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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)
BOCHK Asset Management
4276
BOCHK Asset Management
Hong Kong
$286M +$124M +76% 43.5% 503% 90 62.22% 0.1
Measured Wealth Private Client Group
4277
Measured Wealth Private Client Group
New Hampshire
$286M +$14.9M +5% 9.81% 84.3% 194 13.92% 2.3
James J. Burns & Company
4278
James J. Burns & Company
New York
$286M -$134M -32% 7.37% 70.2% 124 34.68% 1.2
AWA
4279
Aquire Wealth Advisors
Utah
$286M +$23.1M +9% 6.23% 60.2% 46 13.04% 1.7
Financial Security Advisor
4280
Financial Security Advisor
Virginia
$286M +$31.6M +12% 10.2% 83.5% 114 11.4% 0.4
Rockline Wealth Management
4281
Rockline Wealth Management
New York
$286M +$45.3M +19% 18.8% 176% 95 9.47% 0.2
Beach Point Capital Management
4282
Beach Point Capital Management
California
$286M +$35.2M +14% 4.7% 84.1% 13 23.08% 1.7
Packer & Co
4283
Packer & Co
Australia
$286M +$15.3M +6% 8.2% – 3 0% 4.3
NovaPoint Capital
4284
NovaPoint Capital
Georgia
$285M +$16.1M +6% 8.2% 94% 143 12.59% 2.7
Atlas Merchant Capital
4285
Atlas Merchant Capital
New York
$285M -$81.8M -22% 2.68% 67.6% 94 35.11% 0.8
LIC
4286
Laurus Investment Counsel
Canada
$285M +$9.22M +3% 7.37% 14.1% 40 5% 3.4
Midwest Professional Planners Ltd (MPPL)
4287
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$285M +$34.2M +14% 12.1% 136% 155 21.94% 2.9
Jentner Corp
4288
Jentner Corp
Ohio
$285M +$25.8M +10% 4.74% 38.9% 54 11.11% 3.5
MSH Capital Advisors
4289
MSH Capital Advisors
Arizona
$285M +$17M +6% 7.46% 77.4% 225 10.22% 1.7
AlphaMark Advisors
4290
AlphaMark Advisors
Kentucky
$284M +$21.1M +8% 9.78% 26.4% 850 26% 3.4
MBM Wealth Consultants
4291
MBM Wealth Consultants
Missouri
$284M +$16.6M +6% 7.47% 57.1% 110 8.18% 3
Pineridge Advisors
4292
Pineridge Advisors
Missouri
$284M -$17.5M -6% 2.87% – 862 34.8% 0.2
SM
4293
Samjo Management
New York
$284M +$1.97M +0.7% 1.6% – 56 12.5% 0.2
Strata Wealth Advisors
4294
Strata Wealth Advisors
Texas
$284M +$30.4M +12% 9.12% 73.6% 84 28.57% 0.6
Cornerstone Advisors Asset Management
4295
Cornerstone Advisors Asset Management
Pennsylvania
$284M +$19.3M +7% 5.52% 44.5% 104 6.73% 1.5
Sentinus LLC
4296
Sentinus LLC
Illinois
$284M – – 6% – 171 – 1
Physicians Financial Services
4297
Physicians Financial Services
North Carolina
$284M +$20.1M +8% 10.5% 116% 104 1.92% 6.4
LJHT
4298
Laurie J. Hall Trustee
$284M +$23M +9% 11.3% 105% 262 5.73% 6.6
AFS
4299
Aft Forsyth & Sober
Florida
$284M +$24.3M +9% 12% 94.6% 85 9.41% 3.2
Atwater Malick
4300
Atwater Malick
Pennsylvania
$284M +$28.6M +11% 9.77% 83.4% 79 13.92% 2.8