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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)
SYM Financial Corp
2876
SYM Financial Corp
Indiana
$453M +$32.6M +8% 5.47% 64.3% 126 21.43% 2.5
Strid Group
2877
Strid Group
Pennsylvania
$453M +$33.2M +8% 5.18% 55.2% 47 17.02% 3.1
Johnson Bixby & Associates
2878
Johnson Bixby & Associates
Washington
$453M +$22.9M +5% 4.18% 48.7% 102 7.84% 1.6
KWMG
2879
King Wealth Management Group
Florida
$453M +$34.5M +8% 8.08% 86% 152 9.21% 4.8
Mason Street Advisors
2880
Mason Street Advisors
Wisconsin
$452M +$50.2M +12% 5.35% 32% 9 0% 4.4
EFG Asset Management
2881
EFG Asset Management
Oregon
$452M +$7.17M +2% 15% 211% 194 19.07% 0.9
Rempart Asset Management
2882
Rempart Asset Management
Canada
$452M +$27.6M +6% 2.97% 70.5% 43 9.3% 1.9
First National Bank & Trust Co of Newtown
2883
First National Bank & Trust Co of Newtown
Pennsylvania
$452M +$9.9M +2% 4.4% 55.7% 127 3.15% 7.8
First Fiduciary Investment Counsel
2884
First Fiduciary Investment Counsel
Ohio
$452M -$5.08M -1% 2% 60% 67 5.97% 4.2
Herald Investment Management
2885
Herald Investment Management
United Kingdom
$450M +$42.6M +10% 13.2% 493% 100 8% 4.7
Hanson & Doremus Investment Management
2886
Hanson & Doremus Investment Management
Vermont
$450M -$14.6M -3% 5.01% 86.3% 539 18.37% 5.6
Aviance Capital Partners
2887
Aviance Capital Partners
Florida
$450M +$21.1M +5% 8.76% 109% 289 13.15% 4.5
Financial Partners Group (Kansas)
2888
Financial Partners Group (Kansas)
Kansas
$450M -$5.18M -1% 5.54% 76.7% 172 8.14% 2.2
Strategic Point Investment Advisors
2889
Strategic Point Investment Advisors
Rhode Island
$449M +$33.9M +8% 4.95% 58.2% 31 3.23% 3.4
Diversified Portfolios Inc
2890
Diversified Portfolios Inc
Michigan
$449M +$13.1M +3% 5.04% 40.2% 146 21.23% 2.8
Brasada Capital Management
2891
Brasada Capital Management
Texas
$449M +$14.7M +3% 5.65% 76.5% 159 35.85% 2.2
Gateway Advisory
2892
Gateway Advisory
New Jersey
$449M +$59.5M +15% 2.39% 26% 106 43.4% 1.7
AMG
2893
Asset Management Group
Connecticut
$448M +$22.8M +5% 4.89% 57% 123 1.63% 7
State of Wisconsin - Board of Commissioners of Public Lands
2894
State of Wisconsin - Board of Commissioners of Public Lands
Wisconsin
$448M – – 3.33% 4.78% 17 – 0
HL
2895
Hernani LP
Jersey
$448M +$44.2M +11% 5.76% 14% 14 57.14% 0.9
CVA Family Office
2896
CVA Family Office
Colorado
$448M +$35.5M +9% 4.83% 71.6% 1,022 11.84% 1.5
Stockman Wealth Management
2897
Stockman Wealth Management
Montana
$447M +$12M +3% 2.79% 77.5% 212 11.32% 4
Chatham Capital Group
2898
Chatham Capital Group
Georgia
$447M +$20.9M +5% 6.84% 97% 194 8.25% 5
Spirit of America Management Corp
2899
Spirit of America Management Corp
New York
$447M +$1.8M +0.4% 4% 113% 247 13.36% 5.4
Wellington Shields & Co
2900
Wellington Shields & Co
New York
$446M +$6.05M +1% 2.13% 127% 310 9.35% 2.4