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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)
Gladstone Capital Management
3851
Gladstone Capital Management
United Kingdom
$117M +$14.8M +15% 12.9% 304% 18 44.44% 0.5
SFA
3852
Staton Financial Advisors
North Carolina
$116M +$5.51M +5% 4.49% – 44 9.09% 1.6
Glen Eagle Advisors
3853
Glen Eagle Advisors
New Jersey
$116M +$5.45M +5% 4.69% 68.5% 574 11.67% 0.2
Premier Fund Managers
3854
Premier Fund Managers
United Kingdom
$116M +$2K +0% 8.41% 56.6% 49 12.24% 0.8
Bison Wealth
3855
Bison Wealth
Georgia
$116M -$1.49M -1% 4.7% 37.4% 200 21% 1.5
Physicians Financial Services
3856
Physicians Financial Services
North Carolina
$116M -$5.9M -5% 6.02% 100% 304 64.8% 1.2
William Marsh Rice University
3857
William Marsh Rice University
Texas
$116M -$16.8M -13% 12.9% 4.44% 4 50% 0.1
RCA
3858
Rex Capital Advisors
Rhode Island
$116M +$9.08M +9% 5.17% 7.31% 43 46.51% 1.4
FBT
3859
First Bank & Trust
South Dakota
$116M +$6.24M +6% 3.97% 85.6% 279 13.62% 0.2
Financial Advisors Network
3860
Financial Advisors Network
California
$116M -$1.94M -2% 3.47% – 535 83.55% 0.2
Marshall & Sullivan
3861
Marshall & Sullivan
Washington
$115M +$33.2M +40% 7.15% 82% 61 40.98% 2.8
EisnerAmper Wealth Management Corporate Benefits
3862
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$115M -$1.23M -1% 4.9% 13% 31 12.9% 1.8
Pacific Wealth Strategies Group
3863
Pacific Wealth Strategies Group
California
$115M +$13.8M +14% 6.21% 75.5% 78 12.82% 0.2
Tieton Capital Management
3864
Tieton Capital Management
Washington
$115M -$13M -10% 4.67% 172% 32 21.88% 2
Stableford Capital II
3865
Stableford Capital II
Arizona
$115M +$37.2M +48% 5.09% 66.9% 109 49.54% 0.1
Steginsky Capital
3866
Steginsky Capital
New York
$115M +$4.06M +4% 6.82% 99.4% 9 0% 0.3
Numen Capital
3867
Numen Capital
United Kingdom
$115M +$5.68M +5% 7.87% 146% 12 66.67% 0.1
Oxford Financial Group
3868
Oxford Financial Group
Indiana
$115M +$6.41M +6% 4.17% 77.2% 25 16% 0.2
Intersect Capital
3869
Intersect Capital
California
$115M -$18.8M -14% 4.85% 57.2% 95 7.37% 2
PK
3870
Pflug Koory
Nebraska
$114M -$1.72M -1% 4.93% – 405 4.94% 0.2
Wedgewood Investors
3871
Wedgewood Investors
Pennsylvania
$114M +$5.67M +5% 2.55% – 133 4.51% 3.1
Smithbridge Asset Management
3872
Smithbridge Asset Management
Pennsylvania
$114M +$1.12M +1% 6.44% – 58 3.45% 2.9
AllSquare Wealth Management
3873
AllSquare Wealth Management
New York
$114M +$5.11M +5% 3.72% 62.4% 408 19.36% 1.5
Cascade Investment Advisors
3874
Cascade Investment Advisors
Oregon
$114M -$3.46M -3% 2.23% 71.4% 230 38.7% 0.6
Bain Capital Credit Member
3875
Bain Capital Credit Member
Massachusetts
$114M – – 4.04% – 8 – 0