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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)
MAA
3151
Mraz Amerine & Associates
California
$487M -$42.4M -8% 1.27% 69.8% 180 7.78% 5.5
Gries Financial
3152
Gries Financial
Ohio
$486M -$112M -19% 1.52% 71.3% 290 21.38% 1.5
Heritage Investment Group
3153
Heritage Investment Group
Florida
$486M +$351K +0.1% 0.6% 51.2% 106 11.32% 1.8
Deer Management Company
3154
Deer Management Company
New York
$486M -$65.6M -12% 5.32% 154% 12 0% 2.3
Think Investments
3155
Think Investments
California
$486M +$37.6M +8% 10.5% 285% 23 26.09% 2.7
Scientech Research LLC
3156
Scientech Research LLC
New Jersey
$485M +$297M +157% 0.43% – 786 78.24% 0.1
Blue Bell Private Wealth Management
3157
Blue Bell Private Wealth Management
Pennsylvania
$484M +$18.1M +4% 3.25% 62.5% 740 5.81% 2.8
PSquared Asset Management
3158
PSquared Asset Management
Switzerland
$484M -$158M -25% 2.62% 178% 16 56.25% 0.3
Marotta Asset Management
3159
Marotta Asset Management
Virginia
$483M +$24K +0% 0.62% 51% 110 5.45% 3.3
Summit Asset Management
3160
Summit Asset Management
Tennessee
$483M +$16.9M +4% 0.31% 48.9% 162 6.17% 6.1
Probity Advisors
3161
Probity Advisors
Texas
$483M -$868K -0.2% 0.54% 61.7% 216 7.41% 4.9
Lineweaver Wealth Advisors
3162
Lineweaver Wealth Advisors
Ohio
$483M +$61.5M +15% 3.21% 68.4% 136 16.18% 2.4
Sentinel Pension Advisors
3163
Sentinel Pension Advisors
Massachusetts
$482M +$14.5M +3% 1.82% 46.5% 117 13.68% 2.4
Summit Wealth Partners
3164
Summit Wealth Partners
Florida
$482M +$12.6M +3% 1.15% 44.9% 233 9.44% 2.6
Armbruster Capital Management
3165
Armbruster Capital Management
New York
$482M +$11.6M +2% 0.68% 66.7% 120 12.5% 4.8
West Financial Advisors
3166
West Financial Advisors
Iowa
$482M +$15.5M +3% 1.01% 49.1% 166 10.84% 2.3
Well Done LLC
3167
Well Done LLC
Michigan
$481M -$27.2M -5% 1.16% 80.4% 191 9.42% 4
Smithbridge Asset Management
3168
Smithbridge Asset Management
Pennsylvania
$481M -$3.36M -0.7% 4.36% – 134 2.24% 4.7
KAS
3169
Kemnay Advisory Services
New York
$481M -$39.4M -8% 2.92% 167% 27 18.52% 3.5
Squadra Investments
3170
Squadra Investments
Brazil
$481M -$170M -26% 21.8% 1.55% 6 66.67% 1.2
MJP Associates
3171
MJP Associates
Connecticut
$481M +$21.2M +5% 3.39% 60.9% 247 13.77% 1.4
Golden State Equity Partners
3172
Golden State Equity Partners
California
$480M – – 4.78% – 408 – 1.2
Point72 Asia (Singapore)
3173
Point72 Asia (Singapore)
Singapore
$480M +$95.6M +25% 2.66% – 1,618 73.73% 0.1
Opes Wealth Management
3174
Opes Wealth Management
California
$479M +$46.1M +11% 6.49% 54.1% 139 9.35% 2.8
CRB
3175
Chad R. Baker
$479M +$9.48M +2% 5.79% 123% 54 7.41% 5.8