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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)
Beacon Wealthcare LLC
4926
Beacon Wealthcare LLC
North Carolina
$208M +$18.6M +10% 8.82% 47% 17 11.76% 1.9
Eads & Heald Wealth Management
4927
Eads & Heald Wealth Management
Georgia
$208M +$17.1M +9% 11% 93.3% 148 6.08% 6.9
Narus Financial Partners
4928
Narus Financial Partners
Utah
$208M +$12.7M +6% 4.37% 85.3% 140 15% 2.9
LWMM
4929
Legacy Wealth Management (Mississippi)
Mississippi
$207M +$15M +8% 11.8% 105% 75 8% 3.1
Beacon Financial Advisory
4930
Beacon Financial Advisory
Ohio
$207M +$26.3M +15% 9.35% 76.8% 256 15.23% 2.3
Ferguson Shapiro
4931
Ferguson Shapiro
Georgia
$207M +$25.7M +14% 7.33% 42.7% 42 42.86% 1.1
Alpha Wave Global
4932
Alpha Wave Global
New York
$207M +$49.1M +31% 15.9% 226% 29 20.69% 1.9
Divergent Planning
4933
Divergent Planning
Maryland
$207M +$21.4M +12% 9.12% 43.3% 26 7.69% 1.8
Leeward Financial Partners
4934
Leeward Financial Partners
Washington
$207M +$26.4M +15% 12.6% 97.9% 93 24.73% 1.2
Beech Hill Advisors
4935
Beech Hill Advisors
New York
$207M +$8.41M +4% 12.7% 117% 94 10.64% 4.4
Davis Investment Partners
4936
Davis Investment Partners
North Carolina
$206M +$18.6M +10% 13.2% 97.8% 117 16.24% 0.8
Highline Wealth Partners
4937
Highline Wealth Partners
California
$206M +$44.5M +27% 10.2% 93.8% 441 15.87% 1
BOCM
4938
Bontempo Ohly Capital Management
Maryland
$206M +$23.9M +13% 10.9% 49.6% 37 8.11% 4
First County Bank
4939
First County Bank
Connecticut
$206M +$14.2M +7% 10.1% 101% 171 9.94% 0.9
Houlihan Financial Resource Group
4940
Houlihan Financial Resource Group
Virginia
$206M +$19.4M +10% 9.17% 50.6% 101 7.92% 1.7
Exeter Financial
4941
Exeter Financial
Arizona
$206M +$16.9M +9% 7.75% 59.1% 90 5.56% 4.5
Palisades Hudson Asset Management
4942
Palisades Hudson Asset Management
Florida
$206M +$23.5M +13% 12% 66.8% 98 8.16% 6.4
SST
4943
S Squared Technology
New York
$206M +$20.7M +11% 17.1% 223% 37 16.22% 2.9
Client 1st Advisory Group
4944
Client 1st Advisory Group
Florida
$206M +$16.9M +9% 8.72% 64.5% 105 7.62% 2.2
Tiemann Investment Advisors
4945
Tiemann Investment Advisors
California
$206M +$18.9M +10% 10.6% 77% 191 6.81% 6.4
Reliant Wealth Planning
4946
Reliant Wealth Planning
Kentucky
$206M +$17.5M +9% 9.37% 39.4% 22 31.82% 0.8
Peregrine Asset Advisers
4947
Peregrine Asset Advisers
Oregon
$206M +$13.3M +7% 12.8% 182% 177 26.55% 1.5
GAMC
4948
Garner Asset Management Corp
Texas
$206M +$31.1M +18% 14.1% 103% 348 62.36% 2
Institutional Venture Management XV
4949
Institutional Venture Management XV
California
$206M +$35.8M +21% 22.9% 116% 5 0% 2
GWM
4950
Gray Wealth Management
Maine
$205M +$10.3M +5% 9.82% 22.1% 137 10.22% 2.6