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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)
CFGSD
3176
Compass Financial Group (South Dakota)
South Dakota
$509M +$47.7M +10% 6.26% 72% 94 5.32% 1.6
CRB
3177
Chad R. Baker
$509M +$30M +6% 7.2% 123% 53 9.43% 5.7
WAM
3178
WT Asset Management
Hong Kong
$509M -$518M -50% 17.4% 2,732% 44 70.45% 0.4
Lifeworks Advisors
3179
Lifeworks Advisors
Michigan
$509M +$150M +42% 6.61% 80.4% 303 29.37% 1.1
Granger Management
3180
Granger Management
New York
$508M -$91.5M -15% 5.52% 69.9% 23 4.35% 2.8
Mengis Capital Management
3181
Mengis Capital Management
Oregon
$508M +$14.9M +3% 5.35% 104% 190 8.95% 5.4
TAP Consulting
3182
TAP Consulting
Missouri
$508M +$34.1M +7% 6.27% 3.08% 165 11.52% 2.2
Morton Capital Management
3183
Morton Capital Management
California
$508M +$86.8M +21% 6.22% 75.4% 117 20.51% 1.8
McNamara Financial Services
3184
McNamara Financial Services
Massachusetts
$508M +$34.9M +7% 5.78% 42.6% 87 12.64% 4
Strategic Global Advisors
3185
Strategic Global Advisors
California
$507M +$29M +6% 7.41% 137% 159 26.42% 2
Strategic Planning Group
3186
Strategic Planning Group
Utah
$507M +$49.7M +11% 8.16% 162% 78 3.85% 0.7
Deltec Asset Management
3187
Deltec Asset Management
New York
$507M -$15.7M -3% 3.38% 127% 190 37.89% 3.3
Mizuho Bank
3188
Mizuho Bank
Japan
$507M +$85.6M +20% 5.48% 99.8% 119 53.78% 0.4
Sensible Financial Planning & Management
3189
Sensible Financial Planning & Management
Massachusetts
$507M +$43.7M +9% 4.75% 24.5% 53 49.06% 3.2
Commonwealth Financial Services
3190
Commonwealth Financial Services
West Virginia
$506M +$19.2M +4% 4.46% 64.2% 205 12.2% 3.5
Insight Wealth Partners
3191
Insight Wealth Partners
Texas
$506M -$71.7M -12% 4.83% 56.2% 103 14.56% 2.1
Allied Investment Advisors
3192
Allied Investment Advisors
Montana
$505M +$78.7M +18% 8.64% 68.4% 78 10.26% 4
Gagnon Securities
3193
Gagnon Securities
New York
$504M +$60.4M +14% 18.5% 129% 108 15.74% 3.9
Bellecapital
3194
Bellecapital
Switzerland
$504M +$32.4M +7% 9.07% 152% 168 17.26% 3.4
Noesis Capital Mangement
3195
Noesis Capital Mangement
Florida
$504M +$52.8M +12% 6.82% 139% 121 15.7% 4.6
Providence Capital Advisors
3196
Providence Capital Advisors
North Carolina
$504M +$44.8M +10% 5.78% 47.4% 377 11.94% 3.2
MCM
3197
Mason Capital Management
New York
$503M -$35.6M -7% 8.47% 18.5% 7 28.57% 1.4
Scientech Research LLC
3198
Scientech Research LLC
New Jersey
$502M +$16.7M +3% 9.74% – 896 71.21% 0.2
Clifford Capital Partners
3199
Clifford Capital Partners
Utah
$502M +$42.4M +9% 11.4% 77.3% 59 15.25% 2.5
Armbruster Capital Management
3200
Armbruster Capital Management
New York
$502M +$20.4M +4% 7.15% 66.7% 133 13.53% 4.5