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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)
Martel Wealth Advisors
3151
Martel Wealth Advisors
Washington
$369M +$19.7M +6% 5.55% 43.4% 53 20.75% 3.1
White Lighthouse Investment Management
3152
White Lighthouse Investment Management
Massachusetts
$368M +$24.7M +7% 6.24% 62% 115 9.57% 3.7
Abundance Wealth Counselors
3153
Abundance Wealth Counselors
Pennsylvania
$367M +$17.7M +5% 7.08% 107% 156 14.74% 1.2
Ellis Investment Partners
3154
Ellis Investment Partners
Pennsylvania
$367M +$6.41M +2% 8.34% 70.8% 833 74.79% 3.4
Semper Augustus Investments Group
3155
Semper Augustus Investments Group
Colorado
$367M +$36.6M +11% 13.5% 95.4% 34 2.94% 5.8
WestBridge Capital Management
3156
WestBridge Capital Management
Mauritius
$367M +$73.5M +25% 11.1% 33.3% 3 0% 1.5
Cranbrook Wealth Management
3157
Cranbrook Wealth Management
Michigan
$367M -$19.7M -5% 7.51% 54.3% 323 10.53% 5.5
Cove Street Capital
3158
Cove Street Capital
California
$367M +$8.86M +2% 9.6% 84.2% 81 2.47% 3.2
Occidental Asset Management
3159
Occidental Asset Management
California
$367M +$33.2M +10% 6.45% 82.5% 212 17.92% 3.3
AMCA
3160
Arthur M. Cohen & Associates
Illinois
$366M +$2.6M +0.7% 6.03% 129% 135 11.85% 4.2
Glen Eagle Advisors
3161
Glen Eagle Advisors
New Jersey
$366M +$21.9M +6% 7.86% 68.5% 1,190 11.51% 2.9
Brilliance Asset Management
3162
Brilliance Asset Management
Hong Kong
$366M +$18.6M +5% 4.89% 39.2% 9 66.67% 0.5
Colonial Trust
3163
Colonial Trust
South Carolina
$366M +$52.5M +17% 9.7% 75.5% 907 71% 0.1
FA
3164
Financial Advisors
Massachusetts
$366M +$78.3M +27% 6.22% 71.5% 84 15.48% 2.7
Canal Insurance Company
3165
Canal Insurance Company
South Carolina
$366M +$30.4M +9% 12.6% 114% 111 22.52% 3.8
Abacus Planning Group
3166
Abacus Planning Group
South Carolina
$366M +$34.4M +10% 7.96% 59.1% 202 22.28% 3
Iron Gate Global Advisors
3167
Iron Gate Global Advisors
Utah
$366M +$8.47M +2% 6.71% 106% 106 21.7% 2.4
High Probability Advisors
3168
High Probability Advisors
New York
$365M +$45.8M +14% 8.56% 52.6% 45 8.89% 1.5
Sands Capital Ventures
3169
Sands Capital Ventures
Virginia
$365M +$21.1M +6% 12.3% 167% 25 32% 0.8
Naviter Wealth
3170
Naviter Wealth
Arkansas
$364M +$119M +49% 8.04% 87.1% 204 17.16% 0.6
Leelyn Smith
3171
Leelyn Smith
Illinois
$364M +$74.5M +26% 9.04% 77.3% 518 16.22% 1.8
PL Capital Advisors
3172
PL Capital Advisors
Florida
$364M +$22.2M +6% 4.88% 100% 48 25% 3.4
JMAC Enterprises
3173
JMAC Enterprises
Pennsylvania
$364M +$7.42M +2% 9.09% 68.5% 180 7.78% 0.9
MRCM
3174
M&R Capital Management
New Jersey
$364M +$9.44M +3% 8.2% 52.6% 624 29.81% 3.9
Berry Street Capital Management
3175
Berry Street Capital Management
United Kingdom
$363M -$86.9M -19% 22.9% 331% 48 83.33% 0.2