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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)
Reliant Wealth Planning
5076
Reliant Wealth Planning
Kentucky
$231M +$14.2M +7% 5.72% 39.4% 27 14.81% 1.2
EnCap Energy Capital Fund X
5077
EnCap Energy Capital Fund X
Texas
$231M – – 17.5% – 1 – 0
Tilson Financial Group
5078
Tilson Financial Group
New Jersey
$231M +$132M +133% 5.43% 39.3% 72 48.61% 0.7
Barrett & Company
5079
Barrett & Company
Rhode Island
$231M +$9.8M +4% 5.98% 83.6% 615 9.43% 1.8
Claris Advisors
5080
Claris Advisors
Missouri
$231M +$36.5M +19% 6.78% 65.7% 1,236 95.55% 0.1
Socha Financial Group
5081
Socha Financial Group
New York
$230M +$16.8M +8% 5.04% 81.5% 23 13.04% 1.8
25 LLC
5082
25 LLC
Missouri
$230M +$19.8M +9% 6.54% 48.7% 56 10.71% 1.2
CVS Health
5083
CVS Health
Rhode Island
$230M +$13.4M +6% 6.21% 48.7% 6 16.67% 2.5
Rakuten Securities
5084
Rakuten Securities
Japan
$230M -$2.89M -1% 1.71% – 803 22.17% 0.6
Crown Wealth Group
5085
Crown Wealth Group
North Carolina
$230M +$29.8M +15% 4.47% 98.2% 123 21.95% 1.2
California First Leasing Corp
5086
California First Leasing Corp
California
$230M +$6.24M +3% 2.92% 377% 45 8.89% 1.9
Samalin Investment Counsel
5087
Samalin Investment Counsel
New York
$230M +$15.8M +7% 6.65% 68.3% 295 10.17% 2.6
Davis Rea
5088
Davis Rea
Ontario, Canada
$230M +$29.8M +15% 2.46% 66.9% 39 15.38% 5.5
Ruggaard & Associates
5089
Ruggaard & Associates
Ohio
$230M +$13.5M +6% 6.23% 47.6% 119 5.04% 1.3
PIP
5090
Palisades Investment Partners
California
$230M +$27.8M +14% 11.3% – 43 13.95% 0.2
Landmark Wealth Management (New York)
5091
Landmark Wealth Management (New York)
New York
$230M +$101M +79% 6.33% 37.9% 77 37.66% 1.2
Hillman Company
5092
Hillman Company
Pennsylvania
$229M +$20.9M +10% 13.5% 118% 14 21.43% 1.8
Wela Strategies
5093
Wela Strategies
Georgia
$229M +$14.7M +7% 6.5% 51.3% 54 11.11% 3.3
Richmond Hill Investments
5094
Richmond Hill Investments
New York
$229M +$13.6M +6% 5.4% 55.2% 4 0% 6.6
Buttonwood Financial Advisors
5095
Buttonwood Financial Advisors
Maryland
$229M +$17.4M +8% 6.83% 73.4% 101 6.93% 2
CCM
5096
Consolidated Capital Management
California
$229M +$20M +10% 7.23% 166% 43 27.91% 4
Gen-Wealth Partners
5097
Gen-Wealth Partners
Michigan
$229M +$22M +11% 8.49% – 730 21.1% 0.4
Sensible Money
5098
Sensible Money
Arizona
$229M +$23.8M +12% 6.3% 69.1% 87 6.9% 1.5
Crestmont Private Wealth
5099
Crestmont Private Wealth
Texas
$229M +$21.3M +10% 6.78% 54.8% 121 33.06% 0.8
Highland Peak Capital
5100
Highland Peak Capital
Connecticut
$229M -$57.9M -20% 6.04% 260% 32 65.63% 0.3