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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)
Cypress Financial Planning
4401
Cypress Financial Planning
New Jersey
$413M +$50.3M +14% 8.13% 41.2% 118 23.73% 1.8
Kanen Wealth Management
4402
Kanen Wealth Management
Florida
$413M +$135M +48% 64.5% 328% 43 30.23% 1
Hilltop Partners
4403
Hilltop Partners
Indiana
$412M +$22.7M +6% 17.2% 64.9% 157 24.2% 1.9
Kiltearn Partners
4404
Kiltearn Partners
United Kingdom
$412M +$40.5M +11% 9.11% 41% 29 13.79% 3.2
EntryPoint Capital
4405
EntryPoint Capital
New York
$412M +$70.8M +21% 15.5% – 1,002 50.4% 0.4
TOBAM
4406
TOBAM
France
$412M +$27.8M +7% 13.4% 56% 287 23% 2.8
WealthCare Investment Partners
4407
WealthCare Investment Partners
Rhode Island
$412M +$51.3M +14% 13.8% 62.6% 211 11.85% 2.5
McDonald Partners
4408
McDonald Partners
Ohio
$412M -$12.3M -3% 14.5% 90.7% 624 67.15% 1.1
Accretive Wealth Partners
4409
Accretive Wealth Partners
New Jersey
$412M +$55.8M +16% 8.12% 57.3% 194 13.92% 2.8
Taylor Hoffman Capital Management
4410
Taylor Hoffman Capital Management
Virginia
$412M +$87M +27% 34.4% – 123 6.5% 1.6
Prism Advisors
4411
Prism Advisors
California
$412M +$37M +10% 11.2% 54.6% 81 12.35% 3.2
Endeavor Private Wealth
4412
Endeavor Private Wealth
Kansas
$412M +$62.8M +18% 13.5% – 227 15.86% 0.9
Inlet Private Wealth
4413
Inlet Private Wealth
Florida
$411M +$19.8M +5% 18.4% 111% 135 6.67% 4.8
Alpine Investment Management
4414
Alpine Investment Management
Hong Kong
$411M +$10.4M +3% 7.14% 33.7% 15 53.33% 0.6
Elevatus Welath Management
4415
Elevatus Welath Management
New York
$411M +$220M +115% 43.4% 270% 255 49.41% 0.9
AV
4416
Aspiring Ventures
Ohio
$411M +$81.4M +25% 13.4% – 115 30.43% 0.8
FP
4417
Financial Perspectives
Minnesota
$411M +$52.7M +15% 16.7% 87.8% 737 4.07% 4.8
Gavilan Investment Partners
4418
Gavilan Investment Partners
California
$411M +$38.5M +10% 8.38% 109% 15 6.67% 2.7
First Washington Corp
4419
First Washington Corp
Washington
$411M +$57.1M +16% 34.1% 142% 55 16.36% 4.9
Henrickson Nauta Wealth Advisors
4420
Henrickson Nauta Wealth Advisors
Michigan
$410M +$54.1M +15% 11.7% 61.6% 121 14.88% 2.4
Acorn Wealth Advisors
4421
Acorn Wealth Advisors
Michigan
$410M +$67.3M +20% 12.4% 58.8% 312 18.27% 3.2
Strata Wealth Advisors
4422
Strata Wealth Advisors
Texas
$410M +$45.4M +12% 11.3% 73.6% 103 21.36% 1.7
Pinnacle Financial Group
4423
Pinnacle Financial Group
Illinois
$410M +$44.9M +12% 9.46% 59.1% 119 8.4% 2.5
HWM
4424
HFR Wealth Management
New York
$410M +$2.34M +0.6% 4.37% 47.5% 53 7.55% 4.1
Argonautica Private Wealth Management
4425
Argonautica Private Wealth Management
Massachusetts
$409M +$79M +24% 42.6% 158% 204 21.08% 2.1