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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)
Kadensa Capital
3776
Kadensa Capital
Hong Kong
$382M -$42.1M -10% 1.71% 191% 49 57.14% 0.4
Paradigm Asset Management
3777
Paradigm Asset Management
New York
$382M +$23.7M +7% 5.19% 73.8% 493 0.61% 2.5
Clare Market Investments
3778
Clare Market Investments
Texas
$382M +$23.5M +7% 5.91% – 168 25% 2.3
S&T Bank
3779
S&T Bank
Pennsylvania
$381M -$11.1M -3% 11% 193% 103 11.65% 5.7
Stuart Chaussee & Associates
3780
Stuart Chaussee & Associates
California
$381M +$17.6M +5% 1.32% 58.6% 173 5.78% 3.5
OCM
3781
Ogborne Capital Management
California
$381M -$17M -4% 14.7% 251% 24 66.67% 0.6
Shikiar Asset Management
3782
Shikiar Asset Management
New York
$380M +$6.53M +2% 2.92% 117% 76 10.53% 4.3
Alliance Wealth Advisors (Utah)
3783
Alliance Wealth Advisors (Utah)
Utah
$380M +$39.7M +12% 7.37% 70.7% 246 13.01% 1.3
Genworth Financial
3784
Genworth Financial
Virginia
$380M +$21.1M +6% 5.85% 73.6% 2 0% 3.4
Pacific Center for Financial Services
3785
Pacific Center for Financial Services
California
$380M +$23M +6% 5.6% 60.1% 487 2.46% 4.5
Francis Financial
3786
Francis Financial
$379M +$48.9M +15% 6.36% 56.2% 94 14.89% 1.6
Summit Securities Group
3787
Summit Securities Group
New York
$379M -$150M -28% 4.76% 136% 948 74.89% 0.5
Cornerstone Planning Group
3788
Cornerstone Planning Group
New Jersey
$378M +$29.6M +8% 5.66% 60% 1,393 15.65% 1.1
SIM
3789
SW Investment Management
Colorado
$378M +$63.9M +20% 16.5% 143% 14 0% 1.8
Stonebrook Private
3790
Stonebrook Private
Michigan
$378M +$30.2M +9% 5.93% – 195 17.95% 0.6
Hedeker Wealth
3791
Hedeker Wealth
Illinois
$377M +$32.2M +9% 8.38% 161% 91 15.38% 3
FSM Wealth Advisors
3792
FSM Wealth Advisors
Ohio
$377M +$78.6M +26% 5.99% 68.4% 194 21.13% 1.4
Whitegate Investment Counselors
3793
Whitegate Investment Counselors
New Hampshire
$377M +$24.6M +7% 7.2% 48% 66 1.52% 6.5
Waypoint Wealth Partners
3794
Waypoint Wealth Partners
California
$377M +$34.2M +10% 5.88% 52.1% 69 10.14% 2.2
Financial Consulate
3795
Financial Consulate
Maryland
$377M +$35.4M +10% 6.49% 61.4% 38 18.42% 4.6
Elevated Capital Advisors
3796
Elevated Capital Advisors
Utah
$376M +$20.8M +6% 6.39% 46% 281 25.62% 1.7
AXS Investments
3797
AXS Investments
New York
$376M +$17.4M +5% 6.97% 104% 253 26.48% 1.6
Centric Wealth Management
3798
Centric Wealth Management
Illinois
$376M +$29.1M +8% 4.4% 44.4% 194 28.87% 2
Tenere Capital
3799
Tenere Capital
New York
$376M +$39.3M +12% 5.42% 131% 33 36.36% 0.8
Rappaport Reiches Capital Management
3800
Rappaport Reiches Capital Management
Illinois
$376M +$37M +11% 5.11% 17.6% 115 15.65% 1.9