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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)
Berkshire Bank
3526
Berkshire Bank
Massachusetts
$426M +$28.5M +7% 6.27% 76.2% 158 13.29% 2.8
Werba Rubin Papier Wealth Management
3527
Werba Rubin Papier Wealth Management
California
$426M +$64M +18% 6.28% 67% 197 16.75% 1
Elgethun Capital Management
3528
Elgethun Capital Management
South Dakota
$426M +$29.3M +7% 8.13% 61.5% 158 5.7% 4.2
Eldridge Investment Advisors
3529
Eldridge Investment Advisors
New Hampshire
$426M +$28.9M +7% 5.28% 50.9% 153 11.76% 3.6
Creekmur Asset Management
3530
Creekmur Asset Management
Illinois
$426M +$38.2M +10% 4.94% – 1,139 18.79% 0.5
CMH Wealth Management
3531
CMH Wealth Management
New Hampshire
$425M +$18.8M +5% 4.33% 88% 53 7.55% 3.8
Stamos Capital Partners
3532
Stamos Capital Partners
California
$425M -$46.4M -10% 3.38% 36.7% 138 8.7% 2.1
Martin & Co
3533
Martin & Co
Tennessee
$425M +$27.4M +7% 8.29% 67.8% 108 4.63% 8.6
CWM
3534
Compass Wealth Management
Connecticut
$425M +$19.7M +5% 7.83% 103% 406 4.19% 1.5
Long Run Wealth Advisors
3535
Long Run Wealth Advisors
New York
$425M +$29.8M +8% 5.35% 50.5% 110 13.64% 1.9
Safeguard Financial
3536
Safeguard Financial
Wisconsin
$424M +$64.7M +18% 5.86% 21.9% 131 28.24% 1.1
Paradiem
3537
Paradiem
Louisiana
$424M +$25M +6% 5.39% 107% 91 38.46% 2.5
Carderock Capital Management
3538
Carderock Capital Management
Maryland
$424M +$41.4M +11% 9.05% 97.6% 75 10.67% 5.1
Advisors Management Group
3539
Advisors Management Group
Wisconsin
$423M +$23.1M +6% 8.14% 125% 167 13.77% 4.1
DAFNA Capital Management
3540
DAFNA Capital Management
California
$423M +$4.74M +1% 9.27% 313% 89 12.36% 2.7
Benedict Financial Advisors
3541
Benedict Financial Advisors
Georgia
$423M +$29.1M +7% 8.74% 72.4% 129 4.65% 6
Kozak & Associates
3542
Kozak & Associates
Colorado
$423M +$18M +4% 3.7% 111% 416 12.5% 2.2
Dorsey Wright & Associates
3543
Dorsey Wright & Associates
California
$423M +$37.4M +10% 11.7% 311% 152 35.53% 1
Broadleaf Partners
3544
Broadleaf Partners
Ohio
$423M +$9.38M +2% 5.13% 180% 81 9.88% 3.7
Light Street Capital Management
3545
Light Street Capital Management
California
$423M -$12.7M -3% 0.44% 377% 28 28.57% 0.9
Corsair Capital Management
3546
Corsair Capital Management
New York
$422M -$194M -32% 9.98% 435% 134 35.82% 1.9
Pettinga Financial Advisors
3547
Pettinga Financial Advisors
Indiana
$422M +$23.2M +6% 5.63% 78.1% 127 14.96% 3.1
Chemistry Wealth Management
3548
Chemistry Wealth Management
New York
$422M +$35.1M +9% 7.62% 77.1% 183 8.74% 1.9
Decheng Capital
3549
Decheng Capital
California
$422M +$95.9M +29% 11.9% – 26 7.69% 0.5
Susquehanna International Securities
3550
Susquehanna International Securities
Ireland
$422M +$7.28M +2% 15% 2.8% 72 54.17% 0.8