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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)
Addison Advisors
3901
Addison Advisors
Vermont
$445M +$13.9M +3% 1.82% 50.2% 946 11.42% 2.9
GR Financial Group
3902
GR Financial Group
Arizona
$445M +$12.5M +3% 1.63% 75.4% 30 16.67% 1.4
AMI Investment Management
3903
AMI Investment Management
Indiana
$445M +$14M +3% 1.6% 52% 75 6.67% 5.7
Financial & Tax Architects
3904
Financial & Tax Architects
Missouri
$445M -$8.12M -2% 1.05% 50.2% 120 27.5% 2.1
Bank of New Hampshire
3905
Bank of New Hampshire
New Hampshire
$445M +$10.6M +2% 3.34% 96.5% 473 5.07% 3.4
Smith & Howard Wealth Management
3906
Smith & Howard Wealth Management
Georgia
$445M +$11M +3% 1.24% 43.8% 94 7.45% 4.4
Wolff Financial Management
3907
Wolff Financial Management
Michigan
$445M +$13.9M +3% 2.08% 56.7% 102 1.96% 2.8
Founders Grove Wealth Partners
3908
Founders Grove Wealth Partners
Virginia
$445M +$19.1M +4% 3.32% – 157 15.92% 0.8
MIO Partners
3909
MIO Partners
New York
$444M – – 2.36% – 8 – 0
TPWM
3910
Twelve Points Wealth Management
Massachusetts
$444M +$42.9M +11% 4.73% 56.8% 206 12.14% 2.7
VM
3911
Venator Management
Pennsylvania
$444M +$24M +6% 4.92% 101% 30 26.67% 2.5
AXQ Capital
3912
AXQ Capital
New Jersey
$443M +$182M +70% 1.78% 35.5% 973 71.33% 0.2
Archer Investment Corporation
3913
Archer Investment Corporation
Indiana
$443M +$281K +0.1% 2.75% 76.1% 1,272 11.79% 3.3
Longfellow Investment Management
3914
Longfellow Investment Management
Massachusetts
$443M +$21.5M +5% 1.23% 45.9% 279 23.66% 2.4
Delta Air Lines
3915
Delta Air Lines
Georgia
$443M -$220M -33% 32.7% 5.3% 3 33.33% 2.3
Grace & Mercy Foundation
3916
Grace & Mercy Foundation
New York
$443M -$27M -6% 2.53% 67.6% 18 5.56% 2.4
CM Wealth Advisors
3917
CM Wealth Advisors
Ohio
$443M +$63.3M +17% 3.15% 64.7% 144 42.36% 1.4
GWM
3918
GSB Wealth Management
Connecticut
$442M +$896K +0.2% 3.01% 69.8% 243 5.76% 3.5
Outlook Wealth Advisors
3919
Outlook Wealth Advisors
Texas
$442M +$40.8M +10% 1.97% 76% 313 12.14% 2.2
Northeast Financial Group
3920
Northeast Financial Group
Pennsylvania
$442M +$40.6M +10% 0.96% 31.6% 100 18% 2
AA
3921
Ancient Art
Texas
$442M +$26M +6% 13.1% 168% 12 8.33% 3.5
Waterway Wealth Management
3922
Waterway Wealth Management
Texas
$442M +$22.6M +5% 1.57% 52.2% 95 27.37% 1
MAM
3923
Mystic Asset Management
Rhode Island
$442M -$1.05M -0.2% 2.37% 114% 229 6.99% 2.7
Park Edge Advisors
3924
Park Edge Advisors
Ohio
$442M +$8.76M +2% 2.43% 61.1% 162 16.67% 1.9
Compton Financial Group
3925
Compton Financial Group
Maryland
$442M +$26.3M +6% 1.39% 37.7% 69 34.78% 2.1