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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)
SWS Partners
4101
SWS Partners
Ohio
$414M +$4.56M +1% 2.62% 127% 122 6.56% 3.1
LongView Wealth Management
4102
LongView Wealth Management
Georgia
$414M +$45M +12% 1.03% 60.8% 251 11.16% 1.5
Hussman Strategic Advisors
4103
Hussman Strategic Advisors
Maryland
$414M -$48M -10% 3.94% 43.1% 372 59.68% 1.8
Total Clarity Wealth Management
4104
Total Clarity Wealth Management
Illinois
$414M +$37.4M +10% 3.43% 73.2% 338 26.92% 1.9
Hilltop National Bank
4105
Hilltop National Bank
Wyoming
$414M +$7.52M +2% 1.98% – 843 13.4% 1.5
GWM
4106
Gibbs Wealth Management
Georgia
$413M -$28.8M -7% 2.18% – 347 12.1% 1.2
ACM
4107
AIGH Capital Management
Maryland
$413M +$58.3M +16% 39% 3,026% 46 43.48% 0.9
Uncommon Cents Investing
4108
Uncommon Cents Investing
Wisconsin
$413M +$11M +3% 4.79% 91.4% 208 0.96% 4.9
Milestone Investment Advisors
4109
Milestone Investment Advisors
Wisconsin
$413M +$10.5M +3% 1.5% 56.9% 133 6.02% 2.4
Carderock Capital Management
4110
Carderock Capital Management
Maryland
$413M +$1.44M +0.4% 5.11% 97.6% 77 16.88% 6.1
Legacy Capital Group California
4111
Legacy Capital Group California
California
$413M +$20.2M +5% 5.49% 129% 367 19.07% 1.6
HH
4112
HWG Holdings
Texas
$413M +$18.1M +5% 3.93% – 63 34.92% 2.5
Canal Insurance Company
4113
Canal Insurance Company
South Carolina
$413M -$57M -12% 0.54% 114% 71 18.31% 7.1
BigSur Wealth Management
4114
BigSur Wealth Management
Florida
$412M +$3.97M +1% 2.77% 94.8% 163 4.91% 4.3
CEI
4115
Clark Estates Inc
New York
$412M -$25.6M -6% 2.67% 34.5% 109 19.27% 2.4
Ayalon Insurance Company
4116
Ayalon Insurance Company
Israel
$412M +$16.6M +4% 3.06% 99.6% 58 0% 5.8
KFA Private Wealth Group
4117
KFA Private Wealth Group
Virginia
$411M +$61.1M +17% 1.82% 62.8% 153 11.76% 2.3
Kelly Lawrence W & Associates
4118
Kelly Lawrence W & Associates
California
$411M -$1.51M -0.4% 5.23% 123% 160 20.63% 6.3
Coleford Investment Management
4119
Coleford Investment Management
Canada
$411M -$5.36M -1% 6.86% – 22 0% 0.9
McElhenny Sheffield Capital Management
4120
McElhenny Sheffield Capital Management
Texas
$411M -$11M -3% 3.07% 86.3% 121 29.75% 2.1
Technology Crossover Management VIII
4121
Technology Crossover Management VIII
California
$411M -$41.5M -9% 9.01% 77.9% 5 0% 5.8
JPL Wealth Management
4122
JPL Wealth Management
Colorado
$410M -$10.8M -3% 1.8% – 1,193 90.7% 1.6
Detalus Advisors
4123
Detalus Advisors
Missouri
$410M +$24M +6% 2.08% 75.7% 181 9.39% 3.2
Evergreen Advisors
4124
Evergreen Advisors
Tennessee
$410M – – 1.41% – 24 – 3.4
D.B. Root & Company
4125
D.B. Root & Company
Pennsylvania
$410M +$15.9M +4% 1.64% 63% 196 11.22% 3.9