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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)
Peavine Capital
3626
Peavine Capital
Nevada
$409M +$15M +4% 4.7% 30.8% 10 10% 5.1
Martin Investment Management
3627
Martin Investment Management
Florida
$408M +$18.7M +5% 4.35% 44% 50 6% 4.8
Silver Rock Financial
3628
Silver Rock Financial
California
$408M +$383M +1,526% 12.5% 2.58% 48 27.08% 1.5
West Paces Advisors
3629
West Paces Advisors
Georgia
$408M +$24.8M +6% 6.73% 57.7% 586 9.56% 4.9
BCA
3630
Bray Capital Advisors
Florida
$408M +$9.7M +2% 4.52% 36.6% 261 3.45% 6.2
Rather & Kittrell
3631
Rather & Kittrell
Tennessee
$408M +$44.8M +12% 6% 41.1% 88 11.36% 1.8
Waterfront Wealth
3632
Waterfront Wealth
Kansas
$408M +$39.4M +11% 8.63% 71.8% 265 12.08% 2.6
REAP Financial Group
3633
REAP Financial Group
Texas
$408M +$36.3M +10% 4.83% – 608 14.31% 0.6
Farmers & Merchants Trust Company
3634
Farmers & Merchants Trust Company
California
$408M +$22.4M +6% 6.34% 79.8% 200 8% 3.7
Shulman DeMeo Asset Management
3635
Shulman DeMeo Asset Management
New York
$407M +$24.5M +6% 6.15% 79.3% 136 8.09% 2.5
NorthStar Asset Management (Massachusetts)
3636
NorthStar Asset Management (Massachusetts)
Massachusetts
$407M +$15.6M +4% 6.38% 66.3% 58 0% 3
Hussman Strategic Advisors
3637
Hussman Strategic Advisors
Maryland
$407M +$44.1M +12% 6.52% 41.6% 301 51.16% 2.4
Logan Stone Capital
3638
Logan Stone Capital
Illinois
$407M +$19.7M +5% 8.29% 43.9% 176 38.07% 1
Burt Wealth Advisors
3639
Burt Wealth Advisors
Maryland
$406M +$27M +7% 7.68% 57.3% 120 9.17% 5.1
Capricorn Investment Group
3640
Capricorn Investment Group
California
$406M +$15.1M +4% 5.67% 95.9% 8 0% 2.6
Prosight Management
3641
Prosight Management
Texas
$406M +$71.8M +21% 1.17% 39.5% 62 53.23% 0.7
Oak Hill Wealth Advisors
3642
Oak Hill Wealth Advisors
Virginia
$406M +$75.9M +23% 0% 48% 229 100% 0
Allegheny Financial Group
3643
Allegheny Financial Group
Pennsylvania
$405M +$56.5M +16% 12.3% 71.1% 246 11.79% 2
Garrett Wealth Advisory Group
3644
Garrett Wealth Advisory Group
Texas
$405M +$132M +48% 5.09% 74.6% 100 17% 2.1
Maia Wealth
3645
Maia Wealth
Colorado
$405M +$72.5M +22% 5.13% – 297 32.32% 0.5
Elwood & Goetz Wealth Advisory Group
3646
Elwood & Goetz Wealth Advisory Group
Georgia
$404M +$51.6M +15% 7.8% 63.7% 108 28.7% 2.2
ALM First Financial Advisors
3647
ALM First Financial Advisors
Texas
$404M +$56.1M +16% 4.6% 50.5% 23 4.35% 1.4
Quadrant Private Wealth Management
3648
Quadrant Private Wealth Management
Pennsylvania
$404M -$32M -7% 6.02% 87.9% 271 17.34% 3.1
Coastal Bridge Advisors
3649
Coastal Bridge Advisors
Connecticut
$403M +$968K +0.2% 3.23% 88.1% 183 13.66% 4.2
Waller Financial Planning Group
3650
Waller Financial Planning Group
Ohio
$403M +$31.1M +8% 7.09% 47.5% 74 13.51% 3.6