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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)
Cherrydale Wealth Management
4601
Cherrydale Wealth Management
New Jersey
$382M +$58.5M +18% 16.1% 80.8% 89 19.1% 2.3
CM
4602
Cosmic Management
California
$382M +$153M +67% 31.3% – 5 20% 0.4
Gilliland Jeter Wealth Management
4603
Gilliland Jeter Wealth Management
Arkansas
$382M +$44.2M +13% 17% 128% 202 12.38% 1.9
Private Client Services
4604
Private Client Services
Kentucky
$381M +$46.9M +14% 14% 72% 245 21.63% 1.4
Selective Wealth Management
4605
Selective Wealth Management
Virginia
$381M +$43.7M +13% 10.9% 74.4% 141 18.44% 2.8
Northcape Wealth Management
4606
Northcape Wealth Management
New York
$381M +$14.3M +4% 7.09% 74% 149 8.72% 3
Leeward Financial Partners
4607
Leeward Financial Partners
Washington
$381M +$45M +13% 17.6% 97.9% 108 10.19% 2.6
Weybosset Research & Management
4608
Weybosset Research & Management
Rhode Island
$381M +$34.1M +10% 12.7% 74.8% 33 3.03% 6.5
CJM Wealth Advisers
4609
CJM Wealth Advisers
Virginia
$381M +$52.6M +16% 16.7% 76.8% 79 10.13% 3
Vienna Insurance Group
4610
Vienna Insurance Group
Poland
$381M +$118M +45% 67.1% 230% 28 3.57% 2.2
Sweeney & Michel
4611
Sweeney & Michel
California
$381M +$40.7M +12% 10.5% – 164 11.59% 2.1
Whetstone Capital Advisors
4612
Whetstone Capital Advisors
Kansas
$380M +$92M +32% 39.3% 282% 78 41.03% 1
Briaud Financial Planning
4613
Briaud Financial Planning
Texas
$380M -$1.16M -0.3% 4.88% 113% 45 22.22% 1.9
Hobbs Group Advisors
4614
Hobbs Group Advisors
South Carolina
$380M +$45.7M +14% 11.3% – 171 10.53% 1.7
Advanced Asset Management Advisors
4615
Advanced Asset Management Advisors
Ohio
$380M +$18M +5% 13.4% 93.6% 85 7.06% 5.3
Financial Insights
4616
Financial Insights
Washington
$380M +$71.3M +23% 14.5% 82.1% 151 15.89% 3.2
Corre Partners Management
4617
Corre Partners Management
New York
$380M +$315M +485% 9.05% 109% 4 25% 2.7
ShankerValleau Wealth Advisors
4618
ShankerValleau Wealth Advisors
Illinois
$380M +$24.7M +7% 7.72% 60.3% 40 2.5% 2.7
Bridgefront Capital
4619
Bridgefront Capital
Texas
$380M -$22.8M -6% 15.2% 52.1% 793 75.28% 0.2
Cabot-Wellington
4620
Cabot-Wellington
Massachusetts
$380M +$41.5M +12% 14.1% 73.1% 5 0% 5.8
Courage Miller Partners
4621
Courage Miller Partners
Virginia
$379M +$24.8M +7% 8.34% 43.5% 92 5.43% 8.4
S.E.E.D. Planning Group
4622
S.E.E.D. Planning Group
New York
$379M +$34.6M +10% 3.28% 57.3% 100 23% 3.2
SC
4623
Schiavi & Co
Delaware
$378M +$41.7M +12% 7.36% 41.4% 61 19.67% 2
Comprehensive Financial Consultants Institutional
4624
Comprehensive Financial Consultants Institutional
Indiana
$378M +$41.5M +12% 12.8% 78% 215 14.88% 2.7
Wellington Group
4625
Wellington Group
Indiana
$378M +$53.3M +16% 17.2% – 399 65.16% 0.5