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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)
DHJJ Financial Advisors
4851
DHJJ Financial Advisors
Illinois
$277M +$28.6M +12% 8.46% 62.5% 996 8.23% 1.7
Sandy Cove Advisors
4852
Sandy Cove Advisors
Massachusetts
$277M +$27.9M +11% 9.03% 78% 134 12.69% 2.2
CCM
4853
Consolidated Capital Management
California
$277M +$35.9M +15% 12.1% 166% 50 14% 3.4
Crestmont Private Wealth
4854
Crestmont Private Wealth
Texas
$277M +$45.6M +20% 6.93% 54.8% 88 18.18% 1.6
Richard W. Paul & Associates
4855
Richard W. Paul & Associates
Michigan
$277M +$21.6M +8% 9.88% 65.2% 357 11.48% 2
Whelan Financial
4856
Whelan Financial
California
$277M +$19.4M +8% 6.98% 64.6% 67 8.96% 1.7
Forge First Asset Management
4857
Forge First Asset Management
Canada
$277M +$46.8M +20% 18.2% 112% 46 54.35% 0.6
Texas Capital Bancshares
4858
Texas Capital Bancshares
Texas
$276M +$41.5M +18% 19.6% 175% 84 10.71% 4
Santori & Peters Inc
4859
Santori & Peters Inc
Pennsylvania
$276M +$28.4M +11% 10.7% 103% 71 12.68% 3.7
Financial Partners Group (Tennessee)
4860
Financial Partners Group (Tennessee)
Tennessee
$276M +$45.9M +20% 3.88% – 95 22.11% 1.8
TFR Capital
4861
TFR Capital
Texas
$276M +$35.9M +15% 12.8% – 167 11.98% 0.4
Townsend Asset Management
4862
Townsend Asset Management
North Carolina
$276M +$16.7M +6% 9.01% 88.5% 187 12.3% 4.1
Omnia Family Wealth
4863
Omnia Family Wealth
Florida
$276M +$37M +15% 10.8% 80.6% 106 17.92% 3.7
Solitude Financial Services
4864
Solitude Financial Services
Virginia
$276M +$18.5M +7% 4.03% 62.4% 39 7.69% 2.6
Monashee Investment Management
4865
Monashee Investment Management
Massachusetts
$276M -$569M -67% 34.8% 520% 96 91.67% 0.1
Pineridge Advisors
4866
Pineridge Advisors
Missouri
$276M +$20M +8% 5.55% – 590 18.64% 1.1
Carlton Hofferkamp & Jenks Wealth Management
4867
Carlton Hofferkamp & Jenks Wealth Management
Texas
$276M +$33.6M +14% 5.75% 63.9% 140 5% 6.2
Argyle Capital Management
4868
Argyle Capital Management
Pennsylvania
$276M +$6.59M +2% 5.75% 106% 132 1.52% 8.8
Shaker Financial Services
4869
Shaker Financial Services
Virginia
$276M +$18.9M +7% 5.18% 12.9% 176 29.55% 2.2
Client 1st Advisory Group
4870
Client 1st Advisory Group
Florida
$276M +$18.8M +7% 8.81% 64.5% 141 14.18% 2.8
Bain Capital Credit
4871
Bain Capital Credit
Massachusetts
$276M -$133M -33% 5.69% 14.4% 7 28.57% 2.3
Aubrey Capital Management
4872
Aubrey Capital Management
United Kingdom
$275M +$26.5M +11% 22.6% 319% 56 25% 1.4
Adirondack Trust Company
4873
Adirondack Trust Company
New York
$275M +$19.5M +8% 9.4% 96.7% 498 7.83% 6.5
Meredith Wealth Planning
4874
Meredith Wealth Planning
Illinois
$275M +$48.7M +21% 8.99% 66.5% 62 20.97% 1.6
Castle Wealth Management
4875
Castle Wealth Management
Florida
$275M +$19.9M +8% 7.87% 53.6% 130 9.23% 2.2