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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)
Garrison Asset Management
5126
Garrison Asset Management
Arkansas
$155M +$13.1M +9% 12% 52.1% 98 7.14% 6.1
Retirement Investment Advisors
5127
Retirement Investment Advisors
Oklahoma
$155M – – 7.53% – 48 – 0
One Charles Private Wealth Services
5128
One Charles Private Wealth Services
Massachusetts
$154M +$3.6M +2% 10.5% 99.7% 125 14.4% 1.3
HH
5129
HWG Holdings
Texas
$154M +$14.6M +10% 6.75% – 178 43.82% 1.9
Patrick Mauro Investment Advisor
5130
Patrick Mauro Investment Advisor
Illinois
$154M +$15.8M +11% 11.3% 31.7% 43 2.33% 0.3
Michelson Medical Research Foundation
5131
Michelson Medical Research Foundation
California
$154M – – 6.68% 52.2% 31 – 0
Baugh & Associates
5132
Baugh & Associates
Georgia
$154M +$13M +9% 11.2% 98.8% 39 2.56% 4.2
DB Wealth Management Group
5133
DB Wealth Management Group
California
$154M +$14.3M +10% 9.57% 19% 380 30.53% 1.3
Trust Company of Kansas
5134
Trust Company of Kansas
Kansas
$154M +$13.1M +9% 14.3% 87% 53 20.75% 2
Western Financial Corp
5135
Western Financial Corp
California
$154M +$11.3M +8% 11.4% 275% 109 23.85% 0.9
Rye Brook Capital
5136
Rye Brook Capital
Connecticut
$154M +$17.3M +13% 6.6% 77.2% 23 8.7% 1.2
Wealth Management Resources
5137
Wealth Management Resources
Rhode Island
$154M +$3.85M +3% 4.75% 37.7% 44 11.36% 0.9
Miller Equity Capital Advisors
5138
Miller Equity Capital Advisors
Texas
$154M +$17.8M +13% 6.41% 23.7% 50 4% 2.5
Hanwha Asset Management
5139
Hanwha Asset Management
South Korea
$154M – – 22.4% – 1 – 0
Starwood Capital Group Management
5140
Starwood Capital Group Management
Florida
$154M +$4.97M +3% 19% 16.2% 4 0% 1.7
Ausbil Investment Management
5141
Ausbil Investment Management
Australia
$154M – – 7.16% 115% 42 – 0
360 Financial
5142
360 Financial
Minnesota
$154M +$378K +0.2% 9.5% 82.5% 86 3.49% 2
Cox Capital Management
5143
Cox Capital Management
Massachusetts
$154M +$16M +12% 11.4% 106% 85 18.82% 2.9
Pharo Management
5144
Pharo Management
New York
$153M – – 5.86% – 6 – 0.5
Forte Asset Management
5145
Forte Asset Management
New York
$153M +$2.65M +2% 6.31% 57.7% 74 37.84% 0.4
Wealthstream Advisors
5146
Wealthstream Advisors
New York
$153M +$60.3M +65% 9.04% 88.2% 82 25.61% 0.7
GCM
5147
Garland Capital Management
Washington
$153M +$38.4M +33% 15.8% 55.7% 34 11.76% 5
Matrix Private Capital Group
5148
Matrix Private Capital Group
New York
$153M +$5.66M +4% 8.61% 62.5% 208 12.5% 2.2
Compass Financial Group (Florida)
5149
Compass Financial Group (Florida)
Florida
$153M +$3.97M +3% 3.31% 44.1% 32 15.63% 3
Successful Portfolios
5150
Successful Portfolios
Florida
$153M +$15.4M +11% 7.21% 110% 200 16% 3.4