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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)
Deepwater Asset Management
4601
Deepwater Asset Management
Minnesota
$343M +$92M +37% 2.34% 142% 52 51.92% 0.7
Singapore Technologies Telemedia
4602
Singapore Technologies Telemedia
Singapore
$343M -$37.4M -10% 9.82% 185% 1 0% 8.8
WealthCare Investment Partners
4603
WealthCare Investment Partners
Rhode Island
$343M +$35M +11% 2.03% 67.6% 185 8.65% 2.4
Twin Peaks Wealth Advisors
4604
Twin Peaks Wealth Advisors
California
$343M +$50.4M +17% 2.29% – 196 22.45% 1.3
Cutler Capital Management
4605
Cutler Capital Management
Massachusetts
$343M +$29.3M +9% 2.93% 39.7% 129 10.08% 3.7
Trust Company of Oklahoma
4606
Trust Company of Oklahoma
Oklahoma
$343M +$4.98M +1% 3.61% 101% 146 13.01% 6.2
Smart Money Group
4607
Smart Money Group
Texas
$343M +$5.15M +2% 0.09% 58.9% 85 5.88% 2.8
SHFA
4608
SS&H Financial Advisors
Michigan
$343M +$13.7M +4% 4.37% – 127 3.15% 3.1
Greenlea Lane Capital Management
4609
Greenlea Lane Capital Management
Connecticut
$343M -$309K -0.1% 3.34% 99.7% 8 0% 4.5
Ceeto Capital Group
4610
Ceeto Capital Group
Florida
$343M -$2.3M -0.7% 3.82% 94.4% 191 6.81% 4.4
Quantum Private Wealth
4611
Quantum Private Wealth
Florida
$342M +$272K +0.1% 3.09% 240% 182 10.99% 2.8
Corbyn Investment Management
4612
Corbyn Investment Management
Maryland
$342M +$839K +0.2% 0% 71% 69 2.9% 5
Claar Advisors
4613
Claar Advisors
New York
$342M +$4.31M +1% 1.38% 65.5% 18 0% 4.6
Frec Markets Inc
4614
Frec Markets Inc
California
$342M – – 5.69% – 343 – 0
Covenant Partners
4615
Covenant Partners
Tennessee
$342M -$10.7M -3% 1.57% 70.3% 140 7.14% 4
Regimen Wealth
4616
Regimen Wealth
Georgia
$342M +$5.04M +1% 1.1% 34.4% 77 3.9% 2
Consilio Wealth Advisors
4617
Consilio Wealth Advisors
Washington
$342M +$37.5M +12% 1.73% 66.4% 105 14.29% 1.8
Retirement Financial Solutions
4618
Retirement Financial Solutions
Tennessee
$342M +$22.1M +7% 1.49% 52.5% 53 26.42% 1.2
IR
4619
IAT Reinsurance
New York
$341M -$133M -28% 3.71% 60.2% 88 22.73% 4.4
Maestria Partners
4620
Maestria Partners
Georgia
$341M +$25.1M +8% 1.07% – 15 6.67% 0.9
Tactive Advisors
4621
Tactive Advisors
Florida
$341M -$12.4M -3% 2.4% – 289 24.57% 0.9
WHGC
4622
Wealth High Governance Capital
Brazil
$341M -$6.86M -2% 20.6% 622% 67 79.1% 0.2
Yeomans Consulting Group
4623
Yeomans Consulting Group
Georgia
$341M +$51.5M +18% 3.85% – 137 45.26% 0.9
Shoker Investment Counsel
4624
Shoker Investment Counsel
Ohio
$341M +$2.28M +0.7% 2.46% 88.9% 115 6.96% 6
Pinnacle Bancorp
4625
Pinnacle Bancorp
Nebraska
$341M +$2.62M +0.8% 2.91% 72.9% 933 8.9% 4.9