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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)
Great Lakes Retirement
2451
Great Lakes Retirement
Ohio
$962M +$45.5M +5% 3.41% 118% 229 18.78% 2.5
Synergy Asset Management
2452
Synergy Asset Management
Washington
$962M -$1.8B -65% 3.98% 97.3% 314 47.77% 1
Cutler Investment Counsel
2453
Cutler Investment Counsel
Oregon
$961M +$7.5M +0.8% 1.3% 61.8% 146 5.48% 5.3
Center for Financial Planning
2454
Center for Financial Planning
Michigan
$961M +$25.5M +3% 1.78% 64.4% 743 16.69% 3.5
Red Door Wealth Management
2455
Red Door Wealth Management
Tennessee
$961M +$19.4M +2% 2.37% 100% 307 10.42% 2.7
Tairen Capital
2456
Tairen Capital
Hong Kong
$961M +$35.5M +4% 11.9% 462% 91 62.64% 0.3
Ullmann Wealth Partners Group
2457
Ullmann Wealth Partners Group
Florida
$961M +$45.6M +5% 1.86% 62.2% 156 8.33% 3.8
Wellesley Asset Management
2458
Wellesley Asset Management
New Hampshire
$961M -$38M -4% 0% 0% 54 0% 1
JGP Wealth Management
2459
JGP Wealth Management
Oregon
$959M +$57.1M +6% 1.71% 87.8% 244 17.62% 3.4
Condire Management
2460
Condire Management
Texas
$958M +$123M +15% 18.4% 187% 24 25% 1.7
Pinnacle Wealth Planning Services
2461
Pinnacle Wealth Planning Services
Ohio
$958M +$104M +12% 2.24% 84.5% 2,756 82.62% 0.6
BDP
2462
Brehaut David Pascal
$958M – – 4.35% – 1 – 0
Focused Wealth Management
2463
Focused Wealth Management
New York
$957M +$17.9M +2% 2.28% 80.9% 244 27.46% 5.8
MPM
2464
MBB Public Markets
Illinois
$957M +$205M +27% 5.51% 50.3% 42 45.24% 1.5
AP
2465
Archon Partners
New Jersey
$957M +$15.7M +2% 2.42% 99.5% 46 23.91% 5.7
Absolute Gestao de Investimentos
2466
Absolute Gestao de Investimentos
Brazil
$957M +$188M +24% 6.92% – 75 81.33% 0.2
Broad Bay Capital Management
2467
Broad Bay Capital Management
New York
$956M +$147M +18% 7.27% 338% 36 50% 1.1
RL
2468
RPO LLC
Connecticut
$956M -$3.25M -0.3% 3.91% 66.2% 82 60.98% 0.4
Sunriver Management
2469
Sunriver Management
Connecticut
$954M +$33.9M +4% 1.92% 9.27% 27 37.04% 1.2
Polymer Capital Management
2470
Polymer Capital Management
New York
$953M +$8.18M +0.9% 8.04% – 1,041 56.96% 0.3
NM
2471
Newtyn Management
New York
$952M +$135M +17% 18% 52% 42 45.24% 1.7
Atika Capital Management
2472
Atika Capital Management
New York
$950M -$292M -24% 27.6% 811% 121 65.29% 0.6
Black Diamond Financial
2473
Black Diamond Financial
Maryland
$949M +$56M +6% 2.62% 68.3% 181 13.81% 3.1
Intrua Financial
2474
Intrua Financial
Texas
$948M +$27.2M +3% 1.98% 77.4% 486 13.17% 2.5
Shenkman Capital Management
2475
Shenkman Capital Management
New York
$948M -$69.3M -7% 0.15% 3.15% 98 2.04% 1