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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)
Hohimer Wealth Management
3001
Hohimer Wealth Management
Washington
$290M +$53.2M +22% 21% 99.7% 186 9.68% 0.5
Ramsay Stattman Vela & Price
3002
Ramsay Stattman Vela & Price
Colorado
$290M +$35.9M +14% 16.6% 81.8% 63 6.35% 5.5
Inspire Investing
3003
Inspire Investing
Idaho
$290M +$39.2M +16% 22.3% 107% 811 41.18% 1.1
Northside Capital Management
3004
Northside Capital Management
Oregon
$290M +$85.1M +42% 21.8% 99.6% 102 23.53% 2.8
Wildcat Capital Management
3005
Wildcat Capital Management
New York
$289M +$69.8M +32% 55.6% 77.7% 40 57.5% 0.7
Martel Wealth Advisors
3006
Martel Wealth Advisors
Washington
$289M +$32.3M +13% 13.8% 43.4% 42 7.14% 1.6
McGuire Investment Group
3007
McGuire Investment Group
Rhode Island
$288M +$47.8M +20% 25.9% 202% 88 9.09% 1.4
XML Financial
3008
XML Financial
Maryland
$288M +$56.6M +24% 19.3% 77.9% 201 20.9% 0.4
RTS
3009
Round Table Services
New Jersey
$288M +$47.2M +20% 20.5% 16.1% 93 27.96% 2.8
AW
3010
Avion Wealth
Texas
$287M +$53.7M +23% 6.11% 45.4% 323 18.27% 0.3
OIA
3011
Optimum Investment Advisors
Illinois
$287M +$43.3M +18% 21.7% 125% 962 15.07% 2.8
Tortoise Index Solutions
3012
Tortoise Index Solutions
Kansas
$287M +$42.4M +17% 27.7% 52.2% 108 31.48% 3.4
Strategic Investment Management
3013
Strategic Investment Management
Virginia
$287M -$142M -33% 17.4% 53.4% 14 21.43% 3.7
TIM
3014
Total Investment Management
Arizona
$287M -$68.1M -19% 15.9% 44.4% 61 47.54% 1.9
LDFR
3015
Lehman & Derafelo Financial Resources
Pennsylvania
$286M +$46.1M +19% 12.3% 37.5% 268 31.34% 0.9
Redhawk Wealth Advisors
3016
Redhawk Wealth Advisors
Minnesota
$286M +$63.9M +29% 18.4% 116% 207 40.58% 0.6
Center for Financial Planning
3017
Center for Financial Planning
Michigan
$286M -$9.4M -3% 18.4% 64.4% 617 29.01% 0.5
Rinet Company
3018
Rinet Company
Massachusetts
$286M +$19.9M +7% 19.5% 33.1% 27 7.41% 3.4
Hudson Way Capital Management
3019
Hudson Way Capital Management
Texas
$286M +$70.2M +32% 23% 51.3% 20 25% 1.4
World Investment Advisors
3020
World Investment Advisors
California
$286M +$70.6M +33% 17.9% 65.4% 190 39.47% 0.8
Eos Management LP
3021
Eos Management LP
New York
$286M +$74.3M +35% 39.1% 149% 30 30% 4.1
Gould Asset Management
3022
Gould Asset Management
California
$285M +$23M +9% 13.8% 42.8% 137 11.68% 4
Flaharty Asset Management
3023
Flaharty Asset Management
Florida
$285M +$67.9M +31% 17.2% 33.4% 72 16.67% 2.1
American Investment Services
3024
American Investment Services
Massachusetts
$284M +$23.6M +9% 16.9% 63.1% 140 7.86% 3.6
CCM
3025
Contrarian Capital Management
Connecticut
$284M +$93.5M +49% 39.3% 29.4% 11 36.36% 2.3