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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)
S.E.E.D. Planning Group
4326
S.E.E.D. Planning Group
New York
$302M +$26.5M +10% 8.96% 57.3% 77 9.09% 3.2
GoodHaven Capital Management
4327
GoodHaven Capital Management
New Jersey
$302M +$29.2M +11% 13.2% 80.7% 26 0% 4.8
Argonautica Private Wealth Management
4328
Argonautica Private Wealth Management
Massachusetts
$302M +$9.35M +3% 6% 167% 204 7.35% 1.3
NIA Impact Advisors
4329
NIA Impact Advisors
California
$301M +$22.9M +8% 9.82% – 110 7.27% 1.4
Defender Capital
4330
Defender Capital
North Carolina
$301M +$8.46M +3% 9.98% 101% 38 15.79% 2.9
Abound Wealth Management
4331
Abound Wealth Management
Tennessee
$301M +$29.9M +11% 7.3% 65.7% 1,363 19.08% 1.4
FAP
4332
Financial Advisory Partners
Florida
$301M +$33.7M +13% 7.27% 52.9% 71 11.27% 1.9
Horan Capital Advisors
4333
Horan Capital Advisors
Ohio
$301M +$16.4M +6% 7.1% 26.6% 120 5.83% 4.5
ORG Wealth Partners
4334
ORG Wealth Partners
Texas
$301M – – 19.3% – 479 – 0
BE
4335
Bonness Enterprises
District of Columbia
$301M +$27.5M +10% 13.5% 98.6% 37 0% 10.8
Detalus Advisors
4336
Detalus Advisors
Missouri
$301M +$9.13M +3% 6.61% 75.7% 163 12.88% 2.8
TIFF Advisory Services
4337
TIFF Advisory Services
Pennsylvania
$301M +$10.8M +4% 4.46% 86.3% 26 30.77% 1.6
Family Legacy Inc
4338
Family Legacy Inc
South Carolina
$301M +$21.5M +8% 7.53% 89% 123 3.25% 5
Whitaker-Myers Wealth Managers
4339
Whitaker-Myers Wealth Managers
Ohio
$301M +$29.9M +11% 7.2% 75.2% 116 23.28% 1.1
Legacy Capital Group California
4340
Legacy Capital Group California
California
$301M +$23.3M +8% 6.83% 129% 360 28.06% 0.9
Neumann Capital Management
4341
Neumann Capital Management
California
$301M +$9.6M +3% 6.84% 89.9% 103 6.8% 6.5
Syntrinsic
4342
Syntrinsic
Colorado
$301M -$590K -0.2% 6.77% – 86 18.6% 0.9
Juniper Capital Advisors
4343
Juniper Capital Advisors
Texas
$301M -$51.6M -15% 14.7% – 1 0% 0.8
ForthRight Wealth Management
4344
ForthRight Wealth Management
Georgia
$300M +$22.1M +8% 6.91% 44.6% 67 10.45% 2.4
Chase Investment Counsel
4345
Chase Investment Counsel
Virginia
$300M +$18.3M +6% 10.2% 350% 143 28.67% 1.5
Thomas J. Herzfeld Advisors
4346
Thomas J. Herzfeld Advisors
Florida
$300M +$15.2M +5% 3.55% 17.7% 253 44.66% 3.9
Dodds Wealth
4347
Dodds Wealth
Colorado
$300M +$43.8M +17% 5.55% 35.4% 59 5.08% 0.7
Benchmark Financial Wealth Advisors
4348
Benchmark Financial Wealth Advisors
Florida
$300M +$30M +11% 5.94% 81.6% 105 19.05% 2.5
TCOT
4349
Trust Company of Tennessee
Tennessee
$300M +$20.3M +7% 7.7% – 6 0% 0.3
Prudent Man Advisors
4350
Prudent Man Advisors
Illinois
$300M +$16.9M +6% 6.7% 82.8% 195 17.44% 2.6