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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)
Lawson Kroeker Investment Management
3026
Lawson Kroeker Investment Management
Nebraska
$549M +$30.9M +6% 8.18% 69.7% 92 6.52% 4.1
Stablepoint Partners
3027
Stablepoint Partners
Massachusetts
$549M +$32.9M +6% 7.97% – 245 4.08% 0.7
TOBAM
3028
TOBAM
France
$548M -$89.4M -14% 4.72% 56% 348 14.66% 2.9
Dorchester Wealth Management
3029
Dorchester Wealth Management
Quebec, Canada
$548M +$30.6M +6% 10.9% 18.3% 173 13.87% 4.9
Duncker Streett & Co
3030
Duncker Streett & Co
Missouri
$548M +$27.8M +5% 7.22% 102% 499 4.61% 6.4
Amarillo National Bank
3031
Amarillo National Bank
Texas
$547M +$21.7M +4% 6.27% 63.5% 93 9.68% 6.2
Well Done LLC
3032
Well Done LLC
Michigan
$547M +$66M +14% 15.2% 80.4% 189 10.58% 4.2
Divergent Wealth Advisors
3033
Divergent Wealth Advisors
Utah
$547M +$30M +6% 4.01% 14.7% 33 3.03% 3.1
Gleason Group
3034
Gleason Group
Kentucky
$546M +$53.5M +11% 6.41% 69.1% 272 30.88% 3.9
Bell Asset Management
3035
Bell Asset Management
Australia
$546M -$167M -23% 6.54% 45.3% 65 4.62% 3.9
Wilsey Asset Management
3036
Wilsey Asset Management
California
$545M +$69.2M +15% 11.3% 66.9% 22 9.09% 4.2
Bell Investment Advisors
3037
Bell Investment Advisors
California
$545M +$35.9M +7% 5.77% 45% 1,970 5.99% 2.4
Thrive Wealth Management
3038
Thrive Wealth Management
Pennsylvania
$545M +$34.4M +7% 6.41% 84.1% 232 14.22% 1.8
CRA Financial Services
3039
CRA Financial Services
New Jersey
$545M +$49.5M +10% 5.65% 91.9% 273 10.26% 3.1
Alpha Omega Wealth Management
3040
Alpha Omega Wealth Management
Virginia
$545M +$21.5M +4% 7.19% 65.9% 215 7.91% 5.8
TFO Wealth Partners
3041
TFO Wealth Partners
Ohio
$545M +$33.3M +7% 6.7% 63.6% 54 37.04% 3.2
Kowal Investment Group
3042
Kowal Investment Group
Wisconsin
$544M +$42.5M +8% 5.52% 21.1% 205 14.15% 2
TRB Advisors
3043
TRB Advisors
New York
$543M +$6.95M +1% 5.14% 64% 6 16.67% 5.3
QCM
3044
Qsemble Capital Management
New York
$543M +$16.3M +3% 5.98% 39.9% 580 68.62% 0.3
White Mountains Insurance Group
3045
White Mountains Insurance Group
New Hampshire
$543M +$100M +22% 24.5% 105% 2 0% 2.9
Oarsman Capital
3046
Oarsman Capital
Wisconsin
$543M +$86.5M +19% 6.16% 70.6% 907 74.31% 1
CoreCommodity Management
3047
CoreCommodity Management
Connecticut
$543M +$285M +110% 0.07% 65.8% 151 23.18% 3.3
PWW
3048
Pettyjohn Wood & White
Virginia
$543M +$28M +5% 6.57% 70.9% 200 6% 6.2
Fourpath Capital Management
3049
Fourpath Capital Management
Oklahoma
$543M +$408M +302% 7.95% 82.1% 787 83.74% 0.3
Capital Advisors Wealth Management
3050
Capital Advisors Wealth Management
Washington
$543M +$36.9M +7% 5.39% 70.5% 174 12.07% 1.9