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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)
Advisors Preferred
3351
Advisors Preferred
Maryland
$646M -$33.3M -5% 16.7% 102% 320 64.06% 0.7
Patient Square Capital
3352
Patient Square Capital
California
$646M +$81.9M +15% 24.9% 329% 35 51.43% 0.8
Waterfront Wealth
3353
Waterfront Wealth
Kansas
$645M +$101M +19% 15.8% 71.8% 308 11.36% 3.2
Mayport LLC
3354
Mayport LLC
Massachusetts
$645M +$107M +20% 12.2% 57% 142 14.08% 2.1
Harfst & Associates
3355
Harfst & Associates
Wyoming
$643M +$83.2M +15% 17.6% 88.1% 129 10.08% 3.6
P.J. Schmidt Investment Management (PJS)
3356
P.J. Schmidt Investment Management (PJS)
Wisconsin
$643M +$48.7M +8% 12.2% 65.9% 226 11.06% 5.1
Patten Group
3357
Patten Group
Tennessee
$643M +$68M +12% 17.6% 99% 342 18.42% 5.1
Centric Wealth Management
3358
Centric Wealth Management
Illinois
$643M +$142M +28% 11.8% 44.4% 209 2.87% 2.9
Holistic Planning
3359
Holistic Planning
Texas
$643M +$141M +28% 11% – 349 19.48% 1.2
Foresite Capital Management VI
3360
Foresite Capital Management VI
California
$643M +$182M +40% 21.6% – 25 40% 0.5
GenWealth Group
3361
GenWealth Group
New Jersey
$642M +$57.4M +10% 11.8% 73.9% 98 22.45% 4.6
Martin & Co
3362
Martin & Co
Tennessee
$640M +$52.7M +9% 12.5% 67.8% 102 2.94% 9.8
AMCA
3363
Arthur M. Cohen & Associates
Illinois
$640M +$77.5M +14% 18.8% 129% 140 10% 5.1
Sprucegrove Investment Management
3364
Sprucegrove Investment Management
Ontario, Canada
$639M +$14.1M +2% 18% 45.5% 42 4.76% 5.5
Ironwood Financial
3365
Ironwood Financial
Arizona
$639M +$66M +12% 10.5% 54.1% 182 9.34% 5.5
Kiley Juergens Wealth Management
3366
Kiley Juergens Wealth Management
Washington
$639M +$71.8M +13% 17.5% 106% 248 8.06% 1.8
Scott Capital Advisors
3367
Scott Capital Advisors
Oregon
$639M +$145M +29% 8.85% 50.9% 68 17.65% 2.6
MAM
3368
Milestone Asset Management
Pennsylvania
$638M +$95.8M +18% 14.3% 64.4% 296 32.09% 1.3
FFT Wealth Management
3369
FFT Wealth Management
Pennsylvania
$638M +$85.9M +16% 14.4% 65.6% 110 22.73% 2.9
Adventist Health System West
3370
Adventist Health System West
California
$638M +$74.2M +13% 13.5% 60.2% 13 7.69% 1.7
Grey Fox Wealth Advisors
3371
Grey Fox Wealth Advisors
Delaware
$637M +$119M +23% 9.18% 41.9% 186 28.49% 1.9
Sky Investment Group
3372
Sky Investment Group
Connecticut
$637M +$53.5M +9% 11.8% 68% 151 9.27% 6.5
Sunriver Management
3373
Sunriver Management
Connecticut
$637M +$45.5M +8% 12.7% 9.27% 29 65.52% 0.7
Leonard Rickey Investment Advisors
3374
Leonard Rickey Investment Advisors
Washington
$637M +$58.9M +10% 15.2% 60.4% 135 20% 3.7
Maytus Capital Management
3375
Maytus Capital Management
New York
$636M +$73.8M +13% 73% 442% 99 74.75% 0.3