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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)
Grand Wealth Management
4701
Grand Wealth Management
Michigan
$223M – – 3.43% 54.1% 59 – 0
J. Arnold Wealth Management
4702
J. Arnold Wealth Management
Ohio
$223M +$15.5M +7% 10.9% 46.2% 70 34.29% 1.1
Addison Capital
4703
Addison Capital
Pennsylvania
$223M +$7.12M +3% 2.91% 59.7% 140 16.43% 3.3
CHA
4704
Carmichael Hill & Associates
Maryland
$223M +$21.4M +11% 9.77% 39.7% 852 8.45% 1.9
TA
4705
TrueWealth Advisors
Alabama
$223M +$45M +25% 5.99% 60.9% 181 24.86% 0.6
AREX Capital Management
4706
AREX Capital Management
New York
$223M +$8.42M +4% 1.65% 36.2% 21 28.57% 0.7
Access Financial Services
4707
Access Financial Services
Minnesota
$222M +$816K +0.4% 5.66% 44.8% 127 24.41% 2.1
Tinicum
4708
Tinicum
New York
$222M $0 0% 0.35% 21.1% 2 0% 5.6
Titus Wealth Management
4709
Titus Wealth Management
California
$222M +$31.7M +17% 7.55% 26.6% 179 14.53% 2
Brand Asset Management Group
4710
Brand Asset Management Group
Missouri
$222M +$14.9M +7% 4.64% 70.2% 79 6.33% 3.1
Builders Union
4711
Builders Union
United Kingdom
$222M -$33M -13% 9.25% – 13 38.46% 0.6
Madison International Realty Holdings
4712
Madison International Realty Holdings
New York
$222M +$19.5M +10% 10.7% – 3 0% 3.9
OUP Management Company
4713
OUP Management Company
Pennsylvania
$222M – – 3.43% – 16 – 0
Rench Wealth Management
4714
Rench Wealth Management
Texas
$222M +$20.4M +10% 12.5% 106% 41 0% 6
Kestrel Investment Management
4715
Kestrel Investment Management
California
$222M +$11.5M +5% 8.75% 99.8% 44 15.91% 1.6
Providence First Trust
4716
Providence First Trust
Arizona
$222M +$9.8M +5% 6.13% 68.4% 89 10.11% 2
MG
4717
Meditor Group
Bermuda
$221M -$69.8M -24% 17.4% 41.1% 4 0% 6
Bridge Advisory
4718
Bridge Advisory
California
$221M +$18.1M +9% 3.75% 6.7% 101 20.79% 0.7
XXIP
4719
Xiamen Xinweidachuang Investment Partnership
China
$221M – – 22.1% 66.6% 1 – 0
Ridgemont Partners Management
4720
Ridgemont Partners Management
North Carolina
$221M – – 15.9% 45.6% 1 – 0
Smith & Howard Wealth Management
4721
Smith & Howard Wealth Management
Georgia
$221M +$9.19M +4% 4.24% 43.8% 75 17.33% 3.4
Birch Grove Capital
4722
Birch Grove Capital
New York
$221M +$8.73M +4% 1.95% 2.66% 55 23.64% 0.7
Pinnacle Family Advisors
4723
Pinnacle Family Advisors
Missouri
$221M -$2.7M -1% 12.7% 85.8% 155 41.94% 1.3
WAM
4724
Westport Asset Management
Connecticut
$221M +$15.1M +7% 8.76% 64.2% 77 3.9% 4.6
Palantir Technologies
4725
Palantir Technologies
Florida
$221M – – 16.7% – 13 – 0