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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)
New Hampshire Trust
3751
New Hampshire Trust
New Hampshire
$530M +$34.3M +7% 11% 88.5% 180 15.56% 2.8
Adamsbrown Wealth Consultants
3752
Adamsbrown Wealth Consultants
Kansas
$530M +$152M +40% 15.2% 60.6% 177 24.29% 1.9
GECH
3753
Garnet Equity Capital Holdings
New York
$530M -$112M -17% 35.4% 302% 32 40.63% 1.4
Valicenti Advisory Services
3754
Valicenti Advisory Services
New York
$530M +$71M +15% 26.6% 134% 86 5.81% 5.5
Bridgewealth Advisory Group
3755
Bridgewealth Advisory Group
California
$530M +$47.7M +10% 8.13% 39.1% 148 13.51% 1.4
DMKC Advisory Services
3756
DMKC Advisory Services
Iowa
$530M +$290M +121% 7.82% – 92 8.7% 1.1
J. Derek Lewis & Associates
3757
J. Derek Lewis & Associates
California
$529M +$84.6M +19% 13.5% – 237 19.83% 0.4
Teramo Advisors
3758
Teramo Advisors
Florida
$529M +$54.9M +12% 14.6% 72.1% 4 0% 4.4
First Fiduciary Investment Counsel
3759
First Fiduciary Investment Counsel
Ohio
$529M +$32.1M +6% 5.9% 60% 77 16.88% 4.6
KMWM
3760
Keudell/Morrison Wealth Management
Oregon
$529M +$40.2M +8% 12.5% – 271 13.65% 3.6
Great Point Partners
3761
Great Point Partners
Connecticut
$529M +$94M +22% 27.3% 710% 54 44.44% 0.4
Clearlake Capital Group
3762
Clearlake Capital Group
California
$529M -$152M -22% 22% 47.3% 6 0% 4.3
Voisard Asset Management Group
3763
Voisard Asset Management Group
Michigan
$529M +$59.8M +13% 13.2% 50.5% 116 14.66% 1.6
CWM
3764
Compass Wealth Management
Connecticut
$528M +$124M +31% 16.4% 103% 168 55.95% 1.3
Paragon Capital Management (Colorado)
3765
Paragon Capital Management (Colorado)
Colorado
$528M +$52M +11% 18.7% 109% 260 37.69% 2.8
Silverlake Wealth Management
3766
Silverlake Wealth Management
Vermont
$528M +$48.7M +10% 11.7% 73.3% 414 13.77% 2.3
Webs Creek Capital Management
3767
Webs Creek Capital Management
Texas
$528M -$49.6M -9% 5.53% 133% 15 20% 1
Auxano Advisors
3768
Auxano Advisors
Washington
$528M +$26.5M +5% 11.2% 85.4% 220 15.45% 2.7
Global Wealth Strategies & Associates
3769
Global Wealth Strategies & Associates
Colorado
$528M +$121M +30% 15.4% 68.7% 539 82.75% 2.4
YLHM
3770
Yelin Lapidot Holdings Management
Israel
$527M +$47.3M +10% 18.8% 144% 89 11.24% 2.3
New York Life Insurance Company
3771
New York Life Insurance Company
New York
$527M +$36.7M +7% 15.2% 61.5% 6 50% 6.3
Pinion Investment Advisors
3772
Pinion Investment Advisors
Kansas
$527M +$98.6M +23% 14.5% 75.4% 218 22.94% 2.8
Altrius Capital Management
3773
Altrius Capital Management
North Carolina
$526M +$24M +5% 3.06% 43.8% 92 8.7% 2.8
Merck & Co
3774
Merck & Co
New Jersey
$526M +$177M +51% 62.4% – 14 7.14% 1.3
H2CM
3775
H/2 Credit Manager
Connecticut
$526M +$26.7M +5% 40.5% 97.4% 19 15.79% 3.3