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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)
CWM
4351
CCG Wealth Management
California
$369M +$136M +58% 2.87% 82.6% 139 30.94% 2.3
AYAL Capital Advisors
4352
AYAL Capital Advisors
Ontario, Canada
$369M +$81.9M +29% 6.62% – 69 57.97% 0.4
EPG Wealth Management
4353
EPG Wealth Management
Georgia
$369M -$2.81M -0.8% 0.62% 108% 334 8.68% 1.3
Newton One Investments
4354
Newton One Investments
Delaware
$368M +$29.5M +9% 1.29% 42% 121 0.83% 2.5
Merk Investments
4355
Merk Investments
California
$368M +$7.19M +2% 5.68% 303% 11 9.09% 3.6
WCM
4356
Westerly Capital Management
California
$368M -$87.5M -19% 0.78% 116% 45 26.67% 1.9
White Pine Capital
4357
White Pine Capital
Minnesota
$368M +$4.3M +1% 5.72% 143% 231 5.63% 6.6
Farmers & Merchants Trust Co of Chambersburg PA
4358
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$367M +$10.2M +3% 0.9% 65.5% 346 6.94% 5.8
Prasad Wealth Partners
4359
Prasad Wealth Partners
Ohio
$367M -$7.43M -2% 2.45% – 158 15.82% 0.9
Birinyi Associates
4360
Birinyi Associates
Connecticut
$367M -$32.7M -8% 6.89% 133% 63 12.7% 6.8
ValueWorks
4361
ValueWorks
New York
$367M -$13M -3% 12.6% 190% 37 10.81% 5.2
Northcape Wealth Management
4362
Northcape Wealth Management
New York
$367M +$12.4M +3% 3.68% 74% 149 12.75% 2.9
Capco Asset Management
4363
Capco Asset Management
Florida
$367M -$42.2M -10% 10.6% 46.1% 31 22.58% 4.7
Princeton Capital Management
4364
Princeton Capital Management
New Jersey
$367M -$21M -5% 3.15% 206% 150 13.33% 4.1
CVA
4365
Central Valley Advisors
California
$366M +$31.8M +9% 0.6% 77.8% 190 22.63% 1.2
CV Advisors
4366
CV Advisors
Florida
$366M -$25.6M -7% 5.92% 112% 54 25.93% 1.4
Lexington Partners
4367
Lexington Partners
New York
$366M +$26.9M +8% 8.6% 24.5% 5 40% 1.8
Redmond Asset Management
4368
Redmond Asset Management
Virginia
$366M -$25.9M -7% 1.29% 68.2% 205 7.8% 4.6
Argent Advisors
4369
Argent Advisors
Louisiana
$366M +$8.03M +2% 2.91% 63.1% 181 10.5% 3.6
Measured Wealth Private Client Group
4370
Measured Wealth Private Client Group
New Hampshire
$366M -$11.9M -3% 1.19% 84.3% 786 14.63% 1.2
TriaGen Wealth Management
4371
TriaGen Wealth Management
California
$366M -$20.5M -5% 4.46% 132% 200 26.5% 2.6
Terril Brothers
4372
Terril Brothers
Missouri
$366M -$15.6M -4% 1.53% 112% 80 15% 3.4
Continental Grain Company
4373
Continental Grain Company
New York
$366M +$30M +9% 1.67% 5.73% 4 0% 2.9
First National Bank Sioux Falls
4374
First National Bank Sioux Falls
South Dakota
$366M +$31.5M +9% 0.62% 70.3% 151 10.6% 4.8
New England Capital Financial Advisors
4375
New England Capital Financial Advisors
Connecticut
$365M +$109M +43% 0.26% 58.3% 446 9.87% 2.5