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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)
TruNorth Capital Management
3601
TruNorth Capital Management
Michigan
$450M +$47.7M +12% 7.44% – 436 19.27% 1.1
AAM
3602
AR Asset Management
California
$450M +$9.6M +2% 3.2% 64.9% 116 6.03% 8.5
Hexagon Capital Partners
3603
Hexagon Capital Partners
Arkansas
$449M -$78.9M -15% 9.73% 104% 1,832 95.85% 4.1
Welch Capital Partners
3604
Welch Capital Partners
New York
$449M +$29M +7% 13.9% 79.2% 25 24% 5.4
Corebridge Financial
3605
Corebridge Financial
Texas
$449M -$16.9B -97% 1% – 3,015 99.9% 0.6
Northwest Quadrant Wealth Management
3606
Northwest Quadrant Wealth Management
Oregon
$449M +$22.5M +5% 5.47% 45.6% 71 9.86% 4.9
Bender Robert & Associates
3607
Bender Robert & Associates
California
$448M +$52.2M +13% 17.8% 146% 46 13.04% 0.6
WESPAC Advisors SoCal
3608
WESPAC Advisors SoCal
California
$448M +$64.2M +17% 17.3% 135% 113 17.7% 2.6
Hamilton Wealth
3609
Hamilton Wealth
California
$447M +$31.9M +8% 12.8% 108% 127 35.43% 1.7
Harvest Investment Services
3610
Harvest Investment Services
Illinois
$447M +$88M +25% 15.2% 282% 355 32.39% 1.3
Canal Insurance Company
3611
Canal Insurance Company
South Carolina
$447M +$22.3M +5% 17.4% 114% 93 29.03% 6.2
Sunburst Financial Group
3612
Sunburst Financial Group
Alabama
$446M +$39.2M +10% 7.17% 55.7% 117 5.98% 3.2
Burke & Herbert Bank & Trust
3613
Burke & Herbert Bank & Trust
Virginia
$446M +$30.8M +7% 7.93% 67.8% 242 6.2% 4.7
Waterfront Wealth
3614
Waterfront Wealth
Kansas
$446M +$36.1M +9% 8.01% 71.8% 271 8.49% 3.1
Gallatin Point Capital
3615
Gallatin Point Capital
Connecticut
$446M -$24.5M -5% 4.04% – 2 0% 0.5
Conrad Siegel Investment Advisors
3616
Conrad Siegel Investment Advisors
Pennsylvania
$446M +$56M +14% 8.95% 64.9% 55 12.73% 1.8
CEI
3617
Clark Estates Inc
New York
$446M -$26.6M -6% 1.4% 34.5% 108 23.15% 2.2
Prevail Innovative Wealth Advisors
3618
Prevail Innovative Wealth Advisors
Kansas
$446M +$70.2M +19% 5.65% 31.3% 232 44.4% 0.7
IR
3619
IAT Reinsurance
New York
$445M -$33.9M -7% 1.03% 60.2% 84 10.71% 4.7
Glynn Capital Management
3620
Glynn Capital Management
California
$445M +$64.7M +17% 35.7% 252% 56 30.36% 5.5
Cisco Systems
3621
Cisco Systems
California
$444M +$161M +57% 139% 210% 4 25% 1.4
MLCM
3622
M & L Capital Management
United Kingdom
$444M +$110M +33% 41.8% – 30 46.67% 0.3
Stuart Chaussee & Associates
3623
Stuart Chaussee & Associates
California
$444M +$42.4M +11% 10.3% 58.6% 201 17.91% 3.8
AGM
3624
Alpine Global Management
New York
$444M +$65.9M +17% 17.1% 149% 231 73.59% 0.5
FNBOMD
3625
First National Bank of Mount Dora
Florida
$443M +$34.2M +8% 10.5% 96.2% 132 3.79% 6