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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)
James J. Burns & Company
3226
James J. Burns & Company
New York
$394M +$6.31M +2% 5.53% 70.2% 120 12.5% 0.6
CCP
3227
Caden Capital Partners
California
$394M +$60.6M +18% 0.04% 19.1% 16 37.5% 0.4
Providence Capital Advisors
3228
Providence Capital Advisors
North Carolina
$394M +$15.7M +4% 4.96% 47.4% 327 11.31% 2.7
Covenant Asset Management
3229
Covenant Asset Management
New Jersey
$394M -$26.1M -6% 13.3% 177% 175 5.14% 3.3
Market Street Wealth Management Advisors
3230
Market Street Wealth Management Advisors
Indiana
$394M +$13.4M +4% 3.55% 44% 92 6.52% 2.3
Liberty Mutual Group Asset Management
3231
Liberty Mutual Group Asset Management
Massachusetts
$394M -$47.2M -11% 0.21% 47.9% 130 21.54% 1.1
Compass Ion Advisors
3232
Compass Ion Advisors
Pennsylvania
$394M -$2.28M -0.6% 2.75% 75.6% 81 8.64% 1.8
Planning Center Inc
3233
Planning Center Inc
Illinois
$394M +$29.6M +8% 3.61% 38.9% 79 29.11% 0.9
Shah Capital Management
3234
Shah Capital Management
North Carolina
$394M +$49.8M +15% 5.86% 287% 17 17.65% 3.4
Requisite Capital Management
3235
Requisite Capital Management
Texas
$393M +$68.8M +21% 3.06% 41% 80 22.5% 1.6
Icon Advisers
3236
Icon Advisers
Colorado
$393M +$5.5K +0% 5.77% 114% 172 21.51% 2.1
Naviter Wealth
3237
Naviter Wealth
Arkansas
$393M +$107M +38% 5.29% 87.1% 237 20.68% 0.8
Soundwatch Capital
3238
Soundwatch Capital
Connecticut
$393M -$42.1M -10% 8.73% 68.6% 34 29.41% 0.6
Sio Capital Management
3239
Sio Capital Management
New York
$393M +$191M +94% 12.6% 564% 62 53.23% 0.8
VM
3240
VPR Management
Texas
$393M -$86.6M -18% 4.89% 54.5% 54 1.85% 2.6
Partners in Financial Planning
3241
Partners in Financial Planning
Virginia
$393M +$12.7M +3% 3.13% 38.9% 95 3.16% 1.7
Diversified
3242
Diversified
Delaware
$393M +$113M +41% 7.56% 34.4% 156 14.74% 1.5
Security National Bank
3243
Security National Bank
Nebraska
$393M +$17.8M +5% 10.5% 125% 105 5.71% 3.4
Perennial Advisors
3244
Perennial Advisors
New York
$392M +$42.8M +12% 7.64% – 130 25.38% 3.5
Texas Treasury Safekeeping Trust Company
3245
Texas Treasury Safekeeping Trust Company
Texas
$392M +$11.5M +3% 2.96% 43.7% 8 0% 1.3
Wooster Corthell Wealth Management
3246
Wooster Corthell Wealth Management
Connecticut
$392M +$17.8M +5% 4.41% 39.1% 46 2.17% 4.7
ADW Capital Management
3247
ADW Capital Management
Florida
$392M +$51.9M +15% 10.8% 78.2% 7 0% 2.9
Cornerstone Management
3248
Cornerstone Management
Georgia
$392M +$8.38M +2% 3.32% 43.6% 249 81.12% 4.5
Intel Corp
3249
Intel Corp
California
$392M +$191M +95% 131% 9.79% 8 12.5% 1
Boston Standard Wealth Management
3250
Boston Standard Wealth Management
Massachusetts
$391M +$42.6M +12% 3.48% 47.1% 42 7.14% 4.6