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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)
Meridian Wealth Advisors
3226
Meridian Wealth Advisors
Texas
$234M +$90.3M +63% 1.22% 79.9% 163 29.45% 0.5
MPM Asset Management
3227
MPM Asset Management
Massachusetts
$234M -$13.8M -6% 3.35% 5.89% 5 0% 2.1
World Investment Advisors
3228
World Investment Advisors
California
$233M +$6.58M +3% 0.79% 65.4% 163 14.72% 0.6
Northwest Quadrant Wealth Management
3229
Northwest Quadrant Wealth Management
Oregon
$233M +$14.4M +7% 0.36% 45.6% 66 7.58% 2
Redhawk Wealth Advisors
3230
Redhawk Wealth Advisors
Minnesota
$233M -$18.4M -7% 1.09% 116% 514 77.82% 0.6
CBTWT
3231
Community Bank & Trust (Waco, Texas)
Texas
$233M -$338K -0.1% 2.36% 124% 136 5.15% 3.1
General Pension Society PZU Joint Stock
3232
General Pension Society PZU Joint Stock
Poland
$233M -$11.5M -5% 0.34% 116% 15 6.67% 5
North Peak Capital Management
3233
North Peak Capital Management
New York
$233M +$54.8M +31% 5.37% 301% 15 66.67% 0.2
Tealwood Asset Management
3234
Tealwood Asset Management
Minnesota
$233M -$13.1M -5% 0.31% 128% 102 13.73% 2.1
BCM Advisors
3235
BCM Advisors
Louisiana
$232M +$13.8M +6% 2.89% 59.3% 40 10% 2.2
Bridge City Capital
3236
Bridge City Capital
Oregon
$232M +$50.6M +28% 2.9% 120% 92 4.35% 1.9
WoodTrust Financial
3237
WoodTrust Financial
Wisconsin
$232M +$9.8M +4% 1.7% 80.3% 76 9.21% 1.5
Sharkey, Howes & Javer
3238
Sharkey, Howes & Javer
Colorado
$232M +$11.5M +5% 1.19% 60.2% 222 76.58% 2.7
Cavalier Investments
3239
Cavalier Investments
Georgia
$232M -$7.44M -3% 1.07% 171% 134 31.34% 0.7
TrueWealth LLC
3240
TrueWealth LLC
Georgia
$232M +$6.72M +3% 3.45% – 766 7.7% 1.6
Sensible Financial Planning & Management
3241
Sensible Financial Planning & Management
Massachusetts
$232M -$2.1M -0.9% 1.8% 24.5% 36 11.11% 3.4
NYL Investors
3242
NYL Investors
New York
$232M +$43.4M +23% 0.11% 12.7% 28 14.29% 0.9
Biltmore Family Office
3243
Biltmore Family Office
North Carolina
$232M +$46.8M +25% 1.22% 78.1% 181 16.57% 1.3
Beacon Pointe Advisors
3244
Beacon Pointe Advisors
California
$232M -$42.5M -16% 1.22% 76.7% 210 22.38% 0.6
TLCM
3245
Tiger Legatus Capital Management
New York
$231M +$6.36M +3% 9.37% 19.1% 14 35.71% 1
APSP
3246
Asset Planning Services (Pennsylvania)
Pennsylvania
$231M +$3.67M +2% 0.48% 62.1% 294 9.86% 3.1
AlphaMark Advisors
3247
AlphaMark Advisors
Kentucky
$231M +$2.42M +1% 1.69% 26.4% 559 13.24% 3
Birinyi Associates
3248
Birinyi Associates
Connecticut
$231M -$7.63M -3% 2.18% 113% 85 18.82% 4.1
Oak Grove Capital
3249
Oak Grove Capital
New Hampshire
$230M +$43.6M +23% 1.25% 470% 83 32.53% 0.9
FA
3250
FMA Advisory
Pennsylvania
$230M +$5.1M +2% 1.4% 46.7% 149 5.37% 1.9