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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)
Steinberg Asset Management
4001
Steinberg Asset Management
New York
$133M -$39.6M -23% 20% 130% 49 24.49% 2.9
Redwood Investment Management
4002
Redwood Investment Management
Arizona
$133M -$143M -52% 6.09% 62.5% 142 70.42% 0.6
Sage Capital Advisors
4003
Sage Capital Advisors
South Dakota
$133M -$27.5M -17% 14.6% 105% 97 23.71% 1.2
Worth Venture Partners
4004
Worth Venture Partners
New Jersey
$132M -$1M -0.8% 3.14% 105% 198 66.67% 0.4
AIM
4005
Advantage Investment Management
Iowa
$132M -$21.7M -14% 12.9% 28.6% 1,141 21.91% 2.3
SWS Partners
4006
SWS Partners
Ohio
$132M -$25.5M -16% 9.59% 112% 106 8.49% 0.9
Abacus Planning Group
4007
Abacus Planning Group
South Carolina
$132M -$17.2M -12% 14.5% 59.1% 198 53.03% 0.5
Summit Wealth & Retirement Planning
4008
Summit Wealth & Retirement Planning
California
$132M – – 12.1% 67.6% 105 – 0
Legacy Advisors
4009
Legacy Advisors
Pennsylvania
$132M -$71.3M -35% 13.1% – 464 76.72% 1.5
APSI
4010
Asset Planning Services Inc
Louisiana
$132M -$14.5M -10% 10.9% 138% 41 17.07% 1.6
WealthBridge Capital Management
4011
WealthBridge Capital Management
Ohio
$132M – – 13.2% 89.4% 998 – 0
SAM
4012
Security Asset Management
New York
$131M -$20.8M -14% 11.8% 67.4% 85 8.24% 3.1
Aldebaran Financial
4013
Aldebaran Financial
$131M -$22.7M -15% 12.4% 89.7% 102 9.8% 3.4
QGA
4014
Q Global Advisors
Texas
$131M +$36.5M +38% 22.7% 79% 46 84.78% 0.2
SFA
4015
Spectrum Financial Alliance
Kentucky
$131M -$28.9M -18% 19.1% 185% 126 14.29% 0.7
Stuart Chaussee & Associates
4016
Stuart Chaussee & Associates
California
$131M -$26.7M -17% 6.97% 58.6% 142 21.13% 1.4
Acuta Capital Partners
4017
Acuta Capital Partners
California
$131M -$149M -53% 22.9% 7,269% 34 47.06% 1.7
Murphy Middleton Hinkle & Parker
4018
Murphy Middleton Hinkle & Parker
Georgia
$131M -$10.6M -7% 7.8% 66.8% 128 9.38% 1
MWM
4019
Mascoma Wealth Management
New Hampshire
$131M -$20.5M -14% 8.24% 43.7% 415 12.05% 1.5
Long Road Investment Counsel
4020
Long Road Investment Counsel
Michigan
$131M -$19.7M -13% 9.69% 53.8% 71 11.27% 3.7
CAN
4021
Claraphi Advisory Network
United States
$131M -$48.5M -27% 14.4% 88.3% 292 40.75% 0.7
Jolley Asset Management
4022
Jolley Asset Management
North Carolina
$130M -$18.7M -13% 8.94% 3.47% 67 22.39% 4
Meridian Wealth Advisors
4023
Meridian Wealth Advisors
Texas
$130M – – 14.5% 79.9% 462 – 0
Ballast Inc
4024
Ballast Inc
Kentucky
$130M -$15.8M -11% 11.1% 71.3% 101 23.76% 0.9
Qtron Investments
4025
Qtron Investments
Massachusetts
$130M – – 8.3% 140% 177 – 0