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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)
Sterling Investment Counsel
5701
Sterling Investment Counsel
New York
$148M – – 9.69% 93.8% 141 – 0
FSC Wealth Advisors
5702
FSC Wealth Advisors
New York
$148M – – 10.6% 66.4% 184 – 0
Private Wealth Group
5703
Private Wealth Group
Florida
$148M -$3.89M -3% 8.29% 52.9% 41 4.88% 1.8
Benedetti & Gucer
5704
Benedetti & Gucer
Georgia
$148M +$16M +12% 11.3% 42.7% 103 25.24% 0.6
Vaughan & Co Securities
5705
Vaughan & Co Securities
New Jersey
$147M +$13.6M +10% 6.62% 70.7% 59 18.64% 1.5
LAI
5706
Legal Advantage Investments
California
$147M -$1.67M -1% 1.9% 116% 86 18.6% 0.8
Burns Matteson Capital Management
5707
Burns Matteson Capital Management
New York
$147M +$15.2M +11% 9.66% 137% 166 42.77% 0.5
Adams Chetwood Wealth Management
5708
Adams Chetwood Wealth Management
North Carolina
$147M +$9.08M +7% 7.89% – 78 10.26% 1.7
GIM
5709
Greenwich Investment Management
Connecticut
$147M – – 3.47% – 74 – 2.1
DCM
5710
Difesa Capital Management
New York
$147M – – 1.06% – 225 – 0
Renasant Bank
5711
Renasant Bank
Mississippi
$147M +$20.8M +17% 7.7% 72.3% 210 20.95% 0.8
RDST Capital
5712
RDST Capital
Washington
$147M – – 4.83% 43% 16 – 0
Briggs Advisory Group
5713
Briggs Advisory Group
Rhode Island
$147M – – 5.7% – 49 – 0
McClarren Financial Advisors
5714
McClarren Financial Advisors
Pennsylvania
$147M +$18.2M +14% 5.71% 63% 342 11.11% 0.8
Long Walk Management
5715
Long Walk Management
Connecticut
$146M +$14.2M +11% 3.81% 302% 6 50% 0.4
Ewing Morris & Co Investment Partners
5716
Ewing Morris & Co Investment Partners
Ontario, Canada
$146M – – 5.79% 63.5% 18 – 0
Freedman Financial Associates
5717
Freedman Financial Associates
Massachusetts
$146M +$9.6M +7% 7.04% – 510 8.63% 0.9
Merk Investments
5718
Merk Investments
California
$146M +$14.2M +11% 14.6% 303% 15 13.33% 1.5
OFG
5719
OTA Financial Group
New York
$146M +$63.3M +76% 2.27% 320% 121 74.38% 0.2
Soundmark Wealth Management
5720
Soundmark Wealth Management
Washington
$146M -$131M -47% 6.82% 17.2% 73 24.66% 0.8
Vienna Insurance Group
5721
Vienna Insurance Group
Poland
$146M -$41.2M -22% 10.8% 230% 35 14.29% 0.6
Diker Management
5722
Diker Management
New York
$146M -$48.2M -25% 4.51% 210% 45 35.56% 2
Westshore Wealth
5723
Westshore Wealth
California
$146M +$22.1M +18% 10.7% 58.8% 96 25% 1.1
Sheares Healthcare Group
5724
Sheares Healthcare Group
Singapore
$146M – – 13.2% – 1 – 0
ABP
5725
Arthur B. Page
$146M +$11.2M +8% 11.3% 40.4% 61 8.2% 5.4