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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)
Martel Wealth Advisors
3376
Martel Wealth Advisors
Washington
$636M +$48.2M +8% 7.8% 43.4% 78 28.21% 4.3
Mountain Pacific Investment Advisers
3377
Mountain Pacific Investment Advisers
Idaho
$635M +$51.6M +9% 18.6% 82.7% 149 7.38% 7.9
TFG Asset Management
3378
TFG Asset Management
Cayman Islands
$635M +$120M +23% 13.2% 72.1% 46 36.96% 1.1
Golden Reserve Retirement
3379
Golden Reserve Retirement
Ohio
$635M +$150M +31% 17% – 131 35.11% 0.4
Gould Asset Management
3380
Gould Asset Management
California
$635M +$59.1M +10% 7.81% 42.8% 181 8.29% 6
Altiora Financial Group
3381
Altiora Financial Group
Ohio
$634M +$27.4M +5% 6.97% 38.3% 117 10.26% 2.2
BOCHK Asset Management
3382
BOCHK Asset Management
Hong Kong
$634M +$151M +31% 41% 503% 183 57.38% 0.4
Aegis Financial
3383
Aegis Financial
Virginia
$633M +$52.7M +9% 0.07% 266% 39 5.13% 2.3
New Harbor Financial Group
3384
New Harbor Financial Group
Massachusetts
$633M +$65.4M +12% 4.23% 94.6% 74 25.68% 2.1
Kahn Brothers Group
3385
Kahn Brothers Group
New York
$633M +$68.6M +12% 13.1% 53.4% 49 4.08% 5.4
Drucker Wealth 3.0
3386
Drucker Wealth 3.0
New Jersey
$632M +$59.5M +10% 14.2% – 308 19.81% 1.1
DCM
3387
Delaney Capital Management
$632M +$9.8M +2% 9.1% – 55 7.27% 0.5
JSF Financial
3388
JSF Financial
California
$632M +$122M +24% 16.1% 91% 155 27.1% 2.9
GWI
3389
Grace & White Inc
New York
$632M +$65.8M +12% 18.9% 59.6% 138 5.07% 7.8
Peak Retirement Planning
3390
Peak Retirement Planning
Ohio
$632M +$130M +26% 13.8% – 201 27.86% 0.8
Kesler Norman & Wride
3391
Kesler Norman & Wride
Utah
$631M +$50.7M +9% 19.6% 76% 291 22.68% 2.5
Generali Powszechne Towarzystwo Emerytalne
3392
Generali Powszechne Towarzystwo Emerytalne
Poland
$631M +$65.5M +12% 28.6% 140% 30 23.33% 2.3
Machina Capital
3393
Machina Capital
France
$631M +$123M +24% 9.69% 34.8% 500 55.8% 0.5
Atlanta Consulting Group Advisors
3394
Atlanta Consulting Group Advisors
Georgia
$631M +$166M +36% 11.7% – 190 27.37% 1.3
Trails Edge Capital Partners
3395
Trails Edge Capital Partners
Georgia
$630M +$193M +44% 16.8% – 40 45% 0.2
St. James Investment Company
3396
St. James Investment Company
Texas
$630M -$8.64M -1% 0.86% 43.8% 25 16% 3.9
Stenger Family Office
3397
Stenger Family Office
Illinois
$629M +$63.2M +11% 16.5% – 137 18.25% 0.9
Park Place Capital
3398
Park Place Capital
Alabama
$629M +$131M +26% 11.9% 60% 1,128 28.01% 1.9
Formidable Asset Management
3399
Formidable Asset Management
Ohio
$629M -$18.9M -3% 9.35% 52.2% 420 17.14% 3.3
D.L. Carlson Investment Group
3400
D.L. Carlson Investment Group
New Hampshire
$628M +$46.4M +8% 15.2% 113% 149 20.13% 4.4