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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 Time
Held (Qtrs)
AW
5501
Alaethes Wealth
Nevada
$130M +$21.6M +20% 9.73% 96.4% 270 68.15% 0.3
CCMW
5502
Cypress Capital Management (Wyoming)
Wyoming
$129M +$15.9M +14% 11.3% 161% 332 19.58% 8.6
RFO
5503
RiverGlades Family Offices
Florida
$129M +$6.33M +5% 5.66% – 81 4.94% 6.9
CWP
5504
Corepath Wealth Partners
Arizona
$129M +$15.5M +14% 4.09% 56% 38 5.26% 1.8
CBCM
5505
Cook & Bynum Capital Management
Alabama
$129M +$6.59M +5% 10.8% 46.8% 5 0% 15.8
AIM
5506
Axiom Investment Management
New York
$129M +$6.08M +5% 9.85% – 213 34.74% 5.1
CG
5507
Cynosure Group
Utah
$129M +$1.37M +1% 7.83% 56.8% 21 4.76% 6.1
FIG
5508
Freed Investment Group
Massachusetts
$129M +$14.3M +12% 10.4% – 15 6.67% 1.9
KCA
5509
Karn Couzens & Associates
Connecticut
$129M +$17.5M +16% 6.04% – 76 18.42% 1.6
WOSD
5510
WFA of San Diego
California
$129M +$8.4M +7% 6.07% – 99 16.16% 2.6
SHWM
5511
Silicon Hills Wealth Management
Texas
$129M +$18.3M +17% 7.19% 30.9% 95 16.84% 4.2
NPI
5512
New Perspectives Inc
Mississippi
$129M – – 6.3% – 23 – 0
CWM
5513
CCG Wealth Management
California
$129M +$27.2M +27% 4.31% 82.6% 92 19.57% 5.3
C
5514
Clearshares
New York
$129M +$5.18M +4% 4.45% – 37 8.11% 7.2
CIA
5515
Cohen Investment Advisors
New Hampshire
$129M +$5.51M +4% 8.94% 76.2% 77 0% 2
TCMP
5516
Thrive Capital Management (Pennsylvania)
Pennsylvania
$129M +$21.6M +20% 4.59% 58.2% 115 13.04% 1.7
AWA
5517
AmeriServ Wealth Advisors
Pennsylvania
$128M +$11.8M +10% 8.59% – 73 13.7% 11.5
DTC
5518
Davidson Trust Company
Washington
$128M +$9.26M +8% 5.82% 77% 125 16% 5.2
EW
5519
Element Wealth
Mississippi
$128M +$7.86M +7% 5.85% 59.6% 182 8.79% 4.3
PWM
5520
Peterson Wealth Management
Nevada
$128M +$10.3M +9% 6.23% 78% 65 36.92% 3.2
ASBI
5521
American State Bank (Iowa)
Iowa
$128M +$10.9M +9% 7.05% 138% 292 1.71% 1.9
TWM
5522
Trinity Wealth Management
Pennsylvania
$128M +$12.6M +11% 5.83% 53.5% 31 25.81% 4.3
AAM
5523
American Asset Management
Florida
$128M +$12.3M +11% 5.43% 42.5% 9 11.11% 14.3
ICMP
5524
Integrated Capital Management (Pennsylvania)
Pennsylvania
$128M +$14.2M +12% 5.39% 39.7% 85 25.88% 3.9
SA
5525
swisspartners Advisors
Switzerland
$128M +$14.9M +13% 4.05% 73.2% 38 39.47% 2.8