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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)
Hippocratic Financial Advisors
6026
Hippocratic Financial Advisors
California
$187M +$19.3M +11% 6.8% – 24 16.67% 0.4
Leslie Global Wealth
6027
Leslie Global Wealth
Illinois
$187M -$18.3M -9% 10.5% – 80 15% 0.8
Finer Wealth Management
6028
Finer Wealth Management
Massachusetts
$187M +$20.2M +12% 14.6% 175% 93 15.05% 2.5
Global Trust Asset Management
6029
Global Trust Asset Management
Florida
$187M +$22.9M +14% 12.6% 178% 505 12.67% 4
Perry Creek Capital
6030
Perry Creek Capital
New York
$187M +$12.1M +7% 0.97% 51.2% 11 18.18% 3.7
Sovereign's Capital Management
6031
Sovereign's Capital Management
Georgia
$187M +$18.8M +11% 4.98% – 82 8.54% 0.5
Threadgill Financial
6032
Threadgill Financial
Texas
$187M +$292K +0.2% 2.07% 49.3% 52 25% 1.6
CWMG
6033
Compass Wealth Management (Georgia)
Georgia
$187M – – 7% – 59 – 0
KCM
6034
Kempner Capital Management
Texas
$187M +$9.03M +5% 3.84% 60.9% 51 11.76% 4.5
GSI Capital Advisors
6035
GSI Capital Advisors
California
$187M -$4.04M -2% 2.22% 39.7% 35 25.71% 2
Financial Futures
6036
Financial Futures
New Jersey
$187M +$10.4M +6% 6.37% 48.5% 69 21.74% 1.9
Birchbrook
6037
Birchbrook
Maine
$187M +$8.65M +5% 5.96% 49.1% 282 7.09% 1.3
Strategic Investment Management
6038
Strategic Investment Management
Virginia
$187M -$62.4M -25% 6.74% 53.4% 21 42.86% 5.6
Resolute Wealth Strategies
6039
Resolute Wealth Strategies
Mississippi
$187M +$7.48M +4% 7.49% 105% 105 8.57% 1.7
Western Financial Corp
6040
Western Financial Corp
California
$187M +$14.5M +8% 16.4% 275% 139 25.18% 1.6
Pennington Partners & Co
6041
Pennington Partners & Co
Maryland
$186M +$12M +7% 9.36% – 90 18.89% 0.4
CarsonAllaria Wealth Management
6042
CarsonAllaria Wealth Management
Illinois
$186M +$13.9M +8% 7.08% 51.7% 378 8.47% 2.5
Aull & Monroe Investment Management
6043
Aull & Monroe Investment Management
Alabama
$186M -$14.7M -7% 4.06% 98.3% 127 7.09% 8.8
Cambridge Capital Management
6044
Cambridge Capital Management
Illinois
$186M +$28.3M +18% 7.07% 55.9% 41 12.2% 1.3
Beaumont Asset Management
6045
Beaumont Asset Management
Texas
$186M +$20.7M +13% 10.5% 73.1% 76 23.68% 2.9
Horizon Advisory Services
6046
Horizon Advisory Services
New York
$186M +$9.43M +5% 4.79% – 47 4.26% 0.8
WMS
6047
Wealth Management Strategies
Pennsylvania
$186M +$36.6M +24% 8% – 39 7.69% 0.4
Capital Wealth Alliance
6048
Capital Wealth Alliance
Arizona
$186M +$18.7M +11% 9.3% 124% 78 14.1% 2.7
4D Advisors
6049
4D Advisors
California
$186M +$57.3M +45% 25.6% – 47 59.57% 0.2
Gray Private Wealth
6050
Gray Private Wealth
Massachusetts
$186M +$19.8M +12% 9.34% – 47 17.02% 1