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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)
CIM
4376
CIM Investment Management
Pennsylvania
$417M +$42.4M +11% 29.2% 123% 289 17.65% 4.5
McMill Wealth Management
4377
McMill Wealth Management
Nebraska
$417M +$40.8M +11% 3.6% – 63 12.7% 0.8
Stevens Capital Management
4378
Stevens Capital Management
Pennsylvania
$417M -$233M -36% 43.4% 108% 327 66.97% 0.4
Anchyra Partners
4379
Anchyra Partners
Georgia
$416M +$86.9M +26% 28.1% – 373 32.44% 0.3
Revisor Wealth Management
4380
Revisor Wealth Management
Ohio
$416M +$54.1M +15% 15.2% 72% 392 21.94% 1.3
Rosenblum Silverman Sutton
4381
Rosenblum Silverman Sutton
California
$416M +$33.9M +9% 9.57% 90.1% 84 14.29% 6.1
CWM
4382
Capital Wealth Management
Rhode Island
$416M +$46.3M +13% 9.17% 51.3% 39 12.82% 3.8
Prasad Wealth Partners
4383
Prasad Wealth Partners
Ohio
$416M +$48.2M +13% 14.2% – 167 16.77% 1
WPI
4384
Walter Public Investments
Canada
$416M -$2.58M -0.6% 16.4% 72.7% 58 25.86% 1.7
BigSur Wealth Management
4385
BigSur Wealth Management
Florida
$415M +$59M +17% 13.8% 94.8% 178 13.48% 4.3
Squire Investment Management Company
4386
Squire Investment Management Company
Utah
$415M +$55.5M +15% 11.5% – 89 14.61% 1.7
KFA Private Wealth Group
4387
KFA Private Wealth Group
Virginia
$415M -$1.4M -0.3% 14.2% 62.8% 176 23.86% 2.6
Oldfield Partners
4388
Oldfield Partners
United Kingdom
$415M +$21.5M +5% 13.2% 90.3% 19 10.53% 4.3
Winthrop Capital Management
4389
Winthrop Capital Management
Indiana
$414M +$24.6M +6% 11.9% – 406 25.86% 1.5
Pioneer Wealth Management Group
4390
Pioneer Wealth Management Group
Texas
$414M +$57.4M +16% 8.43% – 55 9.09% 2.1
Measured Wealth Private Client Group
4391
Measured Wealth Private Client Group
New Hampshire
$414M +$47.6M +13% 16.7% 84.3% 773 13.97% 1.4
Colton Groome Financial Advisors
4392
Colton Groome Financial Advisors
North Carolina
$414M +$62.4M +18% 11.6% 65.8% 168 20.83% 2.5
RFG - Bristol Wealth Advisors
4393
RFG - Bristol Wealth Advisors
Massachusetts
$414M +$43M +12% 13.1% – 195 11.28% 1.2
HCM
4394
Hudson Capital Management
New Jersey
$414M +$26.7M +7% 9.09% 66.8% 79 11.39% 4.3
Vision Retirement
4395
Vision Retirement
New Jersey
$414M +$62.1M +18% 22.4% – 696 17.67% 0.4
BNC Wealth Management
4396
BNC Wealth Management
Oregon
$414M +$53.2M +15% 29.4% 204% 121 24.79% 2.9
Siena Capital Partners
4397
Siena Capital Partners
Illinois
$413M +$28M +7% 6.85% 44.2% 104 6.73% 4.3
SIM
4398
Synergy Investment Management
Florida
$413M +$108M +35% 14.8% – 1,200 33.67% 0.3
WA
4399
WP Advisors
California
$413M +$26.8M +7% 13.7% 113% 128 17.19% 4.7
JRM Investment Counsel
4400
JRM Investment Counsel
Nebraska
$413M +$37.9M +10% 8.06% 65.5% 21 0% 6.2