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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)
Beck Capital Management
3851
Beck Capital Management
Texas
$348M +$56.3M +19% 24.5% 291% 115 17.39% 1.6
NFC Investments
3852
NFC Investments
Tennessee
$348M +$24.4M +8% 10.1% – 32 3.13% 6
Marshall Financial Group (Maryland)
3853
Marshall Financial Group (Maryland)
Maryland
$348M +$37.6M +12% 7.57% 63.5% 182 8.79% 2
Stuart Chaussee & Associates
3854
Stuart Chaussee & Associates
California
$348M +$5.11M +1% 4.84% 58.6% 162 11.73% 3.2
Morton Community Bank
3855
Morton Community Bank
Illinois
$348M +$41.6M +14% 8.46% – 115 10.43% 0.2
Dumont & Blake Investment Advisors
3856
Dumont & Blake Investment Advisors
New Jersey
$347M +$24.2M +7% 8.16% 86.1% 212 11.32% 6.3
Haverford Financial Services
3857
Haverford Financial Services
Pennsylvania
$347M +$13.6M +4% 6.26% 57.9% 42 7.14% 6.2
Hedeker Wealth
3858
Hedeker Wealth
Illinois
$347M +$30.5M +10% 10.8% 161% 94 11.7% 2.9
Monument Capital Management
3859
Monument Capital Management
Virginia
$347M +$36.3M +12% 16.7% 170% 201 18.91% 1.8
Genworth Financial
3860
Genworth Financial
Virginia
$346M +$30.2M +10% 9.64% 73.6% 4 50% 2.9
GDS
3861
Gimbel Daniel Scott
$346M +$2.52M +0.7% 0.74% 57.1% 2 0% 3.3
MHR
3862
Matthew Hamilton Rosenberg
$346M +$21M +6% 5.96% 52% 939 11.5% 2.8
MCG
3863
McCollum Christoferson Group
New York
$346M +$15.2M +5% 7.74% 59.4% 68 10.29% 4
Rezny Wealth Management
3864
Rezny Wealth Management
Florida
$346M +$31.7M +10% 9.75% 99.6% 25 32% 2.4
Apeiron RIA
3865
Apeiron RIA
Texas
$345M +$24.7M +8% 7.04% 68.5% 218 13.76% 1.4
WESCAP Management Group
3866
WESCAP Management Group
California
$345M +$34.8M +11% 5.91% 45.7% 94 5.32% 4.6
Sage Capital Advisors
3867
Sage Capital Advisors
South Dakota
$345M +$35.5M +11% 9.33% 105% 141 15.6% 3.3
Werba Rubin Papier Wealth Management
3868
Werba Rubin Papier Wealth Management
California
$345M +$50.3M +17% 6.69% 73.5% 157 25.48% 0.8
Shakespeare Wealth Management
3869
Shakespeare Wealth Management
Wisconsin
$345M +$21.5M +7% 5.62% 55.5% 89 8.99% 3.6
Essex Woodlands Management
3870
Essex Woodlands Management
Texas
$345M -$59.3M -15% 10.3% 119% 7 0% 5.5
King Street Capital Management
3871
King Street Capital Management
New York
$345M +$274M +386% 1.41% 140% 10 40% 0.7
HF
3872
Halpern Financial
Virginia
$344M +$22.4M +7% 7.58% 26.3% 251 16.73% 2.7
Muhlenkamp & Co
3873
Muhlenkamp & Co
Pennsylvania
$344M +$38.6M +13% 8.73% 107% 29 0% 4.4
Childress Capital Advisors
3874
Childress Capital Advisors
Texas
$344M +$8.98M +3% 11.9% 107% 219 14.16% 1
Rothschild Capital Partners
3875
Rothschild Capital Partners
New York
$344M +$26.8M +8% 8.53% 90.8% 45 17.78% 3.5