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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)
Formidable Asset Management
3051
Formidable Asset Management
Ohio
$598M -$254K -0% 5.62% 52.2% 385 0.78% 2.9
Marquette Asset Management
3052
Marquette Asset Management
Minnesota
$597M +$29.1M +5% 10.4% 69.6% 154 18.18% 4.3
IFG Advisors
3053
IFG Advisors
Missouri
$595M +$76.1M +15% 9% 78.7% 163 9.82% 3.2
Robotti Robert
3054
Robotti Robert
$595M +$96M +19% 8.06% 107% 67 8.96% 5
Stanley Capital Management
3055
Stanley Capital Management
Texas
$594M +$86M +17% 13.1% 158% 39 7.69% 3.8
Sentinel Pension Advisors
3056
Sentinel Pension Advisors
Massachusetts
$594M +$50.7M +9% 7.4% 46.5% 127 16.54% 2.7
KFS
3057
Kurt F. Somerville
$594M +$19.1M +3% 8.12% 92.9% 115 6.96% 6.5
Walmart Inc
3058
Walmart Inc
Arkansas
$593M +$282M +91% 91.1% – 2 0% 0.5
Biltmore Family Office
3059
Biltmore Family Office
North Carolina
$592M +$5.26M +0.9% 4.88% 78.1% 288 9.03% 3.9
Wellington Shields Capital Management
3060
Wellington Shields Capital Management
New York
$591M +$39.6M +7% 15.2% 137% 340 13.24% 5.1
Beck Bode LLC
3061
Beck Bode LLC
Massachusetts
$591M +$54.6M +10% 16.9% 155% 133 49.62% 1.2
Serenus Wealth Advisors
3062
Serenus Wealth Advisors
California
$591M -$12M -2% 6.22% – 69 20.29% 0.4
WPI
3063
Walter Public Investments
Canada
$590M +$54.1M +10% 8.84% 72.7% 44 4.55% 2.2
Soundwatch Capital
3064
Soundwatch Capital
Connecticut
$588M +$369M +168% 9.25% 68.6% 147 80.27% 0.3
Aspen Grove Capital
3065
Aspen Grove Capital
Colorado
$588M +$68.3M +13% 15% 90% 272 28.31% 1.6
Brasada Capital Management
3066
Brasada Capital Management
Texas
$588M +$85.8M +17% 10.4% 76.5% 152 26.97% 2.6
Stablepoint Partners
3067
Stablepoint Partners
Massachusetts
$588M +$35.9M +7% 7.97% – 252 5.16% 1.4
Huber Capital Management
3068
Huber Capital Management
California
$588M +$56.9M +11% 7.94% 70.4% 112 10.71% 4.8
Cigna Investments
3069
Cigna Investments
Connecticut
$588M +$49.4M +9% 15.1% 154% 471 9.77% 6.1
Blue Fin Capital
3070
Blue Fin Capital
Rhode Island
$587M +$71.8M +14% 16.5% 125% 146 6.85% 6.6
Perkins Coie Trust Company
3071
Perkins Coie Trust Company
Washington
$587M +$146M +33% 9.77% 83.2% 482 44.4% 6.4
Founders Capital Management (Connecticut)
3072
Founders Capital Management (Connecticut)
Connecticut
$587M +$43.4M +8% 9.85% 99.9% 79 5.06% 6.1
CM
3073
Capital Management
Virginia
$587M +$9.6M +2% 0.9% 52.5% 83 9.64% 4.3
USA Financial Formulas
3074
USA Financial Formulas
Michigan
$586M -$19.7M -3% 9.5% 104% 372 61.83% 1
SC&H Financial Advisors
3075
SC&H Financial Advisors
Maryland
$586M +$77.2M +15% 8.8% 66.2% 159 6.92% 2.7