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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)
McNamara Financial Services
3376
McNamara Financial Services
Massachusetts
$504M +$39.6M +9% 7.46% 42.6% 94 7.45% 4.1
First Fiduciary Investment Counsel
3377
First Fiduciary Investment Counsel
Ohio
$504M +$38.2M +8% 9.88% 48.1% 75 14.67% 4.7
TCP Asset Management
3378
TCP Asset Management
Ohio
$504M +$56.9M +13% 9.24% 65% 98 14.29% 1.7
Scarborough Advisors
3379
Scarborough Advisors
Maryland
$504M -$198M -28% 8.08% 63.3% 509 84.48% 0.3
Twele Capital Management
3380
Twele Capital Management
Minnesota
$504M +$32.4M +7% 5.69% 37.1% 39 0% 9.1
Pacific Sage Partners
3381
Pacific Sage Partners
Washington
$503M +$59.2M +13% 11.4% 58.9% 117 10.26% 1.8
Aristides Capital
3382
Aristides Capital
Kentucky
$503M +$164M +48% 13.7% 126% 292 50% 1.3
CFSG
3383
Community Financial Services Group
Vermont
$503M +$41.5M +9% 12.4% – 102 11.76% 4.5
Iowa State Bank
3384
Iowa State Bank
Iowa
$502M +$31.1M +7% 9.84% 85.7% 124 5.65% 5.7
Avidity Partners Management
3385
Avidity Partners Management
Texas
$502M -$22.7M -4% 7.61% 492% 84 53.57% 1.1
Sentry LLC
3386
Sentry LLC
Tennessee
$502M -$11.8M -2% 1.03% 61.3% 135 5.93% 1.9
CNBTD
3387
Citizens National Bank Trust Department
Mississippi
$501M +$33.3M +7% 10.2% 114% 403 7.44% 3.3
America First Investment Advisors
3388
America First Investment Advisors
Nebraska
$501M +$27.3M +6% 2.19% 78.2% 43 2.33% 8.7
Land & Buildings Investment Management
3389
Land & Buildings Investment Management
Connecticut
$501M +$28.5M +6% 0.62% 53.9% 25 36% 1.1
Leonard Rickey Investment Advisors
3390
Leonard Rickey Investment Advisors
Washington
$501M +$36.9M +8% 7.02% 55.9% 116 10.34% 3.4
Westover Capital Advisors
3391
Westover Capital Advisors
Delaware
$500M +$50.1M +11% 16.7% 144% 244 13.11% 2.9
Compass Rose Asset Management
3392
Compass Rose Asset Management
New York
$500M +$180M +56% 3.58% 41% 31 64.52% 0.3
Truvestments Capital
3393
Truvestments Capital
Florida
$500M +$39.5M +9% 13.4% 131% 1,111 16.83% 1.3
Raffa Wealth Management
3394
Raffa Wealth Management
District of Columbia
$500M +$60.5M +14% 6.23% 35.8% 1,146 9.42% 4.5
First National Bank & Trust Co of Newtown
3395
First National Bank & Trust Co of Newtown
Pennsylvania
$499M +$23.8M +5% 5.88% 55.7% 137 4.38% 8.8
Balboa Wealth Partners
3396
Balboa Wealth Partners
Arizona
$499M +$84.5M +20% 19.9% 214% 413 29.54% 1.3
Marotta Asset Management
3397
Marotta Asset Management
Virginia
$499M -$10.7M -2% 7.12% 51% 119 18.49% 4
VeraBank
3398
VeraBank
Texas
$499M +$140M +39% 7.7% 60.6% 190 25.79% 3.6
Studio Investment Management
3399
Studio Investment Management
Illinois
$498M +$14.3M +3% 4.9% 51.3% 326 48.77% 2.7
Kahn Brothers Group
3400
Kahn Brothers Group
New York
$498M +$3.5M +0.7% 1.94% 53.4% 61 27.87% 4.7