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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)
Weaver Consulting Group
3926
Weaver Consulting Group
California
$172M +$18.6M +12% 13.5% 56.4% 1,057 17.41% 0.9
Piershale Financial Group
3927
Piershale Financial Group
Illinois
$172M +$88.5M +106% 14.5% 82% 24 70.83% 1
S.R. Schill & Associates
3928
S.R. Schill & Associates
Washington
$172M +$22.5M +15% 16.4% 42.7% 72 18.06% 2.9
FNY Investment Advisers
3929
FNY Investment Advisers
New York
$172M +$40.2M +31% 45.4% 386% 726 74.38% 0.3
United Capital Management of KS
3930
United Capital Management of KS
Kansas
$171M +$52.6M +44% 28% 272% 89 28.09% 1.1
LFM
3931
Lumina Fund Management
New York
$171M -$4.84M -3% 21.6% 28.1% 39 30.77% 1.7
Measured Wealth Private Client Group
3932
Measured Wealth Private Client Group
New Hampshire
$171M +$43M +33% 18.6% 84.3% 136 33.82% 1.1
QCMC
3933
Quantum Capital Management (California)
California
$171M +$22.1M +15% 34.1% 53.7% 318 6.6% 2
Riversedge Advisors
3934
Riversedge Advisors
Delaware
$171M +$58.4M +52% 15.1% 71.3% 45 33.33% 0.5
Shakespeare Wealth Management
3935
Shakespeare Wealth Management
Wisconsin
$171M +$26.6M +18% 16.1% 55.5% 68 22.06% 1.4
Heritage Way Advisors
3936
Heritage Way Advisors
Illinois
$171M +$32.1M +23% 18.3% 79.4% 64 9.38% 2.4
Corbyn Investment Management
3937
Corbyn Investment Management
Maryland
$171M +$10.2M +6% 17.3% 71.9% 55 23.64% 3.1
MEAG MUNICH ERGO AssetManagement
3938
MEAG MUNICH ERGO AssetManagement
Germany
$171M +$5.83M +4% 4.57% 18.2% 13 0% 4.4
Alethea Capital Management
3939
Alethea Capital Management
Washington
$171M +$16.6M +11% 26.3% 275% 111 54.05% 1.4
First Washington Corp
3940
First Washington Corp
Washington
$171M +$11.4M +7% 37.7% 142% 73 6.85% 3.3
Weybosset Research & Management
3941
Weybosset Research & Management
Rhode Island
$171M +$30.3M +22% 18.9% 74.8% 57 17.54% 3.8
AP
3942
Agilis Partners
Massachusetts
$171M +$65.9M +63% 12.4% 8.47% 22 18.18% 1.8
Castle Rock Wealth Management
3943
Castle Rock Wealth Management
California
$171M +$54.8M +47% 16.3% 115% 196 36.73% 0.5
Highside Global Management
3944
Highside Global Management
Texas
$170M +$5.19M +3% 22.4% 11.1% 19 36.84% 0.4
Tobias Financial Advisors
3945
Tobias Financial Advisors
Florida
$170M +$32M +23% 15.7% 44.5% 67 19.4% 0.4
IP
3946
Investment Partners
Ohio
$170M +$31.4M +23% 17.4% 74.1% 152 24.34% 2.8
Milestone Advisory Partners
3947
Milestone Advisory Partners
North Carolina
$170M +$26M +18% 12.6% 19.7% 61 31.15% 1.1
SC
3948
Schulhoff & Co
Ohio
$170M +$10.1M +6% 10.7% 51.8% 101 4.95% 5.6
Monument Capital Management
3949
Monument Capital Management
Virginia
$170M +$30.9M +22% 16.6% 170% 87 32.18% 1.6
Accel Growth Fund IV Associates
3950
Accel Growth Fund IV Associates
California
$170M +$57.4M +51% 54.5% 61.4% 2 0% 0.5