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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)
Hollow Brook Wealth Management
3876
Hollow Brook Wealth Management
New York
$504M +$112M +28% 1.02% 97.8% 79 12.66% 5
WealthBridge Capital Management
3877
WealthBridge Capital Management
Ohio
$503M +$69M +16% 15.8% 89.4% 248 16.13% 3.9
Smith & Howard Wealth Management
3878
Smith & Howard Wealth Management
Georgia
$503M +$40.6M +9% 8.78% 43.8% 106 24.53% 4.5
Beirne Wealth Consulting Services
3879
Beirne Wealth Consulting Services
Connecticut
$503M +$149M +42% 12% 81.9% 112 15.18% 4
Oakmont Corp
3880
Oakmont Corp
California
$503M -$24M -5% 7.79% 70.2% 32 6.25% 4.5
CoreCommodity Management
3881
CoreCommodity Management
Connecticut
$502M -$36.2M -7% 6.02% 65.8% 142 28.87% 3.1
Wolff Financial Management
3882
Wolff Financial Management
Michigan
$501M +$48.9M +11% 11.9% 56.7% 107 4.67% 3.1
Planning Project LLC
3883
Planning Project LLC
Texas
$501M – – 9.25% – 26 – 0.3
Peddock Capital Advisors
3884
Peddock Capital Advisors
Massachusetts
$501M +$47.5M +10% 13.8% 113% 171 6.43% 6.6
Founders Grove Wealth Partners
3885
Founders Grove Wealth Partners
Virginia
$501M +$60.9M +14% 14.4% – 194 21.65% 1
PT
3886
Plimoth Trust
Massachusetts
$501M +$53.4M +12% 19.9% 110% 177 3.39% 6.4
Trinity Legacy Partners
3887
Trinity Legacy Partners
Texas
$500M +$38.6M +8% 12.8% 63.3% 117 15.38% 3.5
Headwater Capital
3888
Headwater Capital
China
$500M -$122M -20% 25.2% – 21 57.14% 0.5
Brown Capital Management
3889
Brown Capital Management
Maryland
$500M -$204M -29% 35.2% 107% 63 25.4% 3.9
Intesa Sanpaolo Wealth Management
3890
Intesa Sanpaolo Wealth Management
$500M +$89.9M +22% 13.4% – 336 20.83% 0.4
FNBOMD
3891
First National Bank of Mount Dora
Florida
$499M +$36.6M +8% 13.6% 96.2% 129 4.65% 6.3
TPWM
3892
Twelve Points Wealth Management
Massachusetts
$499M +$44.5M +10% 8.47% 50.7% 219 11.42% 2.8
Bright Rock Capital Management
3893
Bright Rock Capital Management
Massachusetts
$499M -$6.86M -1% 2.89% 53.1% 79 12.66% 5.5
Mezzasalma Advisors
3894
Mezzasalma Advisors
New Jersey
$498M +$107M +27% 31.6% 203% 180 18.89% 2
TRV GP V
3895
TRV GP V
Massachusetts
$498M +$97.2M +24% 33.9% – 3 0% 1.4
GWM
3896
GSB Wealth Management
Connecticut
$498M +$54.7M +12% 16% 61.8% 255 9.41% 3.7
CMAI
3897
Capital Management Associates Inc
Minnesota
$498M +$55.2M +12% 14.4% 75.6% 167 17.96% 1.5
Core Wealth Advisors (Florida)
3898
Core Wealth Advisors (Florida)
Florida
$497M +$78.5M +19% 12.8% 59.7% 129 13.95% 2.1
Premier Financial Group
3899
Premier Financial Group
California
$497M -$90M -15% 11.1% – 255 90.98% 0.1
Raab & Moskowitz Asset Management
3900
Raab & Moskowitz Asset Management
New Jersey
$497M +$47.6M +11% 12.8% 75% 203 10.34% 6.7