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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)
Abdiel Capital Advisors
4551
Abdiel Capital Advisors
New York
$331M -$739M -69% 7.95% 43.7% 10 60% 2.8
Lexington Partners
4552
Lexington Partners
New York
$330M +$320M +3,190% 41.8% 1.27% 4 75% 1
Terril Brothers
4553
Terril Brothers
Missouri
$330M +$64.6M +24% 11.6% 94.4% 80 22.5% 3.3
Stolper & Co
4554
Stolper & Co
Oklahoma
$330M +$25.6M +8% 8.47% 77.1% 97 16.49% 4
Sterling Wealth Management
4555
Sterling Wealth Management
Illinois
$330M +$36.4M +12% 5.99% – 115 8.7% 1.5
VWM
4556
VCI Wealth Management
Missouri
$330M +$44.1M +15% 8.28% 86.3% 145 49.66% 0.7
BCH
4557
Berkshire Capital Holdings
California
$329M +$43.4M +15% 27.3% 2,748% 124 28.23% 2.7
325 Capital
4558
325 Capital
New York
$329M +$75.7M +30% 22.8% 226% 12 8.33% 2.4
SHFA
4559
SS&H Financial Advisors
Michigan
$329M +$29.7M +10% 10.3% – 130 9.23% 2.9
Carmel Capital Management
4560
Carmel Capital Management
California
$329M +$32.5M +11% 12.2% 247% 25 0% 3.6
ITIM
4561
Indiana Trust & Investment Management
Indiana
$329M +$26.3M +9% 9.74% 114% 494 9.51% 3.3
Nixon Capital
4562
Nixon Capital
Texas
$329M +$21.4M +7% 11.6% 118% 27 18.52% 1.4
Moseley Investment Management
4563
Moseley Investment Management
Florida
$329M +$38.4M +13% 8.76% 96.6% 179 10.61% 3.6
Hixon Zuercher
4564
Hixon Zuercher
Ohio
$329M +$19.1M +6% 5.95% 101% 87 10.34% 3.2
Independence Financial Advisors
4565
Independence Financial Advisors
New Hampshire
$328M +$71.2M +28% 5.91% – 55 10.91% 0.4
Insight Wealth Partners
4566
Insight Wealth Partners
Texas
$328M +$70.7M +27% 6.22% 56.2% 119 12.61% 2.4
Cypress Financial Planning
4567
Cypress Financial Planning
New Jersey
$328M +$21.6M +7% 4.61% 41.2% 89 6.74% 1.8
LLWM
4568
Life Line Wealth Management
California
$328M +$19.2M +6% 7.36% – 37 5.41% 1.1
Rooted Wealth Advisors
4569
Rooted Wealth Advisors
Illinois
$328M +$38.6M +13% 6.01% 50.8% 130 19.23% 1.4
LOM Asset Management
4570
LOM Asset Management
$328M +$32.3M +11% 8.77% – 259 7.34% 0.2
Chesapeake Wealth Management
4571
Chesapeake Wealth Management
Virginia
$328M +$27.9M +9% 7.4% 65.9% 162 2.47% 5.5
Accretive Wealth Partners
4572
Accretive Wealth Partners
New Jersey
$328M +$22.8M +7% 6.08% 57.3% 156 6.41% 2.8
Landmark Investment Partners
4573
Landmark Investment Partners
Florida
$328M -$49.1M -13% 3% – 101 62.38% 0.2
Enavate Sciences
4574
Enavate Sciences
California
$328M +$151M +86% 70.3% – 7 14.29% 0.6
SC
4575
Steph & Co
Wisconsin
$327M +$19.2M +6% 6.74% 61.6% 328 13.72% 3