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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)
CIA
5376
Corigliano Investment Advisers
North Carolina
$256M -$25.6M -9% 41.2% – 57 63.16% 0.4
Krensavage Asset Management
5377
Krensavage Asset Management
New York
$256M -$27.4M -10% 0.48% 124% 22 27.27% 2.4
Trueblood Wealth Management
5378
Trueblood Wealth Management
Ohio
$256M -$538K -0.2% 1.46% 89.9% 265 8.3% 1.8
Peirce Capital Management
5379
Peirce Capital Management
Texas
$256M +$4.43M +2% 2.97% 56.6% 46 13.04% 1.8
Highlander Partners
5380
Highlander Partners
Texas
$256M -$23.2M -8% 12.6% 241% 68 36.76% 2.1
Cumberland Advisors
5381
Cumberland Advisors
Florida
$255M -$8.29M -3% 1.24% 80.7% 50 6% 5.3
Western Financial Corp
5382
Western Financial Corp
California
$255M +$3.33M +1% 2.35% 275% 152 42.11% 1.7
Agate Pass Investment Management
5383
Agate Pass Investment Management
Washington
$255M -$13.7M -5% 1.93% 76% 109 6.42% 3.3
Kennedy Investment Group
5384
Kennedy Investment Group
New Jersey
$255M -$9.7M -4% 2.65% 95.4% 147 12.93% 2.3
2Xideas
5385
2Xideas
Switzerland
$255M -$102M -29% 4.93% 40.6% 53 16.98% 2.5
Caldwell Investment Management
5386
Caldwell Investment Management
Ontario, Canada
$255M +$92.5M +57% 2.66% 162% 65 67.69% 0.6
Juno Financial Group
5387
Juno Financial Group
Virginia
$255M +$5.27M +2% 0.11% – 71 4.23% 0.2
PIP
5388
Palisades Investment Partners
California
$255M -$9.7M -4% 1.52% – 56 17.86% 1.2
Wrenne Financial Planning
5389
Wrenne Financial Planning
Kentucky
$255M +$9.21M +4% 0.38% 54.3% 52 7.69% 1.8
Long Road Investment Counsel
5390
Long Road Investment Counsel
Michigan
$255M -$8.95M -3% 4.25% 64.4% 81 6.17% 8.4
GAMC
5391
Garner Asset Management Corp
Texas
$255M -$5.64M -2% 3.46% 103% 425 63.29% 5.2
Tiemann Investment Advisors
5392
Tiemann Investment Advisors
California
$255M -$2.53M -1% 1.11% 77% 217 11.98% 6.8
Westwood Wealth Management
5393
Westwood Wealth Management
California
$255M +$122M +92% 7.64% 495% 130 86.15% 1.3
Choice Wealth Advisors
5394
Choice Wealth Advisors
Maine
$255M +$1.85M +0.7% 0.32% 60.3% 38 21.05% 2.3
Vermillion Wealth Management
5395
Vermillion Wealth Management
Minnesota
$255M +$8.68M +4% 0.74% – 1,582 61.82% 0.4
Incline Global Management
5396
Incline Global Management
New York
$255M -$38M -13% 13.2% 40.1% 36 50% 0.7
Left Brain Wealth Management
5397
Left Brain Wealth Management
Illinois
$255M -$34.5M -12% 1.57% 376% 103 41.75% 1.5
Tenon Financial
5398
Tenon Financial
New Jersey
$255M +$17.3M +7% 1.46% – 55 12.73% 1.4
Integrity Wealth Solutions
5399
Integrity Wealth Solutions
Colorado
$255M +$1.74M +0.7% 0.41% – 135 8.15% 1.6
First Financial Corp
5400
First Financial Corp
Indiana
$255M -$10.4M -4% 0.62% 95.3% 309 1.94% 8.4