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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)
Tucker Asset Management
4451
Tucker Asset Management
Colorado
$405M +$70.4M +21% 16.9% 71.6% 465 27.1% 1.8
Walter & Keenan Wealth Management
4452
Walter & Keenan Wealth Management
Indiana
$405M +$49.3M +14% 14.6% 92% 170 8.82% 5.2
Seaside Wealth Management
4453
Seaside Wealth Management
California
$405M +$49M +14% 11.4% 53.4% 74 16.22% 2.7
Roberts, Glore & Co
4454
Roberts, Glore & Co
Illinois
$404M +$40.5M +11% 14.1% 72.3% 254 18.11% 6
Buckley Wealth Management
4455
Buckley Wealth Management
Nevada
$404M +$12.5M +3% 11.7% 88% 113 16.81% 4.9
Butensky & Cohen Financial Security
4456
Butensky & Cohen Financial Security
Florida
$404M +$24.4M +6% 14.3% 81% 102 6.86% 6.5
Proathlete Wealth Management
4457
Proathlete Wealth Management
Florida
$404M +$43.5M +12% 13.6% 73.9% 313 9.58% 1.2
McElhenny Sheffield Capital Management
4458
McElhenny Sheffield Capital Management
Texas
$404M +$399K +0.1% 4.5% 89.1% 127 40.16% 2.1
Arcataur Capital Management
4459
Arcataur Capital Management
Wisconsin
$403M +$44.1M +12% 14.1% 65.4% 110 10.91% 2.5
WBI Investments
4460
WBI Investments
New Jersey
$403M +$41.1M +11% 20.6% 105% 381 52.76% 0.8
Burke & Herbert Bank & Trust
4461
Burke & Herbert Bank & Trust
Virginia
$403M +$41.5M +11% 13.6% 81.5% 255 11.37% 5.1
OLIO Financial Planning
4462
OLIO Financial Planning
Virginia
$403M +$42.2M +12% 11% 52.9% 73 8.22% 2.8
Clean Yield Group
4463
Clean Yield Group
Vermont
$403M +$47.8M +13% 14.5% 80.7% 413 11.14% 5.1
Ogorek Anthony Joseph
4464
Ogorek Anthony Joseph
New York
$403M +$37.8M +10% 12.6% 61.1% 712 5.48% 2.7
Manske Wealth Management
4465
Manske Wealth Management
Texas
$403M +$45.7M +13% 12% – 235 12.34% 1.2
Grandview Asset Management
4466
Grandview Asset Management
Pennsylvania
$403M +$60.9M +18% 25.2% 200% 150 11.33% 2.4
Sterling Wealth Management
4467
Sterling Wealth Management
Illinois
$402M +$38M +10% 10.3% – 121 11.57% 1.9
Grace & Mercy Foundation
4468
Grace & Mercy Foundation
New York
$402M -$7.99M -2% 4.59% 67.6% 21 0% 2.4
Cliffwater
4469
Cliffwater
California
$402M +$24.3M +6% 6.39% 29.4% 22 9.09% 4.6
Ping Capital Management
4470
Ping Capital Management
New York
$401M +$50.7M +14% 0.51% – 106 33.96% 1
Heritage Wealth Management (Ohio)
4471
Heritage Wealth Management (Ohio)
Ohio
$401M +$199M +98% 15.6% – 277 45.13% 0.9
Absolute Capital Management
4472
Absolute Capital Management
Pennsylvania
$401M +$100M +33% 24.8% 98.2% 174 22.99% 1.4
Physicians Financial Services
4473
Physicians Financial Services
North Carolina
$401M +$35.5M +10% 15.4% 116% 107 3.74% 7.1
WG
4474
Wealth Group
North Carolina
$401M +$294M +274% 15.4% – 118 35.59% 1.4
Redmond Asset Management
4475
Redmond Asset Management
Virginia
$401M +$34.4M +9% 10.9% 68.2% 204 5.88% 4.7