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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)
LWMM
4551
Legacy Wealth Management (Mississippi)
Mississippi
$390M +$38.7M +11% 18.4% 105% 121 18.18% 3.1
Smart Money Group
4552
Smart Money Group
Texas
$390M +$45.8M +13% 12.6% 58.9% 88 6.82% 3.2
Supplemental Annuity Collective Trust (SACT) of New Jersey
4553
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$389M +$34.6M +10% 28.4% 166% 309 7.44% 4.2
Narus Financial Partners
4554
Narus Financial Partners
Utah
$389M +$7.72M +2% 4.57% 85.3% 185 16.76% 3.8
Trust Company of Oklahoma
4555
Trust Company of Oklahoma
Oklahoma
$389M +$45.9M +13% 20.7% 101% 153 17.65% 5.9
Trinity Financial Advisors
4556
Trinity Financial Advisors
Ohio
$389M +$37.9M +11% 12% 74.5% 97 10.31% 2.8
CWM
4557
Cedar Wealth Management
California
$389M +$45.4M +13% 14.4% 68.1% 103 24.27% 4.5
St. Clair Advisors
4558
St. Clair Advisors
Ohio
$389M +$12.9M +3% 13.3% 77.5% 83 7.23% 3.8
MSA Advisors
4559
MSA Advisors
California
$389M +$55.9M +17% 14.8% – 54 27.78% 1.3
Keystone Financial Services (Colorado)
4560
Keystone Financial Services (Colorado)
Colorado
$388M +$47.7M +14% 14.5% 66% 139 20.14% 2.2
Provident Wealth Management
4561
Provident Wealth Management
Tennessee
$388M +$57.8M +17% 12.2% 61.1% 164 20.12% 2.6
Valley Forge Investment Consultants
4562
Valley Forge Investment Consultants
Pennsylvania
$388M +$54.7M +16% 13.4% 67.9% 90 12.22% 3.4
Keystone Financial Planning
4563
Keystone Financial Planning
Ohio
$388M +$13.6M +4% 2.16% 46% 42 11.9% 6.9
MJP
4564
Michael J. Puzo
$388M +$44.5M +13% 27.1% 90.3% 71 12.68% 7.2
Terril Brothers
4565
Terril Brothers
Missouri
$388M +$22M +6% 5.52% 112% 77 10.39% 3.6
Post Oak Energy Holdings
4566
Post Oak Energy Holdings
Texas
$388M -$61.3M -14% 13.6% 64.6% 1 0% 3.5
CDAM (UK)
4567
CDAM (UK)
United Kingdom
$387M -$63.5M -14% 13% 7.89% 12 8.33% 3.7
Stolper & Co
4568
Stolper & Co
Oklahoma
$387M +$34.8M +10% 8.91% 77.1% 98 13.27% 4.5
Osprey Private Wealth
4569
Osprey Private Wealth
New York
$387M +$41.9M +12% 8.65% – 88 12.5% 1.1
SC
4570
Slotnik Capital
Texas
$387M +$45.1M +13% 15.7% – 43 72.09% 0.2
LOM Asset Management
4571
LOM Asset Management
$387M +$39.1M +11% 24.2% – 292 9.59% 0.9
Donoghue Forlines
4572
Donoghue Forlines
Massachusetts
$387M +$25.3M +7% 42.1% 229% 164 58.54% 0.7
RM
4573
Rudius Management
New York
$386M +$28.8M +8% 2.9% 8.92% 10 70% 1.2
Prairiewood Capital
4574
Prairiewood Capital
North Dakota
$386M +$40M +12% 7.9% 42.6% 83 9.64% 3
Gate City Capital Management
4575
Gate City Capital Management
Illinois
$386M +$129M +50% 84.6% – 19 26.32% 1.3