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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)
Lowe Wealth Advisors
3276
Lowe Wealth Advisors
Maryland
$149M +$3.11M +2% 2.67% 63.3% 270 18.52% 1.1
Dakota Wealth Management
3277
Dakota Wealth Management
Florida
$149M +$9.46M +7% 3.09% 112% 53 5.66% 1.4
New Jersey Better Educational Savings Trust
3278
New Jersey Better Educational Savings Trust
New Jersey
$149M +$4.49M +3% 1.51% 42% 235 44.68% 1
NFG
3279
Noven Financial Group
Colorado
$149M +$7.6M +5% 2.87% 45.1% 47 27.66% 1.1
Schneider Downs Wealth Management Advisors
3280
Schneider Downs Wealth Management Advisors
Pennsylvania
$148M +$4.78M +3% 0.47% 55% 30 13.33% 0.4
Heritage Wealth Advisors
3281
Heritage Wealth Advisors
Virginia
$148M +$20.5M +16% 2.78% 65% 94 11.7% 1.6
Liberty Capital Management
3282
Liberty Capital Management
Michigan
$148M +$14.8M +11% 3.51% – 114 19.3% 2.2
Beech Hill Advisors
3283
Beech Hill Advisors
New York
$148M +$20.1M +16% 3.27% 105% 83 36.14% 1.4
RCI
3284
Redwood Capital Investments
Maryland
$148M +$2.06M +1% 2.07% – 2 0% 0.5
Keystone Financial Planning
3285
Keystone Financial Planning
Ohio
$148M +$7.97M +6% 5.87% 46% 48 18.75% 1.8
MU Investments Company
3286
MU Investments Company
Japan
$148M -$10.7M -7% 1.22% 40.4% 203 24.63% 2
MA
3287
Minerva Advisors
Pennsylvania
$147M +$55K +0% 3.38% 166% 72 8.33% 2.4
Meridian Investment Counsel
3288
Meridian Investment Counsel
California
$147M +$4.33M +3% 3.88% 116% 176 6.25% 2
BI
3289
Boulegeris Investments
Georgia
$147M +$5.05M +4% 6.37% 39.1% 52 13.46% 1.4
TG
3290
TLP Group
Illinois
$147M -$17.7M -11% 3.51% 42.7% 455 73.85% 0.2
MC
3291
MRJ Capital
New York
$147M +$308K +0.2% 1.7% 127% 55 14.55% 2.1
Affinity Wealth Management
3292
Affinity Wealth Management
Delaware
$147M -$16M -10% 2.61% 116% 60 23.33% 1.2
Vector Wealth Management
3293
Vector Wealth Management
Minnesota
$147M +$11.7M +9% 4.69% 2.13% 82 7.32% 2.1
MC
3294
Miles Capital
Iowa
$147M -$2.09M -1% 2.59% 15.4% 215 43.26% 0.8
Fieldpoint Private Advisors
3295
Fieldpoint Private Advisors
New York
$147M +$5.69M +4% 0.64% 34% 66 16.67% 1.8
American Asset Management
3296
American Asset Management
Florida
$147M +$15.3M +12% 5.29% 42.5% 12 25% 0.9
Daniel Devine & Co
3297
Daniel Devine & Co
Florida
$147M -$6.83M -4% 1.7% 34.2% 59 15.25% 1.3
Stewardship Financial Advisors
3298
Stewardship Financial Advisors
Georgia
$147M +$20.2M +16% 2.67% 39.1% 47 21.28% 0.5
Crestone Asset Management
3299
Crestone Asset Management
Colorado
$146M +$33.7M +30% 4.65% 6.65% 27 25.93% 0.5
Foresite Capital Management II
3300
Foresite Capital Management II
California
$146M -$58M -28% 1.06% 66.2% 20 25% 1.2