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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)
UNICOM Systems
2351
UNICOM Systems
Nevada
$1.02B +$10.8M +1% 0.72% – 23 21.74% 0.7
Wealth Alliance
2352
Wealth Alliance
New York
$1.02B +$49.3M +5% 2.69% 75.7% 601 16.14% 3.1
Norden Group
2353
Norden Group
Utah
$1.02B +$37.2M +4% 3.5% 104% 646 17.65% 1.3
IBEX Wealth Advisors
2354
IBEX Wealth Advisors
New Jersey
$1.02B -$22.9M -2% 3.06% 221% 212 46.23% 1.2
Gleason Group
2355
Gleason Group
Kentucky
$1.02B +$24.2M +2% 1.72% 69.1% 237 19.41% 4
Azzad Asset Management
2356
Azzad Asset Management
Virginia
$1.02B +$5.82M +0.6% 2.66% 101% 355 14.93% 2.4
Abacus Wealth Partners
2357
Abacus Wealth Partners
California
$1.02B +$324M +47% 2.14% 46% 514 80.93% 0.5
J.V. Bruni & Co
2358
J.V. Bruni & Co
Colorado
$1.02B +$27.8M +3% 2.6% 97.9% 33 9.09% 5.8
Cheviot Value Management
2359
Cheviot Value Management
California
$1.02B +$77.9M +8% 5.22% 77.8% 451 9.76% 1.6
Monograph Wealth Advisors
2360
Monograph Wealth Advisors
California
$1.02B +$29.8M +3% 3.11% 68% 143 8.39% 2.3
Mason Street Advisors
2361
Mason Street Advisors
Wisconsin
$1.02B +$51.6M +5% 0.38% 32% 17 23.53% 2.2
Melqart Asset Management
2362
Melqart Asset Management
United Kingdom
$1.02B +$266M +36% 17.2% 250% 65 63.08% 0.5
Coppell Advisory Solutions
2363
Coppell Advisory Solutions
Texas
$1.02B +$71.9M +8% 2% – 422 13.51% 1.9
Sentinel Trust
2364
Sentinel Trust
Texas
$1.02B +$34.3M +3% 2.32% 79.2% 137 8.76% 3.7
Tributary Capital Management
2365
Tributary Capital Management
Nebraska
$1.02B -$90.1M -8% 1.07% 82.6% 173 7.51% 5.1
CC
2366
Cornerstone Capital
California
$1.01B -$7.74M -0.8% 1.8% 91.2% 115 11.3% 6
TCOT
2367
Trust Company of Toledo
Ohio
$1.01B +$15.8M +2% 3.58% 109% 796 4.52% 2.6
Vista Capital Partners
2368
Vista Capital Partners
Oregon
$1.01B +$30.2M +3% 1.49% 61.2% 166 21.08% 4
Taikang Asset Management (HK)
2369
Taikang Asset Management (HK)
Hong Kong
$1.01B +$116M +13% 4.63% 172% 115 20.87% 2.7
HCR Wealth Advisors
2370
HCR Wealth Advisors
California
$1.01B +$44M +5% 2.85% 107% 264 10.98% 4.2
Goehring & Rozencwajg Associates
2371
Goehring & Rozencwajg Associates
New York
$1.01B +$179M +21% 6.9% 148% 44 6.82% 2.7
Wealthcare Capital Management
2372
Wealthcare Capital Management
Virginia
$1.01B +$22.3M +2% 2.84% 46.2% 92 11.96% 4.8
Dendur Capital
2373
Dendur Capital
New York
$1.01B +$42.3M +4% 7.84% 99.6% 23 60.87% 0.6
Great Hill Capital
2374
Great Hill Capital
New York
$1.01B +$363M +56% 1.25% – 59 23.73% 0.2
Beacon Financial Group
2375
Beacon Financial Group
Texas
$1.01B -$11.2M -1% 1.33% 66.6% 361 8.03% 4.5