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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)
Siguler Guff Advisers
4701
Siguler Guff Advisers
New York
$196M -$30.2M -13% 12.4% 37.7% 7 14.29% 2
Silverleafe Capital Partners
4702
Silverleafe Capital Partners
Tennessee
$196M +$34.5M +21% 4.83% 87.7% 64 31.25% 2.6
Morton Brown Family Wealth
4703
Morton Brown Family Wealth
Pennsylvania
$196M +$8.31M +4% 3.83% 54.5% 181 6.08% 1.4
Corbyn Investment Management
4704
Corbyn Investment Management
Maryland
$196M -$10.8M -5% 4.48% 71% 63 15.87% 4.4
OIA
4705
Optimum Investment Advisors
Illinois
$195M -$8.96M -4% 2.58% 125% 738 5.42% 5.1
Sterling Financial Planning
4706
Sterling Financial Planning
New Jersey
$195M -$6.59M -3% 3.67% 59.3% 99 7.07% 2.3
SR One Capital Management
4707
SR One Capital Management
Pennsylvania
$195M -$36.8M -16% 3.33% 656% 6 0% 1.3
Kelleher Financial Advisors
4708
Kelleher Financial Advisors
New York
$195M +$21.6M +12% 1.55% 80.3% 118 12.71% 4.1
GWM
4709
Gray Wealth Management
Maine
$195M -$3.76M -2% 3.38% 22.1% 139 10.79% 2.4
AC
4710
Athos Capital
Hong Kong
$195M +$66.9M +52% 11.1% 110% 83 53.01% 0.9
Brand Asset Management Group
4711
Brand Asset Management Group
Missouri
$195M -$14.6M -7% 3.87% 70.2% 75 5.33% 4.6
Narus Financial Partners
4712
Narus Financial Partners
Utah
$195M +$1.42M +0.7% 0.27% 85.3% 128 9.38% 3.1
Tealwood Asset Management
4713
Tealwood Asset Management
Minnesota
$195M -$11.2M -5% 2.39% 128% 132 4.55% 3.5
CCC
4714
Chelsea Counsel Company
California
$194M -$8.76M -4% 3.71% 106% 166 3.61% 3
JVL Associates
4715
JVL Associates
Michigan
$194M -$11.3M -5% 3.77% 81% 39 7.69% 4.1
Taylor Hoffman Wealth Management
4716
Taylor Hoffman Wealth Management
Virginia
$194M -$6.03M -3% 2.03% 47.8% 112 3.57% 4.1
DI
4717
DAGCO Inc
Ohio
$194M -$7.03M -3% 3.76% 75% 81 3.7% 3.8
Forza Wealth Management
4718
Forza Wealth Management
Florida
$194M -$4.8M -2% 1.67% 69.8% 187 5.88% 0.7
Advisor Resource Council
4719
Advisor Resource Council
Texas
$194M -$28.4M -13% 3.13% 74.7% 183 23.5% 1.2
Conrad Siegel Investment Advisors
4720
Conrad Siegel Investment Advisors
Pennsylvania
$194M +$64.8M +50% 3.94% 64.9% 28 14.29% 1.3
Wealthstream Advisors
4721
Wealthstream Advisors
New York
$194M +$2.98M +2% 3.17% 88.2% 113 17.7% 1.1
Global Financial Private Client
4722
Global Financial Private Client
Florida
$194M -$9.8M -5% 2.92% 100% 697 5.74% 2.8
TPG Financial Advisors
4723
TPG Financial Advisors
Oregon
$193M +$2.59M +1% 3.5% – 55 12.73% 2.6
Core Wealth Management
4724
Core Wealth Management
Florida
$193M -$3.59M -2% 3.76% 44.5% 25 24% 0.6
Helen Stephens Group
4725
Helen Stephens Group
Texas
$193M -$4.52M -2% 2.75% 53.4% 68 4.41% 1.4