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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)
Armbruster Capital Management
3226
Armbruster Capital Management
New York
$588M +$35.4M +6% 6.09% 66.7% 133 5.26% 5.3
Well Done LLC
3227
Well Done LLC
Michigan
$587M +$54.1M +10% 7.23% 80.4% 198 16.67% 4.4
Financial Sense Advisors
3228
Financial Sense Advisors
California
$587M +$162M +38% 16.3% 152% 184 35.33% 1.5
Huntleigh Advisors
3229
Huntleigh Advisors
Missouri
$586M +$68M +13% 15.4% – 309 22.65% 0.6
Edenbrook Capital
3230
Edenbrook Capital
New York
$586M +$120M +26% 9.05% 267% 27 44.44% 1.9
Ithaka Group
3231
Ithaka Group
Virginia
$586M +$1.6M +0.3% 5.69% 143% 41 12.2% 4.6
Serenus Wealth Advisors
3232
Serenus Wealth Advisors
California
$585M -$5.21M -0.9% 4.94% – 71 21.13% 0.6
Clearstead Trust
3233
Clearstead Trust
Maine
$585M +$56.7M +11% 9.82% 111% 1,574 9.4% 1.2
Matthew Goff Investment Advisor
3234
Matthew Goff Investment Advisor
Texas
$585M +$44.5M +8% 8.49% 89.6% 99 6.06% 4.6
Retirement Income Solutions
3235
Retirement Income Solutions
Michigan
$585M +$39.8M +7% 6.73% 60.8% 170 10% 3.6
Jackson Hole Capital Partners
3236
Jackson Hole Capital Partners
Oklahoma
$585M +$39.3M +7% 6.74% 71.4% 310 10.32% 4.1
Commonwealth Financial Services
3237
Commonwealth Financial Services
West Virginia
$584M +$65M +13% 5.69% 64.2% 241 15.77% 3.4
Orrstown Financial Services
3238
Orrstown Financial Services
Pennsylvania
$584M +$110M +23% 6.22% 73.7% 144 13.89% 3.7
Mitchell Capital Management
3239
Mitchell Capital Management
Kansas
$584M +$49.2M +9% 12.3% 234% 139 32.37% 3.1
Providence Equity Partners
3240
Providence Equity Partners
Rhode Island
$584M -$263M -31% 2.14% 12.4% 3 0% 4.1
Abundance Wealth Counselors
3241
Abundance Wealth Counselors
Pennsylvania
$583M +$49.3M +9% 7.8% 107% 175 9.14% 1.7
SOA Wealth Advisors
3242
SOA Wealth Advisors
New York
$583M +$50.9M +10% 9.65% 79.1% 938 11.09% 3.6
Jacobson & Schmitt Advisors
3243
Jacobson & Schmitt Advisors
Wisconsin
$583M +$18.5M +3% 6.15% 70.3% 91 29.67% 2.3
Advyzon Investment Management
3244
Advyzon Investment Management
Illinois
$583M +$131M +29% 8.01% – 500 28.2% 0.4
Portfolio Design Labs
3245
Portfolio Design Labs
California
$582M +$73.1M +14% 7.94% – 230 48.26% 0.7
AIP LLC
3246
AIP LLC
New York
$582M -$131M -18% 12.5% 54.9% 2 0% 2.3
Perseverance Asset Management International
3247
Perseverance Asset Management International
Cayman Islands
$582M +$185M +46% 20.2% 120% 15 40% 1.3
Laird Norton Wetherby Trust Company
3248
Laird Norton Wetherby Trust Company
Washington
$582M -$146M -20% 6.92% 88.1% 73 16.44% 2.5
Topline Capital Management
3249
Topline Capital Management
California
$582M -$1.86M -0.3% 1.19% – 53 41.51% 0.4
CRB
3250
Chad R. Baker
$581M +$42.8M +8% 9.12% 123% 54 7.41% 5.9