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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)
Samalin Investment Counsel
5051
Samalin Investment Counsel
New York
$166M +$7.59M +5% 5.06% 68.3% 275 13.82% 2
Davis Rea
5052
Davis Rea
Ontario, Canada
$166M +$5.87M +4% 11.2% 66.9% 44 11.36% 5.4
Sandbox Financial Partners
5053
Sandbox Financial Partners
Maryland
$166M +$21.2M +15% 10.7% 69.6% 98 16.33% 1.5
CNA Financial
5054
CNA Financial
Illinois
$166M +$1.31M +0.8% 5.48% 48.6% 82 84.15% 1.6
Fermata Advisors
5055
Fermata Advisors
California
$166M -$172M -51% 5.25% 58.3% 143 35.66% 1.3
New England Professional Planning Group
5056
New England Professional Planning Group
Rhode Island
$166M -$12.4M -7% 4.75% 64.1% 43 11.63% 4.4
WealthCare Investment Partners
5057
WealthCare Investment Partners
Rhode Island
$165M +$18.5M +13% 3.62% 67.6% 132 17.42% 0.9
Marshall & Sullivan
5058
Marshall & Sullivan
Washington
$165M +$5.67M +4% 6.44% 82% 96 59.38% 6.4
Sitrin Capital Management
5059
Sitrin Capital Management
California
$165M +$8.08M +5% 9.33% 139% 40 7.5% 3
Running Point Capital Advisors
5060
Running Point Capital Advisors
California
$165M +$2.27M +1% 7.45% 52.1% 215 34.42% 1.5
Tradewinds LLC
5061
Tradewinds LLC
North Carolina
$165M +$9.9M +6% 5.16% – 232 95.69% 0.1
PCMK
5062
Paragon Capital Management (Kansas)
Kansas
$165M +$4.47M +3% 6.1% 87.5% 52 1.92% 5.9
Constitution Capital
5063
Constitution Capital
Connecticut
$165M +$3M +2% 6.66% 91.1% 70 10% 1.7
Essential Planning
5064
Essential Planning
New Hampshire
$165M +$34.6M +27% 4.2% 40.9% 55 27.27% 0.3
Lapides Asset Management
5065
Lapides Asset Management
Connecticut
$165M -$22.7M -12% 2.47% 63% 53 9.43% 3.5
Silverlake Wealth Management
5066
Silverlake Wealth Management
Vermont
$165M +$4.53M +3% 4.78% 73.3% 223 8.07% 1
Hubbell Strickland Wealth Management
5067
Hubbell Strickland Wealth Management
Louisiana
$165M +$401K +0.2% 4.06% 64.8% 68 7.35% 2.8
Safeguard Financial
5068
Safeguard Financial
Wisconsin
$165M +$25.1M +18% 6.58% 21.9% 81 30.86% 0.6
Retirement Planning Company of New England
5069
Retirement Planning Company of New England
Rhode Island
$165M +$11.5M +7% 8.91% 125% 240 10% 1.1
Davidson Capital Management
5070
Davidson Capital Management
Texas
$165M +$18.9M +13% 6.01% 79.4% 159 50.31% 1.7
Union Heritage Capital
5071
Union Heritage Capital
Michigan
$165M +$677K +0.4% 6.38% 82.1% 53 7.55% 2
Seaside Wealth Management
5072
Seaside Wealth Management
California
$165M +$13.3M +9% 5.29% 53.4% 49 8.16% 0.7
Smith Shellnut Wilson
5073
Smith Shellnut Wilson
Mississippi
$165M +$2.57M +2% 5.22% 98.6% 135 8.15% 4.1
Access Financial Services
5074
Access Financial Services
Minnesota
$165M +$727K +0.4% 3.92% 44.8% 89 10.11% 3.5
Glovista Investments
5075
Glovista Investments
New Jersey
$165M -$36.8M -18% 4.85% 2.48% 53 35.85% 2.5