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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)
Resource Consulting Group
3126
Resource Consulting Group
Florida
$351M +$119M +51% 5.77% – 73 52.05% 0.5
Covenant Asset Management
3127
Covenant Asset Management
New Jersey
$351M +$35.9M +11% 0.31% 177% 172 12.79% 3
MTC
3128
Matrix Trust Company
Colorado
$351M -$11.4M -3% 7.19% 51.4% 54 12.96% 1.4
Siguler Guff Advisers
3129
Siguler Guff Advisers
New York
$351M -$56.2M -14% 8.69% 37.7% 6 16.67% 1.4
Armbruster Capital Management
3130
Armbruster Capital Management
New York
$351M -$19.2M -5% 6.83% 66.7% 111 7.21% 3.9
Paragon Capital Management (Colorado)
3131
Paragon Capital Management (Colorado)
Colorado
$350M -$7.61M -2% 1.17% 109% 168 28.57% 2.7
Nicolet Bankshares
3132
Nicolet Bankshares
Wisconsin
$350M -$33.5M -9% 4.62% 75.5% 205 13.17% 4.7
Sanford Advisory Services
3133
Sanford Advisory Services
Michigan
$350M -$3.7M -1% 4.18% – 120 14.17% 1.4
Ironwood Investment Counsel
3134
Ironwood Investment Counsel
Arizona
$350M -$5.72M -2% 4.31% 64% 198 12.12% 5
Partners in Financial Planning
3135
Partners in Financial Planning
Virginia
$350M +$35.5M +11% 5.81% 38.9% 95 6.32% 1.2
Tetrad Corporation
3136
Tetrad Corporation
Nebraska
$350M -$19.9M -5% 3.87% 45.6% 4 25% 9.3
Formula Growth
3137
Formula Growth
Quebec, Canada
$350M -$11.1M -3% 1.64% 118% 146 23.97% 2.9
Marathon Capital Management
3138
Marathon Capital Management
Maryland
$350M +$40.4M +13% 1.98% 74% 164 17.07% 2.2
Shah Capital Management
3139
Shah Capital Management
North Carolina
$350M -$35.8M -9% 2.56% 287% 14 21.43% 3.6
Voss Capital
3140
Voss Capital
Texas
$350M +$41.5M +13% 6.25% 78.4% 52 42.31% 0.9
Matthew Goff Investment Advisor
3141
Matthew Goff Investment Advisor
Texas
$350M -$21.5M -6% 5.87% 89.6% 82 9.76% 3.4
Abundance Wealth Counselors
3142
Abundance Wealth Counselors
Pennsylvania
$350M -$19M -5% 4.62% 107% 145 2.76% 1
Astor Investment Management
3143
Astor Investment Management
Illinois
$350M -$23.6M -6% 1.75% 23.3% 31 32.26% 1.6
Martel Wealth Advisors
3144
Martel Wealth Advisors
Washington
$349M -$16.9M -5% 5.32% 43.4% 48 4.17% 3.3
Titan Global Capital Management USA
3145
Titan Global Capital Management USA
New York
$349M -$61.6M -15% 2.1% 191% 51 25.49% 1
Cambridge Advisors
3146
Cambridge Advisors
Nebraska
$349M -$16.9M -5% 5.82% 58.6% 182 7.14% 4.9
Summit Financial Wealth Advisors
3147
Summit Financial Wealth Advisors
Louisiana
$348M -$70.2M -17% 5.96% 71.4% 139 14.39% 3.9
McNamara Financial Services
3148
McNamara Financial Services
Massachusetts
$348M -$4.99M -1% 6.6% 42.6% 60 6.67% 3.9
Strategic Wealth Investment Group
3149
Strategic Wealth Investment Group
Kentucky
$348M -$51.4M -13% 5.06% – 136 28.68% 1.6
Brilliance Asset Management
3150
Brilliance Asset Management
Hong Kong
$348M -$135M -28% 24.5% 39.2% 8 50% 0.8