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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)
Fidelis Capital Partners
3151
Fidelis Capital Partners
Florida
$452M +$160M +55% 11.9% 115% 336 21.73% 0.6
Pinpoint Asset Management
3152
Pinpoint Asset Management
Hong Kong
$452M +$24.8M +6% 17% 185% 90 53.33% 0.4
Matthew Goff Investment Advisor
3153
Matthew Goff Investment Advisor
Texas
$451M +$35.3M +8% 10.4% 89.6% 94 7.45% 3.8
Faithward Advisors
3154
Faithward Advisors
Pennsylvania
$451M +$39.9M +10% 11.4% 119% 272 15.44% 1.9
PWS
3155
Private Wealth Strategies
Ohio
$451M +$49.8M +12% 10.3% 18.8% 82 21.95% 2.6
Patton Fund Management
3156
Patton Fund Management
Texas
$450M +$81.4M +22% 13.7% 211% 100 50% 1.2
Cedar Brook Financial Partners
3157
Cedar Brook Financial Partners
Ohio
$450M +$66.7M +17% 10.7% 47% 436 16.97% 2.7
Bleichroeder LP
3158
Bleichroeder LP
New York
$450M +$44.2M +11% 13.9% 202% 81 13.58% 2.6
CT
3159
Chicago Trust
Illinois
$450M +$51.6M +13% 9.25% 96.7% 305 16.39% 4.3
Thrive Wealth Management
3160
Thrive Wealth Management
Pennsylvania
$449M +$73.4M +20% 10.9% 84.1% 197 15.23% 1.4
SOA Wealth Advisors
3161
SOA Wealth Advisors
New York
$449M +$47.1M +12% 12% 79.1% 962 7.69% 2.6
Heritage Investment Group
3162
Heritage Investment Group
Florida
$449M +$83M +23% 9.61% 51.2% 100 13% 1.4
CSNH
3163
Crow's Nest Holdings
Virginia
$449M +$55.4M +14% 21.4% 103% 10 20% 1.5
ICA Group Wealth Management
3164
ICA Group Wealth Management
Colorado
$448M +$92.4M +26% 10.3% – 1,338 82.36% 0.3
Physician Wealth Advisors
3165
Physician Wealth Advisors
Utah
$448M +$59.2M +15% 10.8% 79.9% 169 13.61% 2.8
Aprio Wealth Management
3166
Aprio Wealth Management
Georgia
$448M +$83.9M +23% 9.19% 66.1% 217 23.04% 1.2
EVR Research
3167
EVR Research
Virginia
$447M +$69.5M +18% 16.8% 165% 46 39.13% 0.8
McNamara Financial Services
3168
McNamara Financial Services
Massachusetts
$447M +$46.4M +12% 8.1% 42.6% 67 7.46% 4.4
Nelson Capital Management
3169
Nelson Capital Management
California
$447M +$39.1M +10% 10.4% 121% 96 7.29% 5.6
Tetrad Corporation
3170
Tetrad Corporation
Nebraska
$447M +$19.6M +5% 5.43% 45.6% 3 0% 10.5
Mudrick Capital Management
3171
Mudrick Capital Management
New York
$446M +$106M +31% 8.82% 212% 10 10% 2.3
FA
3172
Financial Advisors
Massachusetts
$446M +$42.1M +10% 10.5% 71.5% 77 6.49% 3.6
ADW Capital Management
3173
ADW Capital Management
Florida
$446M +$74.2M +20% 22.1% 78.2% 6 0% 3.5
Beck Bode LLC
3174
Beck Bode LLC
Massachusetts
$446M +$54.1M +14% 15.5% 155% 156 46.15% 0.8
SC XII Management
3175
SC XII Management
California
$445M +$103M +30% 30.3% 73.4% 1 0% 3.3