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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)
Shakespeare Wealth Management
4626
Shakespeare Wealth Management
Wisconsin
$378M -$44.7M -11% 11.6% 55.5% 110 39.09% 4.1
Juniper Investment Company
4627
Juniper Investment Company
New York
$378M +$64.2M +20% 28.6% 358% 12 33.33% 3.8
FC Advisory
4628
FC Advisory
Pennsylvania
$378M +$35.1M +10% 10.5% 46.6% 119 4.2% 5.5
Argos Wealth Advisors
4629
Argos Wealth Advisors
California
$378M +$29.8M +9% 15.2% – 240 22.5% 0.4
Gill Capital Partners
4630
Gill Capital Partners
Colorado
$378M +$29.9M +9% 11.3% 59% 734 8.99% 1
Sensible Money
4631
Sensible Money
Arizona
$377M +$48.4M +15% 13.2% 69.1% 104 20.19% 2.4
Starr Indemnity & Liability Company
4632
Starr Indemnity & Liability Company
New York
$377M -$16.5M -4% 3.56% – 4 0% 1.1
MKC
4633
M. Kraus & Co
Vermont
$377M +$34M +10% 10.1% 65.9% 89 12.36% 6.5
Nalanda India Equity Fund
4634
Nalanda India Equity Fund
Mauritius
$377M -$134M -26% 26.2% 13.6% 1 0% 7.5
Hazlett, Burt & Watson
4635
Hazlett, Burt & Watson
West Virginia
$377M +$56.9M +18% 24.5% 108% 969 10.94% 2.7
VSM Wealth Advisory
4636
VSM Wealth Advisory
Maryland
$376M +$41.6M +12% 13.3% – 536 11.19% 1.2
Balance Wealth
4637
Balance Wealth
Ohio
$376M +$53.9M +17% 14% – 179 24.58% 0.8
Kings Path Partners
4638
Kings Path Partners
Texas
$376M +$85M +29% 9.57% – 367 24.25% 1.3
HIC
4639
Harbor Island Capital
Massachusetts
$376M +$106M +40% 62.4% 218% 16 0% 7
Sara-Bay Financial
4640
Sara-Bay Financial
Florida
$375M +$42.9M +13% 24.8% 233% 93 19.35% 2.8
Geneva Partners
4641
Geneva Partners
Wisconsin
$375M +$167M +80% 63.7% 417% 81 29.63% 2.1
Payne Capital Management
4642
Payne Capital Management
New York
$375M +$44.5M +13% 11.4% – 97 27.84% 1.1
Family Legacy Inc
4643
Family Legacy Inc
South Carolina
$375M +$42.1M +13% 18.4% 89% 128 6.25% 6.1
CCM
4644
Consolidated Capital Management
California
$375M +$65.1M +21% 38.5% 166% 75 5.33% 2.5
Sava Pension Fund (Sava Penzisko Drushtvo)
4645
Sava Pension Fund (Sava Penzisko Drushtvo)
$375M +$47.2M +14% 14.3% – 27 3.7% 0.7
WealthBridge Investment Counsel
4646
WealthBridge Investment Counsel
Alberta, Canada
$375M +$47M +14% 22.4% 106% 44 4.55% 4.8
Bell Asset Management
4647
Bell Asset Management
Australia
$375M +$34.7M +10% 7.4% 45.3% 70 22.86% 2.9
LifeWealth Investments
4648
LifeWealth Investments
Florida
$374M +$39.1M +12% 10.3% – 158 24.68% 1
CIA
4649
Cape Investment Advisory
Georgia
$374M +$73.4M +24% 14.3% 72.5% 1,449 84.33% 0.4
LA
4650
LFL Advisers
Illinois
$374M +$41.6M +13% 12.9% 83% 9 0% 7.4