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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)
Jeppson Wealth Management
4026
Jeppson Wealth Management
California
$233M +$18.2M +9% 9.42% 107% 204 22.06% 1.2
Cincinnati Specialty Underwriters Insurance
4027
Cincinnati Specialty Underwriters Insurance
Ohio
$232M -$36.7M -14% 12.8% 115% 38 0% 6.2
Resource Consulting Group
4028
Resource Consulting Group
Florida
$232M -$56.4M -20% 14.5% – 82 26.83% 0.5
CWAG
4029
Compton Wealth Advisory Group
Virginia
$232M -$27.1M -10% 13.1% 76.1% 116 18.1% 2
H2CM
4030
H/2 Credit Manager
Connecticut
$232M -$19.7M -8% 23.6% 97.4% 13 23.08% 0.9
Fernwood Investment Management
4031
Fernwood Investment Management
Massachusetts
$232M -$52.9M -19% 13.8% 83.4% 202 10.4% 4.2
TM
4032
Tikvah Management
North Carolina
$232M -$80.7M -26% 25.1% 169% 24 4.17% 2.5
Hoey Investments
4033
Hoey Investments
Pennsylvania
$232M -$137M -37% 26.1% 200% 320 27.5% 1.2
ETF Portfolio Partners
4034
ETF Portfolio Partners
Kansas
$232M -$33.9M -13% 11.6% 50.2% 58 25.86% 3.6
Guidance Point Advisors
4035
Guidance Point Advisors
Massachusetts
$232M -$32.3M -12% 13.3% 71.8% 92 8.7% 2.6
PI
4036
Pennant Investors
New Jersey
$232M -$33.7M -13% 24.3% 372% 19 10.53% 2
DCM Advisors
4037
DCM Advisors
New York
$231M -$51.2M -18% 13.8% 99.3% 249 52.61% 0.6
University of Texas/Texas AM Investment Management Co (UTIMCO)
4038
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$231M +$37M +19% 15.7% 68.3% 20 30% 3.1
Seafarer Capital Partners
4039
Seafarer Capital Partners
California
$231M +$3.75M +2% 18.7% 43% 6 16.67% 0.9
Whitcomb & Hess
4040
Whitcomb & Hess
Ohio
$231M -$21.9M -9% 11.5% 54% 37 16.22% 0.8
Boltwood Capital Management
4041
Boltwood Capital Management
California
$231M -$27.8M -11% 11.8% 63% 163 14.11% 5.2
Collective Family Office
4042
Collective Family Office
Pennsylvania
$231M -$30.9M -12% 11.2% 52.5% 205 20% 1.1
Platte River Wealth Advisors
4043
Platte River Wealth Advisors
Colorado
$231M -$43M -16% 15.2% 28.6% 88 10.23% 2.1
Sovereign Investment Advisors
4044
Sovereign Investment Advisors
Arizona
$231M -$23.1M -9% 7.6% 43.7% 32 9.38% 1.9
Stephens Group
4045
Stephens Group
Arkansas
$231M -$168M -42% 38.3% 45% 3 0% 0.5
Northwest Wealth Management
4046
Northwest Wealth Management
Iowa
$231M +$26.5M +13% 12.8% 63.4% 156 21.79% 2.7
HIM
4047
Hotaling Investment Management
Pennsylvania
$230M -$30M -12% 13.3% 52.6% 134 14.93% 2.2
WA
4048
WP Advisors
California
$230M -$12.8M -5% 17.9% 113% 117 12.82% 2.5
NovaPoint Capital
4049
NovaPoint Capital
Georgia
$230M -$44.9M -16% 12% 94% 142 16.2% 1.8
Clare Market Investments
4050
Clare Market Investments
Texas
$230M -$84.2M -27% 20.4% – 179 43.02% 1.7