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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)
FIFTHDELTA
3251
FIFTHDELTA
United Kingdom
$459M -$103M -18% 7.6% 16.6% 14 28.57% 0.8
Providence Capital Advisors
3252
Providence Capital Advisors
North Carolina
$459M +$339K +0.1% 0.25% 47.4% 369 11.65% 3
Rowlandmiller & Partners
3253
Rowlandmiller & Partners
Georgia
$459M -$15.1M -3% 1.63% 84% 186 7.53% 5.7
Advantage Alpha Capital Partners
3254
Advantage Alpha Capital Partners
California
$458M -$73.5M -14% 7.88% 79.2% 170 16.47% 1.4
Tucker Asset Management
3255
Tucker Asset Management
Colorado
$458M +$23.9M +6% 2.7% 64.2% 1,995 31.43% 1.1
Raub Brock Capital Management
3256
Raub Brock Capital Management
California
$458M -$14.3M -3% 0.47% 54.7% 42 11.9% 3.4
De Lisle Partners
3257
De Lisle Partners
United Kingdom
$458M +$25.2M +6% 1.37% – 185 16.76% 0.2
IIA
3258
IPG Investment Advisors
California
$458M -$792K -0.2% 1.05% 106% 204 30.88% 2.1
MFA Wealth Advisors
3259
MFA Wealth Advisors
Pennsylvania
$458M +$77.3M +20% 1.51% 68.6% 533 84.24% 0.3
Strategic Planning Group
3260
Strategic Planning Group
Utah
$458M +$57.6M +14% 6.5% 162% 121 42.15% 0.5
Oarsman Capital
3261
Oarsman Capital
Wisconsin
$457M +$38.2M +9% 2.67% 70.6% 250 12.8% 3.7
VARA
3262
Value Aligned Research Advisors
New Jersey
$457M -$50.4M -10% 11.8% 1,641% 36 61.11% 0.5
Brickley Wealth Management
3263
Brickley Wealth Management
California
$457M +$20.4M +5% 3.89% 62.6% 46 2.17% 3.6
Arlington Financial Advisors
3264
Arlington Financial Advisors
California
$456M +$747K +0.2% 1.77% 67.6% 78 17.95% 3.5
Lebenthal Global Advisors
3265
Lebenthal Global Advisors
New York
$456M +$6.14M +1% 1.05% 50.8% 198 15.66% 1.4
TMD Wealth Management
3266
TMD Wealth Management
Arizona
$456M +$27.2M +6% 2.2% 2.41% 61 18.03% 1.7
III
3267
Independent Investors Inc
New York
$456M +$37.5M +9% 12.5% 61.6% 68 2.94% 8.2
HughesLittle Investment Management
3268
HughesLittle Investment Management
$456M -$68.7K -0% 4.75% 106% 18 11.11% 5
Marietta Investment Partners
3269
Marietta Investment Partners
Wisconsin
$455M -$1.97M -0.4% 3.43% 160% 168 7.14% 4.8
Bender Robert & Associates
3270
Bender Robert & Associates
California
$455M +$28.6M +7% 0% 146% 84 100% 0
Catalyst Financial Partners
3271
Catalyst Financial Partners
Massachusetts
$455M +$66.5M +17% 3.57% 98.6% 252 13.1% 1.1
Boston Standard Wealth Management
3272
Boston Standard Wealth Management
Massachusetts
$455M +$13.3M +3% 1% 47.1% 48 6.25% 4.9
Cornerstone Management
3273
Cornerstone Management
Georgia
$455M +$4.28M +1% 1.21% 43.6% 56 7.14% 4.7
Valor Management
3274
Valor Management
Illinois
$455M -$24.8M -5% 2.94% 14.5% 6 0% 1.2
Atlas Venture Advisors
3275
Atlas Venture Advisors
Massachusetts
$455M -$47.9M -10% 8.78% 29.2% 5 0% 4.5