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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)
Madrona Venture Group
3251
Madrona Venture Group
Washington
$427M +$135M +46% 58.6% 233% 6 0% 2
Gibson Capital
3252
Gibson Capital
Pennsylvania
$426M +$56.5M +15% 12.9% 67.2% 66 25.76% 3.9
Sensible Financial Planning & Management
3253
Sensible Financial Planning & Management
Massachusetts
$426M +$28.7M +7% 6.71% 24.5% 28 3.57% 5.6
Partners in Financial Planning
3254
Partners in Financial Planning
Virginia
$426M +$37.5M +10% 8.6% 38.9% 103 6.8% 2
Oliver Luxxe Assets
3255
Oliver Luxxe Assets
New Jersey
$425M +$36M +9% 12.2% 137% 184 22.28% 2.7
AMCA
3256
Arthur M. Cohen & Associates
Illinois
$425M +$35M +9% 11.7% 129% 145 16.55% 4.3
Commonwealth Financial Services
3257
Commonwealth Financial Services
West Virginia
$425M +$88.4M +26% 8.76% 64.2% 210 21.9% 3.3
KC
3258
Keenan Capital
California
$424M -$142M -25% 22.2% 110% 10 10% 3.1
Noesis Capital Mangement
3259
Noesis Capital Mangement
Florida
$424M +$42.9M +11% 12.3% 139% 100 5% 5.5
Lisanti Capital Growth
3260
Lisanti Capital Growth
New York
$424M -$209M -33% 29.4% 1,490% 171 59.06% 0.3
SevenBridge Financial Group
3261
SevenBridge Financial Group
Pennsylvania
$423M +$36.4M +9% 9.33% 93.2% 193 5.7% 4.2
TLWM Financial
3262
TLWM Financial
Texas
$423M +$45.9M +12% 9% 53.9% 74 12.16% 3
HCM
3263
Harspring Capital Management
New York
$422M +$44.8M +12% 19.2% 70.6% 19 15.79% 2.2
Strategy Asset Managers
3264
Strategy Asset Managers
California
$422M +$39.5M +10% 10.2% 115% 240 10% 2.7
Toews Corporation
3265
Toews Corporation
New Jersey
$421M +$256M +155% 7.16% 22% 111 95.5% 2.3
Peterson Wealth Advisors
3266
Peterson Wealth Advisors
Utah
$421M +$49M +13% 9.45% 50.9% 67 11.94% 3.5
GPI Capital
3267
GPI Capital
New York
$421M -$87M -17% 11.8% 261% 8 37.5% 2.4
Advanced Asset Management Advisors
3268
Advanced Asset Management Advisors
Ohio
$421M +$3.42M +0.8% 10.1% 93.6% 97 6.19% 4.1
Alibaba Group
3269
Alibaba Group
Hong Kong
$421M -$57.2M -12% 11.2% 2.06% 9 0% 4
Sweet Financial Partners
3270
Sweet Financial Partners
Minnesota
$420M +$42.8M +11% 9.71% 22.4% 188 12.23% 1.5
Sentinel Pension Advisors
3271
Sentinel Pension Advisors
Massachusetts
$420M +$10.1M +2% 8.39% 52.1% 107 14.95% 2.3
Sapience Investments
3272
Sapience Investments
California
$420M +$4.1M +1% 13.3% 54.9% 84 14.29% 3.1
James J. Burns & Company
3273
James J. Burns & Company
New York
$420M +$47.5M +13% 10.6% 70.2% 122 16.39% 0.9
Perseverance Asset Management International
3274
Perseverance Asset Management International
Cayman Islands
$420M +$33.4M +9% 16.6% 120% 20 25% 1.2
Fermata Advisors
3275
Fermata Advisors
California
$419M +$64.3M +18% 8.79% 58.3% 197 22.34% 0.8