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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)
LeClair Wealth Partners
6726
LeClair Wealth Partners
Ohio
$147M +$8.53M +6% 9.02% – 104 12.5% 0.4
Capital & Planning LLC
6727
Capital & Planning LLC
Georgia
$147M +$12.6M +9% 9.02% – 36 5.56% 0.5
McCarthy Asset Management
6728
McCarthy Asset Management
California
$147M +$9.17M +7% 4.55% – 27 7.41% 3.3
Broadview Financial Management
6729
Broadview Financial Management
Wisconsin
$147M +$13.2M +10% 8.31% 52.4% 41 7.32% 5.9
Shotwell Rutter Baer
6730
Shotwell Rutter Baer
Michigan
$147M +$33.8M +30% 6.13% 45.5% 37 10.81% 1.1
Brueske Advisory Services
6731
Brueske Advisory Services
Washington
$147M +$41.5M +39% 7.97% – 65 26.15% 0.4
PIP
6732
PB Investment Partners
California
$147M +$20.8M +16% 9.85% 81.1% 9 22.22% 2.6
Wilkins Miller Wealth Management
6733
Wilkins Miller Wealth Management
Alabama
$147M +$14M +10% 6.32% – 92 13.04% 0.4
Shepherd Wealth Management
6734
Shepherd Wealth Management
Ohio
$147M +$49.7M +51% 30.9% – 54 51.85% 0.3
Crestwood Capital Management
6735
Crestwood Capital Management
New York
$147M +$16.6M +13% 17.2% 203% 16 18.75% 2.5
Arcadia Wealth Management (New York)
6736
Arcadia Wealth Management (New York)
New York
$147M +$18.5M +14% 9.25% – 55 3.64% 0.5
Grizzlyrock Capital
6737
Grizzlyrock Capital
Illinois
$147M +$36.5M +33% 25.1% – 28 46.43% 0.7
Future Financial Wealth Management
6738
Future Financial Wealth Management
Ohio
$147M +$10.4M +8% 7.23% 65.2% 460 4.57% 1.3
EQ Wealth Advisors
6739
EQ Wealth Advisors
Texas
$147M +$21.2M +17% 4.66% – 283 12.72% 0.3
Thompson Davis & Co
6740
Thompson Davis & Co
Virginia
$147M +$19.9M +16% 13.7% 188% 166 40.96% 2.2
Millstone Evans Group
6741
Millstone Evans Group
Colorado
$147M -$703K -0.5% 11.4% – 826 11.14% 0.5
Cox Capital Management
6742
Cox Capital Management
Massachusetts
$147M +$9.7M +7% 11% 106% 61 4.92% 3.2
Jim Saulnier & Associates
6743
Jim Saulnier & Associates
Colorado
$147M +$18.1M +14% 6.06% – 113 10.62% 0.6
Primoris Wealth Advisors
6744
Primoris Wealth Advisors
Florida
$147M +$17.4M +13% 15.1% 182% 109 21.1% 1.9
Hestia Capital Management
6745
Hestia Capital Management
Pennsylvania
$147M +$18.7M +15% 20.1% – 11 72.73% 0.2
Barrier Capital Management
6746
Barrier Capital Management
California
$146M +$42M +40% 36.7% 216% 21 66.67% 0.6
Tabor Asset Management
6747
Tabor Asset Management
New York
$146M +$22.1M +18% 24.7% 214% 51 47.06% 0.9
Braun-Bostich & Associates
6748
Braun-Bostich & Associates
Pennsylvania
$146M +$11.3M +8% 8.23% 64.5% 122 12.3% 1.6
Vesey Street Capital Partners
6749
Vesey Street Capital Partners
New York
$146M +$78M +114% 106% 47.8% 1 0% 3.5
Hengistbury Investment Partners
6750
Hengistbury Investment Partners
United Kingdom
$146M -$26.9M -16% 18.1% 108% 5 40% 5.1