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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)
Investors Research Corp
3351
Investors Research Corp
Georgia
$510M +$48.3M +10% 6.69% 62.1% 984 8.23% 4.6
Marshall Financial Group (Maryland)
3352
Marshall Financial Group (Maryland)
Maryland
$510M +$52.2M +11% 10.1% 63.5% 274 23.72% 2
Fourthstone LLC
3353
Fourthstone LLC
Missouri
$510M +$106M +26% 3.59% 104% 107 38.32% 0.8
Legacy Financial Strategies
3354
Legacy Financial Strategies
Kansas
$510M +$51M +11% 8.69% 76.7% 131 12.21% 2.9
Financial Gravity Companies
3355
Financial Gravity Companies
Texas
$509M – – 5.81% – 1,014 – 1.8
MIC Capital Management (UK)
3356
MIC Capital Management (UK)
United Kingdom
$509M +$18.5M +4% 6.85% 67.2% 14 7.14% 2.3
Portfolio Design Labs
3357
Portfolio Design Labs
California
$509M +$24.6M +5% 8.27% – 209 37.8% 0.8
Integrated Investment Consultants
3358
Integrated Investment Consultants
Michigan
$509M +$6.76M +1% 10.4% 70.2% 368 24.18% 3.2
FFT Wealth Management
3359
FFT Wealth Management
Pennsylvania
$509M +$30.8M +6% 9.85% 65.6% 109 19.27% 2.4
Columbia Asset Management
3360
Columbia Asset Management
Michigan
$509M -$2.43M -0.5% 7.89% 94.1% 236 30.08% 6.7
SA
3361
Strategic Advisors
New York
$508M -$10.5M -2% 14.2% 106% 201 19.4% 5
Essex LLC
3362
Essex LLC
Illinois
$508M +$46.8M +10% 9.69% 91.4% 185 14.05% 2.6
Contravisory Investment Management
3363
Contravisory Investment Management
Massachusetts
$508M +$33.5M +7% 9.89% 135% 460 38.7% 1.6
Heron Bay Capital Management
3364
Heron Bay Capital Management
Michigan
$508M +$32.5M +7% 11% 58.9% 139 34.53% 1.7
Sands Capital Ventures
3365
Sands Capital Ventures
Virginia
$508M +$98.9M +24% 23.1% 167% 20 5% 2.6
Kera Capital Partners
3366
Kera Capital Partners
California
$508M +$171M +51% 21.7% – 369 54.2% 0.2
Bienville Capital Management
3367
Bienville Capital Management
New York
$507M +$95M +23% 16.6% 36.3% 76 23.68% 3.4
Strong Tower Advisory Services
3368
Strong Tower Advisory Services
Minnesota
$507M +$101M +25% 13.4% 155% 101 4.95% 2.5
Canvas Wealth Advisors
3369
Canvas Wealth Advisors
Kansas
$507M +$118M +30% 16.8% 115% 213 18.31% 1.8
Bourgeon Capital Management
3370
Bourgeon Capital Management
Connecticut
$507M +$42.1M +9% 14.7% 121% 122 26.23% 3.9
Financial Consulate
3371
Financial Consulate
Maryland
$507M +$110M +28% 7.98% 61.4% 39 38.46% 3.1
Gibson Capital
3372
Gibson Capital
Pennsylvania
$506M +$31.5M +7% 7.59% 67.2% 84 10.71% 4.1
Brian C. Broderick
3373
Brian C. Broderick
$506M +$14.9M +3% 8.61% 98.6% 89 7.87% 6.4
Kirr Marbach & Co
3374
Kirr Marbach & Co
Indiana
$506M +$74.6M +17% 20.2% 121% 58 12.07% 4.3
Rather & Kittrell
3375
Rather & Kittrell
Tennessee
$505M +$43.9M +10% 6.05% 41.1% 90 5.56% 2.3