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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)
JLP Asset Management
4526
JLP Asset Management
New York
$125M -$19.3M -13% 9.86% 16.1% 33 24.24% 1
EWG
4527
Executive Wealth Group
Washington
$125M +$20.6M +20% 22.7% 14.9% 44 15.91% 1.9
Brookmont Capital Management
4528
Brookmont Capital Management
Texas
$125M +$785K +0.6% 22.5% 32.2% 62 25.81% 5.4
Garrett Wealth Advisory Group
4529
Garrett Wealth Advisory Group
Texas
$125M +$19.1M +18% 16.5% 74.6% 50 22% 1.1
TL Private Wealth
4530
TL Private Wealth
Texas
$125M +$14.8M +13% 16.7% 50.6% 43 9.3% 0.5
MI
4531
Moneywise Inc
Virginia
$125M +$11.2M +10% 16.1% 58% 45 17.78% 2.2
Sterling Investment Advisors (Missouri)
4532
Sterling Investment Advisors (Missouri)
Missouri
$125M +$16.5M +15% 13.3% 37.8% 26 11.54% 4.8
LFWA
4533
LBJ Family Wealth Advisors
Texas
$125M +$21.2M +21% 20.2% 64.9% 19 5.26% 4.9
Stewart Asset Management
4534
Stewart Asset Management
New York
$124M +$31.4M +34% 30.9% 42.5% 34 17.65% 0.5
Gunderson Capital Management
4535
Gunderson Capital Management
South Carolina
$124M +$52.1M +72% 39.7% 961% 55 47.27% 0.4
WT Wealth Management
4536
WT Wealth Management
Arizona
$124M +$29.3M +31% 18.5% 72% 87 26.44% 0.5
Atlas Private Wealth Management
4537
Atlas Private Wealth Management
New York
$124M +$15.8M +15% 17.4% 19.8% 509 10.41% 0.5
Symmetry Peak Management
4538
Symmetry Peak Management
Pennsylvania
$124M +$79.7M +180% 53.1% 320% 88 93.18% 0.2
PA
4539
PSI Advisors
Florida
$124M +$15.3M +14% 21.7% 58.2% 123 21.95% 0.4
SYM Financial Corp
4540
SYM Financial Corp
Indiana
$124M +$24.5M +25% 30.4% 64.3% 76 26.32% 1.6
One Advisory Partners
4541
One Advisory Partners
Kansas
$124M – – 14% 58.3% 24 – 0
Townsend Asset Management
4542
Townsend Asset Management
North Carolina
$124M +$26.4M +27% 21.2% 77% 188 12.23% 0.4
Leisure Capital Management
4543
Leisure Capital Management
California
$124M +$20.1M +19% 19.9% 98% 125 11.2% 2.9
PA
4544
Paragon Advisors
Texas
$124M +$48.7M +65% 31.7% 109% 100 49% 0.3
Centerpoint Advisors
4545
Centerpoint Advisors
Massachusetts
$124M +$23.1M +23% 22.2% 74.2% 311 28.3% 1.7
American Trust Investment Advisors
4546
American Trust Investment Advisors
New Hampshire
$124M +$24.4M +25% 23.6% 91% 68 20.59% 2.4
Aurora Investment Managers
4547
Aurora Investment Managers
Florida
$123M +$33.2M +37% 24.6% 74.4% 46 26.09% 0.4
Central Asset Investments & Management Holdings
4548
Central Asset Investments & Management Holdings
Hong Kong
$123M +$57.6M +87% 20.5% 3,210% 32 59.38% 0.3
GSI Capital Advisors
4549
GSI Capital Advisors
California
$123M +$11.8M +11% 12.1% 39.7% 34 41.18% 1
Elmwood Wealth Management
4550
Elmwood Wealth Management
California
$123M +$18.7M +18% 15.2% 42.1% 387 50.13% 0.6