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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)
Abundance Wealth Counselors
3276
Abundance Wealth Counselors
Pennsylvania
$483M +$266M +122% 11.9% 107% 139 49.64% 1.2
WPWealth
3277
WPWealth
Texas
$482M +$68.2M +16% 5.62% 38.2% 92 28.26% 1
Alibaba Group
3278
Alibaba Group
Hong Kong
$481M +$351M +270% 58.2% 2.06% 5 20% 5.4
McGlone Suttner Wealth Management
3279
McGlone Suttner Wealth Management
Wisconsin
$481M -$5.82M -1% 6.34% 61.6% 186 22.04% 1.3
Renaissance Investment Group
3280
Renaissance Investment Group
Massachusetts
$480M +$20.7M +4% 7.15% 110% 89 10.11% 6.5
SFE Investment Counsel
3281
SFE Investment Counsel
California
$480M +$29.2M +6% 7.11% 114% 121 5.79% 5.9
Callodine Capital Management
3282
Callodine Capital Management
Massachusetts
$480M +$50.9M +12% 8.77% 53.8% 52 34.62% 1.4
Jackson Hole Capital Partners
3283
Jackson Hole Capital Partners
Oklahoma
$480M +$18.9M +4% 5.75% 71.4% 280 6.07% 3.8
Cornerstone Management
3284
Cornerstone Management
Georgia
$479M +$24.4M +5% 5.2% 43.6% 55 5.45% 5
Mitchell McLeod Pugh & Williams
3285
Mitchell McLeod Pugh & Williams
Alabama
$479M +$41.1M +9% 7.55% 90.7% 274 5.84% 5.7
PBMares Wealth Management
3286
PBMares Wealth Management
Virginia
$479M +$71.3M +18% 6.44% 67.7% 203 10.34% 2.8
Requisite Capital Management
3287
Requisite Capital Management
Texas
$478M +$36.7M +8% 3.71% 41% 93 30.11% 1.6
Financial Management Network
3288
Financial Management Network
California
$478M +$61.5M +15% 6.21% 62.5% 177 18.64% 2.1
Trifecta Capital Advisors
3289
Trifecta Capital Advisors
Illinois
$478M +$26.1M +6% 4.89% 149% 422 3.79% 1.6
Centerbridge Partners
3290
Centerbridge Partners
New York
$478M -$27.3M -5% 0.52% 15.9% 9 0% 2.4
Icon Advisers
3291
Icon Advisers
Colorado
$477M +$33.3M +7% 7.01% 114% 196 27.04% 2.6
Kathryn A. Hall
3292
Kathryn A. Hall
$477M +$44.4M +10% 5.28% 95.2% 50 6% 4.2
Twele Capital Management
3293
Twele Capital Management
Minnesota
$476M +$35.3M +8% 6% 37.1% 40 2.5% 8.2
Fountainhead AM
3294
Fountainhead AM
New Jersey
$476M +$55.4M +13% 6.06% 65.6% 158 16.46% 1.7
Wealth Alliance Advisory Group
3295
Wealth Alliance Advisory Group
Kansas
$476M +$32.2M +7% 5.99% 72.7% 213 19.25% 3.5
Ironwood Financial
3296
Ironwood Financial
Arizona
$476M +$29.9M +7% 5.56% 54.1% 157 10.83% 5
Studio Investment Management
3297
Studio Investment Management
Illinois
$476M +$36.3M +8% 6.89% 51.3% 330 19.39% 1.7
Heron Bay Capital Management
3298
Heron Bay Capital Management
Michigan
$475M +$5.89M +1% 7.82% 58.9% 118 31.36% 1.6
CNBTD
3299
Citizens National Bank Trust Department
Mississippi
$475M +$26.2M +6% 7.29% 114% 349 2.29% 2.9
Talon Private Wealth
3300
Talon Private Wealth
Florida
$475M – – 4.28% – 297 – 0