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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)
Zullo Investment Group
4951
Zullo Investment Group
Pennsylvania
$241M +$13.1M +6% 6.34% 143% 155 5.81% 2.4
Selective Wealth Management
4952
Selective Wealth Management
Virginia
$241M +$13.7M +6% 6.89% 74.4% 107 5.61% 2.9
LAM
4953
Lountzis Asset Management
Pennsylvania
$241M +$26.6M +12% 9.97% 124% 49 6.12% 2.8
Murphy Pohlad Asset Management
4954
Murphy Pohlad Asset Management
Minnesota
$241M +$8.76M +4% 6.53% 83% 121 6.61% 6.1
GPM Growth Investors
4955
GPM Growth Investors
Michigan
$240M +$5.13M +2% 5.11% – 46 8.7% 2.8
Cambridge Financial Group (Arizona)
4956
Cambridge Financial Group (Arizona)
Arizona
$240M +$21.4M +10% 6.93% 69.5% 133 6.77% 0.7
ICW Investment Advisors
4957
ICW Investment Advisors
Arizona
$240M +$20M +9% 9.02% 58.6% 140 2.86% 4
IP
4958
Investment Partners
Ohio
$240M +$17.5M +8% 6.96% 83.2% 149 6.04% 5.5
Shaker Investments
4959
Shaker Investments
Ohio
$240M +$10.1M +4% 7.26% 205% 109 36.7% 2.5
Voisard Asset Management Group
4960
Voisard Asset Management Group
Michigan
$240M +$35.5M +17% 5.23% 50.5% 771 54.73% 0.3
Eagle Capital Management (Louisiana)
4961
Eagle Capital Management (Louisiana)
Louisiana
$240M +$13.1M +6% 5.44% 103% 39 0% 4.9
Gitterman Wealth Management
4962
Gitterman Wealth Management
New Jersey
$240M -$19.6M -8% 5.46% 33% 150 42.67% 1.1
Ameliora Wealth Management
4963
Ameliora Wealth Management
Switzerland
$240M +$19.5M +9% 5.39% 73.9% 192 20.31% 1.6
Lokken Investment Group
4964
Lokken Investment Group
Delaware
$240M +$27.1M +13% 6.86% 65.3% 162 9.88% 2.1
Wealth Advisors of Tampa Bay
4965
Wealth Advisors of Tampa Bay
Florida
$240M +$25.2M +12% 8.98% 86.2% 90 12.22% 3.6
Juniper Investment Company
4966
Juniper Investment Company
New York
$240M +$31M +15% 37.5% 358% 12 0% 3.1
Breakwater Investment Management
4967
Breakwater Investment Management
Washington
$240M +$16M +7% 5.43% – 325 7.08% 0.5
SC
4968
Schulhoff & Co
Ohio
$240M +$17.9M +8% 8.26% 51.8% 131 6.11% 7.5
Kensington Investment Counsel
4969
Kensington Investment Counsel
California
$239M +$13.3M +6% 7.45% 81.9% 117 11.97% 2.4
First Dallas Securities
4970
First Dallas Securities
Texas
$239M +$11.4M +5% 7.86% 163% 129 17.05% 2.5
Creative Capital Management Investments
4971
Creative Capital Management Investments
California
$239M +$33.4M +16% 6.65% 53.6% 258 11.24% 1.3
Silver Heights Capital Management
4972
Silver Heights Capital Management
Ontario, Canada
$239M +$2.21M +0.9% 12.3% 39.8% 5 0% 7.1
Algebris (UK)
4973
Algebris (UK)
United Kingdom
$239M -$71.5M -23% 3.33% 24.5% 53 69.81% 0.7
Accretive Wealth Partners
4974
Accretive Wealth Partners
New Jersey
$239M +$138K +0.1% 7.91% 57.3% 137 6.57% 2.7
Conrad N. Hilton Foundation
4975
Conrad N. Hilton Foundation
California
$239M +$199M +491% 7.16% – 5 80% 0.1