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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)
Capital Planning
4451
Capital Planning
Washington
$343M +$25M +8% 7.37% 81.2% 82 7.32% 3.1
Palo Alto Wealth Advisors
4452
Palo Alto Wealth Advisors
California
$343M +$78.9M +30% 22.5% 108% 65 16.92% 1.6
PCG Wealth Advisors
4453
PCG Wealth Advisors
Kansas
$343M +$148M +76% 12.5% 87% 153 45.75% 1.4
Westend Capital Management
4454
Westend Capital Management
California
$343M +$18.6M +6% 14.3% – 279 27.24% 1.6
Tidemark
4455
Tidemark
California
$343M +$33M +11% 6.29% – 713 8.13% 1.4
S.E.E.D. Planning Group
4456
S.E.E.D. Planning Group
New York
$343M +$24.2M +8% 7.68% 57.3% 88 22.73% 3.1
Greenlea Lane Capital Management
4457
Greenlea Lane Capital Management
Connecticut
$343M -$12.5M -4% 5.97% 99.7% 8 0% 4.3
Pathway Financial Advisers
4458
Pathway Financial Advisers
Indiana
$343M +$33.9M +11% 7.7% 88.2% 382 58.9% 1
Granger Management
4459
Granger Management
New York
$343M +$74.6M +28% 7.4% 69.9% 6 0% 4
Argonautica Private Wealth Management
4460
Argonautica Private Wealth Management
Massachusetts
$343M +$26.8M +8% 11.2% 167% 190 6.32% 1.9
SRH Advisors
4461
SRH Advisors
Kansas
$343M +$13.7M +4% 4.02% 55.7% 286 9.44% 7
Northcape Wealth Management
4462
Northcape Wealth Management
New York
$342M +$14.5M +4% 5.94% 66% 144 8.33% 2.6
FAP
4463
Financial Advisory Partners
Florida
$342M +$24.3M +8% 6.01% 52.9% 71 9.86% 2.6
Quantum Private Wealth
4464
Quantum Private Wealth
Florida
$342M +$33.3M +11% 11% 240% 185 13.51% 2.6
VC
4465
Vision Capital
Ontario, Canada
$342M -$35.7M -9% 1.51% 19.8% 18 61.11% 0.9
Valley Forge Investment Consultants
4466
Valley Forge Investment Consultants
Pennsylvania
$342M +$29.8M +10% 7.08% 61.9% 103 27.18% 3.1
Neumann Capital Management
4467
Neumann Capital Management
California
$342M +$23.9M +8% 10.2% 89.9% 104 4.81% 7.3
FC Advisory
4468
FC Advisory
Pennsylvania
$342M +$18M +6% 5.41% 46.6% 117 5.13% 4.8
Main Street Group
4469
Main Street Group
Virginia
$341M +$34.1M +11% 9.86% 98.3% 880 13.75% 1.4
Corbyn Investment Management
4470
Corbyn Investment Management
Maryland
$341M +$43.8M +15% 3.85% 71% 71 7.04% 4.9
Metropolitan Life Insurance Company (MetLife)
4471
Metropolitan Life Insurance Company (MetLife)
New York
$341M +$6.7M +2% 5.14% 50.8% 11 0% 6.8
May Hill Capital
4472
May Hill Capital
Massachusetts
$341M +$37.5M +12% 7.96% – 220 20.45% 0.6
OLIO Financial Planning
4473
OLIO Financial Planning
Virginia
$341M +$23.8M +8% 5.91% 52.9% 67 4.48% 2.3
Rench Wealth Management
4474
Rench Wealth Management
Texas
$341M +$24.8M +8% 8.76% 106% 57 10.53% 5.4
Heritage Wealth Management (Ohio)
4475
Heritage Wealth Management (Ohio)
Ohio
$341M +$31.7M +10% 7.27% – 256 9.77% 1