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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)
Jackson Hole Capital Partners
3201
Jackson Hole Capital Partners
Oklahoma
$504M +$8.74M +2% 1.04% 71.4% 287 7.32% 4
Lathrop Investment Management
3202
Lathrop Investment Management
Arkansas
$504M -$20.8M -4% 0.48% 72.2% 88 7.95% 6.7
SFS
3203
Security Financial Services
Indiana
$504M +$12.6M +3% 1.35% 67.7% 178 11.24% 2.1
Princeton Global Asset Management
3204
Princeton Global Asset Management
New Jersey
$504M -$31.1M -6% 2% 110% 673 13.97% 3.6
Noesis Capital Mangement
3205
Noesis Capital Mangement
Florida
$503M -$21.2M -4% 3.85% 139% 131 19.08% 4.7
Brasada Capital Management
3206
Brasada Capital Management
Texas
$503M -$69.8M -12% 0.6% 76.5% 156 33.33% 2.6
Integrated Investment Consultants
3207
Integrated Investment Consultants
Michigan
$502M +$17.3M +4% 1.85% 70.2% 339 16.81% 3.2
Northwest Wealth Management
3208
Northwest Wealth Management
Iowa
$502M +$30.3M +6% 0.47% 68.2% 192 15.1% 3.5
LJI Wealth Management
3209
LJI Wealth Management
Indiana
$502M -$5.61M -1% 4.12% 68.8% 189 7.94% 1.6
Martel Wealth Advisors
3210
Martel Wealth Advisors
Washington
$502M -$10.1M -2% 1.1% 43.4% 72 6.94% 3.3
MIC
3211
Maxi Investments CY
Cyprus
$502M -$16.5M -3% 8.93% 83.2% 178 57.3% 0.8
Armbruster Capital Management
3212
Armbruster Capital Management
New York
$501M +$9.24M +2% 1.17% 66.7% 135 7.41% 4.9
Perennial Advisors
3213
Perennial Advisors
New York
$501M +$41.9M +9% 1.02% – 115 34.78% 4
Sensible Financial Planning & Management
3214
Sensible Financial Planning & Management
Massachusetts
$501M +$18.6M +4% 0.48% 24.5% 30 3.33% 6.2
Arvin Capital Management
3215
Arvin Capital Management
Texas
$501M +$144M +40% 2.23% – 69 73.91% 0.2
Harbor Group
3216
Harbor Group
New Hampshire
$501M +$55.4M +12% 1.76% 43% 104 18.27% 2.3
Pfizer
3217
Pfizer
New York
$501M -$2.09B -81% 25.4% – 23 8.7% 0.3
SFE Investment Counsel
3218
SFE Investment Counsel
California
$501M +$29.6M +6% 3.74% 114% 145 24.83% 4.9
TLWM Financial
3219
TLWM Financial
Texas
$500M -$8.09M -2% 2.21% 53.9% 74 1.35% 3.4
Global Wealth Management Investment Advisory
3220
Global Wealth Management Investment Advisory
Florida
$500M +$14.9M +3% 0.15% 75.1% 153 15.69% 4.3
PBMares Wealth Management
3221
PBMares Wealth Management
Virginia
$500M +$10.2M +2% 0.6% 67.7% 201 8.96% 3.4
Robotti Robert
3222
Robotti Robert
$499M -$70.7M -12% 8.02% 107% 68 8.82% 4.7
Secure Asset Management
3223
Secure Asset Management
Michigan
$499M -$160M -24% 1.87% 97.2% 370 29.73% 1.6
Austin Wealth Management
3224
Austin Wealth Management
Texas
$499M +$16.6M +3% 0.38% 52.4% 132 10.61% 1.2
Wilsey Asset Management
3225
Wilsey Asset Management
California
$499M -$40.5M -8% 3.89% 66.9% 25 12% 4.3