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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

All fund managers
Name AUM AUM
Growth 		AUM
Growth % 		Quarter
Est. Return 		3 Year
Est. Return 		Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Continuum Advisory
3226
Continuum Advisory
Idaho
$445M +$71.4M +19% 6.5% 77% 319 13.17% 1.5
Financial Advisors Network
3227
Financial Advisors Network
California
$445M +$10.4M +2% 5.96% – 154 9.74% 2.3
Rosenblum Silverman Sutton
3228
Rosenblum Silverman Sutton
California
$444M +$7.28M +2% 7.46% 90.1% 72 5.56% 4
MCG
3229
McCollum Christoferson Group
New York
$444M +$24.2M +6% 9.46% 59.4% 77 6.49% 2.8
Euro Pacific Asset Management
3230
Euro Pacific Asset Management
Puerto Rico
$444M +$61.1M +16% 7.39% 172% 62 9.68% 1.4
Greenhaven Road Investment Management
3231
Greenhaven Road Investment Management
Connecticut
$444M -$62.2M -12% 6.42% 70.2% 59 38.98% 0.6
Sanford Advisory Services
3232
Sanford Advisory Services
Michigan
$444M +$45M +11% 9.76% – 116 8.62% 0.9
Strategic Point Investment Advisors
3233
Strategic Point Investment Advisors
Rhode Island
$443M +$35M +9% 8.4% 58.2% 27 11.11% 3.7
Sharkey, Howes & Javer
3234
Sharkey, Howes & Javer
Colorado
$443M +$55.9M +14% 5.42% 60.2% 83 9.64% 2.5
Klaas Financial Asset Advisors
3235
Klaas Financial Asset Advisors
Illinois
$443M +$32.8M +8% 3.32% 39.5% 95 23.16% 0.8
Qtron Investments
3236
Qtron Investments
Massachusetts
$443M +$71M +19% 9.77% 140% 367 30.52% 1.1
Cambridge Advisors
3237
Cambridge Advisors
Nebraska
$443M +$32.2M +8% 7.27% 58.6% 185 4.32% 4.2
HNP Capital
3238
HNP Capital
New York
$442M +$42.9M +11% 6.4% 52.4% 169 9.47% 1.6
Websterrogers Financial Advisors
3239
Websterrogers Financial Advisors
South Carolina
$442M +$10.6M +2% 5.2% 46% 69 20.29% 0.8
Haverford Financial Services
3240
Haverford Financial Services
Pennsylvania
$442M +$30.7M +7% 13.2% 57.9% 70 2.86% 3.7
Security National Bank
3241
Security National Bank
Nebraska
$442M +$43M +11% 13.6% 125% 114 17.54% 2.4
Elk River Wealth Management
3242
Elk River Wealth Management
Colorado
$442M +$46.3M +12% 12.1% 81.8% 132 10.61% 0.9
Cubic Asset Management
3243
Cubic Asset Management
Massachusetts
$442M +$37.6M +9% 8.58% 40.5% 206 10.68% 4.3
Marotta Asset Management
3244
Marotta Asset Management
Virginia
$441M +$27.5M +7% 4.17% 51% 116 14.66% 1.4
Wilsey Asset Management
3245
Wilsey Asset Management
California
$441M +$31.6M +8% 6.63% 66.9% 30 23.33% 2.8
PGCM
3246
Prescott Group Capital Management
Oklahoma
$441M +$76.7M +21% 1.4% 135% 217 45.16% 1.6
Bright Rock Capital Management
3247
Bright Rock Capital Management
Massachusetts
$441M +$41M +10% 11.1% 53.1% 84 22.62% 4.1
PenderFund Capital Management
3248
PenderFund Capital Management
British Columbia, Canada
$441M +$57.8M +15% 2.71% 129% 187 40.64% 0.6
Ramsay Stattman Vela & Price
3249
Ramsay Stattman Vela & Price
Colorado
$440M +$39.1M +10% 10.6% 81.8% 70 4.29% 6
OPPTF
3250
OPSEU Pension Plan Trust Fund
Ontario, Canada
$440M +$44.6M +11% 11% 13.4% 287 5.57% 1.4
128 129
130
131 132