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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)
DCM
4276
Divisar Capital Management
California
$368M -$64.7M -15% 24.6% 194% 28 17.86% 3.6
United Wealth Management
4277
United Wealth Management
Virginia
$367M +$23.1M +7% 5.57% – 24 4.17% 0.7
Teramo Advisors
4278
Teramo Advisors
Florida
$367M +$15.9M +5% 7.69% 72.1% 26 57.69% 1.3
CLG LLC
4279
CLG LLC
California
$367M +$46.5M +15% 13.9% – 139 11.51% 0.6
Beam Wealth Advisors
4280
Beam Wealth Advisors
Louisiana
$367M +$31.4M +9% 8.29% 59.7% 114 10.53% 2.3
Mindset Wealth Management
4281
Mindset Wealth Management
Indiana
$367M +$61.4M +20% 16.5% – 183 19.67% 0.7
Snider Financial Group
4282
Snider Financial Group
Washington
$367M +$20M +6% 6.64% 87% 119 5.88% 1.6
MJP
4283
Michael J. Puzo
$367M +$15.6M +4% 6.75% 90.3% 73 5.48% 7.2
Pensionfund Sabic
4284
Pensionfund Sabic
Netherlands
$367M +$13.7M +4% 6.31% 63.6% 214 0.47% 5.1
Sovereign Investment Advisors
4285
Sovereign Investment Advisors
Arizona
$367M +$2.91M +0.8% 2.47% 43.7% 36 2.78% 4
Wakefield Asset Management
4286
Wakefield Asset Management
Colorado
$366M +$8.34M +2% 8.44% 139% 220 19.09% 1.3
Physicians Financial Services
4287
Physicians Financial Services
North Carolina
$366M +$30.6M +9% 11.1% 100% 110 4.55% 6.7
Cooper Investors
4288
Cooper Investors
Australia
$366M -$183M -33% 0.85% 57.5% 55 43.64% 1.8
One River Asset Management
4289
One River Asset Management
Connecticut
$366M +$321M +707% 6.49% 27% 185 85.41% 0.2
Pinion Investment Advisors
4290
Pinion Investment Advisors
Kansas
$366M +$76M +26% 8.13% 75.4% 179 15.08% 3.1
Bell Asset Management
4291
Bell Asset Management
Australia
$366M -$87.7M -19% 6.44% 45.3% 70 21.43% 3.6
Roberts, Glore & Co
4292
Roberts, Glore & Co
Illinois
$366M +$23.4M +7% 8.97% 72.3% 222 9.46% 6.4
Narus Financial Partners
4293
Narus Financial Partners
Utah
$366M +$45.1M +14% 6.72% 85.3% 174 13.22% 3.4
Portland Investment Counsel
4294
Portland Investment Counsel
Ontario, Canada
$365M +$25.4M +7% 28.8% 108% 53 11.32% 2.7
Buckley Wealth Management
4295
Buckley Wealth Management
Nevada
$365M +$31.1M +9% 10.2% 88% 109 7.34% 4.8
Cerro Pacific Wealth Advisors
4296
Cerro Pacific Wealth Advisors
California
$365M +$5.1M +1% 7.48% – 165 7.27% 3.2
Sollinda Capital Management
4297
Sollinda Capital Management
Florida
$365M -$19M -5% 5.48% – 100 37% 1.3
LFGO
4298
Legacy Financial Group (Oklahoma)
Oklahoma
$365M +$26.5M +8% 6.84% 64.2% 96 15.63% 1.8
Selkirk Management
4299
Selkirk Management
New Jersey
$365M +$26.6M +8% 13.1% 245% 14 14.29% 6.2
ArchPoint Investors
4300
ArchPoint Investors
Florida
$365M +$24.2M +7% 13.9% 111% 74 9.46% 4.1