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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)
Denali Advisors
4201
Denali Advisors
California
$239M -$21.9M -8% 2.21% 106% 331 30.21% 1.6
Financial Life Advisors
4202
Financial Life Advisors
Texas
$239M +$6.85M +3% 0.94% 47% 56 3.57% 2
AMI Investment Management
4203
AMI Investment Management
Indiana
$239M -$13.7M -5% 0.49% 52% 77 9.09% 4.2
TMD Wealth Management
4204
TMD Wealth Management
Arizona
$239M +$9.7M +4% 1.09% 2.41% 43 9.3% 0.6
Owls Nest Partners IA
4205
Owls Nest Partners IA
Pennsylvania
$239M +$21.7M +10% 0.25% 105% 15 13.33% 0.6
Cohen & Co Financial Management
4206
Cohen & Co Financial Management
New York
$238M +$81.3M +52% 0.69% – 188 84.57% 0
Stevens Capital Management
4207
Stevens Capital Management
Pennsylvania
$238M -$103M -30% 2.44% 108% 277 72.56% 0.2
Leonard Rickey Investment Advisors
4208
Leonard Rickey Investment Advisors
Washington
$238M +$6.92M +3% 1.56% 60.4% 74 8.11% 2.3
Soapstone Management
4209
Soapstone Management
Maryland
$238M -$11.2M -4% 3.3% 30.3% 21 23.81% 1.7
Claro Advisors
4210
Claro Advisors
Massachusetts
$238M +$15.6M +7% 0.41% 98.8% 267 14.61% 1.6
Friess Associates
4211
Friess Associates
Delaware
$238M -$27.3M -10% 1.8% 256% 115 50.43% 0.6
MFGP
4212
Marshall Financial Group (Pennsylvania)
Pennsylvania
$238M +$2.59M +1% 0.99% 65.5% 60 3.33% 2.2
Nicollet Investment Management
4213
Nicollet Investment Management
Minnesota
$238M -$8.06M -3% 0.16% 104% 68 8.82% 2.9
Ballast Inc
4214
Ballast Inc
Kentucky
$237M +$74K +0% 0.89% 71.3% 96 4.17% 2.7
RPg Family Wealth Advisory
4215
RPg Family Wealth Advisory
Massachusetts
$237M -$9.6M -4% 0.1% 117% 289 7.27% 2.6
OIA
4216
Optimum Investment Advisors
Illinois
$237M -$83.3M -26% 0.2% 125% 950 14.84% 3.5
PWP
4217
Personal Wealth Partners
Minnesota
$237M -$10.6M -4% 0.99% 37.2% 438 82.88% 1.8
Bay Harbor Wealth Management
4218
Bay Harbor Wealth Management
Maryland
$237M +$2.33M +1% 0.89% 47.9% 220 10.45% 1.8
Front Row Advisors
4219
Front Row Advisors
California
$237M -$6.79M -3% 0.43% 142% 976 2.46% 2.7
Peoples Financial Services Corp
4220
Peoples Financial Services Corp
Pennsylvania
$237M -$1.82M -0.8% 0.56% 104% 294 2.72% 5.7
Mitsubishi UFJ Asset Management (UK)
4221
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$237M +$5.3M +2% 1.45% 151% 92 14.13% 1.3
D. Scott Neal
4222
D. Scott Neal
Kentucky
$237M +$16.1M +7% 0.53% 105% 54 14.81% 2.6
Aries Wealth Management
4223
Aries Wealth Management
Maine
$236M +$2.61M +1% 0.33% 87.7% 185 4.32% 2.5
Navalign LLC
4224
Navalign LLC
California
$236M +$30K +0% 0.44% 50.7% 126 7.94% 0.5
Whitcomb & Hess
4225
Whitcomb & Hess
Ohio
$236M +$4.07M +2% 1.61% 54% 30 10% 0.2