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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)
Timber Creek Capital Management
3826
Timber Creek Capital Management
Massachusetts
$375M +$28.5M +8% 3.42% 139% 87 12.64% 5.4
Grey Fox Wealth Advisors
3827
Grey Fox Wealth Advisors
Delaware
$375M +$10.2M +3% 0.98% 45.3% 138 14.49% 1.5
Marion Wealth Management
3828
Marion Wealth Management
Pennsylvania
$374M -$2.69M -0.7% 0.53% 51.7% 135 7.41% 2.2
Wilson Asset Management
3829
Wilson Asset Management
Australia
$374M -$11.7M -3% 0.65% 58% 34 20.59% 1.6
Shakespeare Wealth Management
3830
Shakespeare Wealth Management
Wisconsin
$373M +$2.57M +0.7% 0.31% 55.5% 104 11.54% 4.1
Cypress Asset Management
3831
Cypress Asset Management
Texas
$373M -$29.5M -7% 2.92% 141% 110 6.36% 6.7
Eclectic Associates
3832
Eclectic Associates
California
$373M +$35.1M +10% 1.7% 53.8% 121 5.79% 2.4
Tradewinds Capital Management
3833
Tradewinds Capital Management
Washington
$373M -$5.76M -2% 1.8% 96.9% 747 21.15% 4
Genworth Financial
3834
Genworth Financial
Virginia
$373M -$13.8M -4% 3.49% 73.6% 2 0% 3.9
Activest Wealth Management
3835
Activest Wealth Management
Florida
$373M +$15.1M +4% 5.14% 117% 1,194 36.85% 0.7
Turim 21 Investimentos
3836
Turim 21 Investimentos
Brazil
$372M -$11.6M -3% 1.2% 62.1% 99 33.33% 2.4
Hedeker Wealth
3837
Hedeker Wealth
Illinois
$372M -$29.7M -7% 4.45% 161% 94 17.02% 2.8
Sherborne Investors Management
3838
Sherborne Investors Management
New York
$372M -$19.4M -5% 4.97% 54.2% 1 0% 2.3
White Pine Investment Company
3839
White Pine Investment Company
Michigan
$371M +$1.21M +0.3% 1.97% 73.3% 68 8.82% 5.2
RS Crum Inc
3840
RS Crum Inc
California
$371M -$33.7M -8% 0.02% 54.2% 92 5.43% 2.4
Alliance Wealth Management Group
3841
Alliance Wealth Management Group
New Jersey
$371M -$2.37M -0.6% 1% 43.4% 85 4.71% 5.3
AMANSA Capital
3842
AMANSA Capital
Singapore
$371M -$34M -8% 2.17% 32% 2 0% 1.8
Verum Partners
3843
Verum Partners
North Carolina
$371M +$23.4M +7% 1.62% 57.7% 171 10.53% 1.6
Franklin, Parlapiano, Turner & Welch
3844
Franklin, Parlapiano, Turner & Welch
Texas
$371M +$1.27M +0.3% 1.87% 49.3% 52 7.69% 7.6
Castle Rock Wealth Management
3845
Castle Rock Wealth Management
California
$370M -$49.5M -12% 1.17% 115% 239 8.37% 3
Monetary Management Group
3846
Monetary Management Group
Missouri
$370M -$14.8M -4% 2.61% 138% 332 4.52% 7.3
Stewardship Advisors
3847
Stewardship Advisors
Pennsylvania
$370M +$9.4M +3% 0.85% 46.1% 162 16.05% 1.2
Collective Family Office
3848
Collective Family Office
Pennsylvania
$370M +$5.48M +2% 0.24% 52.5% 166 6.63% 3
Semmax Financial Advisors
3849
Semmax Financial Advisors
North Carolina
$370M -$5.18M -1% 1.42% – 436 18.35% 3.2
Bulldog Investors
3850
Bulldog Investors
New Jersey
$370M -$13.3M -3% 0.66% 22.5% 171 33.92% 1.1