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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)
Virtue Capital Management
2901
Virtue Capital Management
Tennessee
$557M +$63.1M +13% 7.79% 97.9% 421 30.17% 1.5
180 Wealth Advisors
2902
180 Wealth Advisors
Washington
$556M +$56.6M +11% 11% 165% 424 13.92% 3.1
Strid Group
2903
Strid Group
Pennsylvania
$556M +$61.4M +12% 8.2% 55.2% 58 18.97% 3.2
Adventist Health System West
2904
Adventist Health System West
California
$556M +$40.1M +8% 7.88% 60.2% 5 0% 3.6
Concord Wealth Partners
2905
Concord Wealth Partners
Virginia
$556M +$56.3M +11% 9.29% 71.1% 922 20.61% 1.4
Dorchester Wealth Management
2906
Dorchester Wealth Management
Quebec, Canada
$556M +$15.1M +3% 4.1% 18.3% 169 8.28% 4.5
GWI
2907
Grace & White Inc
New York
$555M -$14.8M -3% 6.24% 59.6% 142 5.63% 6.4
Meridian Wealth Partners
2908
Meridian Wealth Partners
Pennsylvania
$554M +$30.3M +6% 6.49% 54.2% 111 12.61% 2.6
Perseverance Asset Management International
2909
Perseverance Asset Management International
Cayman Islands
$554M +$134M +32% 2.07% 120% 21 14.29% 1.2
Montanaro Asset Management
2910
Montanaro Asset Management
United Kingdom
$554M +$22.1M +4% 7.73% 49.6% 47 14.89% 2.6
Knollwood Investment Advisory
2911
Knollwood Investment Advisory
Maryland
$553M +$72.5M +15% 16.6% 160% 210 3.81% 0.6
Baker Tilly Wealth Management
2912
Baker Tilly Wealth Management
Wisconsin
$553M -$56M -9% 7.82% 96.9% 479 17.12% 2.5
Viking Fund Management
2913
Viking Fund Management
North Dakota
$553M +$38.7M +8% 9.54% 105% 129 13.18% 3.9
Buffington Mohr McNeal
2914
Buffington Mohr McNeal
Idaho
$552M +$54.7M +11% 9.36% 29.3% 135 8.89% 4.9
ECM
2915
EagleClaw Capital Management
Massachusetts
$552M +$72M +15% 14% 109% 135 5.93% 6.1
Deer Management Company
2916
Deer Management Company
New York
$552M -$221M -29% 0.11% 154% 14 21.43% 2
Patton Fund Management
2917
Patton Fund Management
Texas
$551M +$101M +22% 12% 211% 119 42.86% 0.9
CFO4Life Group
2918
CFO4Life Group
Texas
$551M +$27.3M +5% 6.09% 56.7% 210 17.62% 3
Strategic Point Investment Advisors
2919
Strategic Point Investment Advisors
Rhode Island
$551M +$33.5M +6% 6.54% 58.2% 34 5.88% 3.9
Faithward Advisors
2920
Faithward Advisors
Pennsylvania
$551M +$100M +22% 14.2% 119% 332 47.59% 1.5
Fractal Investments
2921
Fractal Investments
Connecticut
$551M +$64.4M +13% 14.1% 74.2% 87 21.84% 1.2
VS
2922
VK Services
California
$549M -$111M -17% 5.99% 1,605% 8 25% 1.6
Hudson Way Capital Management
2923
Hudson Way Capital Management
Texas
$548M +$14.6M +3% 13.6% 51.3% 16 18.75% 2.1
Semper Augustus Investments Group
2924
Semper Augustus Investments Group
Colorado
$547M +$68.9M +14% 15% 95.4% 37 8.11% 6.2
Chatham Capital Group
2925
Chatham Capital Group
Georgia
$545M +$51M +10% 10.1% 97% 196 10.2% 5.3