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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)
Mader & Shannon Wealth Management
6076
Mader & Shannon Wealth Management
Missouri
$184M +$8.32M +5% 3.36% 53.1% 23 13.04% 2.7
Sage Advisory Services
6077
Sage Advisory Services
Texas
$184M +$13.4M +8% 6.56% 33.9% 46 17.39% 3.3
Keystone Global Partners
6078
Keystone Global Partners
Colorado
$184M +$41M +29% 8.93% – 217 36.87% 0.2
Security National Bank of So Dak
6079
Security National Bank of So Dak
Iowa
$184M +$6.79M +4% 8.17% 67.7% 116 7.76% 5.8
One Plus One Wealth Management
6080
One Plus One Wealth Management
Florida
$183M -$55.5K -0% 10.9% 71.9% 100 19% 2.4
Index Venture Growth Associates IV
6081
Index Venture Growth Associates IV
Jersey
$183M +$20.7M +13% 12.7% – 1 0% 0.5
Manuka Financial
6082
Manuka Financial
Virginia
$183M +$29M +19% 13.2% – 51 3.92% 0.5
Tenret Company
6083
Tenret Company
Florida
$183M +$18.4M +11% 7.48% – 37 10.81% 3
Hillman Capital Management
6084
Hillman Capital Management
Maryland
$183M -$20M -10% 3.43% 20.2% 52 5.77% 3.3
WAM
6085
Werlinich Asset Management
Connecticut
$183M +$25.7M +16% 19.9% 232% 63 11.11% 3.2
Brighton Securities
6086
Brighton Securities
New York
$183M -$22.2M -11% 7.66% – 68 26.47% 0.4
Vesa Equity Investment
6087
Vesa Equity Investment
Luxembourg
$183M +$41.2M +29% 73.8% 2.97% 1 0% 4.5
Yardley Wealth Management
6088
Yardley Wealth Management
Pennsylvania
$183M +$13.1M +8% 7.51% – 42 7.14% 0.7
Chou Associates Management
6089
Chou Associates Management
Ontario, Canada
$183M -$2.14M -1% 0.06% 66.4% 32 3.13% 3
Viewpoint Investment Partners
6090
Viewpoint Investment Partners
Alberta, Canada
$183M -$2.37M -1% 6.24% 38.4% 35 5.71% 0.9
Nightview Capital
6091
Nightview Capital
Texas
$183M +$28.8M +19% 18.3% 170% 13 7.69% 1.7
Friedenthal Financial
6092
Friedenthal Financial
New Jersey
$182M +$15.1M +9% 6.01% 105% 320 52.5% 1.5
Worldly Partners Management
6093
Worldly Partners Management
Massachusetts
$182M +$5.75M +3% 0.54% 19.2% 3 0% 2.5
RPS Advisory Solutions
6094
RPS Advisory Solutions
Kentucky
$182M +$41.1M +29% 7.46% – 120 35% 0.6
GWM
6095
Global Wealth Management
New Jersey
$182M +$9.01M +5% 4.91% – 32 12.5% 0.6
H&H Retirement Design & Management
6096
H&H Retirement Design & Management
Nevada
$182M +$31.9M +21% 4.59% 38.4% 82 8.54% 2
Resurgent Financial Advisors
6097
Resurgent Financial Advisors
Georgia
$182M +$15.6M +9% 9.88% 86.4% 204 20.1% 2.3
Trivant Custom Portfolio Group
6098
Trivant Custom Portfolio Group
California
$182M +$8.15M +5% 11.6% 86.1% 226 67.7% 1.2
SWP Financial
6099
SWP Financial
California
$182M +$18.3M +11% 7.42% 58.4% 77 20.78% 0.9
Whipplewood Advisors
6100
Whipplewood Advisors
Colorado
$182M +$12.6M +7% 8.64% – 1,276 11.05% 0.5