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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)
SEP
3876
Southland Equity Partners
Missouri
$259M +$55.8M +27% 6.49% 66.1% 181 16.57% 1.5
Empower Annuity Insurance Company
3877
Empower Annuity Insurance Company
Connecticut
$259M – – 2.91% 0.86% 1 – 0
Weybosset Research & Management
3878
Weybosset Research & Management
Rhode Island
$259M +$31.4M +14% 14.8% 74.8% 57 8.77% 3.8
Asset Allocation & Management Company
3879
Asset Allocation & Management Company
Illinois
$259M +$14.6M +6% 7.08% 58.5% 126 12.7% 1.3
Continental Grain Company
3880
Continental Grain Company
New York
$259M +$37.1M +17% 19.4% 5.73% 4 0% 2.1
Berkeley Capital Partners
3881
Berkeley Capital Partners
Georgia
$259M +$27.4M +12% 9.3% 62.8% 145 15.17% 3.3
Mount Capital
3882
Mount Capital
United Kingdom
$259M +$23.6M +10% 8.31% 34.4% 51 43.14% 0.6
Day & Ennis
3883
Day & Ennis
Georgia
$258M +$18.3M +8% 6.95% 15.2% 126 23.02% 3.3
Calton & Associates
3884
Calton & Associates
Florida
$258M +$83.8M +48% 7.6% 73.9% 291 29.55% 2.4
Peddock Capital Advisors
3885
Peddock Capital Advisors
Massachusetts
$258M +$14.8M +6% 11.6% 113% 151 16.56% 5.2
Georgetown University
3886
Georgetown University
District of Columbia
$258M -$37.4M -13% 4.12% 79.9% 24 8.33% 1.5
Globe Life
3887
Globe Life
Texas
$258M +$19.1M +8% 7.02% 60.1% 1 0% 6
Force Hill Capital Management
3888
Force Hill Capital Management
New York
$258M -$15.7M -6% 8.59% 46.3% 50 34% 0.8
SQN Investors
3889
SQN Investors
California
$258M -$134M -34% 7.17% – 19 26.32% 1.5
Farther Finance Advisors
3890
Farther Finance Advisors
California
$258M – – 8.51% 81.5% 2,181 – 0
Progressive Investment Management
3891
Progressive Investment Management
Oregon
$258M +$14.5M +6% 6.13% 139% 59 18.64% 3.6
Cornerstone Wealth Advisors
3892
Cornerstone Wealth Advisors
Minnesota
$258M +$4.62M +2% 4.31% 46.1% 44 4.55% 1.5
AlphaCore Capital
3893
AlphaCore Capital
California
$258M +$37.8M +17% 9.22% 85.9% 186 19.89% 1
Archer Investment Corporation
3894
Archer Investment Corporation
Indiana
$258M +$20.4M +9% 8.54% 68.2% 880 9.43% 2.1
Redhawk Wealth Advisors
3895
Redhawk Wealth Advisors
Minnesota
$258M +$21.5M +9% 9.22% 116% 208 38.94% 1.4
Marshall Financial Group (Maryland)
3896
Marshall Financial Group (Maryland)
Maryland
$258M +$20.7M +9% 6.97% 63.5% 203 30.05% 1.3
High Net Worth Advisory Group
3897
High Net Worth Advisory Group
Florida
$257M +$23.3M +10% 9.5% 75.7% 717 16.88% 0.9
CBIZ Investment Advisory Services
3898
CBIZ Investment Advisory Services
Ohio
$257M +$157M +158% 3.39% 48.7% 33 48.48% 0.6
Coston McIsaac & Partners
3899
Coston McIsaac & Partners
Maine
$257M +$37.8M +17% 8.79% 34.3% 874 13.16% 0.4
Chemistry Wealth Management
3900
Chemistry Wealth Management
New York
$257M +$3.51M +1% 7.61% 77.1% 145 15.17% 0.7