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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)
Centric Wealth Management
3976
Centric Wealth Management
Illinois
$304M +$32.3M +12% 11.9% 44.4% 173 23.12% 1.5
SCP Investment
3977
SCP Investment
California
$304M -$52.8M -15% 10.5% 32.8% 41 65.85% 0.9
ARI
3978
Applied Research Investments
Delaware
$303M +$3.05M +1% 5.65% – 42 9.52% 1.1
Fairmount Funds Management
3979
Fairmount Funds Management
Pennsylvania
$303M +$28.3M +10% 7.49% 2,136% 21 9.52% 1.3
American National Registered Investment Advisor
3980
American National Registered Investment Advisor
Texas
$303M +$26.6M +10% 11% 95.8% 245 6.94% 5.2
Blume Capital Management
3981
Blume Capital Management
California
$303M +$29.6M +11% 8.91% 102% 324 12.35% 3.6
Eldridge Investment Advisors
3982
Eldridge Investment Advisors
New Hampshire
$303M +$22.1M +8% 6.96% 50.9% 136 17.65% 2.4
Mitchell McLeod Pugh & Williams
3983
Mitchell McLeod Pugh & Williams
Alabama
$303M +$33.2M +12% 12.2% 90.7% 232 6.9% 4.6
Peddock Capital Advisors
3984
Peddock Capital Advisors
Massachusetts
$303M +$21.9M +8% 11% 113% 146 6.16% 4.3
Blue Zone Wealth Advisors
3985
Blue Zone Wealth Advisors
California
$303M +$14.1M +5% 6.23% 91.1% 104 8.65% 1.2
MYCIO Wealth Partners
3986
MYCIO Wealth Partners
Pennsylvania
$303M +$30.4M +11% 9.97% 60.3% 45 8.89% 4
Texas Treasury Safekeeping Trust Company
3987
Texas Treasury Safekeeping Trust Company
Texas
$303M -$8.99M -3% 0.89% 43.7% 8 25% 1.9
Winch Advisory Services
3988
Winch Advisory Services
Wisconsin
$302M +$15.6M +5% 7.77% 92.4% 528 8.9% 3.1
Beacon Harbor Wealth Advisors
3989
Beacon Harbor Wealth Advisors
Virginia
$302M +$19.9M +7% 9.87% 143% 89 42.7% 1
Home Federal Bank of Tennessee
3990
Home Federal Bank of Tennessee
Tennessee
$302M +$25.9M +9% 10.3% 74% 74 5.41% 4.5
Benefit Street Partners
3991
Benefit Street Partners
New York
$302M +$37.5M +14% 5.81% – 49 18.37% 1.1
Roanoke Asset Management
3992
Roanoke Asset Management
New Jersey
$302M +$20.2M +7% 9.84% 50.3% 114 2.63% 4.9
JW Asset Management
3993
JW Asset Management
Florida
$302M -$29.8M -9% 3.73% 251% 9 22.22% 2.8
Farmers National Bank
3994
Farmers National Bank
Kentucky
$302M +$50.7M +20% 10.8% – 151 8.61% 4.7
Cornerstone Wealth Advisors
3995
Cornerstone Wealth Advisors
Minnesota
$301M +$15.5M +5% 3.62% 46.1% 41 4.88% 0.7
CHI Advisors
3996
CHI Advisors
New York
$301M -$41.3M -12% 2.31% 88.2% 20 5% 1.3
SimplyRich
3997
SimplyRich
California
$301M +$26.4M +10% 10.1% 105% 179 7.26% 2.1
Blue Owl Capital Holdings
3998
Blue Owl Capital Holdings
New York
$301M – – 27.2% 145% 29 – 0
Meridian Investment Counsel
3999
Meridian Investment Counsel
California
$301M +$25.2M +9% 8% 116% 231 11.26% 4.6
Mill Road Capital Management
4000
Mill Road Capital Management
Connecticut
$301M -$3.42M -1% 2.56% 85.1% 29 6.9% 1.7