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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)
Burt Wealth Advisors
3576
Burt Wealth Advisors
Maryland
$332M +$10.1M +3% 3.96% 57.3% 110 8.18% 4.8
Elgethun Capital Management
3577
Elgethun Capital Management
South Dakota
$332M +$15.8M +5% 6.72% 61.5% 160 19.38% 3.1
Equitec Proprietary Markets
3578
Equitec Proprietary Markets
Illinois
$331M +$119M +56% 33.1% 526% 182 56.04% 1
First Beijing Investment Ltd
3579
First Beijing Investment Ltd
Hong Kong
$331M – – 6.46% 81.8% 8 – 0
CSC
3580
Cook Street Consulting
Colorado
$331M -$4.54M -1% 2.32% – 2 0% 1.5
CWM
3581
Compass Wealth Management
Connecticut
$331M +$16.4M +5% 6.64% 103% 435 11.72% 0.5
Perseverance Asset Management International
3582
Perseverance Asset Management International
Cayman Islands
$331M +$29.2M +10% 7.42% 120% 16 37.5% 1.2
Univest Financial
3583
Univest Financial
Pennsylvania
$331M +$10.2M +3% 5.95% 82.6% 123 18.7% 4.1
Monarch Capital Management
3584
Monarch Capital Management
Indiana
$330M +$3.99M +1% 3.25% 77% 113 3.54% 7.3
CHI Advisors
3585
CHI Advisors
New York
$330M -$47.1M -13% 14.4% 88.2% 32 43.75% 1.7
IFS
3586
Ifrah Financial Services
Arkansas
$330M +$14.4M +5% 5.06% 64.1% 215 11.16% 4
Seafarer Capital Partners
3587
Seafarer Capital Partners
California
$329M +$62.5M +23% 29.7% 43% 6 0% 1.9
Secure Asset Management
3588
Secure Asset Management
Michigan
$329M +$29.3M +10% 7.24% 97.2% 206 19.9% 1.7
Grace & Mercy Foundation
3589
Grace & Mercy Foundation
New York
$329M +$51.1M +18% 22.2% 67.6% 14 14.29% 0.5
MAM
3590
Morse Asset Management
Connecticut
$329M +$32.9M +11% 13.6% 222% 152 21.71% 3
IBT
3591
International Biotechnology Trust
United Kingdom
$329M -$29.9M -8% 4.48% 11.1% 77 37.66% 1.7
Doliver Advisors
3592
Doliver Advisors
Texas
$328M +$9.8M +3% 4.37% 92.3% 175 12% 2.7
H2CM
3593
H/2 Credit Manager
Connecticut
$328M +$47.6M +17% 10.2% 97.4% 14 7.14% 1.6
Seven Post Investment Office
3594
Seven Post Investment Office
California
$328M +$51.1M +18% 11% 44.4% 60 18.33% 2.8
WAM
3595
WT Asset Management
Hong Kong
$328M +$52.7M +19% 15.7% 2,788% 24 50% 0.6
Redhawk Wealth Advisors
3596
Redhawk Wealth Advisors
Minnesota
$327M +$30.3M +10% 9.64% 116% 240 43.33% 1.4
Moller Wealth Partners
3597
Moller Wealth Partners
$327M +$3.13M +1% 1.87% 44.1% 51 7.84% 6.2
McDonald Partners
3598
McDonald Partners
Ohio
$327M +$18.6M +6% 6.14% 90.7% 248 7.66% 1.4
LMG Wealth Partners
3599
LMG Wealth Partners
Louisiana
$327M +$17.2M +6% 6.53% 88.9% 107 3.74% 0.5
Fiducient Advisors
3600
Fiducient Advisors
Illinois
$327M +$18.2M +6% 4.25% 52.3% 56 23.21% 2.1