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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)
Coleford Investment Management
4126
Coleford Investment Management
Canada
$459M +$50.7M +12% 10.6% – 25 12% 1.2
Global Assets Advisory
4127
Global Assets Advisory
Florida
$458M +$109M +31% 17% 95.9% 594 65.49% 0.8
Seven Springs Wealth Group
4128
Seven Springs Wealth Group
Tennessee
$458M +$25.6M +6% 7.24% 59.2% 87 9.2% 3.7
AllGen Financial Advisors
4129
AllGen Financial Advisors
Florida
$458M +$36.5M +9% 8.15% 39.7% 43 23.26% 2
Westmount Partners
4130
Westmount Partners
California
$457M +$50.8M +13% 18.6% 101% 303 22.11% 2.2
Atlas Private Wealth Advisors
4131
Atlas Private Wealth Advisors
New Jersey
$457M +$32.1M +8% 13.4% 57.8% 144 11.81% 3
Carmel Capital Management
4132
Carmel Capital Management
California
$456M +$107M +31% 41.1% 265% 29 17.24% 3.4
Canal Insurance Company
4133
Canal Insurance Company
South Carolina
$456M -$9.1M -2% 11.9% 114% 79 7.59% 6.1
Warther Private Wealth
4134
Warther Private Wealth
Ohio
$456M +$29.4M +7% 12.8% 94.1% 51 23.53% 2
Carderock Capital Management
4135
Carderock Capital Management
Maryland
$456M +$51M +13% 22.8% 97.6% 76 15.79% 5.6
Legacy Wealth Asset Management
4136
Legacy Wealth Asset Management
Minnesota
$456M +$44.7M +11% 22.4% 116% 405 13.83% 3
CLG LLC
4137
CLG LLC
California
$455M +$52.7M +13% 12.3% – 159 17.61% 1.1
CWM
4138
Cordatus Wealth Management
Pennsylvania
$455M +$35.1M +8% 11.3% 108% 182 17.58% 1.5
Natural Investments
4139
Natural Investments
California
$455M +$49.8M +12% 18.8% – 320 15.94% 1
Colony Family Offices
4140
Colony Family Offices
North Carolina
$455M +$49.5M +12% 11.2% 53.9% 62 1.61% 3.5
Miramar Capital
4141
Miramar Capital
Illinois
$455M +$5.76M +1% 2.19% 47.3% 60 11.67% 4.1
Bulldog Investors
4142
Bulldog Investors
New Jersey
$455M +$9.7M +2% 3.67% 22.5% 282 43.62% 0.9
Lisanti Capital Growth
4143
Lisanti Capital Growth
New York
$455M +$57.7M +15% 66.2% 1,490% 153 61.44% 0.5
Highland Financial Advisors
4144
Highland Financial Advisors
New Jersey
$455M +$75.9M +20% 13.9% 70% 75 13.33% 2.3
Progressive Investment Management
4145
Progressive Investment Management
Oregon
$454M +$75.6M +20% 34.3% 139% 59 6.78% 4.9
GSG Advisors
4146
GSG Advisors
New Jersey
$454M +$69.3M +18% 17.3% 88% 153 13.07% 1.8
Markowski Investments
4147
Markowski Investments
Florida
$454M – – 13.9% – 619 – 0
Integral Investment Advisors
4148
Integral Investment Advisors
California
$454M +$52.1M +13% 14.1% 60% 184 7.07% 2.5
Weaver Capital Management
4149
Weaver Capital Management
Georgia
$454M -$7.07M -2% 10.3% 79.4% 174 1.15% 2
Gray Foundation
4150
Gray Foundation
New York
$454M +$57M +14% 21.1% – 11 18.18% 2.1