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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)
Genesis Investment Management
3176
Genesis Investment Management
United Kingdom
$479M -$30.9M -6% 4.2% 47.4% 17 23.53% 2.9
Gleason Group
3177
Gleason Group
Kentucky
$478M +$43.1M +10% 8.96% 69.1% 223 8.52% 3.4
Oliver Luxxe Assets
3178
Oliver Luxxe Assets
New Jersey
$477M +$52M +12% 14% 137% 195 25.64% 2.6
Ellenbecker Investment Group
3179
Ellenbecker Investment Group
Wisconsin
$476M +$44.4M +10% 7.53% 56.3% 106 9.43% 3.4
Edge Wealth Management
3180
Edge Wealth Management
New York
$476M +$18.6M +4% 6.38% 75.3% 83 9.64% 5.5
Physician Wealth Advisors
3181
Physician Wealth Advisors
Utah
$476M +$27.6M +6% 8.16% 79.9% 185 14.59% 2.8
Taikang Asset Management (HK)
3182
Taikang Asset Management (HK)
Hong Kong
$475M -$54.2M -10% 5.21% 172% 93 35.48% 2.8
Dividend Assets Capital
3183
Dividend Assets Capital
South Carolina
$474M -$33.9M -7% 10.3% 67.4% 478 70.5% 6.8
Rowlandmiller & Partners
3184
Rowlandmiller & Partners
Georgia
$474M +$37.4M +9% 9.99% 84% 184 4.35% 5.6
Hartford Financial Management
3185
Hartford Financial Management
Connecticut
$474M +$32.2M +7% 9.38% 87.9% 401 7.23% 5.7
RI
3186
RPTC Inc
Wyoming
$473M +$7.5M +2% 6.17% 66.4% 6 0% 5.1
AMCA
3187
Arthur M. Cohen & Associates
Illinois
$473M +$48.3M +11% 15.4% 129% 147 14.97% 4.5
Raub Brock Capital Management
3188
Raub Brock Capital Management
California
$472M -$5.25M -1% 7.71% 54.7% 70 50% 3.3
StepStone Group
3189
StepStone Group
California
$472M -$84M -15% 10.6% 107% 27 40.74% 1.7
Walkner Condon Financial Advisors
3190
Walkner Condon Financial Advisors
Wisconsin
$471M +$32.3M +7% 5.95% 62.6% 280 10.36% 1.8
Heron Bay Capital Management
3191
Heron Bay Capital Management
Michigan
$471M +$39.3M +9% 7.62% 58.9% 111 20.72% 1.5
Kesler Norman & Wride
3192
Kesler Norman & Wride
Utah
$471M +$34.7M +8% 7.83% 90% 160 6.88% 2.7
Asio Capital
3193
Asio Capital
Kentucky
$471M +$42.9M +10% 12.3% 98% 104 11.54% 2.3
Austin Asset Management
3194
Austin Asset Management
Texas
$471M +$91.1M +24% 17.7% 93.4% 64 9.38% 1.6
Peterson Wealth Advisors
3195
Peterson Wealth Advisors
Utah
$471M +$49.4M +12% 6.32% 50.9% 69 7.25% 3.6
Global X Japan
3196
Global X Japan
Japan
$470M +$294M +167% 15.6% 151% 276 13.77% 0.2
Armbruster Capital Management
3197
Armbruster Capital Management
New York
$470M +$30.9M +7% 8.06% 66.7% 107 5.61% 5
Janiczek Wealth Management
3198
Janiczek Wealth Management
Colorado
$470M +$55.6M +13% 7.25% 16.4% 1,178 11.21% 2.7
CRB
3199
Chad R. Baker
$470M +$25.2M +6% 6.29% 123% 54 3.7% 5.6
Summit Wealth Partners
3200
Summit Wealth Partners
Florida
$469M +$38.3M +9% 6.3% 44.9% 228 9.65% 2.4