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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)
Princeton Capital Management
3726
Princeton Capital Management
New Jersey
$322M -$26.9M -8% 4.77% 206% 116 7.76% 3.7
Horizon Wealth Management
3727
Horizon Wealth Management
Illinois
$322M -$21.2M -6% 3.98% 97.2% 117 17.95% 0.2
NKCFO LLC
3728
NKCFO LLC
Illinois
$322M +$10.4M +3% 7.63% 211% 151 60.26% 0.7
Moller Wealth Partners
3729
Moller Wealth Partners
$322M +$8.2M +3% 1.93% 44.1% 53 7.55% 5.3
Windsor Capital Management
3730
Windsor Capital Management
Arizona
$321M -$10.2M -3% 3.94% 49.1% 123 8.13% 5.3
OH
3731
Oikos Holdings
New York
$321M +$103M +47% 5.67% 5.54% 7 14.29% 0.8
ARG
3732
Advisory Resource Group
Oklahoma
$321M +$21.6M +7% 1.49% 72% 148 6.76% 1.4
PAM
3733
Premier Asset Management
Illinois
$321M -$254M -44% 1.52% 104% 136 28.68% 2.9
Great Point Wealth Advisors
3734
Great Point Wealth Advisors
Massachusetts
$321M -$5.42M -2% 3.64% – 66 19.7% 1.9
Pinnacle Private Wealth
3735
Pinnacle Private Wealth
Massachusetts
$321M +$1.9M +0.6% 4.11% – 338 26.04% 0.2
Bank of Stockton
3736
Bank of Stockton
California
$321M -$19.4M -6% 4.73% 99.2% 131 10.69% 5
Westover Capital Advisors
3737
Westover Capital Advisors
Delaware
$321M -$22.9M -7% 3.32% 144% 198 21.72% 2.5
Jackson Square Capital
3738
Jackson Square Capital
California
$321M -$27M -8% 3.71% 423% 205 21.95% 1.5
West Paces Advisors
3739
West Paces Advisors
Georgia
$321M +$143K +0% 4.22% 57.7% 646 22.45% 3.2
SCHF (GPE)
3740
SCHF (GPE)
Wyoming
$321M -$235M -42% 29.9% – 12 58.33% 0.6
FA
3741
Financial Advisors
Massachusetts
$320M -$7.77M -2% 5.29% 71.5% 91 8.79% 2.3
WA
3742
WealthTrust Axiom
Pennsylvania
$320M +$7.29M +2% 6.32% 125% 284 9.86% 4.5
Tucker Asset Management
3743
Tucker Asset Management
Colorado
$320M +$10M +3% 4.84% 71.6% 622 40.03% 0.7
Hourglass Capital
3744
Hourglass Capital
Texas
$320M +$21.4M +7% 5.45% 94.4% 108 12.04% 4.6
EnerVest
3745
EnerVest
Texas
$320M -$33.6M -9% 25.3% 20.5% 1 0% 3.3
Cloverfields Capital Group
3746
Cloverfields Capital Group
Minnesota
$320M -$1.12M -0.3% 0.76% 101% 75 29.33% 0.8
Affinity Capital Advisors
3747
Affinity Capital Advisors
California
$320M -$11.4M -3% 5.33% 72.7% 128 15.63% 1.9
Falcon Wealth Planning
3748
Falcon Wealth Planning
California
$320M +$13.9M +5% 3.99% 52.7% 83 14.46% 1
Mitchell Sinkler & Starr
3749
Mitchell Sinkler & Starr
Pennsylvania
$319M -$17.5M -5% 3.46% 85.6% 122 3.28% 4.3
Bourne Lent Asset Management
3750
Bourne Lent Asset Management
New York
$319M -$54.4M -15% 6.21% 76.1% 63 4.76% 4.9