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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)
Empower Annuity Insurance Company
4226
Empower Annuity Insurance Company
Connecticut
$272M +$21.2M +8% 8.47% 0.86% 1 0% 1
3Chopt Investment Partners
4227
3Chopt Investment Partners
Virginia
$272M +$102M +60% 10.6% 128% 167 67.07% 0.3
Cavalier Investments
4228
Cavalier Investments
Georgia
$272M +$16.1M +6% 14.6% 171% 97 11.34% 1.1
Windham Capital Management
4229
Windham Capital Management
Massachusetts
$272M +$23M +9% 8.63% 8.3% 88 6.82% 3.9
BCS Wealth Management
4230
BCS Wealth Management
Tennessee
$272M +$31.3M +13% 8.15% 51% 226 15.04% 1
Measured Wealth Private Client Group
4231
Measured Wealth Private Client Group
New Hampshire
$271M +$22.8M +9% 10.7% 84.3% 193 22.8% 2.2
SailingStone Capital Partners
4232
SailingStone Capital Partners
Texas
$271M -$68.9M -20% 4.28% 152% 12 0% 3.1
KEB Asset Management
4233
KEB Asset Management
Illinois
$271M +$28.9M +12% 10.8% 68.9% 69 14.49% 1.3
RPg Family Wealth Advisory
4234
RPg Family Wealth Advisory
Massachusetts
$271M +$27.7M +11% 9.22% 117% 119 21.01% 2.2
Wellington Shields & Co
4235
Wellington Shields & Co
New York
$271M -$129M -32% 11.6% 127% 310 12.26% 3
VisionPoint Advisory Group
4236
VisionPoint Advisory Group
Texas
$271M +$37.8M +16% 8.93% 79.3% 909 40.81% 0.6
Redwood Grove Capital
4237
Redwood Grove Capital
California
$271M +$21.4M +9% 13.3% 79.8% 27 7.41% 2.2
Prevatt Capital
4238
Prevatt Capital
Bahamas
$271M – – 12.2% – 15 – 0
Guidance Point Advisors
4239
Guidance Point Advisors
Massachusetts
$270M +$24.7M +10% 11.8% 71.8% 74 9.46% 3.6
Packer & Co
4240
Packer & Co
Australia
$270M +$11.4M +4% 5.12% – 3 0% 4.1
Carr Financial Group
4241
Carr Financial Group
Massachusetts
$270M +$17.5M +7% 9.05% 66.1% 175 11.43% 0.9
TCP Asset Management
4242
TCP Asset Management
Ohio
$270M +$36.5M +16% 10.4% 65% 73 19.18% 0.7
WMC
4243
Westwood Management Corporation
Illinois
$270M -$426M -61% 12.2% 44.3% 54 48.15% 5.8
WA
4244
WP Advisors
California
$270M +$28.3M +12% 12.1% 113% 109 12.84% 3.6
Buckhead Capital Management
4245
Buckhead Capital Management
Georgia
$270M +$29.6M +12% 9.85% 76.1% 120 10% 4.7
Buck Wealth Strategies
4246
Buck Wealth Strategies
Colorado
$270M +$21.2M +9% 8.34% 48.4% 368 83.15% 0.9
Bank of Korea
4247
Bank of Korea
South Korea
$270M -$183M -40% 5.2% – 3 0% 1
Wakefield Asset Management
4248
Wakefield Asset Management
Colorado
$270M +$48.5M +22% 13.1% 147% 192 48.44% 1.1
Roanoke Asset Management
4249
Roanoke Asset Management
New Jersey
$270M +$26M +11% 14.6% 50.3% 106 6.6% 6.6
Ritter Daniher Financial Advisory
4250
Ritter Daniher Financial Advisory
Ohio
$270M +$32.8M +14% 10.3% 56.7% 381 16.01% 1.8