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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)
Marathon Capital Management
3301
Marathon Capital Management
Maryland
$224M +$22.4M +11% 13.4% 74% 119 15.13% 2.3
Advisors Management Group
3302
Advisors Management Group
Wisconsin
$224M +$33.6M +18% 9.91% 125% 88 13.64% 2.4
Patriot Financial Partners
3303
Patriot Financial Partners
Pennsylvania
$223M +$59.3M +36% 3.63% 16.6% 12 16.67% 1.6
BCM
3304
Birmingham Capital Management
Alabama
$223M +$18M +9% 10.2% 103% 99 9.09% 4.7
Moller Wealth Partners
3305
Moller Wealth Partners
$223M +$69.9M +46% 10.3% 44.1% 67 29.85% 3.6
Alpha Omega Wealth Management
3306
Alpha Omega Wealth Management
Virginia
$223M +$24.1M +12% 12.5% 65.9% 594 19.19% 1.8
HA
3307
Hamel Associates
New Jersey
$223M +$22.1M +11% 11.9% 50.6% 98 23.47% 3.6
BCWM LLC
3308
BCWM LLC
Kansas
$223M +$12.5M +6% 9.54% – 79 21.52% 2.5
Strategic Point Investment Advisors
3309
Strategic Point Investment Advisors
Rhode Island
$223M +$11.5M +5% 13.4% 58.2% 17 0% 3.2
Ashmore Group
3310
Ashmore Group
United Kingdom
$223M +$21.9M +11% 15.6% 103% 27 18.52% 1.3
Hamilton Capital
3311
Hamilton Capital
Ohio
$222M +$2.29M +1% 8.81% – 43 34.88% 0.8
SFE Investment Counsel
3312
SFE Investment Counsel
California
$222M +$26.5M +14% 13.6% 114% 129 17.83% 3.4
Precept Management
3313
Precept Management
Texas
$222M -$34.4M -13% 27.3% 110% 63 58.73% 0.5
Burt Wealth Advisors
3314
Burt Wealth Advisors
Maryland
$222M +$10.2M +5% 8.84% 57.3% 391 13.81% 2.9
SCP
3315
Syntal Capital Partners
Texas
$222M +$59.3M +37% 11.8% 102% 128 34.38% 1.6
PWMAG
3316
Pinnacle Wealth Management Advisory Group
New Jersey
$222M +$37M +20% 11.2% 90.7% 186 14.52% 2.2
Foresite Capital Management II
3317
Foresite Capital Management II
California
$221M +$32.8M +17% 36.9% 66.2% 10 20% 2.5
UAM
3318
UAS Asset Management
New York
$221M +$74.2M +50% 11.3% 98% 29 37.93% 1.6
Keating Investment Counselors
3319
Keating Investment Counselors
Florida
$221M +$23.6M +12% 11.3% 50% 66 4.55% 4.3
Sensible Financial Planning & Management
3320
Sensible Financial Planning & Management
Massachusetts
$221M +$14.6M +7% 5.6% 24.5% 32 6.25% 3.2
FCA
3321
FLC Capital Advisors
California
$221M +$72.6M +49% 7.98% 59.3% 120 32.5% 0.2
GenWealth Group
3322
GenWealth Group
New Jersey
$221M +$20M +10% 11.2% 73.9% 66 18.18% 1.4
Henry James International Management
3323
Henry James International Management
New York
$220M +$66M +43% 14% 125% 146 6.16% 0.4
180 Wealth Advisors
3324
180 Wealth Advisors
Washington
$220M +$6.19M +3% 13.2% 136% 289 26.64% 0.9
Trust Company of Oklahoma
3325
Trust Company of Oklahoma
Oklahoma
$220M +$31.7M +17% 15.4% 101% 129 6.98% 3.5