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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)
Strid Group
3051
Strid Group
Pennsylvania
$443M +$36.4M +9% 6.12% 50.4% 38 0% 2.3
Adams Natural Resources Fund
3052
Adams Natural Resources Fund
Maryland
$443M +$37.4M +9% 9.96% 50.6% 57 7.02% 4.4
Marietta Wealth Management
3053
Marietta Wealth Management
Georgia
$443M +$41.7M +10% 7.4% 93% 116 4.31% 2.7
Summit Financial Wealth Advisors
3054
Summit Financial Wealth Advisors
Louisiana
$443M +$50M +13% 5.32% 71.4% 133 20.3% 3.2
Capital Insight Partners
3055
Capital Insight Partners
Arizona
$443M +$31.1M +8% 5.88% 51.7% 151 5.3% 2.2
Roble Belko & Company
3056
Roble Belko & Company
Pennsylvania
$442M +$27.8M +7% 6.01% 53.3% 354 4.8% 3.4
Mirador Capital Partners
3057
Mirador Capital Partners
California
$442M +$52.5M +13% 7.73% 120% 212 21.23% 2.1
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
3058
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$442M +$51.4M +13% 16.7% 215% 93 20.43% 0.6
Arkansas Financial Group
3059
Arkansas Financial Group
Arkansas
$442M +$23.7M +6% 3.89% 41.4% 46 6.52% 3.4
Heard Capital LLC
3060
Heard Capital LLC
Illinois
$441M +$84.7M +24% 11.9% 161% 62 58.06% 0.6
Disciplina Capital Management
3061
Disciplina Capital Management
Tennessee
$441M -$2.82M -0.6% 5.14% 30% 52 0% 1
Ten Capital Wealth Advisors
3062
Ten Capital Wealth Advisors
Washington
$441M +$31.6M +8% 5.16% 25% 499 25.85% 0.4
TRB Advisors
3063
TRB Advisors
New York
$441M +$181M +70% 13.9% 64% 15 33.33% 2
Northwest Bancshares
3064
Northwest Bancshares
Pennsylvania
$441M +$17.8M +4% 4.72% 84.8% 241 4.98% 1.9
GPC
3065
Guardian Point Capital
Virginia
$441M +$42.5M +11% 11.8% 142% 22 27.27% 1.5
Exane Derivatives
3066
Exane Derivatives
France
$441M +$91.2M +26% 7.67% 42.7% 1,099 25.2% 1.8
Model Capital Management
3067
Model Capital Management
Massachusetts
$441M -$36.1M -8% 0.01% – 10 90% 0.2
Exane Asset Management
3068
Exane Asset Management
France
$441M +$181M +69% 5.05% 74.5% 22 54.55% 0.4
Opus Capital Group
3069
Opus Capital Group
Ohio
$441M +$24.2M +6% 4.77% 49.7% 144 18.06% 3.4
Private Capital Group
3070
Private Capital Group
Connecticut
$440M +$37.1M +9% 6.58% 30.1% 2,263 10.83% 2.4
Patton Albertson Miller Group
3071
Patton Albertson Miller Group
Tennessee
$439M +$25.6M +6% 7.03% 117% 204 4.41% 3.7
Divergent Wealth Advisors
3072
Divergent Wealth Advisors
Utah
$439M +$15.3M +4% 4.19% 14.7% 16 0% 2.8
Marietta Investment Partners
3073
Marietta Investment Partners
Wisconsin
$439M +$33.8M +8% 9.42% 160% 184 10.87% 3.1
ARMC
3074
American Research & Management Company
Massachusetts
$439M +$23.9M +6% 9.51% 35.1% 402 9.95% 4.2
Zeal Asset Management
3075
Zeal Asset Management
Hong Kong
$438M +$169M +63% 33.6% 26.9% 9 22.22% 0.8