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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)
Summit Wealth Partners
3476
Summit Wealth Partners
Florida
$541M -$12.8M -2% 0.64% 44.9% 224 14.73% 3.5
AA Financial Advisors
3477
AA Financial Advisors
Ohio
$541M +$32.1M +6% 2.84% 68.8% 218 17.43% 1.3
Hexagon Capital Partners
3478
Hexagon Capital Partners
Arkansas
$541M +$42.2M +8% 9.6% 104% 80 13.75% 3.9
Patten Group
3479
Patten Group
Tennessee
$541M +$27M +5% 2.13% 99% 327 23.85% 5.4
Tyro Capital Management
3480
Tyro Capital Management
Florida
$541M +$271M +101% 21.8% – 18 66.67% 0.6
Asset Allocation Strategies
3481
Asset Allocation Strategies
Michigan
$540M +$35.3M +7% 1.7% 58.1% 165 12.12% 1.5
CAM
3482
Cander Asset Management
New York
$540M – – 0.9% – 43 – 0
Marotta Asset Management
3483
Marotta Asset Management
Virginia
$540M +$8.98M +2% 2.84% 51% 111 9.91% 4.4
Praesidium Investment Management Company
3484
Praesidium Investment Management Company
New York
$540M +$27.4M +5% 4.89% 79% 13 7.69% 2.6
Pilgrim Global Advisors
3485
Pilgrim Global Advisors
Nevada
$540M +$24.8M +5% 0.58% – 4 25% 1.7
CacheTech Inc
3486
CacheTech Inc
Utah
$540M +$42.9M +9% 2.17% – 239 22.18% 0.8
Discipline Wealth Solutions
3487
Discipline Wealth Solutions
South Carolina
$539M +$160M +42% 2.32% 45.9% 177 17.51% 0.7
Stieven Capital Advisors
3488
Stieven Capital Advisors
Missouri
$539M +$8.93M +2% 4.34% 117% 42 14.29% 3.8
Interchange Capital Partners
3489
Interchange Capital Partners
Pennsylvania
$539M +$28.9M +6% 1.29% 106% 461 28.85% 1.4
Broad Run Investment Management
3490
Broad Run Investment Management
Virginia
$538M -$72.5M -12% 10.5% 202% 25 8% 6.6
III
3491
Independent Investors Inc
New York
$538M +$18.5M +4% 4.66% 94.5% 71 4.23% 8.9
Liberty Capital Management
3492
Liberty Capital Management
Michigan
$537M +$5.7M +1% 1.73% – 182 3.85% 6
Perkins Coie Trust Company
3493
Perkins Coie Trust Company
Washington
$537M +$5.47M +1% 2.69% 83.2% 297 16.84% 6.5
Global View Capital Management
3494
Global View Capital Management
Wisconsin
$537M +$65.7M +14% 2.73% – 153 21.57% 0.7
Edenbrook Capital
3495
Edenbrook Capital
New York
$536M -$49.5M -8% 22.6% 267% 22 45.45% 2.6
LMG Wealth Partners
3496
LMG Wealth Partners
Louisiana
$536M -$1.78M -0.3% 3.51% 88.9% 160 10% 2
Moody Aldrich Partners
3497
Moody Aldrich Partners
Massachusetts
$536M +$8.65M +2% 21.4% 312% 209 21.05% 1.4
Oakwell Private Wealth Management
3498
Oakwell Private Wealth Management
Texas
$536M +$37.7M +8% 2.19% 63% 81 4.94% 2.7
Wedgewood Partners
3499
Wedgewood Partners
Missouri
$535M -$12.4M -2% 0.21% 78.1% 22 18.18% 5.7
Activest Wealth Management
3500
Activest Wealth Management
Florida
$535M +$41.5M +8% 4.44% 117% 1,336 31.74% 1.1