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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)
Rollins Financial
3976
Rollins Financial
Georgia
$274M +$41.2M +18% 10.9% – 112 27.68% 0.4
Perennial Investment Advisors
3977
Perennial Investment Advisors
California
$274M +$20.9M +8% 9.75% 84.3% 235 22.98% 0.9
AlphaMark Advisors
3978
AlphaMark Advisors
Kentucky
$274M +$12M +5% 5.29% 26.4% 614 11.56% 3.3
SWMG
3979
Strategic Wealth Management Group
Maryland
$274M +$12.4M +5% 5.99% – 138 15.22% 1.6
Sutton Wealth Advisors
3980
Sutton Wealth Advisors
Florida
$274M +$19.5M +8% 6.68% 40.9% 1,303 5.37% 3.5
FGIM
3981
First Growth Investment Manager
California
$274M -$18.9M -6% 13.7% – 49 51.02% 0.4
Riversedge Advisors
3982
Riversedge Advisors
Delaware
$274M +$39.7M +17% 5.23% 71.3% 54 16.67% 1.1
Raab & Moskowitz Asset Management
3983
Raab & Moskowitz Asset Management
New Jersey
$273M +$17.1M +7% 6.78% 75% 164 10.37% 4.3
Blume Capital Management
3984
Blume Capital Management
California
$273M +$19.4M +8% 7.1% 96.9% 296 11.82% 3.5
Ninety One
3985
Ninety One
South Africa
$273M +$9.9M +4% 10.4% 232% 115 4.35% 1.9
Parisi Gray Wealth Management
3986
Parisi Gray Wealth Management
New Jersey
$273M +$33.5M +14% 7.91% 137% 607 79.08% 0.5
BCM
3987
Birmingham Capital Management
Alabama
$273M +$5.38M +2% 2.85% 103% 106 4.72% 5.8
Walkner Condon Financial Advisors
3988
Walkner Condon Financial Advisors
Wisconsin
$273M +$15.4M +6% 4.93% 56.8% 183 21.31% 0.7
AH Equity Partners III (Parallel)
3989
AH Equity Partners III (Parallel)
California
$273M -$117M -30% 31.9% 33.1% 3 66.67% 0.3
Castle Rock Wealth Management
3990
Castle Rock Wealth Management
California
$273M +$24.5M +10% 8.38% 115% 280 24.64% 0.8
Muhlenkamp & Co
3991
Muhlenkamp & Co
Pennsylvania
$273M +$2.26M +0.8% 8.76% 107% 34 5.88% 3.1
FVCM
3992
F&V Capital Management
Florida
$272M +$4.65M +2% 6.26% 123% 64 15.63% 4.2
Trinity Legacy Partners
3993
Trinity Legacy Partners
Texas
$272M +$21.1M +8% 6.29% 63.3% 128 21.88% 0.9
West Paces Advisors
3994
West Paces Advisors
Georgia
$272M +$23.2M +9% 4.89% 57.7% 628 32.8% 2.6
ACK Asset Management
3995
ACK Asset Management
Connecticut
$272M +$20.3M +8% 7.48% 132% 28 32.14% 0.8
AH Equity Partners IV (Parallel)
3996
AH Equity Partners IV (Parallel)
California
$271M +$30.5M +13% 13.7% – 2 0% 0.5
WA
3997
Winfield Associates
Ohio
$271M +$26.9M +11% 9.27% 77.8% 151 9.27% 3.5
Income Research & Management
3998
Income Research & Management
Massachusetts
$271M +$23.4M +9% 0% 1.19% 19 36.84% 1.6
LeJeune Puetz Investment Counsel
3999
LeJeune Puetz Investment Counsel
Michigan
$271M +$16M +6% 6.19% 64.1% 188 3.19% 3.4
UBP Investment Advisors
4000
UBP Investment Advisors
Switzerland
$271M +$25.8M +11% 4.51% 11.2% 136 42.65% 1.3