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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)
Townsend & Associates
4626
Townsend & Associates
Colorado
$119M +$22.8M +24% 17.9% 58% 79 21.52% 1.9
Prince Street Capital Management
4627
Prince Street Capital Management
New York
$119M +$26.2M +28% 73.9% 302% 21 52.38% 0.7
MBE Wealth Management
4628
MBE Wealth Management
Wisconsin
$119M +$14M +13% 16.9% 66.5% 595 92.77% 0.4
Hubbell Strickland Wealth Management
4629
Hubbell Strickland Wealth Management
Louisiana
$119M +$20.3M +21% 17.1% 56.8% 61 9.84% 0.7
HCM
4630
Hall Capital Management
Rhode Island
$119M +$21M +21% 16% – 81 11.11% 4.1
R.W. Roge & Company
4631
R.W. Roge & Company
New York
$119M +$21.4M +22% 15.8% 68.1% 37 24.32% 0.4
ELCO Management
4632
ELCO Management
New York
$119M +$23.2M +24% 27.4% 98.3% 126 11.9% 2.3
Hanseatic Management Services
4633
Hanseatic Management Services
New Mexico
$119M +$24.8M +26% 33.2% – 247 46.96% 0.7
Clarus Wealth Advisors
4634
Clarus Wealth Advisors
Arizona
$119M +$18.7M +19% 23.5% 89.7% 148 37.16% 1.1
Clearstead Trust
4635
Clearstead Trust
Maine
$119M +$8.14M +7% 21.8% 111% 184 14.13% 2.4
Albert D. Mason Inc
4636
Albert D. Mason Inc
Massachusetts
$119M +$19.4M +20% 17.3% 82% 149 8.05% 4
WMA
4637
Wealth Management Associates
New Jersey
$119M +$19.6M +20% 21.8% 111% 155 24.52% 0.9
AFC
4638
AFT Forsyth & Company
Florida
$119M +$19.1M +19% 25.1% 135% 128 9.38% 4.8
Sculati Wealth Management
4639
Sculati Wealth Management
Michigan
$119M +$27.6M +30% 21% 80.3% 108 14.81% 0.4
Shayne & Jacobs LLC
4640
Shayne & Jacobs LLC
Tennessee
$118M -$7.02M -6% 7.84% 79.4% 32 15.63% 4
WC
4641
Weil Company
California
$118M +$12M +11% 21.5% 71.7% 105 15.24% 1.6
Hutner Capital Management
4642
Hutner Capital Management
Vermont
$118M +$8.79M +8% 9.28% 52.2% 41 4.88% 3.3
Seneca House Advisors
4643
Seneca House Advisors
Virginia
$118M +$23.7M +25% 21.2% 58.2% 69 8.7% 2
Farmers & Merchants Trust Co of Chambersburg PA
4644
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$118M +$16.7M +16% 17% 65.5% 305 11.15% 2.6
Cape Ann Savings Bank
4645
Cape Ann Savings Bank
Massachusetts
$118M – – 18% 72.7% 86 – 3.8
Red Spruce Capital
4646
Red Spruce Capital
Pennsylvania
$118M +$21.7M +23% 23.3% 98.4% 92 16.3% 0.4
Siris Capital Group
4647
Siris Capital Group
New York
$118M +$46.4M +65% 53.2% – 2 50% 0.9
Plotkin Financial Advisors
4648
Plotkin Financial Advisors
Maryland
$118M +$35.3M +43% 30.2% 95.3% 65 21.54% 0.4
Raging Capital Management
4649
Raging Capital Management
New Jersey
$118M -$14.5M -11% 13.2% 6.41% 24 58.33% 1.4
Altman Advisors
4650
Altman Advisors
Illinois
$118M +$10M +9% 27.4% 127% 77 12.99% 1.1