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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)
Leelyn Smith
3026
Leelyn Smith
Illinois
$692M +$27.6M +4% 2.29% 86% 155 10.32% 3.4
ECM
3027
EagleClaw Capital Management
Massachusetts
$691M -$23.7M -3% 0.32% 104% 149 5.37% 7
Noesis Capital Mangement
3028
Noesis Capital Mangement
Florida
$690M +$45.4M +7% 7.14% 139% 135 8.15% 4.7
Klaas Financial Asset Advisors
3029
Klaas Financial Asset Advisors
Illinois
$689M +$23M +3% 1.13% 39.5% 59 25.42% 3
Apollon Financial
3030
Apollon Financial
South Carolina
$689M +$87.3M +15% 3.38% 103% 257 14.01% 1.3
KPP Advisory Services
3031
KPP Advisory Services
Kentucky
$689M +$13.1M +2% 2.44% 87.9% 349 11.75% 1.4
Thames Capital Management
3032
Thames Capital Management
New Jersey
$688M -$13.1M -2% 10.3% 1,177% 70 48.57% 1.8
Financial Advisory Corporation
3033
Financial Advisory Corporation
Michigan
$688M +$8.41M +1% 0.88% – 55 12.73% 0.8
Toews Corporation
3034
Toews Corporation
New Jersey
$688M -$12.3M -2% 0.6% 22% 15 0% 1.6
Deltroit Asset Management (UK)
3035
Deltroit Asset Management (UK)
$687M – – 2.16% – 39 – 0
Formidable Asset Management
3036
Formidable Asset Management
Ohio
$687M +$52.3M +8% 0.22% 62.2% 422 13.51% 3.1
High Ground Investment Management
3037
High Ground Investment Management
United Kingdom
$687M +$84.8M +14% 8.94% 25.9% 8 25% 1.8
Wilkins Investment Counsel
3038
Wilkins Investment Counsel
Massachusetts
$686M -$20.2M -3% 3.91% 71.3% 125 6.4% 6
Wellington Shields Capital Management
3039
Wellington Shields Capital Management
New York
$686M +$26.9M +4% 6.07% 157% 352 15.06% 5.4
Convergence Financial
3040
Convergence Financial
Missouri
$685M +$19.4M +3% 1.42% 70.6% 204 14.71% 1.4
Rule One Partners
3041
Rule One Partners
Georgia
$685M -$26.1M -4% 8.6% – 15 33.33% 0.6
IFC Advisors
3042
IFC Advisors
California
$685M +$139M +25% 2.37% – 185 13.51% 0.8
Silverback Asset Management
3043
Silverback Asset Management
North Carolina
$684M -$360M -35% 0.48% 92.1% 64 23.44% 0.6
Topsail Wealth Management
3044
Topsail Wealth Management
North Carolina
$683M +$92.1M +16% 2.03% – 273 7.69% 0.8
AHT
3045
Amanah Holdings Trust
$683M +$182M +36% 43.8% – 31 90.32% 0.1
Perseverance Asset Management International
3046
Perseverance Asset Management International
Cayman Islands
$683M +$101M +17% 5.55% 120% 17 35.29% 1.6
Faithward Advisors
3047
Faithward Advisors
Pennsylvania
$682M +$9.6M +1% 2.64% 119% 342 15.5% 2.1
Blue Bell Private Wealth Management
3048
Blue Bell Private Wealth Management
Pennsylvania
$682M +$24.1M +4% 1.76% 68.2% 762 8.14% 3.5
Perryman Financial Advisory
3049
Perryman Financial Advisory
Texas
$681M – – 2.66% – 170 – 0
Rollins Financial Advisors
3050
Rollins Financial Advisors
New York
$681M +$20.6M +3% 3.42% – 160 15.63% 1.4