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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)
Telos Capital Management
2201
Telos Capital Management
California
$821M +$101M +14% 10.3% 71.1% 205 13.17% 5.5
Beacon Financial Group
2202
Beacon Financial Group
Texas
$820M +$115M +16% 8.1% 66.6% 326 33.44% 3.6
CapWealth Advisors
2203
CapWealth Advisors
Tennessee
$820M +$40.6M +5% 11.1% 152% 110 14.55% 5.6
CenterBook Partners
2204
CenterBook Partners
Connecticut
$820M +$17.8M +2% 13% 62.4% 520 47.88% 0.9
Asset Advisors Investment Management
2205
Asset Advisors Investment Management
Georgia
$819M +$75.5M +10% 11.9% 67.5% 89 7.87% 4.3
J.L. Bainbridge & Co
2206
J.L. Bainbridge & Co
Florida
$817M +$71M +10% 14.9% 118% 91 13.19% 2.9
Verus Capital Partners
2207
Verus Capital Partners
Arizona
$817M +$100M +14% 13.1% 139% 343 13.99% 2.4
Tanglewood Wealth Management
2208
Tanglewood Wealth Management
Texas
$817M +$227M +39% 9.27% 64.6% 32 28.13% 2.8
Webster Bank
2209
Webster Bank
Connecticut
$817M +$77.3M +10% 10.3% 77.5% 597 8.54% 5.4
Global Strategic Investment Solutions
2210
Global Strategic Investment Solutions
Arizona
$816M +$39.7M +5% 8.53% 56.8% 153 13.73% 2.7
Cable Hill Partners
2211
Cable Hill Partners
Oregon
$816M +$75M +10% 7.84% 20.3% 255 79.22% 1.7
Anderson Hoagland & Co
2212
Anderson Hoagland & Co
Missouri
$815M +$67.2M +9% 12.1% 104% 131 12.98% 3.4
Gemmer Asset Management
2213
Gemmer Asset Management
California
$815M +$73.7M +10% 9.95% 96.8% 131 7.63% 5.6
Silchester International Investors
2214
Silchester International Investors
United Kingdom
$813M +$118M +17% 11.7% 53.9% 5 60% 3.4
Marble Harbor Investment Counsel
2215
Marble Harbor Investment Counsel
Massachusetts
$813M +$50.8M +7% 9.81% 66.7% 201 8.46% 6.1
CCM Investment Advisers
2216
CCM Investment Advisers
South Carolina
$813M +$87.8M +12% 12.8% 170% 77 14.29% 4.5
Strategic Wealth Partners
2217
Strategic Wealth Partners
Ohio
$811M +$52M +7% 9.97% – 307 17.92% 2.5
PrairieView Partners
2218
PrairieView Partners
Minnesota
$811M +$73M +10% 8.46% 34% 430 10.23% 3.2
BIC
2219
Beach Investment Counsel
Pennsylvania
$810M +$10.3M +1% 7.39% 36% 160 16.25% 6.1
Liberty One Investment Management
2220
Liberty One Investment Management
Illinois
$810M +$120M +17% 8.41% 40.3% 170 5.88% 2.9
Praesidium Investment Management Company
2221
Praesidium Investment Management Company
New York
$810M +$33.9M +4% 16.6% 79% 13 0% 3.3
Estate Counselors
2222
Estate Counselors
Wisconsin
$810M +$58M +8% 8.37% 60% 141 28.37% 2.1
SeaCrest Wealth Management
2223
SeaCrest Wealth Management
New York
$810M +$39.9M +5% 11.8% 153% 664 13.25% 3.7
Howard Capital Management
2224
Howard Capital Management
Georgia
$809M +$68.1M +9% 10% 144% 75 38.67% 1.4
Proficio Capital Partners
2225
Proficio Capital Partners
Massachusetts
$809M +$58.7M +8% 10% 97% 329 18.54% 2.7