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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)
Spirit of America Management Corp
3601
Spirit of America Management Corp
New York
$507M +$35M +7% 12.3% 113% 312 3.21% 6
Moller Wealth Partners
3602
Moller Wealth Partners
$507M +$29M +6% 3.03% 44.1% 71 8.45% 6.3
Ramsay Stattman Vela & Price
3603
Ramsay Stattman Vela & Price
Colorado
$506M -$48.9M -9% 3.01% 81.8% 85 12.94% 7.7
West Wealth Group
3604
West Wealth Group
California
$506M +$24M +5% 1.78% 79.8% 142 19.01% 1.8
Bright Rock Capital Management
3605
Bright Rock Capital Management
Massachusetts
$506M -$2.78M -0.5% 2.1% 53.1% 83 16.87% 5.3
Manitou Investment Management
3606
Manitou Investment Management
Ontario, Canada
$506M -$65.1M -11% 11.2% 69.3% 57 10.53% 3.7
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
3607
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$506M -$3.86M -0.8% 1.91% 80.8% 66 21.21% 3.6
CBTWT
3608
Community Bank & Trust (Waco, Texas)
Texas
$505M +$17.4M +4% 3.39% 124% 164 8.54% 6.2
III
3609
Independent Investors Inc
New York
$504M -$34.6M -6% 4.18% 94.5% 71 4.23% 9
Tradewinds Capital Management
3610
Tradewinds Capital Management
Washington
$504M +$29.4M +6% 8.79% 96.9% 754 13.66% 4.3
Allegiance Financial Group Advisory Services
3611
Allegiance Financial Group Advisory Services
Virginia
$503M +$27M +6% 1.04% 71.1% 219 28.77% 1.3
Single Point Partners
3612
Single Point Partners
Massachusetts
$503M -$3.21M -0.6% 1.61% 56.4% 90 11.11% 2
Altrius Capital Management
3613
Altrius Capital Management
North Carolina
$503M +$30.7M +7% 9.08% 43.1% 89 5.62% 2.8
Northwest Bancshares
3614
Northwest Bancshares
Pennsylvania
$502M -$15M -3% 3.71% 84.8% 178 7.87% 5
Holistic Planning
3615
Holistic Planning
Texas
$502M +$32.7M +7% 0.82% 61.9% 312 16.99% 1.2
MYCIO Wealth Partners
3616
MYCIO Wealth Partners
Pennsylvania
$502M +$18.7M +4% 2.03% 60.3% 49 2.04% 6.5
Whitaker-Myers Wealth Managers
3617
Whitaker-Myers Wealth Managers
Ohio
$502M +$22.3M +5% 0.68% 75.2% 125 21.6% 1.9
Peak Retirement Planning
3618
Peak Retirement Planning
Ohio
$501M +$74.4M +17% 0.58% – 166 22.29% 0.8
Serenus Wealth Advisors
3619
Serenus Wealth Advisors
California
$501M -$15.2M -3% 2.64% – 77 15.58% 1
Mission Creek Capital Partners
3620
Mission Creek Capital Partners
California
$501M +$6M +1% 1.73% 138% 239 20.5% 3.6
Auxano Advisors
3621
Auxano Advisors
Washington
$501M -$5.14M -1% 2.9% 103% 207 13.04% 2.6
Dividend Assets Capital
3622
Dividend Assets Capital
South Carolina
$501M -$22M -4% 2.62% 67.4% 146 10.96% 7.3
Helen Stephens Group
3623
Helen Stephens Group
Texas
$501M +$25.1M +5% 0.49% 53.4% 133 18.05% 2.2
Centric Wealth Management
3624
Centric Wealth Management
Illinois
$501M +$27.5M +6% 0.83% 44.4% 213 13.62% 2.7
H2CM
3625
H/2 Credit Manager
Connecticut
$500M +$43.1M +9% 12.2% 97.4% 19 0% 3