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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)
Buckley Wealth Management
4326
Buckley Wealth Management
Nevada
$334M +$12.7M +4% 6.1% 88% 109 12.84% 4.5
Johnson & Johnson
4327
Johnson & Johnson
New Jersey
$334M -$7.78M -2% 4.85% 339% 20 0% 2.8
MFGP
4328
Marshall Financial Group (Pennsylvania)
Pennsylvania
$334M +$16.2M +5% 8.7% 65.5% 55 7.27% 5.2
FCA Corp
4329
FCA Corp
Texas
$334M +$20.4M +6% 6.88% 57.4% 188 6.91% 4.9
Aikya Investment Management
4330
Aikya Investment Management
United Kingdom
$333M +$63.7M +24% 12.2% – 4 0% 1.2
Triumph Capital Management
4331
Triumph Capital Management
Colorado
$333M +$32.9M +11% 7.51% 55.5% 316 22.15% 1.4
Mezzasalma Advisors
4332
Mezzasalma Advisors
New Jersey
$333M +$43.8M +15% 18.4% 203% 153 9.15% 1.5
EPG Wealth Management
4333
EPG Wealth Management
Georgia
$333M -$26.2M -7% 11.8% 96% 430 31.16% 0.7
Galibier Capital Management
4334
Galibier Capital Management
Ontario, Canada
$333M +$12.3M +4% 13.4% 66.8% 41 17.07% 3.1
RI
4335
Rinkey Investments
California
$333M +$17.2M +5% 5.87% 42.1% 110 22.73% 1.4
SWK
4336
Stephen W. Kidder
$333M +$11.8M +4% 6.55% 94.7% 76 10.53% 6.8
Atlas Merchant Capital
4337
Atlas Merchant Capital
New York
$332M +$293M +734% 113% 65.7% 22 68.18% 0.7
Wood Tarver Financial Group
4338
Wood Tarver Financial Group
Idaho
$332M +$25.2M +8% 7.05% – 723 5.81% 0.5
Capital Impact Advisors
4339
Capital Impact Advisors
Massachusetts
$332M +$71.2M +27% 28.6% – 34 23.53% 0.2
Performa Ltd (US)
4340
Performa Ltd (US)
South Carolina
$332M +$31.1M +10% 8.19% 55.8% 58 17.24% 2.3
Engle Capital Management
4341
Engle Capital Management
Connecticut
$332M +$54.9M +20% 25.5% 398% 30 40% 0.8
West Virginia University Foundation
4342
West Virginia University Foundation
West Virginia
$332M +$38.4M +13% 10.6% – 2 0% 0.5
Alpine Investment Management
4343
Alpine Investment Management
Hong Kong
$331M -$124M -27% 2.14% 33.7% 15 80% 0.2
Wright Investors Service
4344
Wright Investors Service
Connecticut
$331M +$28.8M +10% 15.5% 146% 156 19.23% 4.3
HC
4345
Headland Capital
South Carolina
$331M +$30.2M +10% 9.51% – 65 21.54% 0.4
Keating Investment Counselors
4346
Keating Investment Counselors
Florida
$331M -$776K -0.2% 0.37% 50% 67 11.94% 6.5
FP
4347
Financial Perspectives
Minnesota
$331M +$38.7M +13% 12.9% 87.8% 736 3.94% 4.1
Keystone Financial Planning
4348
Keystone Financial Planning
Ohio
$331M -$4.86M -1% 0.46% 46% 46 2.17% 6.6
Hilltop Partners
4349
Hilltop Partners
Indiana
$331M +$34.4M +12% 7.95% 64.9% 122 18.85% 1.6
Strategic Investment Solutions
4350
Strategic Investment Solutions
Illinois
$331M -$14M -4% 11.1% – 725 23.45% 1.5