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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)
Legacy CG
4426
Legacy CG
Texas
$360M +$2.81M +0.8% 0.52% 62.6% 51 21.57% 1.5
Naman Capital
4427
Naman Capital
Brazil
$360M +$4.27M +1% 5.71% 89.9% 13 7.69% 3.3
Squire Investment Management Company
4428
Squire Investment Management Company
Utah
$360M +$29.3M +9% 2.19% 62.4% 78 7.69% 1.7
Kelly Lawrence W & Associates
4429
Kelly Lawrence W & Associates
California
$360M -$51.3M -12% 4% 123% 132 9.85% 6.4
Arcataur Capital Management
4430
Arcataur Capital Management
Wisconsin
$359M +$10.1M +3% 0.83% 65.4% 107 7.48% 2.4
Rhino Investment Partners
4431
Rhino Investment Partners
Pennsylvania
$359M +$6.44M +2% 2.36% 110% 48 41.67% 0.7
Stone Summit Wealth
4432
Stone Summit Wealth
Florida
$359M -$9.36M -3% 1.75% 67% 145 4.83% 3.4
NFC Investments
4433
NFC Investments
Tennessee
$359M +$5M +1% 2.51% – 47 21.28% 4.7
Heights Capital Management
4434
Heights Capital Management
California
$359M +$79.9M +29% 11% – 330 61.52% 0.3
Symmetry Peak Management
4435
Symmetry Peak Management
Pennsylvania
$359M -$18.8M -5% 4.38% 320% 137 86.86% 0.1
Liberty Square Wealth Partners
4436
Liberty Square Wealth Partners
Pennsylvania
$358M +$7.82M +2% 1.26% – 148 6.76% 1.1
Bond & Devick Financial Network
4437
Bond & Devick Financial Network
Minnesota
$358M +$3.31M +0.9% 1.18% 46.9% 197 11.17% 3.1
Granger Management
4438
Granger Management
New York
$358M -$20.1M -5% 1.53% 69.9% 6 0% 4.5
FP
4439
Financial Perspectives
Minnesota
$358M -$13M -3% 3.18% 104% 725 2.76% 4.6
Southern Financial Group
4440
Southern Financial Group
Alabama
$358M +$8.72M +2% 0.8% – 93 11.83% 0.2
RM
4441
Rudius Management
New York
$358M -$103M -22% 8.76% 8.92% 7 71.43% 1.3
Manske Wealth Management
4442
Manske Wealth Management
Texas
$357M +$18.6M +5% 2.26% – 223 7.62% 1.1
Sterling Investment Counsel
4443
Sterling Investment Counsel
New York
$357M +$7.84M +2% 2.23% 93.8% 210 17.62% 1.5
CCM
4444
Contrarian Capital Management
Connecticut
$357M -$23M -6% 3.78% 29.4% 25 20% 2.6
Holowesko Partners
4445
Holowesko Partners
Bahamas
$357M +$69.3M +24% 0.58% 51.1% 34 26.47% 3
Pioneer Wealth Management Group
4446
Pioneer Wealth Management Group
Texas
$357M +$27.2M +8% 0.18% – 55 12.73% 2.1
BigSur Wealth Management
4447
BigSur Wealth Management
Florida
$356M -$55.8M -14% 2% 94.8% 172 12.21% 4.3
Henrickson Nauta Wealth Advisors
4448
Henrickson Nauta Wealth Advisors
Michigan
$356M -$321M -47% 1.61% 61.6% 128 24.22% 2.5
Accretive Wealth Partners
4449
Accretive Wealth Partners
New Jersey
$356M +$18.9M +6% 0.97% 64.4% 184 19.02% 2.7
Sandbox Financial Partners
4450
Sandbox Financial Partners
Maryland
$356M -$5.76M -2% 4.37% 69.6% 129 13.95% 2.9