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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)
Cutter & Co Brokerage
3526
Cutter & Co Brokerage
Missouri
$339M +$18.3M +6% 5.29% 40.4% 227 11.01% 3.7
Harbour Capital Advisors
3527
Harbour Capital Advisors
Virginia
$339M +$8.22M +2% 8.28% 168% 293 26.28% 2.2
Mason & Associates (California)
3528
Mason & Associates (California)
California
$339M +$11.9M +4% 3.39% 68.5% 92 10.87% 1.1
Waterloo Capital
3529
Waterloo Capital
Texas
$339M +$15.4M +5% 5.38% 79.8% 260 43.46% 1.2
Value Star Asset Management
3530
Value Star Asset Management
Hong Kong
$338M +$82.8M +32% 18.6% – 34 47.06% 0.2
DI
3531
Diligent Investors
California
$338M +$14.4M +4% 5.39% 82.2% 297 7.07% 4
LCM
3532
Lionstone Capital Management
New York
$338M +$44.6M +15% 15.1% 74.1% 12 8.33% 3.5
Sands Capital Ventures
3533
Sands Capital Ventures
Virginia
$338M -$66.5M -16% 23.5% 167% 23 8.7% 1.3
EPG Wealth Management
3534
EPG Wealth Management
Georgia
$338M +$21M +7% 6.85% 96% 432 9.03% 1.5
Pacific Sage Partners
3535
Pacific Sage Partners
Washington
$338M +$26.9M +9% 6.44% 58.9% 97 16.49% 0.4
Black Diamond Financial
3536
Black Diamond Financial
Maryland
$338M +$33.2M +11% 6.59% 68.3% 121 9.09% 2.6
Levy Wealth Management Group
3537
Levy Wealth Management Group
Pennsylvania
$338M +$13.1M +4% 6.15% 21.1% 110 4.55% 1.5
Altrius Capital Management
3538
Altrius Capital Management
North Carolina
$338M +$10.4M +3% 0.75% 43.8% 93 10.75% 0.9
Franklin, Parlapiano, Turner & Welch
3539
Franklin, Parlapiano, Turner & Welch
Texas
$337M +$22.9M +7% 6.21% 41.6% 50 8% 6.5
Pettinga Financial Advisors
3540
Pettinga Financial Advisors
Indiana
$337M +$16.2M +5% 5.16% 78.1% 106 7.55% 2.6
American Financial Group Inc 401(K) Retirement & Savings Plan
3541
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$337M -$16.3M -5% 2.26% 17.8% 1 0% 10
SC
3542
Saybrook Capital
North Carolina
$337M +$22.3M +7% 7.23% 67.1% 45 4.44% 8.1
Waterfront Wealth
3543
Waterfront Wealth
Kansas
$337M +$30.5M +10% 3.46% 71.8% 258 7.36% 1.8
Rainey & Randall Wealth Advisors
3544
Rainey & Randall Wealth Advisors
Florida
$337M +$24.8M +8% 3.78% 52.3% 44 2.27% 2.7
Fifth Lane Capital
3545
Fifth Lane Capital
Texas
$336M +$159M +90% 0.02% 80.4% 281 50.53% 0.5
CFGSD
3546
Compass Financial Group (South Dakota)
South Dakota
$336M +$30.3M +10% 6.06% 72% 99 5.05% 0.5
Dechtman Wealth Management
3547
Dechtman Wealth Management
Colorado
$336M – – 5.45% – 52 – 0
Haverford Financial Services
3548
Haverford Financial Services
Pennsylvania
$335M +$15.3M +5% 6.28% 57.9% 41 4.88% 5.8
WealthPlan Investment Management
3549
WealthPlan Investment Management
Nebraska
$335M -$246M -42% 5.94% 74.2% 470 27.45% 0.8
Advisors Management Group
3550
Advisors Management Group
Wisconsin
$335M +$21.5M +7% 2.15% 125% 154 6.49% 3.8