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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)
Brickley Wealth Management
3251
Brickley Wealth Management
California
$375M -$21.1M -5% 4.46% 62.6% 42 7.14% 3.4
MPM BioImpact
3252
MPM BioImpact
Massachusetts
$375M -$122M -25% 7.84% 550% 38 26.32% 1.2
AdvisorShares Investments
3253
AdvisorShares Investments
Maryland
$375M +$25.3M +7% 2.62% 110% 303 37.62% 1.2
Tucker Asset Management
3254
Tucker Asset Management
Colorado
$374M +$30.4M +9% 2.51% 71.6% 1,637 50.89% 0.9
Cornerstone Management
3255
Cornerstone Management
Georgia
$374M -$17.5M -4% 2.61% 43.6% 50 6% 4.6
400 Capital Management
3256
400 Capital Management
New York
$374M -$143M -28% 0% – 7 57.14% 0.9
TCPWM
3257
Traverso Chambers Private Wealth Management
California
$374M -$6.85M -2% 2.56% 16.4% 117 3.42% 3.8
Act Two Investors
3258
Act Two Investors
California
$374M +$16.2M +5% 2.59% 53% 44 31.82% 2.2
EFH
3259
Eaton Financial Holdings
Florida
$373M +$241M +181% 3.71% – 160 70.63% 0.2
Aire Advisors
3260
Aire Advisors
California
$373M -$6.66M -2% 2.47% 77.4% 147 11.56% 1.4
Analog Century Management
3261
Analog Century Management
New York
$373M +$12.9M +4% 0.2% 785% 20 0% 1.9
Coastal Bridge Advisors
3262
Coastal Bridge Advisors
Connecticut
$373M -$35.1M -9% 0.41% 88.1% 183 13.66% 3.6
CCM
3263
Contrarian Capital Management
Connecticut
$373M +$2.03M +0.5% 9.53% 29.4% 36 16.67% 2.1
Kelly Lawrence W & Associates
3264
Kelly Lawrence W & Associates
California
$373M -$14.1M -4% 4.55% 123% 168 6.55% 4.7
Cambridge Advisors
3265
Cambridge Advisors
Nebraska
$372M -$18.4M -5% 2.97% 58.6% 170 5.88% 5.6
First National Corp
3266
First National Corp
Massachusetts
$372M -$48.9M -12% 4.28% 56.3% 160 10% 3.2
James J. Burns & Company
3267
James J. Burns & Company
New York
$372M -$21.9M -6% 3.92% 70.2% 115 11.3% 0.8
Ironwood Financial
3268
Ironwood Financial
Arizona
$372M -$8.07M -2% 3.36% 54.1% 142 4.93% 4.9
Peterson Wealth Advisors
3269
Peterson Wealth Advisors
Utah
$372M -$6.19M -2% 3.64% 50.9% 64 4.69% 3.5
Darwin Wealth Management
3270
Darwin Wealth Management
Florida
$372M -$17.1M -4% 2.75% 56.8% 151 7.28% 3.2
ADW Capital Management
3271
ADW Capital Management
Florida
$372M -$20.3M -5% 5.39% 78.2% 7 14.29% 3.3
Valor Management
3272
Valor Management
Illinois
$372M -$30.1M -7% 7.04% 14.5% 5 20% 1.1
Heron Bay Capital Management
3273
Heron Bay Capital Management
Michigan
$371M +$10.8M +3% 3.13% 58.9% 110 30.91% 1.4
Sycale Advisors
3274
Sycale Advisors
New York
$371M -$86.6M -19% 4.67% 31.5% 23 34.78% 1.3
Blue Bell Private Wealth Management
3275
Blue Bell Private Wealth Management
Pennsylvania
$371M -$6.76M -2% 2.94% 68.2% 704 7.67% 2.4