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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)
AP
3876
Arlington Partners
Alabama
$288M +$14.8M +5% 7.32% 46.4% 395 17.97% 1.2
Broadleaf Partners
3877
Broadleaf Partners
Ohio
$288M +$22.2M +8% 12% 180% 75 8% 2.3
Prism Advisors
3878
Prism Advisors
California
$288M +$10.8M +4% 5.25% 54.6% 56 10.71% 1.9
CRA Financial Services
3879
CRA Financial Services
New Jersey
$288M +$29.1M +11% 8.03% 91.9% 200 11.5% 1.6
Progeny 3 Inc
3880
Progeny 3 Inc
Washington
$287M +$33.3M +13% 12.6% 96.8% 33 27.27% 1.4
Daniels + Tansey
3881
Daniels + Tansey
Delaware
$287M +$34.4M +14% 5.94% 21.1% 35 20% 0.5
Bedel Financial Consulting
3882
Bedel Financial Consulting
Indiana
$287M +$28.8M +11% 10.2% 104% 1,045 10.72% 2.2
OR
3883
Olympiad Research
Connecticut
$287M +$53.4M +23% 11.4% 189% 290 51.72% 0.3
HGI Capital Management
3884
HGI Capital Management
New York
$287M +$51.7M +22% 8.95% 47% 81 38.27% 0.8
CLCM
3885
Crawford Lake Capital Management
New Jersey
$287M +$93M +48% 16.1% 571% 93 93.55% 0
Commodore Capital
3886
Commodore Capital
New York
$287M +$36M +14% 8.44% 2,121% 34 23.53% 0.4
Silver Heights Capital Management
3887
Silver Heights Capital Management
Ontario, Canada
$287M +$3.23M +1% 1.3% 39.8% 6 16.67% 3.8
Great Point Wealth Advisors
3888
Great Point Wealth Advisors
Massachusetts
$287M +$25.2M +10% 4.34% – 57 15.79% 1.6
Quantitative Systematic Strategies
3889
Quantitative Systematic Strategies
Florida
$287M -$360M -56% 7.21% 133% 738 59.08% 0.5
Kelman-Lazarov Inc
3890
Kelman-Lazarov Inc
Tennessee
$287M +$5.96M +2% 6.99% 46.6% 90 12.22% 3.4
Rezny Wealth Management
3891
Rezny Wealth Management
Florida
$286M +$30M +12% 7.69% 99.6% 18 22.22% 2
Peddock Capital Advisors
3892
Peddock Capital Advisors
Massachusetts
$286M +$24.3M +9% 9.11% 113% 161 16.15% 3.9
First Wilshire Securities Management
3893
First Wilshire Securities Management
California
$286M +$18.1M +7% 3.99% 135% 90 17.78% 3.3
Sentinel Pension Advisors
3894
Sentinel Pension Advisors
Massachusetts
$286M +$13M +5% 4.6% 46.5% 99 41.41% 0.8
MinichMacGregor Wealth Management
3895
MinichMacGregor Wealth Management
New York
$285M +$17.7M +7% 5.39% 130% 91 28.57% 0.9
Cobalt Capital Management
3896
Cobalt Capital Management
New Jersey
$285M +$5.12M +2% 7.51% 235% 45 55.56% 0.5
First Commonwealth Financial Corp
3897
First Commonwealth Financial Corp
Pennsylvania
$285M +$31M +12% 6.24% 72.9% 168 5.36% 3.4
FA
3898
Financial Advisors
Massachusetts
$285M +$34.5M +14% 6% 71.5% 89 11.24% 1.6
Cornerstone Wealth Advisors
3899
Cornerstone Wealth Advisors
Minnesota
$285M +$20.1M +8% 4.58% 46.1% 40 10% 0.2
GCMG
3900
Gyroscope Capital Management Group
Florida
$284M +$34.3M +14% 4.95% 24.8% 123 12.2% 2