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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)
Monetary Management Group
3851
Monetary Management Group
Missouri
$436M +$29.2M +7% 10.4% 138% 337 6.53% 7.5
Birnam Oak Advisors
3852
Birnam Oak Advisors
New York
$435M +$96.9M +29% 20.5% – 39 53.85% 0.4
Paradigm Asset Management
3853
Paradigm Asset Management
New York
$435M +$30M +7% 5.96% 73.8% 522 11.11% 3
TLP
3854
Tri Locum Partners
New York
$435M +$106M +32% 35.4% 357% 29 58.62% 0.7
Little House Capital
3855
Little House Capital
Massachusetts
$435M +$35.7M +9% 8.91% 108% 133 16.54% 2.5
Shulman DeMeo Asset Management
3856
Shulman DeMeo Asset Management
New York
$435M +$31.1M +8% 8.02% 79.3% 122 4.92% 3.4
Barry Investment Advisors
3857
Barry Investment Advisors
Massachusetts
$435M +$33M +8% 9.2% 66.7% 115 16.52% 4.2
Allegiance Financial Group Advisory Services
3858
Allegiance Financial Group Advisory Services
Virginia
$435M +$57.1M +15% 6.96% 62.6% 179 23.46% 1.2
Trinity Legacy Partners
3859
Trinity Legacy Partners
Texas
$434M +$22.9M +6% 5.48% 63.3% 99 5.05% 3.3
Bank of New Hampshire
3860
Bank of New Hampshire
New Hampshire
$434M +$32.1M +8% 8.72% 96.5% 470 3.19% 3.2
Coyle Financial Counsel
3861
Coyle Financial Counsel
Illinois
$434M +$60.3M +16% 6.29% 67.3% 105 20.95% 2.9
Beck Capital Management
3862
Beck Capital Management
Texas
$434M +$33.1M +8% 14% 291% 138 22.46% 1.9
Montis Financial
3863
Montis Financial
Massachusetts
$434M +$73.8M +21% 6.67% 46% 160 20.63% 1.9
Smith & Howard Wealth Management
3864
Smith & Howard Wealth Management
Georgia
$434M +$38.8M +10% 5.19% 43.8% 98 27.55% 4.3
PBF
3865
Petix & Botte Financial
California
$433M +$25.8M +6% 5.58% 47.5% 137 5.84% 3.2
NTCM
3866
Nut Tree Capital Management
New York
$433M +$93.7M +28% 43.1% 101% 9 11.11% 2.6
Park Edge Advisors
3867
Park Edge Advisors
Ohio
$433M +$43.1M +11% 8.56% 61.1% 151 8.61% 1.8
DI
3868
DDFG Inc
California
$433M +$35.4M +9% 6.2% 56.3% 87 10.34% 2.1
Taconic Capital Advisors
3869
Taconic Capital Advisors
New York
$433M -$807M -65% 30.8% 273% 82 71.95% 0.8
GR Financial Group
3870
GR Financial Group
Arizona
$433M +$23.6M +6% 6.59% 75.4% 30 26.67% 1.2
MYCIO Wealth Partners
3871
MYCIO Wealth Partners
Pennsylvania
$432M -$544K -0.1% 1.63% 69.3% 48 2.08% 6.3
The Wealth Group
3872
The Wealth Group
Minnesota
$432M +$39.4M +10% 7.67% 71.9% 89 14.61% 1.2
Voisard Asset Management Group
3873
Voisard Asset Management Group
Michigan
$432M +$44.2M +11% 5.34% 50.5% 96 5.21% 1.3
Bulldog Investors
3874
Bulldog Investors
New Jersey
$432M +$36.6M +9% 1.29% 22.5% 237 44.73% 0.9
GWN Securities
3875
GWN Securities
Florida
$432M -$107M -20% 7.51% – 456 27.19% 0.5