maryland
$412M -$9.7M -2% 1.25% 113% 220 14.09% 1.8
Certified Advisory Corp
3154
Certified Advisory Corp
Florida
$412M +$13.8M +3% 0.65% 62.9% 252 19.44% 2.8
Center for Financial Planning
3155
Center for Financial Planning
Michigan
$411M +$4.98M +1% 0.58% 64.4% 545 11.56% 1.3
Haverford Financial Services
3156
Haverford Financial Services
Pennsylvania
$411M +$1.82M +0.4% 0.58% 57.9% 72 13.89% 3.5
TFS
3157
Thoroughbred Financial Services
Tennessee
$411M +$11.7M +3% 0.19% 166% 332 14.76% 1.5
D'Orazio & Associates
3158
D'Orazio & Associates
Virginia
$411M +$22.9M +6% 5.2% 61.2% 795 53.21% 1.8
Hudson Way Capital Management
3159
Hudson Way Capital Management
Texas
$411M +$14.8M +4% 4.61% 51.3% 19 21.05% 1.7
Cambridge Advisors
3160
Cambridge Advisors
Nebraska
$410M -$3.05M -0.7% 1.09% 58.6% 179 4.47% 4.1
Berkshire Bank
3161
Berkshire Bank
Massachusetts
$410M -$4.03M -1% 0.01% 76.2% 128 5.47% 0.9
Klaas Financial Asset Advisors
3162
Klaas Financial Asset Advisors
Illinois
$410M +$12.1M +3% 0.8% 39.5% 91 10.99% 0.7
Private Advisory Group
3163
Private Advisory Group
Washington
$410M +$12.7M +3% 1.44% 177% 151 37.09% 1.3
BSPF
3164
British Steel Pension Fund
United Kingdom
$410M -$19.3M -5% 2.93% 29.7% 23 0% 6.2
Wilsey Asset Management
3165
Wilsey Asset Management
California
$410M +$34.2M +9% 3.3% 66.9% 31 19.35% 2.1
Wilkins Investment Counsel
3166
Wilkins Investment Counsel
Massachusetts
$409M +$2.6M +0.6% 2.51% 56.2% 79 5.06% 6.4
Susquehanna Foundation
3167
Susquehanna Foundation
Pennsylvania
$409M -$45.9M -10% 4.52% 36.7% 5 0% 3
PAX Financial Group
3168
PAX Financial Group
Texas
$409M +$13.3M +3% 0.4% 56% 188 15.43% 1
One Day In July LLC
3169
One Day In July LLC
Vermont
$408M +$22.6M +6% 1.21% 48.2% 74 10.81% 1.5
Strategic Point Investment Advisors
3170
Strategic Point Investment Advisors
Rhode Island
$408M -$3.14M -0.8% 0.51% 58.2% 30 10% 3.1
Legacy Financial Advisors
3171
Legacy Financial Advisors
Kentucky
$408M +$12.9M +3% 0.13% 86.3% 187 9.63% 1.2
Matthew Goff Investment Advisor
3172
Matthew Goff Investment Advisor
Texas
$408M +$13.8M +3% 0.09% 89.6% 93 6.45% 2.6
Octagon Capital Advisors
3173
Octagon Capital Advisors
New York
$406M -$76.7M -16% 3.85% 2,969% 37 27.03% 0.5
State of New Jersey Common Pension Fund E
3174
State of New Jersey Common Pension Fund E
New Jersey
$406M -$20M -5% 1.05% 26.4% 4 75% 2
Dorchester Wealth Management
3175
Dorchester Wealth Management
Quebec, Canada
$406M -$30.7M -7% 1.25% 18.3% 161 15.53% 3.7