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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)
Pine Harbor Wealth Management
4651
Pine Harbor Wealth Management
Maryland
$373M +$39.2M +12% 9.72% – 112 8.93% 1.8
Friday Financial
4652
Friday Financial
Iowa
$373M +$83.2M +29% 12.3% – 110 17.27% 1.1
Hutchens & Kramer Investment Management Group
4653
Hutchens & Kramer Investment Management Group
Indiana
$373M +$56.7M +18% 14.6% 83% 172 20.35% 2.1
3G Capital Partners
4654
3G Capital Partners
New York
$373M +$91.5M +32% 78.8% 351% 20 60% 0.6
Retail Employees Superannuation Trust
4655
Retail Employees Superannuation Trust
$373M -$299M -45% 6.34% – 31 22.58% 0.4
Omnia Family Wealth
4656
Omnia Family Wealth
Florida
$373M +$55.8M +18% 11.8% 80.6% 108 21.3% 3.9
Rench Wealth Management
4657
Rench Wealth Management
Texas
$372M +$40.1M +12% 20.2% 106% 68 10.29% 5.1
AB
4658
Atlas Brown
Kentucky
$372M +$40.3M +12% 18.1% 115% 242 8.68% 6.6
Harmony Asset Management
4659
Harmony Asset Management
Arizona
$372M +$45.2M +14% 21.1% 138% 214 14.95% 1.6
KA
4660
Kooman & Associates
Pennsylvania
$372M +$37M +11% 12% 66% 60 23.33% 2.3
Veery Capital
4661
Veery Capital
Delaware
$372M +$46.2M +14% 13.6% 63.4% 109 20.18% 3.1
Lifestyle Asset Management
4662
Lifestyle Asset Management
Texas
$372M +$65.9M +22% 18.3% 88.3% 146 19.86% 1.4
Aspen Investment Management
4663
Aspen Investment Management
Michigan
$372M +$45.4M +14% 18.3% 84.9% 189 10.58% 5.8
HealthInvest Partners
4664
HealthInvest Partners
Sweden
$372M +$62M +20% 19.1% – 42 14.29% 1.7
Cornell Pochily Investment Advisors
4665
Cornell Pochily Investment Advisors
New York
$372M +$31.3M +9% 14.5% 97% 192 10.94% 5
MIO Partners
4666
MIO Partners
New York
$372M +$31.9M +9% 14.8% – 7 28.57% 0.4
Graybill Wealth Management
4667
Graybill Wealth Management
Illinois
$372M +$43.1M +13% 18% – 84 3.57% 5.2
Strathmore Capital Advisors
4668
Strathmore Capital Advisors
North Carolina
$371M +$17.5M +5% 8.9% – 144 5.56% 0.9
Boyd Watterson Asset Management
4669
Boyd Watterson Asset Management
Ohio
$371M +$45.6M +14% 18.3% 101% 401 4.49% 4.9
Regimen Wealth
4670
Regimen Wealth
Georgia
$371M +$28.8M +8% 6.82% 34.4% 77 10.39% 2.3
Reston Wealth Management
4671
Reston Wealth Management
Virginia
$371M +$44.6M +14% 13.3% 66.4% 67 10.45% 3.8
Pension & Wealth Management Advisors
4672
Pension & Wealth Management Advisors
Massachusetts
$371M +$33.6M +10% 11% 49.9% 578 17.13% 1.7
Wealth Effects
4673
Wealth Effects
Massachusetts
$370M +$88.3M +31% 43.5% 235% 265 13.96% 2.5
Congress Park Capital
4674
Congress Park Capital
New York
$370M +$44.8M +14% 20.5% 99.9% 146 18.49% 3.7
Next Capital Management
4675
Next Capital Management
New York
$370M +$40.3M +12% 11.4% 61.3% 148 16.22% 3.2