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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)
EFG Asset Management (Americas)
3226
EFG Asset Management (Americas)
Florida
$514M +$3.2M +0.6% 3.69% 112% 127 8.66% 4
Stanley Capital Management
3227
Stanley Capital Management
Texas
$514M -$979K -0.2% 1.15% 158% 40 15% 3.8
Sentry LLC
3228
Sentry LLC
Tennessee
$514M -$5.12M -1% 1.01% 52.6% 130 7.69% 1.6
GF
3229
Greenfield FTC
Nevada
$514M +$52.4M +11% 0.55% 75.4% 3 0% 4
Delta Investment Management
3230
Delta Investment Management
California
$514M +$22.9M +5% 2.3% 65.8% 273 17.95% 2.2
Act Two Investors
3231
Act Two Investors
California
$513M -$16.7M -3% 2.3% 53% 48 10.42% 2.5
AssuredPartners Investment Advisors
3232
AssuredPartners Investment Advisors
Florida
$513M – – 2.71% – 320 – 0
American Money Management
3233
American Money Management
California
$513M +$12.3M +2% 0.25% 65% 144 8.33% 4.8
Martel Wealth Advisors
3234
Martel Wealth Advisors
Washington
$512M +$23.2M +5% 0.27% 43.4% 74 33.78% 3.2
Fourthstone LLC
3235
Fourthstone LLC
Missouri
$512M +$63.3M +14% 8.28% 104% 84 40.48% 0.9
CoreCommodity Management
3236
CoreCommodity Management
Connecticut
$512M -$31.2M -6% 7.55% 65.8% 141 14.89% 3.5
Summit Financial Wealth Advisors
3237
Summit Financial Wealth Advisors
Louisiana
$511M -$22M -4% 0.55% 71.4% 162 14.2% 4.3
Gallagher Fiduciary Advisors
3238
Gallagher Fiduciary Advisors
Illinois
$511M +$17.1M +3% 0.18% 25.1% 307 13.68% 1
CRB
3239
Chad R. Baker
$511M +$1.79M +0.4% 2.52% 123% 51 3.92% 5.9
SP
3240
Solel Partners
Massachusetts
$511M +$1.09M +0.2% 1.75% 25.9% 22 18.18% 1.9
Patton Fund Management
3241
Patton Fund Management
Texas
$510M +$26.3M +5% 6.71% 211% 96 41.67% 1.4
Commonwealth Financial Services
3242
Commonwealth Financial Services
West Virginia
$510M +$3.79M +0.7% 0.21% 64.2% 205 11.71% 3.7
Vanderbilt University
3243
Vanderbilt University
Tennessee
$510M -$29.8M -6% 5.44% 76.4% 85 27.06% 1.2
McRae Capital Management
3244
McRae Capital Management
New Jersey
$510M -$2.19M -0.4% 2.7% 78.2% 93 2.15% 6.5
Brian C. Broderick
3245
Brian C. Broderick
$510M -$913K -0.2% 0.18% 98.6% 86 6.98% 6.5
Carolinas Wealth Consulting
3246
Carolinas Wealth Consulting
North Carolina
$509M -$42.4M -8% 1.68% 24.6% 1,114 10.77% 2.9
Laffer Tengler Investments
3247
Laffer Tengler Investments
Tennessee
$509M +$14.8M +3% 3.77% 96.5% 182 25.27% 3
Principal Street Partners
3248
Principal Street Partners
Tennessee
$509M -$103M -17% 3.35% 91% 258 15.89% 2.6
TLWM Financial
3249
TLWM Financial
Texas
$508M +$15.2M +3% 0.89% 53.9% 78 12.82% 3.2
Personal CFO Solutions
3250
Personal CFO Solutions
New Jersey
$508M -$208M -29% 1.58% 91.4% 627 37.64% 2.3