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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)
Adams Wealth Management
3201
Adams Wealth Management
Utah
$523M +$56.8M +12% 1.5% 105% 122 16.39% 2.5
JCP
3202
JB Capital Partners
New York
$522M +$285K +0.1% 2.32% 142% 82 8.54% 3
Strategic Financial Concepts
3203
Strategic Financial Concepts
Texas
$521M +$207M +66% 0.75% 56.8% 341 31.67% 0.7
FA
3204
Financial Advisors
Massachusetts
$521M -$3.58M -0.7% 0.19% 71.5% 84 8.33% 4
Accurate Wealth Management
3205
Accurate Wealth Management
Florida
$521M +$23.3M +5% 3.34% 101% 408 15.2% 1.6
FBT
3206
First Bank & Trust
South Dakota
$521M -$6.17M -1% 0.43% 85.6% 247 10.12% 3.7
Riposte Capital
3207
Riposte Capital
New York
$521M -$386M -43% 12.2% 370% 33 54.55% 0.3
Probity Advisors
3208
Probity Advisors
Texas
$520M -$2.67M -0.5% 1.56% 61.7% 240 9.17% 4.7
Standpoint Asset Management
3209
Standpoint Asset Management
Arizona
$519M -$8.87M -2% 1.4% 71.9% 8 0% 2
West Financial Advisors
3210
West Financial Advisors
Iowa
$519M +$68.9K +0% 1.72% 49.1% 226 26.11% 2
Azzad Asset Management
3211
Azzad Asset Management
Virginia
$518M -$373M -42% 3.4% 101% 315 47.94% 3.9
MIC
3212
Maxi Investments CY
Cyprus
$518M +$144M +38% 4.85% 83.2% 163 66.87% 0.5
AdvisorShares Investments
3213
AdvisorShares Investments
Maryland
$518M -$3.53M -0.7% 1.97% 110% 345 45.8% 1.3
Jacobson & Schmitt Advisors
3214
Jacobson & Schmitt Advisors
Wisconsin
$517M +$30M +6% 5.3% 70.3% 80 10% 3
CEI
3215
Clark Estates Inc
New York
$517M -$19.9M -4% 4.03% 34.5% 101 19.8% 2.2
Dechtman Wealth Management
3216
Dechtman Wealth Management
Colorado
$517M +$28.8M +6% 1.51% – 67 7.46% 1.2
Cyrus J. Lawrence
3217
Cyrus J. Lawrence
New York
$517M +$7.33M +1% 4.74% – 200 21.5% 1.7
Third Avenue Management
3218
Third Avenue Management
New York
$517M -$94.8M -16% 6.29% 113% 61 6.56% 5.3
Cornerstone Management
3219
Cornerstone Management
Georgia
$517M +$37.5M +8% 0.09% 43.6% 55 7.27% 5.2
Regatta Capital Group
3220
Regatta Capital Group
California
$516M +$608K +0.1% 1.96% 78.1% 196 9.18% 2.3
Strategy Asset Managers
3221
Strategy Asset Managers
California
$516M -$5.28M -1% 4.1% 115% 258 10.08% 3
Dividend Assets Capital
3222
Dividend Assets Capital
South Carolina
$515M -$7.58M -1% 0.38% 67.4% 140 5% 7.1
Triasima Portfolio Management
3223
Triasima Portfolio Management
Quebec, Canada
$515M +$70.4M +16% 3.37% 224% 152 49.34% 0.9
River Global Investors
3224
River Global Investors
United Kingdom
$515M +$50.6M +11% 6.58% 49.7% 153 20.26% 3.7
Boston Standard Wealth Management
3225
Boston Standard Wealth Management
Massachusetts
$515M +$983K +0.2% 1.21% 47.1% 49 8.16% 5.2