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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)
Austin Wealth Management
4026
Austin Wealth Management
Texas
$473M +$33M +7% 8.25% 52.4% 129 10.85% 2.1
ArchPoint Investors
4027
ArchPoint Investors
Florida
$473M +$53.3M +13% 17.4% 111% 85 14.12% 4
VDBMI
4028
Van Den Berg Management I
Texas
$473M +$37.2M +9% 24.5% 187% 139 17.99% 3.4
American Investment Services
4029
American Investment Services
Massachusetts
$473M +$25M +6% 7.13% 63.1% 136 5.15% 6.5
Logan Stone Capital
4030
Logan Stone Capital
Illinois
$473M +$113M +31% 5.65% 43.9% 209 62.2% 0.3
BCGM Wealth Management
4031
BCGM Wealth Management
Indiana
$473M +$74.9M +19% 9.43% 54.9% 195 15.38% 2.8
Shelter Mutual Insurance
4032
Shelter Mutual Insurance
Missouri
$473M +$23.1M +5% 6.51% 51.2% 58 0% 7.6
Copper Harbor Investment Advisors
4033
Copper Harbor Investment Advisors
Wisconsin
$472M – – 12.9% – 95 – 0
Summit Wealth & Retirement Planning
4034
Summit Wealth & Retirement Planning
California
$472M +$52.9M +13% 12.1% 67.6% 116 9.48% 2.9
Cordoba Advisory Partners
4035
Cordoba Advisory Partners
New York
$472M +$110M +30% 7.79% – 149 24.16% 0.4
Acumen Wealth Advisors
4036
Acumen Wealth Advisors
Tennessee
$472M +$100M +27% 21.8% – 534 24.91% 0.4
Lansing Street Advisors
4037
Lansing Street Advisors
Pennsylvania
$472M +$74.6M +19% 14.2% – 180 23.33% 2
Aisling Capital Management
4038
Aisling Capital Management
New York
$472M -$4.67M -1% 12.9% 793% 14 7.14% 3.6
Peavine Capital
4039
Peavine Capital
Nevada
$472M +$25.5M +6% 6.33% 30.8% 9 0% 6.4
Paulson Wealth Management
4040
Paulson Wealth Management
Illinois
$471M +$44.7M +10% 12.9% 62.6% 148 8.78% 3.9
High Net Worth Advisory Group
4041
High Net Worth Advisory Group
Florida
$471M +$42.6M +10% 11.7% 75.7% 263 12.17% 3.1
California First Leasing Corp
4042
California First Leasing Corp
California
$471M +$159M +51% 97% 377% 41 21.95% 3
Decker Wealth Management LLC
4043
Decker Wealth Management LLC
Tennessee
$471M +$30.3M +7% 13.3% – 111 9.01% 0.5
D.B. Root & Company
4044
D.B. Root & Company
Pennsylvania
$471M +$52.2M +12% 11.6% 63% 213 13.15% 3.8
Baker Tilly Wealth Management
4045
Baker Tilly Wealth Management
Wisconsin
$471M +$59.6M +14% 12.9% 96.9% 311 18.33% 3
AMI Investment Management
4046
AMI Investment Management
Indiana
$471M +$25.8M +6% 9.08% 52% 80 6.25% 5.8
JHC
4047
Jones Hill Capital
New York
$470M +$3.89M +0.8% 9.39% – 41 65.85% 0.1
Bill Few Associates
4048
Bill Few Associates
Pennsylvania
$470M +$52.6M +13% 13.9% 91.5% 231 9.96% 2.7
Aster Capital Management
4049
Aster Capital Management
United Arab Emirates
$470M +$164M +54% 15.6% – 1,328 78.24% 0.2
White Pine Investment Company
4050
White Pine Investment Company
Michigan
$469M +$38.8M +9% 8.33% 73.3% 74 12.16% 5.4