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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)
Clearstead Trust
3526
Clearstead Trust
Maine
$402M +$19.8M +5% 6.73% 111% 445 6.74% 2.3
Galibier Capital Management
3527
Galibier Capital Management
Ontario, Canada
$402M -$15.6M -4% 3.17% 66.8% 43 9.3% 2.6
LT
3528
Legacy Trust
Michigan
$402M +$1.08M +0.3% 2.81% 95% 150 5.33% 1.4
GJCM
3529
Grand Jean Capital Management
California
$401M +$22.5M +6% 5.37% 61.4% 48 12.5% 5.2
Sovereign Financial Group
3530
Sovereign Financial Group
Connecticut
$401M +$24.4M +6% 3.78% 90.7% 297 9.76% 2.1
LMG Wealth Partners
3531
LMG Wealth Partners
Louisiana
$401M +$4.04M +1% 0.81% 88.9% 126 7.14% 1.2
TFG Asset Management
3532
TFG Asset Management
Cayman Islands
$401M -$40.5M -9% 18.4% 72.1% 30 16.67% 1.4
Johnson & Johnson
3533
Johnson & Johnson
New Jersey
$401M -$4.01B -91% 5.59% 339% 25 32% 2
Castle Rock Wealth Management
3534
Castle Rock Wealth Management
California
$400M +$34.3M +9% 5.07% 115% 245 8.98% 2.4
Financial Gravity Asset Management
3535
Financial Gravity Asset Management
Texas
$400M +$45M +13% 1.23% – 1,975 61.37% 0.9
CBTWT
3536
Community Bank & Trust (Waco, Texas)
Texas
$400M -$7.18M -2% 3.36% 124% 144 6.25% 5.7
Advisors Management Group
3537
Advisors Management Group
Wisconsin
$400M -$2.58M -0.6% 1.24% 125% 172 13.37% 4.2
DL
3538
DOHJ LLC
Washington
$400M +$23.2M +6% 2.25% 51.5% 144 10.42% 2.1
JHCM
3539
Juniper Hill Capital Management
California
$400M +$25M +7% 3.24% 33.6% 5 20% 1.7
Waypoint Capital Advisors
3540
Waypoint Capital Advisors
Minnesota
$400M +$17.9M +5% 1.59% 50.3% 127 13.39% 1.9
Origin Asset Management
3541
Origin Asset Management
United Kingdom
$400M +$36.7M +10% 13.1% 59.3% 18 50% 2.6
Hartree Partners
3542
Hartree Partners
New York
$400M +$14.1M +4% 3.94% 138% 88 59.09% 0.5
Miramar Capital
3543
Miramar Capital
Illinois
$400M +$3.86M +1% 1.19% 47.3% 64 18.75% 3.4
Stordahl Capital Management
3544
Stordahl Capital Management
Colorado
$400M +$377K +0.1% 0.26% 54% 51 1.96% 4.7
OnyxPoint Global Management
3545
OnyxPoint Global Management
New York
$400M +$211M +112% 6.97% 162% 15 46.67% 0.7
MAM
3546
Milestone Asset Management
Pennsylvania
$399M +$49.5M +14% 2.07% 64.4% 211 29.38% 0.5
NIC
3547
Northwest Investment Counselors
Oregon
$399M -$11.2M -3% 1% 32.4% 533 72.8% 7.3
Pettinga Financial Advisors
3548
Pettinga Financial Advisors
Indiana
$399M +$6.58M +2% 3.23% 78.1% 124 6.45% 3
Susquehanna International Group (Ireland)
3549
Susquehanna International Group (Ireland)
Ireland
$399M -$24.2M -6% 0.72% 5.26% 122 72.13% 0.3
Paradiem
3550
Paradiem
Louisiana
$399M -$6.33M -2% 2.1% 107% 100 17% 2.2