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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)
Cypress Asset Management
3726
Cypress Asset Management
Texas
$299M -$11.7M -4% 3.23% 141% 123 10.57% 6.2
True Wealth Design
3727
True Wealth Design
Ohio
$299M +$25.3M +9% 2.43% 57% 823 11.54% 0.7
GWM
3728
GSB Wealth Management
Connecticut
$299M -$8.77M -3% 3.63% 61.8% 215 11.16% 2.3
Whitegate Investment Counselors
3729
Whitegate Investment Counselors
New Hampshire
$299M -$5.98M -2% 3.25% 48% 62 4.84% 6.2
CoreCommodity Management
3730
CoreCommodity Management
Connecticut
$298M -$41.6M -12% 3.41% 65.8% 191 25.65% 3.2
Concord Asset Management (Virginia)
3731
Concord Asset Management (Virginia)
Virginia
$298M +$14.7M +5% 2.09% 64.7% 143 28.67% 0.7
Carderock Capital Management
3732
Carderock Capital Management
Maryland
$298M -$24.5M -8% 4.4% 97.6% 59 5.08% 6.1
Monument Capital Management
3733
Monument Capital Management
Virginia
$298M -$15.7M -5% 0.93% 170% 190 29.47% 1.8
Waypoint Capital Advisors
3734
Waypoint Capital Advisors
Minnesota
$298M -$22.5M -7% 4.29% 50.3% 136 18.38% 1.4
Castle Rock Wealth Management
3735
Castle Rock Wealth Management
California
$298M +$5.15M +2% 1.9% 115% 220 7.73% 2.2
Mission Creek Capital Partners
3736
Mission Creek Capital Partners
California
$298M -$12.4M -4% 2.68% 138% 227 5.73% 3
Globe Life
3737
Globe Life
Texas
$298M -$3.11M -1% 3.71% 60.1% 2 50% 3.4
Spinnaker Investment Group
3738
Spinnaker Investment Group
California
$298M -$6.15M -2% 3.66% 56.9% 87 9.2% 1.4
Lavaca Capital
3739
Lavaca Capital
Texas
$298M -$44M -13% 2.84% 46.5% 155 10.97% 2
Quadrant Private Wealth Management
3740
Quadrant Private Wealth Management
Pennsylvania
$297M -$48.1M -14% 3.13% 87.9% 257 17.51% 3.1
IBT
3741
International Biotechnology Trust
United Kingdom
$297M -$31.7M -10% 7.62% 11.1% 70 20% 1.8
B. Riley Financial
3742
B. Riley Financial
California
$297M -$89.1M -23% 18.5% 682% 32 34.38% 1.4
Key Financial Inc
3743
Key Financial Inc
Pennsylvania
$297M -$5.22M -2% 4.05% 55.5% 1,412 7.08% 2
Noble Family Wealth
3744
Noble Family Wealth
Florida
$297M -$10.8M -4% 3.89% 60% 68 13.24% 0.5
Source Financial Advisors
3745
Source Financial Advisors
New York
$296M -$8.25M -3% 2.96% 18.5% 137 16.06% 1.8
Essex Savings Bank
3746
Essex Savings Bank
Connecticut
$296M -$3.2M -1% 0.81% 95.2% 243 11.93% 3.2
Strategic Financial Concepts
3747
Strategic Financial Concepts
Texas
$296M +$24.8M +9% 3.32% 56.8% 288 19.1% 0.4
Ardmore Road Asset Management
3748
Ardmore Road Asset Management
New York
$296M -$35.9M -11% 0.05% 245% 42 69.05% 0.3
WESPAC Advisors SoCal
3749
WESPAC Advisors SoCal
California
$296M +$3.9M +1% 2.31% 135% 93 16.13% 3.1
Cove Street Capital
3750
Cove Street Capital
California
$296M -$26.6M -8% 6.99% 84.2% 85 10.59% 3.3