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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)
Dudley & Shanley
3126
Dudley & Shanley
Florida
$622M -$15.3M -2% 3.2% 67.9% 37 16.22% 4.6
FRG Family Wealth Advisors
3127
FRG Family Wealth Advisors
Washington
$621M +$45.9M +8% 8.38% 76.4% 160 7.5% 6.2
SRFM
3128
Shannon River Fund Management
New York
$621M -$131M -17% 18.9% 554% 29 48.28% 0.9
Watts Gwilliam & Co
3129
Watts Gwilliam & Co
Arizona
$620M +$10.6M +2% 12.1% – 231 3.46% 1.2
Seven Mile Advisory
3130
Seven Mile Advisory
New Jersey
$619M +$453M +272% 7.12% 146% 306 41.83% 1
Bellecapital
3131
Bellecapital
Switzerland
$619M +$56M +10% 13.9% 152% 146 16.44% 3.6
Beck Bode LLC
3132
Beck Bode LLC
Massachusetts
$619M +$28.2M +5% 9.97% 155% 114 29.82% 1.3
Werba Rubin Papier Wealth Management
3133
Werba Rubin Papier Wealth Management
California
$619M +$86.9M +16% 7.86% 67% 256 16.02% 1.5
SFS
3134
Security Financial Services
Indiana
$619M +$52.3M +9% 7.07% 67.7% 207 14.98% 2.1
Hudson Edge Investment Partners
3135
Hudson Edge Investment Partners
New Jersey
$618M +$33.3M +6% 5.93% 67.9% 92 5.43% 5
PBMares Wealth Management
3136
PBMares Wealth Management
Virginia
$617M +$70.5M +13% 7% 67.7% 200 9% 3.6
Probity Advisors
3137
Probity Advisors
Texas
$617M +$47.5M +8% 5.89% 61.7% 244 9.43% 5
SeaBridge Investment Advisors
3138
SeaBridge Investment Advisors
New Jersey
$616M +$78.4M +15% 10.1% 128% 215 14.42% 3.3
Woodard & Company Asset Management Group
3139
Woodard & Company Asset Management Group
North Carolina
$616M +$71.3M +13% 8% 84.8% 154 12.34% 3
Primavera Capital Management
3140
Primavera Capital Management
Cayman Islands
$616M -$6.37M -1% 0.09% 1.21% 3 0% 4.3
Adventist Health System West
3141
Adventist Health System West
California
$614M -$59.4M -9% 6.49% 60.2% 10 40% 1.8
TFO Wealth Partners
3142
TFO Wealth Partners
Ohio
$613M +$45.3M +8% 6.33% 63.6% 51 19.61% 1.1
SC&H Financial Advisors
3143
SC&H Financial Advisors
Maryland
$613M +$27.8M +5% 7.05% 66.2% 160 10.63% 3
IFG Advisors
3144
IFG Advisors
Missouri
$613M +$17.7M +3% 6.63% 78.7% 165 11.52% 3.6
AdvisorShares Investments
3145
AdvisorShares Investments
Maryland
$612M +$57.6M +10% 19.1% 110% 370 41.89% 1.3
Bell Investment Advisors
3146
Bell Investment Advisors
California
$612M +$30.4M +5% 5.18% 45% 1,971 9.49% 3.1
WPWealth
3147
WPWealth
Texas
$612M +$57.4M +10% 4.88% 38.2% 96 8.33% 1.6
FCM
3148
Fieldview Capital Management
Michigan
$612M -$49.8M -8% 7.2% – 554 72.02% 0.2
AMG
3149
Asset Management Group
Connecticut
$611M +$37.6M +7% 7.19% 57% 137 2.19% 8.3
Broad Run Investment Management
3150
Broad Run Investment Management
Virginia
$611M -$41.9M -6% 2.95% 202% 24 0% 6.8