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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)
Spirit of America Management Corp
2801
Spirit of America Management Corp
New York
$445M +$23.7M +6% 10.8% 113% 238 6.72% 5.6
Capital Advantage
2802
Capital Advantage
California
$445M +$8.46M +2% 7.64% 49.2% 42 11.9% 4.8
EFG Asset Management
2803
EFG Asset Management
Oregon
$445M +$12.5M +3% 8.47% 211% 180 8.33% 0.8
GA
2804
GFS Advisors
Texas
$445M +$28M +7% 8.67% 97.9% 144 10.42% 4.8
Beck Bode LLC
2805
Beck Bode LLC
Massachusetts
$445M -$16.9M -4% 11.9% 155% 282 48.94% 0.5
Ramsay Stattman Vela & Price
2806
Ramsay Stattman Vela & Price
Colorado
$444M +$40.9M +10% 10.1% 81.8% 85 10.59% 5.3
Dudley & Shanley
2807
Dudley & Shanley
Florida
$444M +$86.5M +24% 14.2% 67.9% 36 33.33% 2.9
Hunter Perkins Capital Management
2808
Hunter Perkins Capital Management
Illinois
$444M +$35.3M +9% 9.07% 58% 100 18% 1.4
Nekton Capital
2809
Nekton Capital
United Kingdom
$443M +$76.2M +21% 14.1% 30.1% 24 54.17% 0.3
VHMC
2810
Value Holdings Management Company
New York
$443M +$40.9M +10% 11% 125% 44 0% 4.9
Formidable Asset Management
2811
Formidable Asset Management
Ohio
$443M +$11.5M +3% 9.83% 52.2% 338 13.31% 2
IBEX Wealth Advisors
2812
IBEX Wealth Advisors
New Jersey
$443M +$57.9M +15% 10.4% 221% 187 28.34% 1.7
LWANC
2813
Laurel Wealth Advisors (North Carolina)
North Carolina
$442M +$40.7M +10% 9.18% 71.1% 591 12.52% 3
Marietta Wealth Management
2814
Marietta Wealth Management
Georgia
$442M +$41.5M +10% 10.3% 93% 115 16.52% 3.5
First National Bank & Trust Co of Newtown
2815
First National Bank & Trust Co of Newtown
Pennsylvania
$442M +$29.9M +7% 8.34% 55.7% 125 4% 7.6
Carolinas Wealth Consulting
2816
Carolinas Wealth Consulting
North Carolina
$442M +$46.6M +12% 6.75% 24.6% 1,117 21.84% 1.8
Probity Advisors
2817
Probity Advisors
Texas
$441M +$38.6M +10% 8.23% 61.7% 184 8.15% 4.5
P.J. Schmidt Investment Management (PJS)
2818
P.J. Schmidt Investment Management (PJS)
Wisconsin
$441M +$26M +6% 8.63% 65.9% 180 11.11% 4.7
Longfellow Investment Management
2819
Longfellow Investment Management
Massachusetts
$441M -$47.8M -10% 7.32% 45.9% 380 34.21% 1.5
RMR Wealth Builders
2820
RMR Wealth Builders
New Jersey
$441M +$32.3M +8% 7.57% 91.7% 202 8.42% 1.5
CFS Investment Advisory Services
2821
CFS Investment Advisory Services
New Jersey
$441M +$52.5M +14% 6.11% 59.7% 138 28.26% 0.8
Siemens Pension Trust
2822
Siemens Pension Trust
Germany
$441M – – 18.4% 25.4% 2 – 0
RiverFront Investment Group
2823
RiverFront Investment Group
Virginia
$441M -$2.23B -83% 6.43% 57.2% 109 23.85% 2.3
Wellington Shields & Co
2824
Wellington Shields & Co
New York
$440M +$211M +92% 13.3% 109% 297 7.74% 2.3
North Growth Management
2825
North Growth Management
British Columbia, Canada
$440M +$39.4M +10% 18.6% 243% 47 6.38% 2.7