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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 Bridge Wealth Partners
5051
Beacon Bridge Wealth Partners
Pennsylvania
$218M +$6.17M +3% 2.02% 52% 98 9.18% 1.1
Goodwin Investment Advisory
5052
Goodwin Investment Advisory
Georgia
$218M +$5.8M +3% 3.26% 60.8% 51 41.18% 1.7
Krensavage Asset Management
5053
Krensavage Asset Management
New York
$218M -$7.72M -3% 3.24% 124% 13 7.69% 3.4
Kathleen S. Wright Associates
5054
Kathleen S. Wright Associates
Pennsylvania
$218M +$5.49M +3% 0.22% 66% 248 16.13% 1.6
Palisades Hudson Asset Management
5055
Palisades Hudson Asset Management
Florida
$218M -$1.95M -0.9% 0.92% 66.8% 100 12% 6.8
Tidemark
5056
Tidemark
California
$217M +$38.2M +21% 1.99% – 732 20.36% 0.5
HGC Investment Management
5057
HGC Investment Management
Ontario, Canada
$217M -$62.9M -22% 0.67% 33.2% 117 29.91% 0.8
Delap Wealth Advisory
5058
Delap Wealth Advisory
Oregon
$217M -$30.1M -12% 1.48% 73% 293 70.31% 0.7
Abundance Wealth Counselors
5059
Abundance Wealth Counselors
Pennsylvania
$217M -$217M -50% 2.95% 107% 150 60.67% 2
Astor Investment Management
5060
Astor Investment Management
Illinois
$217M -$34.5M -14% 0.84% 23.3% 38 42.11% 1.1
Mirabaud Asset Management
5061
Mirabaud Asset Management
United Kingdom
$217M -$30.3M -12% 5.31% – 53 22.64% 0.4
OGF
5062
Orin Green Financial
California
$217M +$4.34M +2% 1.93% 59.1% 77 90.91% 0.2
Wills Financial Group
5063
Wills Financial Group
Virginia
$217M +$4.82M +2% 1.96% 57.5% 66 9.09% 5
Bernzott Capital Advisors
5064
Bernzott Capital Advisors
California
$217M -$35.5M -14% 5.66% 46.6% 40 15% 2.9
Monolith Management
5065
Monolith Management
Hong Kong
$217M -$35.1M -14% 12.7% – 17 58.82% 0.2
BOS Asset Management
5066
BOS Asset Management
Illinois
$217M +$26.5M +14% 2.83% 70.3% 166 15.06% 1.1
One Advisory Partners
5067
One Advisory Partners
Kansas
$217M +$13.4M +7% 2.55% 58.3% 46 8.7% 1.8
CVS Health
5068
CVS Health
Rhode Island
$217M +$5.07M +2% 2.45% 48.7% 6 0% 2.3
Ausbil Investment Management
5069
Ausbil Investment Management
Australia
$217M +$17.1M +9% 3.73% 115% 72 38.89% 0.7
Armor Investment Advisors
5070
Armor Investment Advisors
North Carolina
$217M +$8.74M +4% 1.26% 56.6% 168 8.93% 4.2
Reliant Wealth Planning
5071
Reliant Wealth Planning
Kentucky
$217M +$7.7M +4% 0.65% 39.4% 24 12.5% 1
Verde Servicos Internacionais
5072
Verde Servicos Internacionais
Brazil
$217M -$51.9M -19% 7.45% 130% 38 52.63% 0.5
SimpliFi Inc
5073
SimpliFi Inc
California
$217M -$2.13M -1% 0.85% 26.7% 41 7.32% 2.5
Harbour Investment Management
5074
Harbour Investment Management
Washington
$216M +$3.37M +2% 2.91% 58.8% 89 3.37% 6.2
Ruggaard & Associates
5075
Ruggaard & Associates
Ohio
$216M +$5.93M +3% 0.97% 47.6% 123 12.2% 1