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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)
Hunter Perkins Capital Management
4201
Hunter Perkins Capital Management
Illinois
$446M +$19M +4% 7.83% 58% 156 11.54% 2.2
MM
4202
Meridian Management
Arkansas
$446M +$43.6M +11% 11.6% 57.8% 92 20.65% 5.9
Howard Hughes Medical Institute
4203
Howard Hughes Medical Institute
Maryland
$445M +$29.5M +7% 38.7% 70.9% 31 3.23% 0.9
Legacy Wealth Partners (Colorado)
4204
Legacy Wealth Partners (Colorado)
Colorado
$445M +$46.3M +12% 10.5% – 209 25.36% 0.4
Searle & Co
4205
Searle & Co
Connecticut
$445M +$47.4M +12% 22.8% 93.8% 209 14.35% 5.1
Tillman Hartley LLC
4206
Tillman Hartley LLC
Colorado
$445M +$46.8M +12% 9.32% 46.6% 99 16.16% 2.6
Little House Capital
4207
Little House Capital
Massachusetts
$445M +$57.8M +15% 19.8% 108% 116 6.03% 3.1
Dumont & Blake Investment Advisors
4208
Dumont & Blake Investment Advisors
New Jersey
$445M +$45.3M +11% 18.3% 86.1% 214 10.28% 7.2
CGC Financial Services
4209
CGC Financial Services
Oregon
$445M +$98.6M +28% 9.28% 46% 347 7.49% 2.4
Dodds Wealth
4210
Dodds Wealth
Colorado
$445M +$37.2M +9% 7.58% – 56 8.93% 2.2
United Wealth Management
4211
United Wealth Management
Virginia
$444M +$42.1M +10% 9.74% – 24 0% 1.4
Accel Wealth Management
4212
Accel Wealth Management
Iowa
$444M +$61M +16% 18.7% 82.4% 317 12.3% 2.8
Tradewinds LLC
4213
Tradewinds LLC
North Carolina
$444M +$133M +43% 14.3% – 269 63.2% 0.4
Arjuna Capital
4214
Arjuna Capital
North Carolina
$444M +$51M +13% 25.5% 105% 124 20.97% 2.5
Wakefield Asset Management
4215
Wakefield Asset Management
Colorado
$444M +$66.8M +18% 20.1% 139% 250 25.6% 1.3
Tidemark
4216
Tidemark
California
$444M +$50.7M +13% 10.3% – 987 13.98% 1.4
VM
4217
Venator Management
Pennsylvania
$444M +$28.2M +7% 9.09% 101% 30 16.67% 2.8
Empirical Asset Management
4218
Empirical Asset Management
Massachusetts
$444M +$64.7M +17% 22.9% 94.5% 509 33.99% 1.5
SK Wealth Management
4219
SK Wealth Management
Rhode Island
$444M +$83.5M +23% 10.8% – 81 6.17% 1.4
Vance Wealth
4220
Vance Wealth
California
$444M +$97.5M +28% 13.5% 66.4% 138 15.22% 2.6
Duncan Williams Asset Management
4221
Duncan Williams Asset Management
Tennessee
$444M +$82.9M +23% 14.2% – 177 15.82% 1.5
TA
4222
TrueWealth Advisors
Alabama
$444M +$46M +12% 12.8% 60.9% 248 11.29% 2.9
Princeton Capital Management
4223
Princeton Capital Management
New Jersey
$443M +$76.8M +21% 27% 206% 148 8.11% 4
Peak Planning Group
4224
Peak Planning Group
Colorado
$443M +$82.3M +23% 23.7% 105% 131 10.69% 2.2
Adams Street Partners
4225
Adams Street Partners
Illinois
$443M +$182M +70% 25.4% 399% 4 25% 4.8