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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)
Monument Capital Management
3976
Monument Capital Management
Virginia
$384M +$58.6M +18% 14.7% 170% 237 26.16% 2.1
Watchman Group
3977
Watchman Group
Texas
$384M +$26.7M +7% 7.47% 54% 85 15.29% 3
Integris Wealth Management
3978
Integris Wealth Management
California
$383M +$32.8M +9% 8.44% 60.3% 119 15.97% 1.7
Milestone Investment Advisors
3979
Milestone Investment Advisors
Wisconsin
$383M +$23.1M +6% 7.61% 52.8% 129 6.2% 2.1
Hilltop National Bank
3980
Hilltop National Bank
Wyoming
$383M – – 11.1% – 795 – 1.1
WFI
3981
West Family Investments
California
$383M +$118M +44% 11.5% 116% 379 31.13% 1.6
Firetrail Investments
3982
Firetrail Investments
Australia
$383M +$39.7M +12% 14.6% – 28 17.86% 0.9
DeDora Capital
3983
DeDora Capital
California
$383M +$36.1M +10% 10.8% 91.2% 120 10% 3.1
Benin Management Corp
3984
Benin Management Corp
Connecticut
$383M +$31.7M +9% 10.2% 91.7% 134 7.46% 6.5
Dumont & Blake Investment Advisors
3985
Dumont & Blake Investment Advisors
New Jersey
$383M +$26.2M +7% 9.23% 78.3% 213 5.63% 6.8
Platform Technology Partners
3986
Platform Technology Partners
New York
$383M +$39.5M +12% 8.9% – 267 14.98% 3
PA
3987
Paragon Advisors
Texas
$383M +$118M +45% 18.3% 109% 93 21.51% 2.1
Franklin, Parlapiano, Turner & Welch
3988
Franklin, Parlapiano, Turner & Welch
Texas
$383M +$12.2M +3% 3.65% 41.6% 52 5.77% 7.6
Lorne Steinberg Wealth Management
3989
Lorne Steinberg Wealth Management
Canada
$383M +$39.8M +12% 11.5% 83.4% 71 2.82% 3.4
Horiko Capital Management
3990
Horiko Capital Management
New York
$383M +$43.2M +13% 17.6% 275% 22 0% 4.2
Aries Wealth Management
3991
Aries Wealth Management
Maine
$383M +$14.4M +4% 8.93% 87.7% 234 10.68% 2.5
St. Clair Advisors
3992
St. Clair Advisors
Ohio
$382M +$25.3M +7% 8.38% 77.5% 82 3.66% 3
Hiddenite Capital Partners
3993
Hiddenite Capital Partners
New York
$382M +$94.4M +33% 26.4% 523% 48 68.75% 0.6
Ballast Inc
3994
Ballast Inc
Kentucky
$382M +$28.5M +8% 5.28% 71.3% 131 6.87% 4.4
McCarthy & Cox
3995
McCarthy & Cox
Ohio
$382M +$152M +66% 6.55% – 70 17.14% 0.9
Symetra Investment Management
3996
Symetra Investment Management
Connecticut
$382M -$24.7M -6% 8.97% 37.3% 5 0% 2.9
TFB Advisors
3997
TFB Advisors
Kansas
$382M +$34.7M +10% 10.5% 80.4% 346 10.98% 1.2
Cyrus Capital Partners
3998
Cyrus Capital Partners
New York
$382M +$52.7M +16% 17.1% 163% 7 42.86% 1
Science & Technology Partners
3999
Science & Technology Partners
New York
$382M +$129M +51% 38.7% – 51 68.63% 0.2
Kelly Lawrence W & Associates
4000
Kelly Lawrence W & Associates
California
$382M -$30.1M -7% 7.08% 123% 167 7.78% 5.6