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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)
Cornerstone Wealth Advisors
3976
Cornerstone Wealth Advisors
Minnesota
$413M +$26.2M +7% 5.11% 46.1% 51 5.88% 3.3
Watchman Group
3977
Watchman Group
Texas
$413M +$29.5M +8% 6.79% 54% 81 8.64% 3.2
Brave Asset Management
3978
Brave Asset Management
New Jersey
$413M +$42.1M +11% 10.2% 76.3% 183 13.66% 4.9
Wealth Advisory Solutions
3979
Wealth Advisory Solutions
Indiana
$413M +$18M +5% 5.77% 60.5% 144 6.94% 2
Ballast Inc
3980
Ballast Inc
Kentucky
$413M +$30.8M +8% 6.5% 71.3% 137 8.76% 4.5
Kelly Lawrence W & Associates
3981
Kelly Lawrence W & Associates
California
$413M +$31M +8% 8.06% 123% 162 3.7% 5.7
Winmill & Co
3982
Winmill & Co
New Hampshire
$412M +$52.8M +15% 16.7% 146% 59 13.56% 3.3
VR Advisory Services
3983
VR Advisory Services
Cayman Islands
$412M +$37.2M +10% 4.14% 89.7% 39 23.08% 2.8
Dumont & Blake Investment Advisors
3984
Dumont & Blake Investment Advisors
New Jersey
$412M +$29.4M +8% 8.7% 86.1% 216 7.87% 6.9
Davis Rea
3985
Davis Rea
Ontario, Canada
$412M +$9M +2% 5.09% 66.9% 69 28.99% 3.7
Silverlake Wealth Management
3986
Silverlake Wealth Management
Vermont
$412M +$67.9M +20% 6.81% 73.3% 359 15.32% 2
Progressive Investment Management
3987
Progressive Investment Management
Oregon
$412M +$19.1M +5% 9.32% 139% 59 11.86% 5.2
Legacy Wealth Asset Management
3988
Legacy Wealth Asset Management
Minnesota
$412M +$18M +5% 6.46% 116% 378 12.7% 2.9
Roof Eidam Maycock Peralta (REMP)
3989
Roof Eidam Maycock Peralta (REMP)
California
$411M +$5.67M +1% 6.63% 62.3% 131 7.63% 4.8
Carderock Capital Management
3990
Carderock Capital Management
Maryland
$411M +$20.9M +5% 4.57% 97.6% 139 48.2% 5.7
Sunflower Bank
3991
Sunflower Bank
Texas
$411M +$15.7M +4% 5.37% 42.7% 150 10% 3.1
Integris Wealth Management
3992
Integris Wealth Management
California
$411M +$27.6M +7% 6.59% 60.3% 122 6.56% 1.9
KDA
3993
Kraft Davis & Associates
Missouri
$411M +$46.5M +13% 7.6% 81.8% 153 13.73% 1.6
Old Mission Investment Co
3994
Old Mission Investment Co
Michigan
$411M +$44.7M +12% 8.17% 82% 149 25.5% 3.5
Tradewinds LLC
3995
Tradewinds LLC
North Carolina
$411M +$279M +212% 9.38% – 272 92.65% 0.2
HGC Investment Management
3996
HGC Investment Management
Ontario, Canada
$411M +$50.6M +14% 1.31% 33.2% 167 64.67% 0.4
MilWealth Group
3997
MilWealth Group
Wisconsin
$410M +$22M +6% 4.9% 36.8% 69 2.9% 4.9
NICM
3998
Neo Ivy Capital Management
New York
$410M +$96.8M +31% 10.7% – 560 71.96% 0.2
VELA Investment Management
3999
VELA Investment Management
Ohio
$410M +$41.1M +11% 6.21% 56.8% 190 24.74% 1.7
Midwest Professional Planners Ltd (MPPL)
4000
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$410M +$30.1M +8% 8.08% 136% 154 7.14% 3.8