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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)
Sterling Investment Counsel
4326
Sterling Investment Counsel
New York
$425M +$68M +19% 17.7% 93.8% 207 10.14% 1.7
RI
4327
Rinkey Investments
California
$425M +$33.8M +9% 8.89% 42.1% 137 15.33% 1.8
SWMG LLC
4328
SWMG LLC
Texas
$424M +$74.3M +21% 15.9% 68.7% 134 35.82% 2.2
Fivespan Partners
4329
Fivespan Partners
California
$424M +$46.9M +12% 1.84% – 6 33.33% 0.3
AMJ Financial Wealth Management
4330
AMJ Financial Wealth Management
Virginia
$424M $0 0% 14.6% 167% 86 0% 1.9
Myriad Asset Management Advisors
4331
Myriad Asset Management Advisors
Florida
$424M +$84.4M +25% 25.7% – 67 56.72% 0.3
Meredith Wealth Planning
4332
Meredith Wealth Planning
Illinois
$424M +$54.6M +15% 12.3% 66.5% 76 10.53% 2
Wood Tarver Financial Group
4333
Wood Tarver Financial Group
Idaho
$424M +$61.7M +17% 16% – 170 11.76% 1.3
Avalon Capital Management
4334
Avalon Capital Management
California
$423M +$69.1M +19% 16% 151% 143 23.78% 2.1
White Pine Capital
4335
White Pine Capital
Minnesota
$423M +$55.5M +15% 26.2% 143% 247 9.72% 6.5
Miller Value Partners
4336
Miller Value Partners
Florida
$423M +$39.9M +10% 9.46% 133% 59 11.86% 2.1
Birinyi Associates
4337
Birinyi Associates
Connecticut
$423M +$55.6M +15% 20.4% 133% 63 7.94% 6.8
MI
4338
M3F Inc
Utah
$422M +$18.7M +5% 21.6% 139% 30 33.33% 4.2
Westwind Capital
4339
Westwind Capital
New Mexico
$422M +$5.64M +1% 24.1% 87.6% 107 56.07% 1.3
Globe Life
4340
Globe Life
Texas
$422M +$40.8M +11% 13.1% 60.1% 2 0% 6.1
RenaissanceRe Holdings
4341
RenaissanceRe Holdings
Bermuda
$421M +$15.2M +4% 4.06% 40.8% 5 0% 4.2
Fedenia Advisers
4342
Fedenia Advisers
Wisconsin
$421M +$286M +213% 62.1% – 461 79.83% 0.2
Delta Financial Advisors
4343
Delta Financial Advisors
Louisiana
$421M +$37.2M +10% 16.4% 107% 154 4.55% 4.4
EnRich Financial Partners
4344
EnRich Financial Partners
Wisconsin
$421M +$43.9M +12% 10.4% 50.7% 69 10.14% 2
Compass Advisory Group
4345
Compass Advisory Group
New York
$421M +$47.1M +13% 10.2% 49.2% 89 3.37% 3.5
Pier 88 Investment Partners
4346
Pier 88 Investment Partners
California
$421M +$31M +8% 9.66% 36.1% 127 25.2% 1.5
Fruth Investment Management
4347
Fruth Investment Management
Texas
$421M +$19.4M +5% 12.3% 79.4% 236 8.47% 8.7
PYA Waltman Capital
4348
PYA Waltman Capital
Tennessee
$421M +$59.8M +17% 7.86% 62.4% 74 18.92% 3.8
True Wealth Design
4349
True Wealth Design
Ohio
$420M +$60M +17% 11.5% 57% 2,944 18.14% 1.5
ETF Portfolio Partners
4350
ETF Portfolio Partners
Kansas
$420M +$39.7M +10% 10.8% 50.2% 72 8.33% 4.5