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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)
Milestone Investment Advisors
3626
Milestone Investment Advisors
Wisconsin
$323M -$975K -0.3% 5.52% 52.8% 450 74.67% 0.5
Searle & Co
3627
Searle & Co
Connecticut
$323M +$17.3M +6% 5.46% 93.8% 155 7.1% 4.5
Parkside Advisors
3628
Parkside Advisors
California
$323M +$20.7M +7% 4.2% 36.7% 79 8.86% 3.8
Carderock Capital Management
3629
Carderock Capital Management
Maryland
$323M +$35.6M +12% 7.38% 97.6% 126 54.76% 5.9
El Puerto de Liverpool
3630
El Puerto de Liverpool
Mexico
$323M +$66.2M +26% 25.8% – 1 0% 0.5
Cove Street Capital
3631
Cove Street Capital
California
$322M -$13.1M -4% 14% 84.2% 90 18.89% 3.3
PBF
3632
Petix & Botte Financial
California
$322M +$174M +117% 3.45% 47.5% 117 35.04% 1.8
Tekne Capital Management
3633
Tekne Capital Management
New York
$322M -$44.3M -12% 7.85% 516% 12 8.33% 2
Johnson & Johnson
3634
Johnson & Johnson
New Jersey
$322M +$14.6M +5% 30.7% 339% 23 4.35% 1.6
GR Financial Group
3635
GR Financial Group
Arizona
$322M +$41.2M +15% 7.09% 75.4% 14 14.29% 0.4
PenderFund Capital Management
3636
PenderFund Capital Management
British Columbia, Canada
$322M +$3.24M +1% 2.69% 129% 163 50.92% 1
Inscription Capital
3637
Inscription Capital
Texas
$322M -$57M -15% 5.11% – 211 13.74% 2.2
Capital City Trust
3638
Capital City Trust
Florida
$322M +$7.8M +2% 4.54% 98.5% 124 9.68% 6.2
Geometric Wealth Advisors
3639
Geometric Wealth Advisors
District of Columbia
$321M +$34.9M +12% 4.52% 62.1% 39 7.69% 1
Tradewinds Capital Management
3640
Tradewinds Capital Management
Washington
$321M +$2.71M +0.9% 0.91% 96.9% 525 14.67% 4.5
Progressive Investment Management
3641
Progressive Investment Management
Oregon
$321M +$10.9M +4% 10.9% 139% 61 8.2% 4
Accurate Wealth Management
3642
Accurate Wealth Management
Florida
$321M +$30.5M +11% 8.29% 101% 295 24.41% 0.9
Burton Enright Welch
3643
Burton Enright Welch
California
$320M +$58.2M +22% 5.3% 62.8% 75 16% 1.1
Waypoint Capital Advisors
3644
Waypoint Capital Advisors
Minnesota
$320M +$13.4M +4% 5.89% 50.3% 136 5.15% 1.1
Adams Wealth Management
3645
Adams Wealth Management
Utah
$320M +$10.6M +3% 7.32% 105% 108 7.41% 1.9
MinichMacGregor Wealth Management
3646
MinichMacGregor Wealth Management
New York
$320M +$18.1M +6% 6.53% 130% 105 22.86% 1.7
Steginsky Capital
3647
Steginsky Capital
New York
$320M +$39.9M +14% 13.9% 99.4% 7 0% 6.4
Donoghue Forlines
3648
Donoghue Forlines
Massachusetts
$320M +$42.1M +15% 4.77% 199% 284 41.2% 1
VARA
3649
Value Aligned Research Advisors
New Jersey
$320M +$37.3M +13% 12.9% 1,641% 22 40.91% 0.4
FC
3650
Franchise Capital
Cayman Islands
$319M -$64.1M -17% 28% 537% 26 73.08% 0.5