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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)
Ipswich Investment Management
3651
Ipswich Investment Management
Massachusetts
$416M -$16.2M -4% 0.45% 104% 199 10.05% 6
Asset Allocation Strategies
3652
Asset Allocation Strategies
Michigan
$416M +$64.2M +18% 0.44% 58.1% 131 15.27% 1
CWM
3653
Compass Wealth Management
Connecticut
$415M -$9.7M -2% 1.55% 103% 409 6.6% 1.7
Jackson Square Capital
3654
Jackson Square Capital
California
$415M +$12M +3% 6.61% 423% 158 26.58% 2.2
New World Advisors
3655
New World Advisors
Massachusetts
$415M +$31.8M +8% 2.76% 84.1% 86 23.26% 2.1
Webs Creek Capital Management
3656
Webs Creek Capital Management
Texas
$415M +$134M +48% 13.5% 133% 18 50% 0.5
UAM
3657
UAS Asset Management
New York
$415M +$2.95M +0.7% 5.82% 98% 16 37.5% 3.5
Spinnaker Investment Group
3658
Spinnaker Investment Group
California
$415M +$5.69M +1% 0.82% 56.9% 103 20.39% 2
Brady Martz Wealth Solutions
3659
Brady Martz Wealth Solutions
North Dakota
$415M – – 1.03% – 140 – 0
Bender Robert & Associates
3660
Bender Robert & Associates
California
$414M -$56.6M -12% 6.01% 146% 47 19.15% 0.2
Boston Research & Management
3661
Boston Research & Management
Massachusetts
$414M -$18.9M -4% 2.31% 53.2% 119 5.04% 8.1
Marshall Financial Group (Maryland)
3662
Marshall Financial Group (Maryland)
Maryland
$413M -$5.63M -1% 1.18% 63.5% 236 15.25% 1.9
Atlas Legacy Advisors
3663
Atlas Legacy Advisors
California
$413M – – 1.24% – 173 – 0
Hamilton Wealth
3664
Hamilton Wealth
California
$413M +$3.59M +0.9% 4.04% 108% 132 45.45% 1.6
Ping Capital Management
3665
Ping Capital Management
New York
$413M +$57.1M +16% 60.1% – 97 27.84% 0.4
Gardner Lewis Asset Management
3666
Gardner Lewis Asset Management
Pennsylvania
$413M +$56.6M +16% 6.32% 240% 90 46.67% 2.2
Sterling Investment Advisors (Pennsylvania)
3667
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$412M +$17.9M +5% 4.7% 111% 170 16.47% 4.5
Rothschild Capital Partners
3668
Rothschild Capital Partners
New York
$412M +$53.6M +15% 3.89% 90.8% 95 50.53% 2
WESCAP Management Group
3669
WESCAP Management Group
California
$412M +$12.8M +3% 2.06% 45.7% 97 6.19% 5
Benedict Financial Advisors
3670
Benedict Financial Advisors
Georgia
$412M -$11.3M -3% 1.77% 72.4% 130 8.46% 6.2
Elgethun Capital Management
3671
Elgethun Capital Management
South Dakota
$412M -$14M -3% 0.96% 61.5% 156 3.21% 4.4
UNICOM Systems
3672
UNICOM Systems
Nevada
$412M – – 132% – 21 – 0
PWM
3673
Praetorian Wealth Management
California
$412M +$9.9M +2% 0.25% 60.4% 64 46.88% 2
AIS
3674
AM Investment Strategies
Tennessee
$411M -$389K -0.1% 10.5% 121% 111 15.32% 2.6
SignalPoint Asset Management
3675
SignalPoint Asset Management
Missouri
$411M -$17.5M -4% 2.23% 36% 278 12.59% 5.5