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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)
Financial Partners Group (Kansas)
2626
Financial Partners Group (Kansas)
Kansas
$865M +$62M +8% 2.83% 76.7% 246 18.29% 3
Marietta Wealth Management
2627
Marietta Wealth Management
Georgia
$865M +$46.7M +6% 3.03% 93% 128 9.38% 4.6
Baxter Bros Inc
2628
Baxter Bros Inc
Connecticut
$864M -$947K -0.1% 3.01% 73.8% 170 7.06% 6.1
Quantum Capital Management (New Jersey)
2629
Quantum Capital Management (New Jersey)
New Jersey
$864M -$48.4M -5% 4.04% 22.7% 35 8.57% 6
PS
2630
Portfolio Strategies
New York
$864M +$3.32M +0.4% 2.66% 120% 65 10.77% 3.2
IAG Wealth Partners
2631
IAG Wealth Partners
Wisconsin
$864M +$31.1M +4% 1.57% 47.3% 533 10.13% 3.6
BDWCC
2632
B&D White Capital Company
Texas
$863M +$82.5M +11% 3.09% 44.2% 84 26.19% 1.2
Philip James Wealth Mangement
2633
Philip James Wealth Mangement
Georgia
$863M +$6.21M +0.7% 1.83% 76% 179 6.15% 1.2
Viking Fund Management
2634
Viking Fund Management
North Dakota
$863M +$35.4M +4% 1.84% 105% 147 10.88% 4.3
Advyzon Investment Management
2635
Advyzon Investment Management
Illinois
$862M +$279M +48% 2.43% – 609 28.24% 0.5
Claret Asset Management
2636
Claret Asset Management
Quebec, Canada
$862M +$22.3M +3% 6.45% 73.3% 418 11% 2
Stockman Wealth Management
2637
Stockman Wealth Management
Montana
$859M +$52.8M +7% 4.12% 77.5% 187 10.7% 5.4
Genus Capital Management
2638
Genus Capital Management
British Columbia, Canada
$859M -$3.33M -0.4% 9.01% – 233 30.04% 0.5
Archford Capital Strategies
2639
Archford Capital Strategies
Illinois
$858M +$18.1M +2% 2.9% 87.4% 351 12.54% 4.1
ION Fund Management
2640
ION Fund Management
$857M – – 11.7% – 62 – 0
WoodTrust Financial
2641
WoodTrust Financial
Wisconsin
$857M +$17.1M +2% 3.16% 80.3% 195 12.82% 3
Howard Financial Services
2642
Howard Financial Services
Texas
$855M +$37.8M +5% 1.47% 55.9% 217 15.21% 3
ICICI Prudential Asset Management
2643
ICICI Prudential Asset Management
India
$855M -$92.5M -10% 5.26% 62.1% 168 12.5% 3.1
Nelson Capital Management
2644
Nelson Capital Management
California
$855M +$14.8M +2% 1.97% 121% 111 6.31% 6
Alley Investment Management Company
2645
Alley Investment Management Company
Illinois
$854M -$6.77M -0.8% 1.35% 54.6% 91 4.4% 3
FORM Wealth Advisors
2646
FORM Wealth Advisors
Wisconsin
$854M – – 1.93% – 59 – 0.7
Long Pond Capital
2647
Long Pond Capital
New York
$851M -$529M -38% 3.16% 13.5% 39 51.28% 1.1
Revolve Wealth Partners
2648
Revolve Wealth Partners
New Jersey
$851M +$17.2M +2% 2.42% 67.4% 242 9.92% 2.4
Boulay Financial Advisors
2649
Boulay Financial Advisors
Minnesota
$850M +$138M +19% 2.75% – 5 20% 0.5
Capital Investment Counsel Inc
2650
Capital Investment Counsel Inc
North Carolina
$850M +$29.5M +4% 4.47% 174% 270 30.74% 4.8