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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)
Madison Wealth Partners
4051
Madison Wealth Partners
Wisconsin
$338M +$46.1M +16% 5.84% 66.9% 152 19.08% 1.8
TruNorth Capital Management
4052
TruNorth Capital Management
Michigan
$338M +$29.3M +10% 5.65% – 430 22.79% 0.3
WA
4053
WealthTrust Axiom
Pennsylvania
$337M +$35.8M +12% 9.65% 125% 275 10.91% 5.9
Boltwood Capital Management
4054
Boltwood Capital Management
California
$337M +$17.4M +5% 6.04% 63% 176 6.82% 5.8
SM
4055
Sciencast Management
New Jersey
$337M +$49.9M +17% 8.51% 72.5% 374 78.88% 0.2
Hollow Brook Wealth Management
4056
Hollow Brook Wealth Management
New York
$337M +$42.7M +15% 8.28% 97.8% 92 18.48% 3.6
Gray Foundation
4057
Gray Foundation
New York
$337M +$10.1M +3% 3.31% – 12 0% 0.7
Butensky & Cohen Financial Security
4058
Butensky & Cohen Financial Security
Florida
$337M +$22.7M +7% 8.32% 81% 96 2.08% 6
Tillman Hartley LLC
4059
Tillman Hartley LLC
Colorado
$337M +$44.6M +15% 5.82% 46.6% 80 6.25% 1.6
Net Worth Advisory Group
4060
Net Worth Advisory Group
Utah
$337M – – 5.92% – 386 – 0
Prentice Wealth Management
4061
Prentice Wealth Management
New York
$337M +$30.3M +10% 6.11% 47.8% 108 2.78% 2.2
Whitcomb & Hess
4062
Whitcomb & Hess
Ohio
$336M +$15.2M +5% 6.46% 54% 58 12.07% 1.9
TFB Advisors
4063
TFB Advisors
Kansas
$336M +$29.1M +9% 6.62% 85% 326 15.64% 0.7
Redwood Investments
4064
Redwood Investments
Massachusetts
$336M +$42.6M +15% 8.8% 74.1% 127 19.69% 2.7
BOCHK Asset Management
4065
BOCHK Asset Management
Hong Kong
$336M +$30M +10% 8.41% 503% 71 49.3% 0.4
HCM
4066
Horrell Capital Management
Arkansas
$336M -$9.18M -3% 4.68% 55.6% 231 10.82% 6.2
Weaver Capital Management
4067
Weaver Capital Management
Georgia
$336M +$24.4M +8% 5.91% 79.4% 184 7.07% 0.6
MPS Loria Financial Planners
4068
MPS Loria Financial Planners
Illinois
$336M +$25.2M +8% 7.67% 80% 83 4.82% 4.6
KDA
4069
Kraft Davis & Associates
Missouri
$335M +$5.67M +2% 6.01% 81.8% 154 17.53% 1.1
Aspire Capital Advisors
4070
Aspire Capital Advisors
Washington
$335M +$29.5M +10% 5.68% 59.3% 80 12.5% 1.6
AMG
4071
Ace Management Global
Brazil
$335M -$5.41M -2% 1.32% – 10 30% 0.3
Keating Investment Counselors
4072
Keating Investment Counselors
Florida
$335M +$23.5M +8% 6.89% 50% 71 7.04% 6
Quantedge Capital
4073
Quantedge Capital
Singapore
$335M +$58.1M +21% 9.35% 110% 235 51.49% 0.8
Sentinus LLC
4074
Sentinus LLC
Illinois
$335M +$27M +9% 5.44% – 197 12.69% 1.2
Harber Asset Management
4075
Harber Asset Management
North Carolina
$335M -$40.2M -11% 3.01% 63.6% 40 30% 1.5