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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)
Montanaro Asset Management
4626
Montanaro Asset Management
United Kingdom
$334M -$24.5M -7% 0.28% 49.6% 48 27.08% 2.6
Pine Harbor Wealth Management
4627
Pine Harbor Wealth Management
Maryland
$334M +$8M +2% 1.03% – 112 14.29% 1.7
Claris Advisors
4628
Claris Advisors
Missouri
$334M +$6.03M +2% 1.66% 65.7% 72 8.33% 2.6
Sandy Cove Advisors
4629
Sandy Cove Advisors
Massachusetts
$334M -$3.54M -1% 2.14% 78% 153 13.07% 2.5
Prudent Man Advisors
4630
Prudent Man Advisors
Illinois
$334M +$59.2M +22% 0.5% 92.5% 142 10.56% 3.8
Valley Forge Investment Consultants
4631
Valley Forge Investment Consultants
Pennsylvania
$334M -$10.2M -3% 1.62% 67.9% 87 12.64% 3.4
AW
4632
Atlas Wealth
Ohio
$334M +$4.32M +1% 1.04% 43.5% 117 9.4% 1.9
ACMC
4633
AyurMaya Capital Management Company
New Hampshire
$334M +$186M +126% 126% 32.2% 1 0% 1.8
Tilson Financial Group
4634
Tilson Financial Group
New Jersey
$333M +$8.26M +3% 0.42% 39.3% 84 7.14% 1.9
Hoxton Planning & Management
4635
Hoxton Planning & Management
West Virginia
$333M -$1.25M -0.4% 2.04% 77.8% 233 14.16% 2.1
Independence Financial Advisors
4636
Independence Financial Advisors
New Hampshire
$333M -$30.6M -8% 0.7% – 57 14.04% 0.9
Aurdan Capital Management
4637
Aurdan Capital Management
Pennsylvania
$333M +$8.91M +3% 0.7% – 90 6.67% 1.1
WHGC
4638
Wealth High Governance Capital
Brazil
$333M -$8.16M -2% 20.4% 622% 69 66.67% 0.2
Westend Capital Management
4639
Westend Capital Management
California
$333M -$23.7M -7% 12.8% – 284 27.11% 1.6
Family Legacy Inc
4640
Family Legacy Inc
South Carolina
$333M -$1.2M -0.4% 2.3% 89% 125 4% 6
Baker Boyer National Bank
4641
Baker Boyer National Bank
Washington
$333M +$1.58M +0.5% 0.37% 49.3% 97 9.28% 5.2
Harbor Advisory Corp
4642
Harbor Advisory Corp
New Hampshire
$333M +$2.2M +0.7% 0.48% 63.2% 82 8.54% 4.7
MCG
4643
McCollum Christoferson Group
New York
$333M -$12.9M -4% 0.88% 59.4% 83 18.07% 4.3
MSA Advisors
4644
MSA Advisors
California
$333M -$66.7M -17% 11.1% – 54 50% 1
Bear Mountain Capital
4645
Bear Mountain Capital
Washington
$333M +$22.8M +7% 0.86% 43% 206 7.77% 1.7
MS
4646
Madden Securities
Texas
$333M +$4.55M +1% 1.7% 108% 127 20.47% 2.6
Sara-Bay Financial
4647
Sara-Bay Financial
Florida
$333M -$1.86M -0.6% 1.93% 233% 91 23.08% 3
LA
4648
LFL Advisers
Illinois
$332M +$27.6M +9% 6.58% 83% 9 11.11% 7.1
Rench Wealth Management
4649
Rench Wealth Management
Texas
$332M -$16.3M -5% 0.93% 106% 62 9.68% 5.3
AB
4650
Atlas Brown
Kentucky
$332M -$4.2M -1% 1.67% 115% 235 7.66% 6.7