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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)
SignalPoint Asset Management
3751
SignalPoint Asset Management
Missouri
$307M +$23.9M +8% 7.34% 36% 234 9.4% 3.7
Socorro Asset Management
3752
Socorro Asset Management
Texas
$307M +$80.8M +36% 6.89% 43.8% 34 11.76% 0.4
CC
3753
Claybrook Capital
Massachusetts
$307M +$135M +78% 7.54% 7.15% 247 89.47% 0.3
SevenBridge Financial Group
3754
SevenBridge Financial Group
Pennsylvania
$307M +$31.9M +12% 7.54% 81.7% 166 8.43% 3.2
Strategic Wealth Partners
3755
Strategic Wealth Partners
Ohio
$306M +$55.9M +22% 6.74% – 266 35.71% 1.2
CBTWT
3756
Community Bank & Trust (Waco, Texas)
Texas
$306M +$11M +4% 6.17% 124% 135 6.67% 3.9
Pacifica Capital Investments
3757
Pacifica Capital Investments
Texas
$306M +$21M +7% 6.19% 70.4% 20 10% 5.6
Strategic Family Wealth Counselors
3758
Strategic Family Wealth Counselors
New Jersey
$306M +$40.5M +15% 14.3% 72.3% 86 8.14% 1.7
Bard Associates
3759
Bard Associates
Illinois
$306M +$28.7M +10% 10.7% 241% 178 13.48% 4.3
TLP
3760
Tri Locum Partners
New York
$306M -$97.7M -24% 12.2% 357% 48 68.75% 0.2
Peninsula Wealth
3761
Peninsula Wealth
California
$305M +$26.4M +9% 7.32% 30% 21 4.76% 2.2
GTCM
3762
Gyon Technologies Capital Management
New Jersey
$305M +$75.6M +33% 9.02% 42.2% 535 63.93% 0.3
SHCM
3763
Shelter Haven Capital Management
New Jersey
$305M -$11.8M -4% 12% – 20 60% 0.4
RMR Wealth Builders
3764
RMR Wealth Builders
New Jersey
$305M -$79.9M -21% 7.49% 91.7% 797 77.92% 1.3
Stokes Capital Advisors
3765
Stokes Capital Advisors
South Carolina
$305M +$61.1M +25% 6.64% 61.3% 84 21.43% 2.2
Lineweaver Wealth Advisors
3766
Lineweaver Wealth Advisors
Ohio
$305M +$23M +8% 6.1% 68.4% 134 23.13% 0.9
TC
3767
Teilinger Capital
Texas
$305M -$758M -71% 6.25% 30.2% 48 72.92% 0.1
Ellenbecker Investment Group
3768
Ellenbecker Investment Group
Wisconsin
$305M +$20M +7% 6.88% 56.3% 71 8.45% 2.4
Moller Wealth Partners
3769
Moller Wealth Partners
$304M +$17.6M +6% 5.28% 44.1% 48 2.08% 5.2
Maso Capital Partners
3770
Maso Capital Partners
Hong Kong
$304M +$44.9M +17% 4.49% 8.67% 63 39.68% 0.4
FNBOMD
3771
First National Bank of Mount Dora
Florida
$304M +$17.1M +6% 6.93% 96.2% 121 6.61% 3.8
TSP Capital Management Group
3772
TSP Capital Management Group
New Jersey
$304M +$20.5M +7% 8.15% 186% 54 100% –
Aaron Wealth Advisors
3773
Aaron Wealth Advisors
Illinois
$304M +$31.3M +11% 6.39% 108% 164 11.59% 0.4
KCP
3774
KDI Capital Partners
North Carolina
$304M +$46M +18% 8.92% 77.1% 32 6.25% 3.5
Oak Harvest Investment Services
3775
Oak Harvest Investment Services
Texas
$303M +$42.1M +16% 8.05% 120% 79 11.39% 0.4