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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)
Shulman DeMeo Asset Management
3651
Shulman DeMeo Asset Management
New York
$353M +$53.3M +18% 10.8% 79.3% 138 9.42% 1.9
CPH
3652
C Partners Holding
Switzerland
$353M -$9.6M -3% 13.8% 25.6% 18 16.67% 4.7
Bank of New Hampshire
3653
Bank of New Hampshire
New Hampshire
$352M +$18.9M +6% 9.69% 96.5% 499 4.61% 1.9
MM
3654
Meridian Management
Arkansas
$352M +$45.2M +15% 10% 57.8% 105 18.1% 4.5
Cypress Capital
3655
Cypress Capital
Tennessee
$352M +$10.5M +3% 5.56% 43.6% 83 8.43% 2.3
SXL
3656
Summit X LLC
Missouri
$352M +$36.5M +12% 9.52% 62.9% 197 11.68% 3.4
Progressive Investment Management
3657
Progressive Investment Management
Oregon
$351M +$43.6M +14% 15.6% 139% 66 16.67% 4.4
Blankinship & Foster
3658
Blankinship & Foster
California
$351M +$48.9M +16% 9.32% 67.1% 69 18.84% 3.6
Presilium Private Wealth
3659
Presilium Private Wealth
Pennsylvania
$351M +$36.8M +12% 8.55% 45.9% 73 23.29% 0.7
Nepsis Inc
3660
Nepsis Inc
Minnesota
$351M +$24.7M +8% 15.1% 131% 29 6.9% 3.9
RM
3661
Rudius Management
New York
$351M +$168M +92% 0.69% 8.92% 7 0% 1.8
Legacy Financial Strategies
3662
Legacy Financial Strategies
Kansas
$351M +$39.6M +13% 10.8% 76.7% 81 9.88% 3
Burt Wealth Advisors
3663
Burt Wealth Advisors
Maryland
$350M +$24.7M +8% 8.15% 57.3% 109 9.17% 4.9
Engrave Wealth Partners
3664
Engrave Wealth Partners
Texas
$350M +$25M +8% 4.35% 39.9% 82 17.07% 1.7
Financial Strategies Group
3665
Financial Strategies Group
Michigan
$350M +$32.7M +10% 8.89% 44.9% 82 14.63% 2.5
Cliffwater
3666
Cliffwater
California
$350M +$44.4M +15% 7.22% 29.4% 27 18.52% 4.9
FSA
3667
Financial Services Advisory
Maryland
$350M +$145M +71% 10.2% 82.5% 72 59.72% 0.6
RIT Capital Partners
3668
RIT Capital Partners
United Kingdom
$350M -$49.7M -12% 5.11% 71.4% 14 21.43% 0.8
RB Capital Management
3669
RB Capital Management
Nevada
$349M +$28.3M +9% 11.9% 79.4% 180 8.33% 4.1
GE Investment Management
3670
GE Investment Management
Connecticut
$349M – – 5.66% – 3 – 0
Charles-Lim Capital
3671
Charles-Lim Capital
Hong Kong
$349M -$83.7M -19% 8% 4.44% 8 37.5% 2.8
Harbor Group
3672
Harbor Group
New Hampshire
$349M +$171M +97% 10.3% 43% 82 20.73% 1.6
Franklin, Parlapiano, Turner & Welch
3673
Franklin, Parlapiano, Turner & Welch
Texas
$349M +$26.6M +8% 9.16% 49.3% 52 7.69% 6.7
REDW Wealth
3674
REDW Wealth
New Mexico
$349M +$24.3M +7% 9.59% 59.1% 155 10.32% 3.2
JFG Wealth Management
3675
JFG Wealth Management
Colorado
$348M +$42.1M +14% 8.68% 65.2% 82 59.76% 0.8