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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)
Financial Gravity Asset Management
3526
Financial Gravity Asset Management
Texas
$506M – – 4.46% – 993 – 1.8
Mission Creek Capital Partners
3527
Mission Creek Capital Partners
California
$506M +$55.7M +12% 7.64% 138% 208 4.81% 3.9
Madison Wealth Partners
3528
Madison Wealth Partners
Wisconsin
$506M +$47.6M +10% 7.58% 66.9% 189 10.58% 2.3
JMAC Enterprises
3529
JMAC Enterprises
Pennsylvania
$506M +$38.6M +8% 5.89% 68.5% 121 5.79% 2.5
TruNorth Capital Management
3530
TruNorth Capital Management
Michigan
$506M +$55.5M +12% 5.86% – 417 17.51% 1.1
Curran Financial Partners
3531
Curran Financial Partners
South Carolina
$505M +$52.8M +12% 5.26% 49.4% 133 12.78% 2.1
Asset Allocation Strategies
3532
Asset Allocation Strategies
Michigan
$505M +$52.6M +12% 6.09% 58.1% 152 13.16% 1.4
DA
3533
Dash Acquisitions
California
$504M +$32M +7% 5.13% 52% 74 18.92% 2.2
Johnson & Johnson
3534
Johnson & Johnson
New Jersey
$504M +$170M +51% 104% 339% 20 0% 3.1
McRae Capital Management
3535
McRae Capital Management
New Jersey
$504M +$15.4M +3% 5.9% 78.2% 106 6.6% 6.2
Shorepoint Capital Partners
3536
Shorepoint Capital Partners
Massachusetts
$503M – – 8.27% – 98 – 3.7
West Paces Advisors
3537
West Paces Advisors
Georgia
$502M +$32.4M +7% 6.15% 57.7% 216 19.91% 6.4
Chemung Canal Trust
3538
Chemung Canal Trust
New York
$502M +$25.6M +5% 7.93% 80.9% 120 2.5% 7.9
MLCM
3539
M & L Capital Management
United Kingdom
$502M +$57.6M +13% 16.5% – 32 43.75% 0.4
VisionPoint Advisory Group
3540
VisionPoint Advisory Group
Texas
$501M +$41.4M +9% 8.45% 79.3% 419 20.53% 1.2
MAM
3541
Morse Asset Management
Connecticut
$501M +$44.7M +10% 15.1% 222% 415 23.37% 1.9
Satovsky Asset Management
3542
Satovsky Asset Management
New York
$501M +$31.4M +7% 6.48% 53.6% 72 18.06% 2.5
Mattern Wealth Management
3543
Mattern Wealth Management
Kansas
$501M +$20.4M +4% 6.27% 54% 167 10.18% 3.8
Blue Zone Wealth Advisors
3544
Blue Zone Wealth Advisors
California
$501M +$101M +25% 7.95% 91.1% 131 17.56% 2.5
Manchester Financial
3545
Manchester Financial
California
$501M +$23M +5% 7.27% 73% 139 17.99% 3
AHT
3546
Amanah Holdings Trust
$501M +$96.6M +24% 33% – 16 12.5% 0.3
Speece Thorson Capital Group
3547
Speece Thorson Capital Group
Minnesota
$500M +$9.35M +2% 4.63% 34.2% 44 2.27% 7.9
FCPM III Services
3548
FCPM III Services
Netherlands
$500M +$131M +36% 52.5% – 9 11.11% 1.2
MIC Capital Management (UK)
3549
MIC Capital Management (UK)
United Kingdom
$500M -$8.95M -2% 6.09% 67.2% 14 14.29% 2.5
P/E Global LLC
3550
P/E Global LLC
Massachusetts
$500M +$19.1M +4% 5.67% 49% 4 0% 1.8