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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)
Alliance Wealth Advisors (Utah)
3751
Alliance Wealth Advisors (Utah)
Utah
$530M +$68M +15% 10.2% 70.7% 266 25.94% 1.9
Ballast Inc
3752
Ballast Inc
Kentucky
$530M +$97.8M +23% 18.4% 71.3% 162 21.6% 4.3
New Hampshire Trust
3753
New Hampshire Trust
New Hampshire
$530M +$34.3M +7% 11% 88.5% 180 15.56% 2.8
Adamsbrown Wealth Consultants
3754
Adamsbrown Wealth Consultants
Kansas
$530M +$152M +40% 15.2% 60.6% 177 24.29% 1.9
GECH
3755
Garnet Equity Capital Holdings
New York
$530M -$112M -17% 35.4% 302% 32 40.63% 1.4
Valicenti Advisory Services
3756
Valicenti Advisory Services
New York
$530M +$71M +15% 26.6% 134% 86 5.81% 5.5
Bridgewealth Advisory Group
3757
Bridgewealth Advisory Group
California
$530M +$47.7M +10% 8.13% 39.1% 148 13.51% 1.4
DMKC Advisory Services
3758
DMKC Advisory Services
Iowa
$530M +$290M +121% 7.82% – 92 8.7% 1.1
J. Derek Lewis & Associates
3759
J. Derek Lewis & Associates
California
$529M +$84.6M +19% 13.5% – 237 19.83% 0.4
Teramo Advisors
3760
Teramo Advisors
Florida
$529M +$54.9M +12% 14.6% 72.1% 4 0% 4.4
First Fiduciary Investment Counsel
3761
First Fiduciary Investment Counsel
Ohio
$529M +$32.1M +6% 5.9% 60% 77 16.88% 4.6
KMWM
3762
Keudell/Morrison Wealth Management
Oregon
$529M +$40.2M +8% 12.5% – 271 13.65% 3.6
Great Point Partners
3763
Great Point Partners
Connecticut
$529M +$94M +22% 27.3% 710% 54 44.44% 0.4
Clearlake Capital Group
3764
Clearlake Capital Group
California
$529M -$152M -22% 22% 47.3% 6 0% 4.3
Voisard Asset Management Group
3765
Voisard Asset Management Group
Michigan
$529M +$59.8M +13% 13.2% 50.5% 116 14.66% 1.6
CWM
3766
Compass Wealth Management
Connecticut
$528M +$124M +31% 16.4% 103% 168 55.95% 1.3
Paragon Capital Management (Colorado)
3767
Paragon Capital Management (Colorado)
Colorado
$528M +$52M +11% 18.7% 109% 260 37.69% 2.8
Silverlake Wealth Management
3768
Silverlake Wealth Management
Vermont
$528M +$48.7M +10% 11.7% 73.3% 414 13.77% 2.3
Webs Creek Capital Management
3769
Webs Creek Capital Management
Texas
$528M -$49.6M -9% 5.53% 133% 15 20% 1
Auxano Advisors
3770
Auxano Advisors
Washington
$528M +$26.5M +5% 11.2% 85.4% 220 15.45% 2.7
Global Wealth Strategies & Associates
3771
Global Wealth Strategies & Associates
Colorado
$528M +$121M +30% 15.4% 68.7% 539 82.75% 2.4
YLHM
3772
Yelin Lapidot Holdings Management
Israel
$527M +$47.3M +10% 18.8% 144% 89 11.24% 2.3
New York Life Insurance Company
3773
New York Life Insurance Company
New York
$527M +$36.7M +7% 15.2% 71% 6 50% 6.3
Pinion Investment Advisors
3774
Pinion Investment Advisors
Kansas
$527M +$98.6M +23% 14.5% 81.7% 218 22.94% 2.8
Altrius Capital Management
3775
Altrius Capital Management
North Carolina
$526M +$24M +5% 3.06% 43.8% 92 8.7% 2.8