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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)
Sio Capital Management
2901
Sio Capital Management
New York
$196M -$77.5M -28% 2.52% 564% 63 63.49% 0.4
M Holdings Securities
2902
M Holdings Securities
Oregon
$195M +$32M +20% 2.4% 83.9% 255 21.96% 1.4
Cranbrook Wealth Management
2903
Cranbrook Wealth Management
Michigan
$195M +$5.98M +3% 1.83% 48.8% 239 13.81% 1.9
Kistler-Tiffany Companies
2904
Kistler-Tiffany Companies
Pennsylvania
$195M +$15.6M +9% 3.94% 52% 791 31.35% 1.8
Ausdal Financial Partners
2905
Ausdal Financial Partners
Iowa
$195M +$18.8M +11% 3.27% 63.2% 275 20.73% 0.4
Marathon Capital Management
2906
Marathon Capital Management
Maryland
$195M +$1.63M +0.8% 1.31% 74% 102 27.45% 1.7
SD
2907
Sumway Development
China
$195M -$1.09M -0.6% 1.75% – 8 25% 0.3
Willingdon Wealth Management
2908
Willingdon Wealth Management
North Carolina
$195M +$31.5M +19% 5.01% 15.3% 128 29.69% 0.9
Hendershot Investments
2909
Hendershot Investments
Virginia
$195M -$3.82M -2% 0.81% 50.5% 65 6.15% 2.5
Truvvo Partners
2910
Truvvo Partners
New York
$195M -$27.5M -12% 2.65% 21.1% 151 42.38% 0.3
BA
2911
BKS Advisors
Michigan
$194M +$2.47M +1% 0.78% 58% 188 18.62% 0.9
SPX Gestao de Recursos
2912
SPX Gestao de Recursos
Brazil
$193M +$46.5M +32% 6.14% 98.1% 31 74.19% 0.2
Benin Management Corp
2913
Benin Management Corp
Connecticut
$193M +$9M +5% 1.15% 91.7% 100 6% 2.4
Pegasus Partners
2914
Pegasus Partners
Wisconsin
$193M +$8.77M +5% 2.25% 32.6% 122 17.21% 0.6
Ascent Wealth Partners
2915
Ascent Wealth Partners
New York
$193M +$6.84M +4% 2.52% 105% 121 15.7% 1.6
TSP Capital Management Group
2916
TSP Capital Management Group
New Jersey
$193M +$11.2M +6% 17.2% 186% 63 4.76% 1.4
HA
2917
Hamel Associates
New Jersey
$193M +$4.52M +2% 4.07% 50.6% 92 9.78% 2
PLFAM
2918
Pineno Levin & Ford Asset Management
Virginia
$193M +$5.26M +3% 5.29% 81.6% 93 4.3% 2.3
Capital Investment Counsel Inc
2919
Capital Investment Counsel Inc
North Carolina
$193M -$2.22M -1% 1.33% 174% 136 5.88% 2.5
Foresters Asset Management
2920
Foresters Asset Management
Ontario, Canada
$193M – – 2.19% 55.6% 83 – 0
Credential Securities
2921
Credential Securities
$193M +$19.6M +11% 2.46% 32.5% 265 17.74% 1.5
Oarsman Capital
2922
Oarsman Capital
Wisconsin
$192M +$4.38M +2% 2.56% 70.6% 200 11% 2.2
Valley National Advisers
2923
Valley National Advisers
Pennsylvania
$192M +$5.84M +3% 3.16% 87.2% 692 8.53% 1.2
RKL Wealth Management
2924
RKL Wealth Management
Pennsylvania
$192M +$18.2M +10% 2.23% 76.8% 72 16.67% 1.3
McKinley Carter Wealth Services
2925
McKinley Carter Wealth Services
West Virginia
$192M +$11.9M +7% 3.45% 63.2% 132 9.09% 1.8