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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)
Tema ETFs
4026
Tema ETFs
New York
$377M +$41.9M +13% 13.5% – 176 22.73% 0.4
RPg Family Wealth Advisory
4027
RPg Family Wealth Advisory
Massachusetts
$376M +$24.7M +7% 12.8% 117% 113 23.89% 2
Brown, Lisle/Cummings
4028
Brown, Lisle/Cummings
Rhode Island
$376M +$30.7M +9% 8.01% 82.3% 798 5.01% 2.2
VR Advisory Services
4029
VR Advisory Services
Cayman Islands
$375M -$8.25M -2% 1.45% 89.7% 33 9.09% 3.1
Shakespeare Wealth Management
4030
Shakespeare Wealth Management
Wisconsin
$375M +$1.63M +0.4% 8.13% 49.6% 100 11% 4.4
Fielder Capital Group
4031
Fielder Capital Group
Tennessee
$375M +$29.2M +8% 12% – 258 19.38% 1
McElhenny Sheffield Capital Management
4032
McElhenny Sheffield Capital Management
Texas
$375M +$108M +41% 12.3% 86.3% 114 22.81% 2.1
Heights Capital Management
4033
Heights Capital Management
California
$375M +$162M +76% 26.6% – 226 71.68% 0.3
Income Research & Management
4034
Income Research & Management
Massachusetts
$374M +$139M +59% 0.84% 1.19% 42 40.48% 0.7
Fermata Advisors
4035
Fermata Advisors
California
$374M -$179M -32% 5.95% 58.3% 302 32.78% 1.7
Augustine Asset Management
4036
Augustine Asset Management
Florida
$374M +$31.6M +9% 14.1% 316% 111 7.21% 4.2
MCS
4037
Mercuria Capital Strategies
Texas
$374M +$291M +353% 12.7% – 13 76.92% 0.1
Uncommon Cents Investing
4038
Uncommon Cents Investing
Wisconsin
$374M +$32.7M +10% 8.91% 91.4% 206 5.34% 4.5
Citizens & Northern Corp
4039
Citizens & Northern Corp
Pennsylvania
$374M +$19M +5% 9.79% 73.3% 124 9.68% 5.9
MBM Wealth Consultants
4040
MBM Wealth Consultants
Missouri
$374M +$35.1M +10% 7.71% 57.1% 110 7.27% 3.8
Coyle Financial Counsel
4041
Coyle Financial Counsel
Illinois
$373M +$46.1M +14% 9.37% 62.4% 93 20.43% 3
Jentner Corp
4042
Jentner Corp
Ohio
$373M +$39.2M +12% 7.7% 38.9% 55 5.45% 3.9
Dodds Wealth
4043
Dodds Wealth
Colorado
$373M +$66.1M +22% 5.87% – 61 11.48% 1.4
Summit Wealth & Retirement Planning
4044
Summit Wealth & Retirement Planning
California
$373M +$46.2M +14% 9.38% 67.6% 102 24.51% 2.3
Monarch Capital Management
4045
Monarch Capital Management
Indiana
$372M +$12.7M +4% 4.88% 77% 119 5.04% 8.5
AllGen Financial Advisors
4046
AllGen Financial Advisors
Florida
$372M +$34.5M +10% 6.39% 39.7% 51 43.14% 1.5
Arohi Asset Management
4047
Arohi Asset Management
Singapore
$372M +$74.4M +25% 13.8% – 6 33.33% 0.9
Avalon Capital Management
4048
Avalon Capital Management
California
$372M +$28M +8% 13% 151% 150 31.33% 1.6
AWA
4049
Aquire Wealth Advisors
Utah
$372M +$47.2M +15% 9% 60.2% 50 12% 2.6
TPWM
4050
Twelve Points Wealth Management
Massachusetts
$372M +$2.98M +0.8% 4.95% 50.7% 191 8.9% 2.5