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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)
PA
4501
PSI Advisors
Florida
$207M +$19.2M +10% 7.93% 58.2% 837 12.31% 1.4
Westbourne Investment Advisors
4502
Westbourne Investment Advisors
Maryland
$207M +$8.99M +5% 9.32% 107% 91 3.3% 2.9
TFG Advisers
4503
TFG Advisers
Michigan
$207M +$11.8M +6% 5.94% 61.8% 200 6.5% 3.3
EisnerAmper Wealth Management Corporate Benefits
4504
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$207M +$11M +6% 3.65% 13% 59 25.42% 3.9
Red Lighthouse Investment Management
4505
Red Lighthouse Investment Management
New York
$207M +$8.42M +4% 6.26% 71.1% 99 7.07% 0.2
Pennsylvania Capital Management
4506
Pennsylvania Capital Management
Pennsylvania
$207M +$17.1M +9% 13.2% 90.8% 95 14.74% 1.8
Thomas Story & Son
4507
Thomas Story & Son
Indiana
$206M +$9.7M +5% 6.44% 101% 53 1.89% 6.3
Unique Wealth
4508
Unique Wealth
Florida
$206M +$18.9M +10% 6.25% 68.5% 69 21.74% 0.2
Northwest Capital Management
4509
Northwest Capital Management
Oregon
$206M +$17.8M +9% 8.06% 57% 103 10.68% 2.6
CCC
4510
Chelsea Counsel Company
California
$206M +$5.68M +3% 4.31% 106% 167 13.17% 2.8
Continental Grain Company
4511
Continental Grain Company
New York
$206M -$52.8M -20% 5.22% 5.73% 4 0% 2.3
Retirement Capital Strategies
4512
Retirement Capital Strategies
California
$206M +$2.01M +1% 2.38% 59% 53 45.28% 2.4
Bloom Tree Partners
4513
Bloom Tree Partners
New York
$206M +$16.2M +9% 13.4% 20.4% 62 37.1% 1.1
Islet Management
4514
Islet Management
New York
$206M +$57.3M +39% 5.99% 75.3% 73 79.45% 0.5
Drake & Associates
4515
Drake & Associates
Wisconsin
$205M +$16M +8% 5.69% 47.9% 76 11.84% 0.6
Landaas & Company
4516
Landaas & Company
Wisconsin
$205M +$23.4M +13% 5.53% 68.3% 79 18.99% 3.2
Worth Venture Partners
4517
Worth Venture Partners
New Jersey
$205M +$35.6M +21% 6.42% 105% 227 39.65% 0.7
Buck Wealth Strategies
4518
Buck Wealth Strategies
Colorado
$205M – – 2.33% 48.4% 200 – 0.1
Garrett Wealth Advisory Group
4519
Garrett Wealth Advisory Group
Texas
$205M +$10.2M +5% 4.52% 74.6% 48 8.33% 2.7
Cornerstone Advisors Asset Management
4520
Cornerstone Advisors Asset Management
Pennsylvania
$205M +$17.7M +9% 4.53% 44.5% 82 9.76% 0.9
David Kennon
4521
David Kennon
Florida
$205M +$12.8M +7% 4.7% 52.4% 32 46.88% 0.3
Legacy Capital Group California
4522
Legacy Capital Group California
California
$205M – – 4.08% 129% 238 – 0
J. Arnold Wealth Management
4523
J. Arnold Wealth Management
Ohio
$205M +$1.9M +0.9% 22.6% 46.2% 86 40.7% 1.5
Tempus Wealth Planning
4524
Tempus Wealth Planning
California
$205M +$40M +24% 8.31% 95% 197 18.27% 1.7
Midwest Professional Planners Ltd (MPPL)
4525
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$204M +$23.7M +13% 8.94% 136% 134 17.91% 2.8