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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)
Triad Wealth Partners
4676
Triad Wealth Partners
Kansas
$277M +$88.9M +47% 0.45% – 180 77.78% 0.1
Westwood Wealth Management
4677
Westwood Wealth Management
California
$277M +$21.7M +9% 9.53% 495% 48 18.75% 1.8
BCH
4678
Berkshire Capital Holdings
California
$277M +$41M +17% 50.9% 2,748% 99 12.12% 2.7
360 Financial
4679
360 Financial
Minnesota
$277M +$5.94M +2% 0.56% 82.5% 94 18.09% 2.8
Equita Financial Network
4680
Equita Financial Network
Pennsylvania
$277M +$2.96M +1% 2.28% 50.5% 82 6.1% 1
CWM
4681
Cedar Wealth Management
California
$277M -$45.6M -14% 0.14% 68.1% 269 30.48% 4.2
DMKJ
4682
David M. Knott Jr
$277M -$8.05M -3% 14.2% 169% 98 15.31% 2
SA
4683
SAM Advisors
California
$277M +$4.1M +2% 0.06% 57.5% 43 13.95% 1.8
KA
4684
Kooman & Associates
Pennsylvania
$276M +$5.54M +2% 1.23% 66% 51 15.69% 1.4
Stiles Financial Services
4685
Stiles Financial Services
Minnesota
$276M -$7.7M -3% 0.25% 144% 195 9.74% 2.2
Anchor Capital Management Group
4686
Anchor Capital Management Group
California
$276M – – 2.66% – 18 – 0
Oak Family Advisors
4687
Oak Family Advisors
Illinois
$276M -$49.5M -15% 2.03% 81.9% 148 27.7% 2.2
Holistic Planning
4688
Holistic Planning
Texas
$276M +$39.5M +17% 1.11% 61.9% 179 17.32% 0.7
Yakira Capital Management
4689
Yakira Capital Management
Connecticut
$276M -$2.8M -1% 4.08% 74.1% 320 42.81% 1.1
Jeppson Wealth Management
4690
Jeppson Wealth Management
California
$276M -$3.47M -1% 1.21% 107% 209 6.7% 3.1
TCM
4691
TAM Capital Management
Connecticut
$276M +$47.2M +21% 9.35% 4.15% 13 53.85% 0.8
Anfield Capital Management
4692
Anfield Capital Management
California
$276M +$9.07M +3% 1.11% 65.3% 509 25.34% 0.7
Congress Park Capital
4693
Congress Park Capital
New York
$275M +$5.6M +2% 2.34% 99.9% 119 14.29% 4.1
First United Bank & Trust
4694
First United Bank & Trust
Maryland
$275M -$3.01M -1% 0.79% 78% 394 7.87% 3.1
Taylor Hoffman Capital Management
4695
Taylor Hoffman Capital Management
Virginia
$275M +$14.4M +6% 1.5% – 117 5.98% 0.2
Prudent Man Advisors
4696
Prudent Man Advisors
Illinois
$275M -$24.5M -8% 0.84% 92.5% 189 13.76% 2.9
Hayek Kallen Investment Management
4697
Hayek Kallen Investment Management
Alabama
$275M -$7.06M -3% 0.14% 71.9% 94 3.19% 6.3
Evelyn Partners Investment Management (Europe)
4698
Evelyn Partners Investment Management (Europe)
$275M – – 2.25% – 189 – 0
Comprehensive Financial Consultants Institutional
4699
Comprehensive Financial Consultants Institutional
Indiana
$275M +$656K +0.2% 0.1% 78% 178 13.48% 2.1
FIM
4700
FWL Investment Management
Texas
$275M +$13.7M +5% 3.25% 165% 334 18.56% 0.9