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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)
OnyxPoint Global Management
4001
OnyxPoint Global Management
New York
$424M +$65.2M +18% 45.3% 162% 52 73.08% 0.5
Dunhill Financial
4002
Dunhill Financial
United Kingdom
$424M +$15.5M +4% 0.28% 58.6% 2,117 19.98% 1
McDonald Partners
4003
McDonald Partners
Ohio
$424M +$107M +34% 3.96% 102% 218 11.01% 3.1
AMJ Financial Wealth Management
4004
AMJ Financial Wealth Management
Virginia
$424M +$994K +0.2% 4.71% 167% 101 26.73% 1.7
Sector Gamma AS
4005
Sector Gamma AS
Norway
$423M -$15.2M -3% 1.23% 35.3% 47 34.04% 2.7
DS
4006
Dalal Street
Texas
$423M +$20.8M +5% 22.4% 92.7% 4 25% 1.8
RS
4007
Retirement Solution
Washington
$423M -$28.7M -6% 3.86% 77.3% 70 32.86% 1.8
Shakespeare Wealth Management
4008
Shakespeare Wealth Management
Wisconsin
$422M -$30.2M -7% 0.1% 55.5% 109 12.84% 4.7
Guidance Point Advisors
4009
Guidance Point Advisors
Massachusetts
$422M -$9.2M -2% 3.37% 71.8% 98 5.1% 4
Lorne Steinberg Wealth Management
4010
Lorne Steinberg Wealth Management
Canada
$422M -$12.7M -3% 2.02% 83.4% 76 15.79% 3.8
AllGen Financial Advisors
4011
AllGen Financial Advisors
Florida
$421M -$170K -0% 0.51% 39.7% 46 26.09% 1.8
Wealthspring Capital
4012
Wealthspring Capital
New York
$421M -$2.24M -0.5% 0.48% 22.6% 241 43.15% 0.5
Sands Capital Ventures
4013
Sands Capital Ventures
Virginia
$421M -$97.3M -19% 20.6% 167% 21 4.76% 2.9
RIA Advisory Group
4014
RIA Advisory Group
Iowa
$421M +$4.84M +1% 1.28% – 170 30.59% 1.3
Triune Financial Partners
4015
Triune Financial Partners
Kansas
$421M -$7.31M -2% 1.22% 66.6% 49 4.08% 2.7
Hilltop National Bank
4016
Hilltop National Bank
Wyoming
$421M +$6.91M +2% 2.01% – 840 12.62% 1.6
CWM
4017
Cordatus Wealth Management
Pennsylvania
$420M -$12.3M -3% 1.11% 108% 197 35.03% 1.4
MilWealth Group
4018
MilWealth Group
Wisconsin
$420M +$29.5K +0% 0.89% 39.6% 84 15.48% 4.3
Hurlow Wealth Management Group
4019
Hurlow Wealth Management Group
Indiana
$420M +$11.6M +3% 0.81% 60.7% 124 6.45% 4.5
ArchPoint Investors
4020
ArchPoint Investors
Florida
$420M -$1.65M -0.4% 0.16% 111% 84 11.9% 4.1
Meridian Investment Counsel
4021
Meridian Investment Counsel
California
$420M +$4.89M +1% 2.35% 116% 249 8.84% 6.4
Investment Management Associates
4022
Investment Management Associates
Colorado
$420M +$57.2M +16% 1.09% 50.4% 33 24.24% 2.2
Parisi Gray Wealth Management
4023
Parisi Gray Wealth Management
New Jersey
$420M -$20.7M -5% 4.86% 137% 143 9.79% 4.1
CVC Management Holdings II
4024
CVC Management Holdings II
Jersey
$420M -$175M -29% 1.3% – 4 25% 1.4
Franklin, Parlapiano, Turner & Welch
4025
Franklin, Parlapiano, Turner & Welch
Texas
$420M +$17M +4% 0.28% 49.3% 56 8.93% 7.7