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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)
Greystone Financial Group
3301
Greystone Financial Group
Michigan
$340M +$45.5M +15% 12.5% 79.3% 81 29.63% 0.8
Running Oak Capital
3302
Running Oak Capital
Minnesota
$340M +$50.6M +17% 12.2% 32.7% 63 19.05% 2
Fiducient Advisors
3303
Fiducient Advisors
Illinois
$340M +$129M +61% 6.71% 52.3% 180 70.56% 0.7
WCMN
3304
Westchester Capital Management (Nebraska)
Nebraska
$340M +$29.8M +10% 13.1% 121% 50 6% 6
KI
3305
Kula Investments
Illinois
$340M – – 6.57% – 562 – 0
IAG Wealth Partners
3306
IAG Wealth Partners
Wisconsin
$339M +$38.4M +13% 9.16% 47.3% 494 21.26% 2
Barometer Capital Management
3307
Barometer Capital Management
Ontario, Canada
$339M +$96.5M +40% 17.3% 339% 149 75.17% 0.2
America First Investment Advisors
3308
America First Investment Advisors
Nebraska
$339M +$51.8M +18% 8.97% 78.2% 96 16.67% 4.9
Psagot Value Holdings
3309
Psagot Value Holdings
Israel
$339M -$15.2M -4% 7.17% 45.9% 398 26.38% 2.7
HughesLittle Investment Management
3310
HughesLittle Investment Management
$339M +$16.2M +5% 6.02% 106% 16 6.25% 4.6
MPAM
3311
Monarch Partners Asset Management
Massachusetts
$339M +$5.75M +2% 14% 136% 165 37.58% 1
Ellenbecker Investment Group
3312
Ellenbecker Investment Group
Wisconsin
$338M +$22.9M +7% 6.79% 56.3% 86 6.98% 2.9
Old Second National Bank of Aurora
3313
Old Second National Bank of Aurora
Illinois
$338M +$13.1M +4% 9.96% 93.7% 400 17.25% 4.9
Marquette Asset Management
3314
Marquette Asset Management
Minnesota
$338M +$18.3M +6% 7.15% 69.6% 294 41.16% 2.5
HP
3315
Hound Partners
New York
$338M -$189M -36% 10.8% 19.7% 17 29.41% 1.8
Activest Wealth Management
3316
Activest Wealth Management
Florida
$338M +$28.5M +9% 7.63% 117% 483 13.87% 0.7
G2 Investment Partners Management
3317
G2 Investment Partners Management
New York
$338M +$15.8M +5% 16.6% 1,145% 94 31.91% 1.1
Fermata Advisors
3318
Fermata Advisors
California
$337M +$30.2M +10% 5.67% 58.3% 151 23.18% 1.1
Kerrisdale Advisers
3319
Kerrisdale Advisers
Florida
$337M -$74.5M -18% 14.1% 78.8% 97 25.77% 0.6
LDFR
3320
Lehman & Derafelo Financial Resources
Pennsylvania
$337M +$19.9M +6% 7.83% 37.5% 211 53.08% 3
Brian C. Broderick
3321
Brian C. Broderick
$337M +$17.1M +5% 9.92% 98.6% 84 10.71% 6
Boston Standard Wealth Management
3322
Boston Standard Wealth Management
Massachusetts
$337M +$39.4M +13% 5.54% 47.1% 40 7.5% 4.2
Benedict Financial Advisors
3323
Benedict Financial Advisors
Georgia
$337M +$24.2M +8% 11.8% 72.4% 118 5.93% 5.3
Brickley Wealth Management
3324
Brickley Wealth Management
California
$337M +$31.9M +10% 8.63% 62.6% 42 16.67% 2.9
ARG
3325
Advisory Resource Group
Oklahoma
$336M +$34.1M +11% 9.25% 72% 148 13.51% 1.7