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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)
Founders Financial Alliance
3426
Founders Financial Alliance
North Carolina
$555M +$25.1M +5% 0.03% 84.9% 753 21.78% 2.8
ARQ Wealth Advisors
3427
ARQ Wealth Advisors
Arizona
$555M +$184M +50% 0.66% 59.3% 198 35.35% 1.5
Studio Investment Management
3428
Studio Investment Management
Illinois
$555M +$7.35M +1% 1.44% 51.3% 187 5.35% 3
Moody Aldrich Partners
3429
Moody Aldrich Partners
Massachusetts
$555M +$18.7M +3% 10.6% 312% 214 24.3% 1.5
Truvestments Capital
3430
Truvestments Capital
Florida
$554M +$4.17M +0.8% 3.56% 131% 1,227 19.89% 1.6
Bellecapital
3431
Bellecapital
Switzerland
$554M -$9.1M -2% 4.63% 152% 151 37.09% 3.7
Legacy Financial Strategies
3432
Legacy Financial Strategies
Kansas
$554M -$10.6M -2% 2.24% 76.7% 143 5.59% 3.2
Conrad Siegel Investment Advisors
3433
Conrad Siegel Investment Advisors
Pennsylvania
$554M +$26.8M +5% 0.87% 64.9% 63 6.35% 2.1
Trivium Point Advisory
3434
Trivium Point Advisory
Connecticut
$553M -$440M -44% 1.67% 106% 356 28.93% 3.2
Crossingbridge Advisors
3435
Crossingbridge Advisors
New York
$553M +$197M +55% 0.5% – 201 75.12% 0.2
Sterling Investment Advisors (Pennsylvania)
3436
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$552M +$9.45M +2% 0.75% 111% 226 12.83% 4.1
FFT Wealth Management
3437
FFT Wealth Management
Pennsylvania
$552M +$27.3M +5% 3.26% 65.6% 107 27.1% 2.8
SVCM
3438
Saturn V Capital Management
Texas
$552M +$7.32M +1% 22.6% 1,083% 24 29.17% 0.8
Longbow Finance
3439
Longbow Finance
Switzerland
$552M -$38.4M -7% 2.91% 162% 68 27.94% 1.4
Davidson Capital Management
3440
Davidson Capital Management
Texas
$552M +$89.9M +19% 1.76% 79.4% 119 23.53% 1.9
Triata Capital
3441
Triata Capital
Hong Kong
$552M -$273M -33% 9.19% – 15 6.67% 1.1
Brandywine Trust
3442
Brandywine Trust
Delaware
$552M -$18.6M -3% 3.49% 32.7% 32 3.13% 8.6
Jacobson & Schmitt Advisors
3443
Jacobson & Schmitt Advisors
Wisconsin
$551M -$42.6M -7% 6.21% 70.3% 80 12.5% 2.9
Integrated Quantitative Investments
3444
Integrated Quantitative Investments
Washington
$551M +$85.7M +18% 5.4% – 552 59.96% 0.4
Bienville Capital Management
3445
Bienville Capital Management
New York
$550M -$79.6M -13% 14.9% 36.3% 91 35.16% 3.2
Tufton Capital Management
3446
Tufton Capital Management
Maryland
$550M -$22.4M -4% 3.02% 96.1% 130 9.23% 8.2
Atlas Legacy Advisors
3447
Atlas Legacy Advisors
California
$550M -$21.4M -4% 2.34% – 209 14.83% 1
Rockport Wealth
3448
Rockport Wealth
Ohio
$549M +$35.2M +7% 0.27% – 108 14.81% 0.9
LMG Wealth Partners
3449
LMG Wealth Partners
Louisiana
$549M +$12.8M +2% 1.83% 96.1% 159 6.92% 2.2
Kirr Marbach & Co
3450
Kirr Marbach & Co
Indiana
$549M +$25.6M +5% 7.46% 121% 61 11.48% 4.3