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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)
Cranbrook Wealth Management
3551
Cranbrook Wealth Management
Michigan
$395M +$20.8M +6% 5.59% 54.3% 313 7.99% 6
HWM
3552
HFR Wealth Management
New York
$395M +$26.4M +7% 7.33% 47.5% 55 3.64% 2.5
Quadrant Private Wealth Management
3553
Quadrant Private Wealth Management
Pennsylvania
$395M +$34.4M +10% 11.5% 100% 249 11.65% 3.2
HEC
3554
Hudson Executive Capital
New York
$395M -$565M -59% 13.8% 127% 4 0% 4
Westwind Capital
3555
Westwind Capital
New Mexico
$395M +$28.2M +8% 6.57% 87.6% 39 10.26% 3.1
BCM Advisors
3556
BCM Advisors
Louisiana
$395M +$14.2M +4% 6.87% 66.3% 69 5.8% 3.7
LCM
3557
Lionstone Capital Management
New York
$395M +$31.8M +9% 11.1% 74.1% 12 0% 4.2
Wright Investors Service
3558
Wright Investors Service
Connecticut
$395M +$39.5M +11% 13.6% 161% 162 23.46% 4.1
GFG Capital
3559
GFG Capital
Florida
$394M +$20.9M +6% 8.32% 152% 149 21.48% 2.2
Burt Wealth Advisors
3560
Burt Wealth Advisors
Maryland
$394M +$44M +13% 5.79% 57.3% 121 13.22% 4.6
Benedict Financial Advisors
3561
Benedict Financial Advisors
Georgia
$394M +$27.1M +7% 7.54% 72.4% 130 7.69% 5.6
AIS
3562
AM Investment Strategies
Tennessee
$394M +$39.7M +11% 9.46% 135% 114 12.28% 2.2
BCA
3563
Bray Capital Advisors
Florida
$394M +$32.7M +9% 11.3% 36.6% 263 1.9% 5.7
Paradigm Asset Management
3564
Paradigm Asset Management
New York
$394M +$16M +4% 7.17% 79.2% 539 8.91% 2.2
Clifford Capital Partners
3565
Clifford Capital Partners
Utah
$394M +$6.06M +2% 5.02% 77.3% 57 26.32% 2.7
Grace & Mercy Foundation
3566
Grace & Mercy Foundation
New York
$394M +$18.7M +5% 15.2% 67.6% 21 4.76% 1
CMH Wealth Management
3567
CMH Wealth Management
New Hampshire
$394M -$19M -5% 7.16% 88% 46 8.7% 4.2
Regent Peak Wealth Advisors
3568
Regent Peak Wealth Advisors
Georgia
$394M +$24.9M +7% 7.89% – 180 12.22% 2.7
Turim 21 Investimentos
3569
Turim 21 Investimentos
Brazil
$393M +$80.4M +26% 6.98% 62.1% 84 16.67% 1.9
DoubleLine ETF Adviser
3570
DoubleLine ETF Adviser
Florida
$393M +$46.5M +13% 8.45% 51.6% 245 37.55% 0.5
Pettinga Financial Advisors
3571
Pettinga Financial Advisors
Indiana
$393M +$19.8M +5% 8.43% 78.1% 129 17.05% 2.7
OH
3572
Oikos Holdings
New York
$392M +$26.5M +7% 6.09% 5.54% 8 0% 2.6
Key Financial Inc
3573
Key Financial Inc
Pennsylvania
$392M +$26.3M +7% 6.09% 64.1% 1,334 3.3% 2.5
Searle & Co
3574
Searle & Co
Connecticut
$392M +$26.5M +7% 9.85% 108% 168 8.33% 4.6
MAM
3575
Morse Asset Management
Connecticut
$392M +$52.2M +15% 17.9% 222% 154 27.27% 3.2