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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)
DI
3526
Diligent Investors
California
$399M +$34.7M +10% 7.66% 82.2% 340 8.82% 4
Edmonds Duncan Registered Investment Advisors
3527
Edmonds Duncan Registered Investment Advisors
Kansas
$399M +$13.6M +4% 5.94% 12.8% 146 15.07% 4.4
River Global Investors
3528
River Global Investors
United Kingdom
$398M -$129M -25% 11.2% 49.7% 228 18.86% 3.3
WCMN
3529
Westchester Capital Management (Nebraska)
Nebraska
$398M +$26.8M +7% 9.31% 121% 44 6.82% 7.5
Greenup Street Wealth Management
3530
Greenup Street Wealth Management
Michigan
$398M +$38.7M +11% 5.5% 69.8% 98 33.67% 1.3
OCM
3531
Ogborne Capital Management
California
$398M +$71.2M +22% 32.9% 251% 18 27.78% 0.7
LexAurum Advisors
3532
LexAurum Advisors
Kansas
$398M +$16.3M +4% 7.25% – 329 17.63% 2.8
Breakwater Capital Group
3533
Breakwater Capital Group
New Jersey
$398M +$44M +12% 7.84% 67.4% 268 10.82% 0.9
Cedar Mountain Advisors
3534
Cedar Mountain Advisors
Oregon
$398M +$28.2M +8% 7.3% 57.7% 356 10.39% 2.8
Cherry Tree Wealth Management
3535
Cherry Tree Wealth Management
Minnesota
$398M +$23.3M +6% 3.98% 38.9% 628 10.99% 0.7
High Falls Advisors
3536
High Falls Advisors
New York
$397M +$23.6M +6% 6.17% 56.9% 125 13.6% 2.9
Polymer Capital Management (HK)
3537
Polymer Capital Management (HK)
Hong Kong
$397M +$108M +37% 16.8% – 239 71.55% 0.1
LMG Wealth Partners
3538
LMG Wealth Partners
Louisiana
$397M +$36.9M +10% 9.88% 96.1% 125 17.6% 1
GenWealth Group
3539
GenWealth Group
New Jersey
$397M +$34.9M +10% 7.18% 73.9% 74 17.57% 4.4
Financial Management Network
3540
Financial Management Network
California
$397M +$54.2M +16% 7.5% 62.5% 163 22.09% 1.9
Altrius Capital Management
3541
Altrius Capital Management
North Carolina
$397M +$37.7M +11% 6.6% 43.1% 95 7.37% 1.6
MYCIO Wealth Partners
3542
MYCIO Wealth Partners
Pennsylvania
$397M +$40.7M +11% 11% 60.3% 49 8.16% 5.4
TS Financial Group (TSFG)
3543
TS Financial Group (TSFG)
Illinois
$397M +$79.3M +25% 9.35% 81% 955 19.58% 3.6
Elgethun Capital Management
3544
Elgethun Capital Management
South Dakota
$397M +$43.4M +12% 7.77% 61.5% 157 2.55% 3.8
AA
3545
Ashford Advisors
New York
$396M +$35M +10% 9.71% 75.4% 16 6.25% 2.8
Peavine Capital
3546
Peavine Capital
Nevada
$396M +$4.8M +1% 3.49% 30.8% 9 0% 5.1
Miramar Capital
3547
Miramar Capital
Illinois
$396M +$12.5M +3% 7.08% 47.3% 64 10.94% 3.3
LRI Investments
3548
LRI Investments
Florida
$396M – – 8.12% – 841 – 0
FCA
3549
FLC Capital Advisors
California
$396M +$24.9M +7% 6.77% 59.3% 164 6.71% 3
Periscope Capital
3550
Periscope Capital
Ontario, Canada
$396M -$197M -33% 5.49% 26.5% 529 29.87% 1.5