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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)
Meristem Family Wealth
2776
Meristem Family Wealth
Minnesota
$273M -$18.8M -6% 13.6% 67.7% 161 32.92% 2.7
Westside Investment Management
2777
Westside Investment Management
California
$273M -$39.7M -13% 18% 114% 854 33.72% 1.4
IQ EQ Fund Management
2778
IQ EQ Fund Management
Ireland
$273M -$91.4M -25% 10.3% 109% 111 11.71% 2.5
PWW
2779
Pettyjohn Wood & White
Virginia
$273M -$34.4M -11% 10% 70.9% 149 7.38% 3.9
Ipswich Investment Management
2780
Ipswich Investment Management
Massachusetts
$273M -$23M -8% 11.8% 104% 449 63.25% 0.8
Fulcrum Equity Management
2781
Fulcrum Equity Management
Texas
$273M – – 0.06% 116% 79 – 0
Csenge Advisory Group
2782
Csenge Advisory Group
Florida
$273M +$14.8M +6% 11.2% 66.3% 1,896 90.24% 0.8
Harvest Capital Management
2783
Harvest Capital Management
New Hampshire
$273M -$46M -14% 12.5% 19.5% 103 9.71% 3.4
Bayview Asset Management
2784
Bayview Asset Management
Florida
$272M – – 18.9% 55.4% 11 – 0
Abundance Wealth Counselors
2785
Abundance Wealth Counselors
Pennsylvania
$272M – – 12.7% 107% 27 – 0
Calton & Associates
2786
Calton & Associates
Florida
$272M -$67.9M -20% 11.3% 73.9% 314 37.26% 0.8
LA
2787
Leonetti & Associates
Illinois
$272M -$119M -30% 12.6% 49.5% 39 23.08% 2.7
TRIM
2788
Thompson Rubinstein Investment Management
Oregon
$272M -$54.3M -17% 13.5% 42.8% 78 3.85% 4.9
Heck Capital Advisors
2789
Heck Capital Advisors
Wisconsin
$272M -$31.3M -10% 10.9% 67% 102 8.82% 1.5
Univest Financial
2790
Univest Financial
Pennsylvania
$271M -$56.5M -17% 13.3% 82.6% 123 21.14% 3.1
HJA
2791
Hugh Johnson Advisors
New York
$271M -$90.2M -25% 11.9% 41.5% 98 18.37% 4
PT
2792
Plimoth Trust
Massachusetts
$271M -$37.4M -12% 10.1% 110% 187 3.74% 1
Telos Capital Management
2793
Telos Capital Management
California
$270M -$42.5M -14% 11% 71.1% 162 12.96% 3.6
Canal Insurance Company
2794
Canal Insurance Company
South Carolina
$270M -$51.9M -16% 11.4% 114% 81 25.93% 3.4
Dixon Hubard Feinour & Brown
2795
Dixon Hubard Feinour & Brown
Virginia
$270M -$91.5M -25% 12% 63.5% 186 15.59% 3.7
Menta Capital
2796
Menta Capital
California
$270M -$16.7M -6% 14% 61.2% 764 58.9% 0.7
Hefren-Tillotson
2797
Hefren-Tillotson
Pennsylvania
$270M +$124M +85% 15.9% 40% 14 21.43% 2.5
Oakview Capital Management
2798
Oakview Capital Management
Texas
$270M -$10M -4% 17.8% 21.2% 15 6.67% 1
Divergent Wealth Advisors
2799
Divergent Wealth Advisors
Utah
$270M -$20.2M -7% 11% 14.7% 147 75.51% 0.7
Probity Advisors
2800
Probity Advisors
Texas
$269M -$38.5M -12% 9.47% 61.7% 166 12.05% 1.9