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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)
Noesis Capital Mangement
2876
Noesis Capital Mangement
Florida
$832M +$155M +23% 29.3% 139% 131 9.92% 5.1
Sargent Investment Group
2877
Sargent Investment Group
Maryland
$832M +$72.4M +10% 13.6% 113% 292 12.33% 2.3
AA Financial Advisors
2878
AA Financial Advisors
Ohio
$832M +$122M +17% 11.1% 68.8% 242 13.64% 1.5
American Financial Advisors
2879
American Financial Advisors
Georgia
$831M +$81.6M +11% 14.2% 52.7% 175 12.57% 3.7
Compass Financial Management
2880
Compass Financial Management
Florida
$829M – – 21.4% – 1,545 – 0
Sharkey, Howes & Javer
2881
Sharkey, Howes & Javer
Colorado
$829M +$86.4M +12% 12.9% 60.2% 166 9.64% 3.4
AdvisorShares Investments
2882
AdvisorShares Investments
Maryland
$828M +$279M +51% 15.3% 110% 333 35.14% 1.4
GWM
2883
Gibbs Wealth Management
Georgia
$828M +$66.1M +9% 15.9% – 500 22.2% 1.1
Benchstone Capital Management
2884
Benchstone Capital Management
New York
$828M -$31.7M -4% 33.2% – 54 61.11% 0.4
Arvest Investments
2885
Arvest Investments
Arkansas
$827M +$93.3M +13% 11.4% 50% 228 16.67% 1.5
Cullen Investment Group
2886
Cullen Investment Group
Louisiana
$827M +$69M +9% 13.6% 102% 188 8.51% 2.1
Cardinal Capital Management Inc (North Carolina)
2887
Cardinal Capital Management Inc (North Carolina)
North Carolina
$826M +$50.7M +7% 11.1% 86.4% 142 7.04% 8.8
Meridian Wealth Partners
2888
Meridian Wealth Partners
Pennsylvania
$826M +$97.5M +13% 13.2% 54.2% 132 15.91% 3.5
Parsifal Capital Management
2889
Parsifal Capital Management
Connecticut
$826M -$23.4M -3% 29.3% 154% 20 35% 1.3
Strategic Wealth Investment Group
2890
Strategic Wealth Investment Group
Kentucky
$825M +$36.7M +5% 6.64% – 109 18.35% 2.3
John G. Ullman & Associates
2891
John G. Ullman & Associates
New York
$824M +$70.1M +9% 26.3% 156% 191 14.14% 4.9
Rice Partnership
2892
Rice Partnership
Hawaii
$824M +$92.1M +13% 22.6% 123% 190 16.32% 3.8
Werba Rubin Papier Wealth Management
2893
Werba Rubin Papier Wealth Management
California
$824M +$105M +15% 13% 67% 326 19.94% 1.4
Intellus Advisors
2894
Intellus Advisors
Florida
$823M +$91.7M +13% 17.9% – 139 13.67% 1.2
McGowan Group Asset Management
2895
McGowan Group Asset Management
Texas
$823M +$37.8M +5% 14.2% 69.8% 168 16.67% 3.2
Hudson Valley Investment Advisors
2896
Hudson Valley Investment Advisors
New York
$823M +$51.5M +7% 16.8% 102% 152 10.53% 7.2
Leelyn Smith
2897
Leelyn Smith
Illinois
$822M +$109M +15% 20.7% 77.3% 165 11.52% 3.5
Sirios Capital Management
2898
Sirios Capital Management
Massachusetts
$822M -$2.51M -0.3% 22.5% 177% 95 24.21% 1.5
Sivia Capital Partners
2899
Sivia Capital Partners
California
$822M +$306M +59% 25.9% – 608 36.35% 0.9
Greenup Street Wealth Management
2900
Greenup Street Wealth Management
Michigan
$822M +$111M +16% 15.8% 69.8% 153 24.84% 1.8