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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)
Fort Sheridan Advisors
3776
Fort Sheridan Advisors
Illinois
$173M +$20.1M +13% 7.65% 109% 107 9.35% 0.4
Smithbridge Asset Management
3777
Smithbridge Asset Management
Pennsylvania
$173M +$6.29M +4% 3.51% – 83 7.23% 3.6
Jacobson & Schmitt Advisors
3778
Jacobson & Schmitt Advisors
Wisconsin
$173M +$12M +7% 7.3% 70.3% 33 9.09% 3.3
Blue Pool Management
3779
Blue Pool Management
Hong Kong
$172M +$24.4M +17% 4.63% 72.8% 26 34.62% 0.8
WealthShield Partners
3780
WealthShield Partners
North Carolina
$172M -$6.42M -4% 2.96% 71% 293 31.06% 1.1
Context Capital Management
3781
Context Capital Management
California
$172M +$8.41M +5% 1.34% 3.38% 107 32.71% 0.5
Cook & Bynum Capital Management
3782
Cook & Bynum Capital Management
Alabama
$172M +$5.22M +3% 1.85% 46.8% 5 0% 3.4
Bourgeon Capital Management
3783
Bourgeon Capital Management
Connecticut
$172M +$1.8M +1% 4.23% 121% 80 17.5% 2.5
Stevens First Principles Investment Advisors
3784
Stevens First Principles Investment Advisors
California
$172M +$4.28M +3% 3.7% 44% 176 14.77% 2.9
Weybosset Research & Management
3785
Weybosset Research & Management
Rhode Island
$172M +$2.13M +1% 5.25% 74.8% 60 15% 3.5
Sycomore Asset Management
3786
Sycomore Asset Management
France
$172M -$32.5M -16% 5.41% 151% 39 28.21% 0.4
RAG
3787
Roof Advisory Group
Pennsylvania
$172M +$17.2M +11% 1.8% – 33 9.09% 1.1
PhiloSmith Capital
3788
PhiloSmith Capital
Connecticut
$172M +$18.9M +12% 9.03% 54% 39 10.26% 2.2
Accuvest Global Advisors
3789
Accuvest Global Advisors
Utah
$172M -$13.3M -7% 3.69% 130% 127 44.09% 0.9
Bison Wealth
3790
Bison Wealth
Georgia
$172M +$8.7M +5% 3.32% 37.4% 243 12.76% 2.4
Jackson Grant Investment Advisers
3791
Jackson Grant Investment Advisers
Connecticut
$172M +$4.94M +3% 3.04% 54.3% 229 5.24% 2.4
CWM
3792
Cordatus Wealth Management
Pennsylvania
$171M -$10.8M -6% 8.16% 108% 144 35.42% 0.4
Growth Interface Management
3793
Growth Interface Management
Florida
$171M +$49.1M +40% 7.97% 12% 10 10% 0.5
Ellenbecker Investment Group
3794
Ellenbecker Investment Group
Wisconsin
$171M +$14.7M +9% 2.88% 56.3% 58 17.24% 1.2
WA
3795
Wealthstar Advisors
Texas
$171M +$7.9M +5% 3.75% – 71 18.31% 0.9
Summit Wealth & Retirement Planning
3796
Summit Wealth & Retirement Planning
California
$171M +$2.61M +2% 2.2% 67.6% 140 13.57% 0.4
Union Bancaire Privee Asset Management
3797
Union Bancaire Privee Asset Management
New York
$171M +$74M +77% 7.69% – 45 13.33% 0.4
SM
3798
Saya Management
New York
$171M +$13.9M +9% 4.9% 34.8% 13 38.46% 0.6
Concorde Asset Management
3799
Concorde Asset Management
Michigan
$171M +$16.1M +10% 4.26% – 232 20.26% 1.3
ShawSpring Partners
3800
ShawSpring Partners
Massachusetts
$171M +$11.7M +7% 12.3% 3.53% 5 20% 0.4