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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)
Providence Capital Advisors
3301
Providence Capital Advisors
North Carolina
$481M -$11.9M -2% 3.07% 47.4% 129 10.85% 4.5
Ramirez Asset Management
3302
Ramirez Asset Management
New York
$481M -$14.9M -3% 0.83% 86.8% 421 19% 1.2
Robert Wood Johnson Foundation
3303
Robert Wood Johnson Foundation
New Jersey
$480M -$840M -64% 12.4% 3.79% 2 0% 8.4
Austin Asset Management
3304
Austin Asset Management
Texas
$480M -$22.9M -5% 3.3% 93.4% 85 16.47% 1.9
Oak Grove Capital
3305
Oak Grove Capital
New Hampshire
$480M -$190M -28% 5.11% 470% 82 26.83% 2.3
HughesLittle Investment Management
3306
HughesLittle Investment Management
$480M -$48.5M -9% 6.11% 106% 17 0% 5.8
Woodard & Company Asset Management Group
3307
Woodard & Company Asset Management Group
North Carolina
$480M +$15.6M +3% 2.66% 94.5% 152 23.68% 2.8
Essex Investment Management
3308
Essex Investment Management
Massachusetts
$479M -$76.8M -14% 4.96% 370% 334 17.37% 3.8
Caligan Partners
3309
Caligan Partners
New York
$479M +$84.4M +21% 16.6% 2,628% 17 23.53% 1.1
IFC Advisors
3310
IFC Advisors
California
$479M +$20.4M +4% 1.64% – 174 23.56% 0.2
SOA Wealth Advisors
3311
SOA Wealth Advisors
New York
$479M -$63.9M -12% 4.4% 79.1% 916 8.73% 3.4
Mengis Capital Management
3312
Mengis Capital Management
Oregon
$479M -$10.6M -2% 0.13% 104% 195 6.15% 5.6
IR
3313
IAT Reinsurance
New York
$479M +$5.27M +1% 2.57% 60.2% 82 17.07% 4.9
Lincoln Capital
3314
Lincoln Capital
Nebraska
$479M +$3.26M +0.7% 2.51% 67.1% 122 9.02% 5.9
Bellwether Advisors
3315
Bellwether Advisors
Nebraska
$479M -$80.5M -14% 4.36% 115% 533 7.13% 0.8
Trust Company of the South
3316
Trust Company of the South
North Carolina
$479M -$12.5M -3% 3.35% 70.2% 129 13.18% 1.1
FFT Wealth Management
3317
FFT Wealth Management
Pennsylvania
$478M -$849M -64% 2.5% 65.6% 203 62.07% 2.4
Retirement Income Solutions
3318
Retirement Income Solutions
Michigan
$478M -$17.7M -4% 4.06% 60.8% 157 12.1% 3.8
Moody Aldrich Partners
3319
Moody Aldrich Partners
Massachusetts
$478M -$62.2M -12% 2.48% 312% 222 36.04% 1.4
Abundance Wealth Counselors
3320
Abundance Wealth Counselors
Pennsylvania
$478M +$18.1M +4% 2.86% 107% 158 15.19% 1.5
Trifecta Capital Advisors
3321
Trifecta Capital Advisors
Illinois
$477M -$29.1M -6% 5.52% 149% 437 12.81% 1.9
Creekmur Asset Management
3322
Creekmur Asset Management
Illinois
$477M +$40.4M +9% 1.4% – 1,023 33.33% 1
Artemis Wealth Advisors
3323
Artemis Wealth Advisors
New York
$477M -$83.9M -15% 7.68% 180% 37 43.24% 3.8
Drexel Morgan & Co
3324
Drexel Morgan & Co
Pennsylvania
$476M -$8.28M -2% 7.89% 50.1% 56 5.36% 7.7
JCP
3325
JB Capital Partners
New York
$476M -$46M -9% 10.5% 142% 81 4.94% 3.2