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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)
Goodman Financial
3326
Goodman Financial
Texas
$438M +$65.2M +17% 5.95% 52.5% 56 19.64% 2.7
Untitled Investments
3327
Untitled Investments
New York
$438M +$147M +50% 17.2% 79.6% 21 38.1% 1.2
Sand Grove Capital Management
3328
Sand Grove Capital Management
United Kingdom
$437M +$61M +16% 11.7% 410% 30 66.67% 0.3
Wooster Corthell Wealth Management
3329
Wooster Corthell Wealth Management
Connecticut
$437M +$21.7M +5% 5.7% 39.1% 50 2% 5
United Capital Management of KS
3330
United Capital Management of KS
Kansas
$437M +$106M +32% 31.5% 295% 85 16.47% 2.8
Brickley Wealth Management
3331
Brickley Wealth Management
California
$436M +$21.7M +5% 5.58% 75.9% 45 4.44% 3.5
ARG
3332
Advisory Resource Group
Oklahoma
$436M +$34.7M +9% 8.97% 72% 165 13.33% 2.2
Goldstone Financial Group
3333
Goldstone Financial Group
Illinois
$436M +$48.6M +13% 6.61% 54.9% 176 14.77% 0.8
Renaissance Investment Group
3334
Renaissance Investment Group
Massachusetts
$436M +$33.7M +8% 10.1% 110% 87 8.05% 6.3
Great Diamond Partners
3335
Great Diamond Partners
Maine
$435M +$29.7M +7% 9.88% 86.1% 243 14.81% 2.6
LTS One Management
3336
LTS One Management
New York
$435M +$7.48M +2% 9.06% 67.9% 22 54.55% 0.5
ML&R Wealth Management
3337
ML&R Wealth Management
Texas
$435M -$6.49M -1% 8.2% – 76 11.84% 1.6
Ironwood Financial
3338
Ironwood Financial
Arizona
$435M +$22.2M +5% 5% 54.1% 153 5.88% 4.8
Pasadena Private Wealth
3339
Pasadena Private Wealth
California
$435M +$25M +6% 5.54% 53% 165 15.15% 1.7
Coastal Bridge Advisors
3340
Coastal Bridge Advisors
Connecticut
$434M +$44.2M +11% 8.84% 88.1% 185 9.19% 4
Abundance Wealth Counselors
3341
Abundance Wealth Counselors
Pennsylvania
$434M +$49.7M +13% 13.5% 107% 145 9.66% 1.3
Essex LLC
3342
Essex LLC
Illinois
$434M +$32.3M +8% 6.86% 91.4% 160 10.63% 2
Tucker Asset Management
3343
Tucker Asset Management
Colorado
$434M +$33.6M +8% 7.08% 71.6% 1,954 38.33% 1
Schneider Downs Wealth Management Advisors
3344
Schneider Downs Wealth Management Advisors
Pennsylvania
$434M +$49.2M +13% 6.16% 61.5% 143 20.28% 3.1
Kathryn A. Hall
3345
Kathryn A. Hall
$434M +$79.3M +22% 13.9% 95.2% 54 9.26% 3.5
LWMG LLC
3346
LWMG LLC
Minnesota
$433M +$25.9M +6% 6.23% – 93 13.98% 1.1
Correct Capital Wealth Management
3347
Correct Capital Wealth Management
Missouri
$433M +$37.9M +10% 9.33% 83.6% 150 20% 0.2
Sweet Financial Partners
3348
Sweet Financial Partners
Minnesota
$433M +$12.7M +3% 7.8% 22.4% 202 12.87% 1.6
Opes Wealth Management
3349
Opes Wealth Management
California
$433M +$16.4M +4% 2.63% 54.1% 137 11.68% 2.6
LA
3350
Lynch & Associates
Indiana
$433M +$21.5M +5% 8.97% 73.5% 125 5.6% 7