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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)
AAF Wealth Management
5501
AAF Wealth Management
Massachusetts
$130M +$11.8M +10% 5.49% 65.8% 22 4.55% 0.5
Alaethes Wealth
5502
Alaethes Wealth
Nevada
$130M +$21.6M +20% 9.73% 96.4% 270 68.15% 0.1
Cypress Capital Management (Wyoming)
5503
Cypress Capital Management (Wyoming)
Wyoming
$129M +$15.9M +14% 11.3% 161% 332 19.58% 2.2
RiverGlades Family Offices
5504
RiverGlades Family Offices
Florida
$129M +$6.33M +5% 5.66% – 81 4.94% 1.7
Corepath Wealth Partners
5505
Corepath Wealth Partners
Arizona
$129M +$15.5M +14% 4.09% 62.1% 38 5.26% 0.5
Cook & Bynum Capital Management
5506
Cook & Bynum Capital Management
Alabama
$129M +$6.59M +5% 10.8% 46.8% 5 0% 4
AIM
5507
Axiom Investment Management
New York
$129M +$6.08M +5% 9.85% – 213 34.74% 1.3
Cynosure Group
5508
Cynosure Group
Utah
$129M +$1.37M +1% 7.83% 56.8% 21 4.76% 1.5
FIG
5509
Freed Investment Group
Massachusetts
$129M +$14.3M +12% 10.4% – 15 6.67% 0.5
KCA
5510
Karn Couzens & Associates
Connecticut
$129M +$17.5M +16% 6.04% – 76 18.42% 0.4
WFA of San Diego
5511
WFA of San Diego
California
$129M +$8.4M +7% 6.07% – 99 16.16% 0.6
Silicon Hills Wealth Management
5512
Silicon Hills Wealth Management
Texas
$129M +$18.3M +17% 7.19% 30.9% 95 16.84% 1.1
New Perspectives Inc
5513
New Perspectives Inc
Mississippi
$129M – – 6.3% – 23 – 0
CWM
5514
CCG Wealth Management
California
$129M +$27.2M +27% 4.31% 82.6% 92 19.57% 1.3
Clearshares
5515
Clearshares
New York
$129M +$5.18M +4% 4.45% – 37 8.11% 1.8
Cohen Investment Advisors
5516
Cohen Investment Advisors
New Hampshire
$129M +$5.51M +4% 8.94% 90.6% 77 0% 0.5
Thrive Capital Management (Pennsylvania)
5517
Thrive Capital Management (Pennsylvania)
Pennsylvania
$129M +$21.6M +20% 4.59% 58.2% 115 13.04% 0.4
AmeriServ Wealth Advisors
5518
AmeriServ Wealth Advisors
Pennsylvania
$128M +$11.8M +10% 8.59% – 73 13.7% 2.9
Davidson Trust Company
5519
Davidson Trust Company
Washington
$128M +$9.26M +8% 5.82% 77% 125 16% 1.3
Element Wealth
5520
Element Wealth
Mississippi
$128M +$7.86M +7% 5.85% 59.6% 182 8.79% 1.1
Peterson Wealth Management
5521
Peterson Wealth Management
Nevada
$128M +$10.3M +9% 6.23% 78% 65 36.92% 0.8
ASBI
5522
American State Bank (Iowa)
Iowa
$128M +$10.9M +9% 7.05% 138% 292 1.71% 0.5
Trinity Wealth Management
5523
Trinity Wealth Management
Pennsylvania
$128M +$12.6M +11% 5.83% 56.7% 31 25.81% 1.1
American Asset Management
5524
American Asset Management
Florida
$128M +$12.3M +11% 5.43% 42.5% 9 11.11% 3.6
ICMP
5525
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$14.2M +12% 5.39% 39.7% 85 25.88% 1