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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)
Total Clarity Wealth Management
4526
Total Clarity Wealth Management
Illinois
$244M +$36.2M +17% 8.68% 73.2% 257 25.29% 1.4
Peachtree Investment Partners
4527
Peachtree Investment Partners
Florida
$244M +$47.8M +24% 12.4% 111% 107 8.41% 3
Shaker Financial Services
4528
Shaker Financial Services
Virginia
$244M +$29M +14% 5.82% 12.9% 175 24.57% 1.8
Hamilton Lane Advisors
4529
Hamilton Lane Advisors
Pennsylvania
$243M +$65.8M +37% 50.8% 167% 37 45.95% 1.5
L2 Asset Management
4530
L2 Asset Management
Massachusetts
$243M +$30.7M +14% 13.1% 128% 245 40% 1.2
PH
4531
Pinnacle Holdings
Oklahoma
$243M +$29.6M +14% 11.7% 79.6% 228 15.79% 4.9
Foundry Group Next
4532
Foundry Group Next
Colorado
$243M +$70.1M +41% 69.4% – 5 20% 0.9
Mathes Company
4533
Mathes Company
New York
$243M +$27.2M +13% 11.9% 121% 132 8.33% 5.7
SFA
4534
Spectrum Financial Alliance
Kentucky
$243M +$44.2M +22% 23.1% 187% 14 0% 3.1
Glassy Mountain Advisors
4535
Glassy Mountain Advisors
Maryland
$242M +$32.6M +16% 12.8% 91.5% 59 16.95% 0.4
Wealthstream Advisors
4536
Wealthstream Advisors
New York
$242M +$48.5M +25% 11.1% 88.2% 150 28.67% 1
Phraction Management
4537
Phraction Management
Connecticut
$242M +$30M +14% 11.2% 106% 54 11.11% 1.5
Gilliland Jeter Wealth Management
4538
Gilliland Jeter Wealth Management
Arkansas
$242M – – 10.9% 128% 164 – 0
GWA
4539
GGM Wealth Advisors
Maryland
$242M +$10.7M +5% 8% 25.9% 149 14.77% 1.1
Aristotle Pacific Capital
4540
Aristotle Pacific Capital
California
$242M +$72.7M +43% 3.07% 1.84% 5 0% 1.8
Murphy Pohlad Asset Management
4541
Murphy Pohlad Asset Management
Minnesota
$242M +$13.6M +6% 9.4% 83% 118 6.78% 5.7
Jeppson Wealth Management
4542
Jeppson Wealth Management
California
$242M +$23.3M +11% 10% 107% 209 15.31% 2.2
Cutler Capital Management
4543
Cutler Capital Management
Massachusetts
$241M +$19.7M +9% 8.32% 39.7% 120 15.83% 3
CHA
4544
Carmichael Hill & Associates
Maryland
$241M +$24.1M +11% 10.8% 39.7% 830 8.55% 3
Cornell Pochily Investment Advisors
4545
Cornell Pochily Investment Advisors
New York
$241M +$11.8M +5% 9.88% 97% 182 14.29% 4.1
Argyle Capital Management
4546
Argyle Capital Management
Pennsylvania
$241M -$31.7M -12% 9.46% 106% 127 12.6% 8.7
AB
4547
Atlas Brown
Kentucky
$241M +$22M +10% 10.2% 115% 190 6.32% 6.1
EE
4548
EWG Elevate
California
$241M +$19.8M +9% 9.21% 76% 122 33.61% 1.5
Mendon Capital Advisors
4549
Mendon Capital Advisors
Florida
$241M – – 25.7% – 56 – 2.6
Long Road Investment Counsel
4550
Long Road Investment Counsel
Michigan
$241M +$34.7M +17% 8.6% 64.4% 70 4.29% 7.4