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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)
Legacy Wealth Asset Management
3976
Legacy Wealth Asset Management
Minnesota
$305M +$32.3M +12% 11.2% 116% 351 8.83% 2.1
Bulldog Investors
3977
Bulldog Investors
New Jersey
$304M +$16.3M +6% 4.34% 22.5% 231 35.93% 1.3
Court Place Advisors
3978
Court Place Advisors
Maryland
$304M +$22.7M +8% 10.8% 92% 168 8.93% 6.6
Householder Group Estate & Retirement Specialist
3979
Householder Group Estate & Retirement Specialist
Arizona
$304M +$26.7M +10% 10.5% – 1,388 14.41% 0.8
Financial Consulate
3980
Financial Consulate
Maryland
$304M +$77.6M +34% 9.37% 61.4% 40 15% 4.9
MAM
3981
Milestone Asset Management
Pennsylvania
$304M +$18.1M +6% 4.55% 64.4% 102 32.35% 0.6
Centric Wealth Management
3982
Centric Wealth Management
Illinois
$304M +$64.2M +27% 6.14% 44.4% 167 35.93% 1.8
First Sabrepoint Capital Management
3983
First Sabrepoint Capital Management
Texas
$304M +$69M +29% 17.3% 218% 55 60% 0.7
Regis Management Company
3984
Regis Management Company
California
$304M +$10.9M +4% 9.56% 5.33% 41 9.76% 7
Watchman Group
3985
Watchman Group
Texas
$303M +$68M +29% 10.1% 54% 81 14.81% 2.1
Fernwood Investment Management
3986
Fernwood Investment Management
Massachusetts
$303M +$25.1M +9% 11.9% 83.4% 200 8% 5
KMWM
3987
Keudell/Morrison Wealth Management
Oregon
$303M -$25M -8% 9.9% – 197 12.18% 3.1
Cornerstone Planning Group
3988
Cornerstone Planning Group
New Jersey
$303M +$40.4M +15% 9.78% 60% 1,248 25% 0.8
BWCP LP
3989
BWCP LP
Texas
$303M +$24.6M +9% 18.6% 198% 25 20% 1.2
VM
3990
Venator Management
Pennsylvania
$303M +$31.9M +12% 14.5% 101% 32 21.88% 1.7
SPC
3991
Stony Point Capital
New York
$303M +$8.37M +3% 21.8% 208% 29 24.14% 1.1
The Wealth Group
3992
The Wealth Group
Minnesota
$303M – – 10.4% 71.9% 60 – 0
Keystone Financial Planning
3993
Keystone Financial Planning
Ohio
$303M +$16.4M +6% 6.71% 46% 49 2.04% 5.6
KS
3994
Karpas Strategies
Connecticut
$302M +$30.1M +11% 11.6% 16.1% 121 9.09% 7
Berkeley Capital Partners
3995
Berkeley Capital Partners
Georgia
$302M +$25.4M +9% 10.1% 62.8% 159 12.58% 3.7
Intel Corp
3996
Intel Corp
California
$302M +$12.6M +4% 13.6% 9.79% 7 14.29% 1.4
HPC
3997
Hobart Private Capital
North Carolina
$302M +$38.7M +15% 9.81% 60% 63 44.44% 0.8
PFA
3998
Professional Financial Advisors
Nebraska
$302M +$81.1M +37% 9.42% 59.2% 99 13.13% 1.9
Platte River Wealth Advisors
3999
Platte River Wealth Advisors
Colorado
$302M +$28.8M +11% 10.3% 28.6% 104 15.38% 2.8
Uncommon Cents Investing
4000
Uncommon Cents Investing
Wisconsin
$302M +$29.4M +11% 9.61% 91.4% 181 6.08% 3.7