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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)
Sweet Financial Partners
3351
Sweet Financial Partners
Minnesota
$462M +$24.1M +6% 5.84% 22.4% 201 6.47% 2
GF
3352
Greenfield FTC
Nevada
$461M +$20.9M +5% 5.59% 75.4% 4 25% 3.8
Manchester Financial
3353
Manchester Financial
California
$461M +$54.8M +13% 6.34% 73% 118 16.1% 2.8
Herold Advisors
3354
Herold Advisors
New York
$461M +$28.2M +7% 6.85% 90.2% 278 7.55% 2
RI
3355
RPTC Inc
Wyoming
$460M -$26.9M -6% 3.6% 66.4% 6 0% 5.6
KFG Wealth Management
3356
KFG Wealth Management
Indiana
$460M +$208M +82% 5.41% 55.9% 188 20.21% 1.1
United Capital Management of KS
3357
United Capital Management of KS
Kansas
$460M +$6.3M +1% 6.57% 272% 92 29.35% 2.7
IMA Advisory Services
3358
IMA Advisory Services
Colorado
$459M +$233M +103% 5.41% 74.5% 264 72.73% 1
Integrated Investment Consultants
3359
Integrated Investment Consultants
Michigan
$459M +$95.9M +26% 7.54% 70.2% 383 39.16% 2.6
AT
3360
Arlington Trust
Alabama
$459M +$33.7M +8% 6.86% 65% 582 13.06% 0.7
Sherborne Investors Management
3361
Sherborne Investors Management
New York
$459M +$30.3M +7% 7.07% 54.2% 1 0% 1.8
Fulcrum Capital
3362
Fulcrum Capital
Washington
$459M +$19.9M +5% 5.26% 102% 114 9.65% 2.8
IIA
3363
IPG Investment Advisors
California
$459M +$1.32M +0.3% 3.1% 126% 209 32.06% 2.2
Brigade Capital Management
3364
Brigade Capital Management
New York
$459M +$21.2M +5% 3.45% 42.7% 17 29.41% 1.7
Watts Gwilliam & Co
3365
Watts Gwilliam & Co
Arizona
$459M – – 3.67% – 208 – 0.4
TBH Global Asset Management
3366
TBH Global Asset Management
Tennessee
$458M +$8.25M +2% 6.8% 70.7% 240 10.83% 2.4
Greenspring Advisors
3367
Greenspring Advisors
Maryland
$458M +$42.7M +10% 6.14% – 98 16.33% 1.7
TS Financial Group (TSFG)
3368
TS Financial Group (TSFG)
Illinois
$458M +$30.3M +7% 5.63% 81% 863 12.05% 3.8
Holderness Investments Company
3369
Holderness Investments Company
North Carolina
$458M +$34.1M +8% 6.03% 144% 260 9.62% 4.8
Ninety One
3370
Ninety One
South Africa
$458M -$187M -29% 5.66% 232% 82 21.95% 3.4
SC&H Financial Advisors
3371
SC&H Financial Advisors
Maryland
$458M +$49.7M +12% 6.46% 66.2% 153 5.88% 2.1
Noked Israel
3372
Noked Israel
Israel
$458M +$95.3M +26% 3.79% 265% 21 42.86% 1.1
Cambridge Advisors
3373
Cambridge Advisors
Nebraska
$458M +$27.3M +6% 6.19% 58.6% 173 5.2% 6.1
Investors Research Corp
3374
Investors Research Corp
Georgia
$458M +$29.6M +7% 7.09% 62.1% 1,075 11.44% 4.1
MFA Wealth Advisors
3375
MFA Wealth Advisors
Pennsylvania
$457M -$339K -0.1% 4.38% 68.6% 558 11.47% 0.5