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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)
Centurion Wealth Management
3826
Centurion Wealth Management
Virginia
$439M +$90.3M +26% 7.3% – 320 29.06% 1.4
Fielder Capital Group
3827
Fielder Capital Group
Tennessee
$439M +$64.1M +17% 18% – 282 19.15% 1.1
Albar Capital Partners
3828
Albar Capital Partners
United Kingdom
$439M -$146M -25% 13% – 45 66.67% 0.2
Altrius Capital Management
3829
Altrius Capital Management
North Carolina
$438M +$10.6M +2% 4.32% 43.8% 91 14.29% 2.5
McCarthy & Cox
3830
McCarthy & Cox
Ohio
$438M +$56.5M +15% 4.4% – 73 10.96% 1.1
Rosenblum Silverman Sutton
3831
Rosenblum Silverman Sutton
California
$438M +$25.4M +6% 7.44% 90.1% 79 3.8% 5.9
Graticule Asia Macro Advisors
3832
Graticule Asia Macro Advisors
New York
$438M – – 235% – 2 – 0
Atlas Venture Advisors
3833
Atlas Venture Advisors
Massachusetts
$438M +$13.5M +3% 6.13% 34.6% 4 0% 5.5
CEI
3834
Clark Estates Inc
New York
$438M -$8.02M -2% 7.7% 34.5% 108 18.52% 2.3
SI
3835
Schusterman Interests
Oklahoma
$438M +$372M +567% 22.2% 344% 6 33.33% 1.3
Pfizer
3836
Pfizer
New York
$437M -$139M -24% 54.8% – 21 0% 0.8
Halter Ferguson Financial
3837
Halter Ferguson Financial
Indiana
$437M +$150M +52% 31.7% 131% 33 9.09% 1.3
Wiser Wealth Management
3838
Wiser Wealth Management
Georgia
$437M +$38M +10% 6.02% 53% 54 7.41% 2.2
Barometer Capital Management
3839
Barometer Capital Management
Ontario, Canada
$437M +$75.5M +21% 20.5% 339% 213 35.21% 0.7
Genworth Financial
3840
Genworth Financial
Virginia
$437M +$29.5M +7% 7.25% 73.6% 2 0% 4.4
Marathon Capital Management
3841
Marathon Capital Management
Maryland
$437M +$44.4M +11% 11.7% 74% 178 16.85% 3.2
Almitas Capital
3842
Almitas Capital
California
$437M +$40.5M +10% 26% 86.1% 101 53.47% 0.9
Humankind Investments
3843
Humankind Investments
New York
$437M +$26.5M +6% 8.52% 62.5% 157 8.92% 2.7
Empire Financial Management Company
3844
Empire Financial Management Company
New York
$437M +$90.1M +26% 8.24% 78.3% 213 11.27% 1.9
Gitterman Wealth Management
3845
Gitterman Wealth Management
New Jersey
$436M +$7.29M +2% 6.07% 33% 343 63.85% 1.6
HWM
3846
HFR Wealth Management
New York
$436M +$22.3M +5% 4.28% 47.5% 52 3.85% 3.7
Old West Investment Management
3847
Old West Investment Management
California
$436M +$133M +44% 19.3% 242% 89 33.71% 1.8
Waller Financial Planning Group
3848
Waller Financial Planning Group
Ohio
$436M +$22.1M +5% 5.34% 47.5% 73 5.48% 4.4
Tempus Wealth Planning
3849
Tempus Wealth Planning
California
$436M +$34.5M +9% 8.58% 95% 290 15.52% 2.3
Garden Investment Management
3850
Garden Investment Management
Connecticut
$436M -$36.3M -8% 7.69% – 1 0% 0.8