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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)
GWM
3726
GSB Wealth Management
Connecticut
$307M +$1.63M +0.5% 4.56% 61.8% 235 17.45% 2
Encompass Wealth Advisors
3727
Encompass Wealth Advisors
Oregon
$307M +$13.6M +5% 4.14% 68.7% 329 24.62% 1.6
Noble Family Wealth
3728
Noble Family Wealth
Florida
$307M +$14.2M +5% 4.22% 60% 67 11.94% 0.2
Firestone Capital Management
3729
Firestone Capital Management
Florida
$307M +$29.4M +11% 4.1% 51.6% 138 15.94% 2.4
Hengistbury Investment Partners
3730
Hengistbury Investment Partners
United Kingdom
$307M +$15.6M +5% 4.6% 108% 7 0% 3.5
Hoey Investments
3731
Hoey Investments
Pennsylvania
$307M +$50.8M +20% 21.2% 200% 373 12.6% 1.7
Sovereign Financial Group
3732
Sovereign Financial Group
Connecticut
$307M +$37.5M +14% 5.71% 90.7% 237 11.81% 1.7
Kathryn A. Hall
3733
Kathryn A. Hall
$307M -$34.6M -10% 0.74% 95.2% 59 16.95% 3.2
Pathway Financial Advisors
3734
Pathway Financial Advisors
Vermont
$307M +$10.8M +4% 4.45% 52.7% 138 7.97% 3.5
RV Capital
3735
RV Capital
Switzerland
$307M +$43.8M +17% 22.1% 250% 7 0% 2.6
Columbus Hill Capital Management
3736
Columbus Hill Capital Management
New Jersey
$307M +$5.77M +2% 8.33% 151% 22 22.73% 1.9
Broadleaf Partners
3737
Broadleaf Partners
Ohio
$306M +$26M +9% 12.3% 180% 82 20.73% 3.2
Moss Adams Wealth Advisors
3738
Moss Adams Wealth Advisors
Washington
$306M +$12.8M +4% 3.43% 71.9% 190 30% 0.5
Quarry LP
3739
Quarry LP
New York
$306M -$150M -33% 2.4% 83.2% 1,474 62.96% 0.2
Eldridge Investment Advisors
3740
Eldridge Investment Advisors
New Hampshire
$306M +$17.2M +6% 4.7% 50.9% 153 18.95% 2.9
MJP Associates
3741
MJP Associates
Connecticut
$306M -$21M -6% 5.76% 60.9% 166 22.29% 1.5
Regis Management Company
3742
Regis Management Company
California
$306M +$9.1M +3% 4.52% 5.33% 42 2.38% 6.3
Hahn Capital Management
3743
Hahn Capital Management
California
$306M -$1.37M -0.4% 1.64% 53.6% 34 17.65% 6.8
Beacon Harbor Wealth Advisors
3744
Beacon Harbor Wealth Advisors
Virginia
$306M +$19.1M +7% 6.41% 143% 85 44.71% 1.4
SWK
3745
Stephen W. Kidder
$305M +$18.2M +6% 7.24% 94.7% 80 7.5% 6
Palo Duro Investment Partners
3746
Palo Duro Investment Partners
Illinois
$305M +$3.48M +1% 3.63% 62.8% 8 25% 0.3
CM Wealth Advisors
3747
CM Wealth Advisors
Ohio
$305M -$212M -41% 9.14% 64.7% 464 75.22% 0.3
Standpoint Asset Management
3748
Standpoint Asset Management
Arizona
$305M +$57M +23% 5.76% 71.9% 8 0% 0.5
Source Financial Advisors
3749
Source Financial Advisors
New York
$305M +$6.22M +2% 6.76% 18.5% 135 13.33% 1.6
Whitegate Investment Counselors
3750
Whitegate Investment Counselors
New Hampshire
$305M -$5.02M -2% 4.67% 48% 65 12.31% 5.8