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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)
MYCIO Wealth Partners
3551
MYCIO Wealth Partners
Pennsylvania
$424M +$6.74M +2% 5.58% 60.3% 52 9.62% 5.8
Regent Peak Wealth Advisors
3552
Regent Peak Wealth Advisors
Georgia
$424M -$22M -5% 3.41% – 193 15.03% 3.1
one8zero8 LLC
3553
one8zero8 LLC
North Carolina
$423M -$40.2M -9% 1.48% – 279 15.77% 0.2
Financial Strategies Group
3554
Financial Strategies Group
Michigan
$423M +$4.84M +1% 0.7% 44.9% 99 10.1% 2.9
LHC
3555
Lodge Hill Capital
New York
$423M +$60.1M +17% 7.2% 17.9% 29 48.28% 1
Capco Asset Management
3556
Capco Asset Management
Florida
$423M -$22.1M -5% 2.57% 46.1% 18 0% 6.1
Cutter & Co Brokerage
3557
Cutter & Co Brokerage
Missouri
$423M +$12.8M +3% 3.75% 40.4% 243 38.68% 3.8
Schwarz Dygos Wheeler Investment Advisors
3558
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$422M +$14.5M +4% 2.4% 74% 164 7.32% 3.7
Stordahl Capital Management
3559
Stordahl Capital Management
Colorado
$422M -$1.1M -0.3% 2.45% 54% 62 9.68% 4.9
Greenspring Advisors
3560
Greenspring Advisors
Maryland
$422M -$36.8M -8% 1.57% – 105 12.38% 2.1
JMAC Enterprises
3561
JMAC Enterprises
Pennsylvania
$421M -$216M -34% 0.68% 68.5% 175 41.14% 2.4
Whalerock Point Partners
3562
Whalerock Point Partners
Rhode Island
$421M -$8.98M -2% 3.16% 103% 191 6.81% 5.4
ACM
3563
Aljian Capital Management
Nevada
$421M -$39M -8% 7.08% 162% 123 10.57% 1.8
Inspire Trust Company
3564
Inspire Trust Company
Nevada
$420M +$29.2M +7% 0.19% 64.4% 117 6.84% 1
Miramar Capital
3565
Miramar Capital
Illinois
$420M +$1.03M +0.2% 2.37% 47.3% 59 8.47% 3.7
Welch Capital Partners
3566
Welch Capital Partners
New York
$420M -$42.9M -9% 5.91% 79.2% 23 8.7% 5
Orrstown Financial Services
3567
Orrstown Financial Services
Pennsylvania
$420M +$47.5M +13% 2.21% 73.7% 142 14.79% 3.2
TIFF Advisory Services
3568
TIFF Advisory Services
Pennsylvania
$420M +$113M +37% 0.73% 86.3% 18 0% 2.1
CenterStar Asset Management
3569
CenterStar Asset Management
Illinois
$420M +$131M +45% 7.7% 104% 456 79.17% 0.2
Crawford Fund Management
3570
Crawford Fund Management
Massachusetts
$419M -$158M -27% 1.75% – 239 30.13% 0.8
Wealth Dimensions Group
3571
Wealth Dimensions Group
Ohio
$419M +$10.7M +3% 0.54% 63.6% 163 6.75% 3.1
RR Advisors
3572
RR Advisors
Texas
$419M +$29.6M +8% 12% 115% 31 32.26% 3
Reverence Capital Partners
3573
Reverence Capital Partners
New York
$418M +$82.4M +25% 24.5% 17.1% 1 0% 1
Cornerstone Planning Group
3574
Cornerstone Planning Group
New Jersey
$418M +$10.9M +3% 1.67% 60% 1,713 27.26% 1.2
Bernardo Wealth Planning
3575
Bernardo Wealth Planning
Pennsylvania
$418M -$9.8K -0% 2.74% 56.9% 117 10.26% 3.3