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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)
GPI Capital
4876
GPI Capital
New York
$260M -$78.9M -23% 6.27% 261% 5 20% 3.3
Jackson Grant Investment Advisers
4877
Jackson Grant Investment Advisers
Connecticut
$260M -$7.49M -3% 1.12% 54.3% 409 5.62% 4.2
MTM Investment Management
4878
MTM Investment Management
South Carolina
$260M +$3.03M +1% 2.74% 87.7% 282 9.93% 3.1
Client 1st Advisory Group
4879
Client 1st Advisory Group
Florida
$260M +$8.22M +3% 0.74% 64.5% 137 14.6% 2.5
Hixon Zuercher
4880
Hixon Zuercher
Ohio
$260M +$4.6M +2% 1.47% 101% 79 3.8% 3
EFH
4881
Eaton Financial Holdings
Florida
$260M +$14M +6% 1.79% – 68 16.18% 1.3
ECP ControlCo
4882
ECP ControlCo
New Jersey
$260M -$69.1M -21% 11.3% 42.5% 6 33.33% 3.5
Raleigh Capital Management
4883
Raleigh Capital Management
North Carolina
$259M +$116K +0% 0.64% 79.9% 1,078 12.99% 1.7
Newton One Investments
4884
Newton One Investments
Delaware
$259M +$10M +4% 1.88% 42% 122 65.57% 1.3
Rule One Partners
4885
Rule One Partners
Georgia
$259M +$25.3M +11% 14.3% – 16 50% 0.2
Advyzon Investment Management
4886
Advyzon Investment Management
Illinois
$259M – – 0.6% – 231 – 0
Vance Wealth
4887
Vance Wealth
California
$259M -$5.18M -2% 0.71% 66.4% 104 6.73% 2
Meritech Capital Associates V
4888
Meritech Capital Associates V
California
$259M -$40M -13% 27.3% 133% 2 0% 3.9
NWK Group
4889
NWK Group
California
$259M +$13M +5% 14.4% 268% 78 17.95% 2.7
Richmond Hill Investments
4890
Richmond Hill Investments
New York
$259M +$29.5M +13% 11.7% 55.2% 4 0% 6.8
325 Capital
4891
325 Capital
New York
$259M +$22.5M +10% 5.52% 226% 12 8.33% 1.9
Cherrydale Wealth Management
4892
Cherrydale Wealth Management
New Jersey
$258M +$13.9M +6% 1.06% 80.8% 77 15.58% 1.6
Allred Capital Management
4893
Allred Capital Management
Texas
$258M +$4.16M +2% 0.25% 73.5% 177 10.17% 4
Denver PWM
4894
Denver PWM
Colorado
$258M -$4.92M -2% 0.81% 48.6% 246 41.46% 1
May Hill Capital
4895
May Hill Capital
Massachusetts
$258M – – 1.17% – 164 – 0
FFG
4896
Fortem Financial Group
California
$258M +$12.2M +5% 7.46% 183% 180 5.56% 2.3
Merck & Co
4897
Merck & Co
New Jersey
$258M – – 15.8% – 13 – 0
SAMT
4898
Select Asset Management & Trust
Pennsylvania
$258M -$13.5M -5% 0.29% 68.4% 77 16.88% 3.8
True Wealth Design
4899
True Wealth Design
Ohio
$258M +$1.65M +0.6% 1.32% 57% 1,545 30.16% 1
Kercheville Advisors
4900
Kercheville Advisors
Texas
$258M +$20.7M +9% 6.84% 261% 101 22.77% 2.1