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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)
SIA
2801
Strategic Investment Advisors
Michigan
$529M +$12M +2% 4.45% 66.1% 211 22.27% 1.7
Allen Capital Group
2802
Allen Capital Group
Nebraska
$529M -$276M -34% 2.24% 62.8% 190 21.05% 2.5
ACG Wealth
2803
ACG Wealth
Georgia
$529M -$174M -25% 3.16% 45.5% 349 23.21% 4
Dividend Assets Capital
2804
Dividend Assets Capital
South Carolina
$529M -$9.45M -2% 0.78% 67.4% 544 10.29% 2.4
Kistler-Tiffany Companies
2805
Kistler-Tiffany Companies
Pennsylvania
$529M +$17.3M +3% 3.72% 52% 790 7.59% 4
Arcadia Investment Management
2806
Arcadia Investment Management
Michigan
$529M -$69.2M -12% 7.01% 83.5% 297 5.72% 4.3
Johnson & Johnson
2807
Johnson & Johnson
New Jersey
$529M -$349M -40% 20% 339% 24 8.33% 0.5
Angeles Wealth Management
2808
Angeles Wealth Management
California
$528M – – 4.91% 80.6% 192 – 0
Buffington Mohr McNeal
2809
Buffington Mohr McNeal
Idaho
$528M -$55.8M -10% 6.39% 29.3% 137 14.6% 4.2
South Street Advisors
2810
South Street Advisors
New York
$528M -$43M -8% 2.79% 169% 76 14.47% 2.4
Brasada Capital Management
2811
Brasada Capital Management
Texas
$528M -$2.6M -0.5% 4.53% 76.5% 164 34.15% 1.9
NEWAS
2812
N.E.W. Advisory Services
Wisconsin
$528M -$134M -20% 3.6% 51.1% 161 30.43% 1.5
Investidor Profissional Gestao de Recursos
2813
Investidor Profissional Gestao de Recursos
Brazil
$528M -$53.5M -9% 7.22% 51.8% 21 14.29% 2.2
Dillon & Associates
2814
Dillon & Associates
Michigan
$527M -$46.7M -8% 7.33% 117% 83 12.05% 5.5
Continuum Advisory
2815
Continuum Advisory
Idaho
$527M +$82.1M +18% 2.65% 77% 397 29.47% 1.4
ICA Group Wealth Management
2816
ICA Group Wealth Management
Colorado
$526M – – 2.11% – 377 – 0
Sound View Wealth Advisors Group
2817
Sound View Wealth Advisors Group
Georgia
$526M -$3.11M -0.6% 2.52% 73% 299 7.36% 2.1
Roble Belko & Company
2818
Roble Belko & Company
Pennsylvania
$526M -$6.28M -1% 4.44% 53.3% 409 15.65% 3.5
FTV Management Company
2819
FTV Management Company
California
$525M -$251M -32% 28.4% 15.1% 2 0% 0.4
Pacific Ridge Capital Partners
2820
Pacific Ridge Capital Partners
Oregon
$525M -$37M -7% 4.56% 149% 130 6.15% 4.7
Silver Rock Financial
2821
Silver Rock Financial
California
$525M -$59.7M -10% 0.67% 2.58% 256 17.19% 0.6
Strategic Wealth Partners Group
2822
Strategic Wealth Partners Group
Illinois
$525M -$51.7M -9% 5.73% – 65 15.38% 3.1
Silvant Capital Management
2823
Silvant Capital Management
Georgia
$525M -$60.2M -10% 5.88% 168% 347 8.93% 3.2
Hill City Capital
2824
Hill City Capital
Massachusetts
$524M +$85.5M +19% 8.15% 194% 25 32% 0.8
Arbor Investment Advisors
2825
Arbor Investment Advisors
North Carolina
$524M -$10.9M -2% 4.2% 48.5% 122 13.11% 3.5