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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)
Kesler Norman & Wride
3151
Kesler Norman & Wride
Utah
$412M +$15.7M +4% 3.85% 76% 157 3.18% 2.1
Martel Wealth Advisors
3152
Martel Wealth Advisors
Washington
$412M +$20.6M +5% 3.81% 43.4% 54 9.26% 3.1
Fagan Associates
3153
Fagan Associates
New York
$412M +$10.2M +3% 9.57% 127% 128 17.19% 4.3
CFM Wealth Partners
3154
CFM Wealth Partners
Texas
$412M +$40.9M +11% 12.2% 152% 169 11.83% 2.5
SXL
3155
Summit X LLC
Missouri
$412M +$24.9M +6% 6.8% 62.9% 281 9.96% 3.1
Sargent Investment Group
3156
Sargent Investment Group
Maryland
$412M +$32.5M +9% 9.07% 113% 213 12.68% 2.7
Shelter Mutual Insurance
3157
Shelter Mutual Insurance
Missouri
$412M +$52.8M +15% 3.31% 51.2% 69 24.64% 4.8
Carronade Capital Management
3158
Carronade Capital Management
Connecticut
$412M +$165M +67% 4.47% 215% 26 57.69% 0.6
Eagle Strategies
3159
Eagle Strategies
New York
$411M +$11.2M +3% 4.7% 77.7% 191 14.66% 0.8
Beck Bode LLC
3160
Beck Bode LLC
Massachusetts
$411M +$4.05M +1% 4.1% 155% 166 37.95% 0.7
Ellis Investment Partners
3161
Ellis Investment Partners
Pennsylvania
$408M +$20.8M +5% 5.45% 70.8% 224 9.82% 3.7
Running Oak Capital
3162
Running Oak Capital
Minnesota
$408M +$57.1M +16% 6.17% 32.7% 62 16.13% 2.1
Coastal Bridge Advisors
3163
Coastal Bridge Advisors
Connecticut
$408M +$12.4M +3% 5.62% 88.1% 188 17.55% 3.6
RI
3164
RPTC Inc
Wyoming
$408M +$27.1M +7% 6.91% 66.4% 6 0% 4.4
Asio Capital
3165
Asio Capital
Kentucky
$408M +$22.6M +6% 7.36% 98% 123 17.07% 1.9
TAP Consulting
3166
TAP Consulting
Missouri
$408M -$967K -0.2% 2.55% 3.08% 143 9.79% 1.9
SF
3167
Symphony Financial
Texas
$407M +$21.2M +5% 6.37% 95.7% 219 24.2% 2
EHP Funds Inc
3168
EHP Funds Inc
Canada
$407M -$103M -20% 6.76% 173% 353 31.73% 0.8
Tamar Securities
3169
Tamar Securities
California
$407M +$58.6M +17% 7.11% 84.8% 73 8.22% 1.8
TenCore Partners
3170
TenCore Partners
New York
$407M +$29.3M +8% 18.4% 50.4% 15 40% 1.9
TFC Financial Management
3171
TFC Financial Management
Massachusetts
$407M +$19.8M +5% 6.07% 66.9% 790 31.27% 1.9
West Financial Advisors
3172
West Financial Advisors
Iowa
$406M +$24.2M +6% 3.85% 49.1% 204 28.92% 1.5
Armbruster Capital Management
3173
Armbruster Capital Management
New York
$406M +$14.8M +4% 3.2% 66.7% 106 3.77% 4.6
Noesis Capital Mangement
3174
Noesis Capital Mangement
Florida
$406M +$11.3M +3% 5.72% 139% 107 8.41% 5
Steadview Capital Management
3175
Steadview Capital Management
United Kingdom
$406M +$75.3M +23% 32.2% 930% 10 10% 1.9