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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)
Ruedi Wealth Management
5001
Ruedi Wealth Management
Illinois
$175M +$4.4M +3% 3.02% 44.9% 235 10.21% 0.7
Pinnacle Family Advisors
5002
Pinnacle Family Advisors
Missouri
$175M -$10.8M -6% 4.02% 85.8% 110 28.18% 1.9
Grey Street Capital
5003
Grey Street Capital
Illinois
$175M -$14.4M -8% 0.45% – 141 12.06% 0.4
Aubrey Capital Management
5004
Aubrey Capital Management
United Kingdom
$174M +$22M +14% 5.29% 319% 63 30.16% 1
XC
5005
XY Capital
Hong Kong
$174M +$35.5M +26% 2.96% 52.8% 184 77.72% 0.1
Grandview Asset Management
5006
Grandview Asset Management
Pennsylvania
$174M +$71.6M +70% 3.18% 200% 114 55.26% 1.3
MBE Wealth Management
5007
MBE Wealth Management
Wisconsin
$174M -$11.8M -6% 3.97% 66.5% 92 14.13% 2
BIA
5008
Bigelow Investment Advisors
Maine
$174M -$8.85M -5% 3.86% 75.7% 149 3.36% 3.4
Samalin Investment Counsel
5009
Samalin Investment Counsel
New York
$174M -$10.9M -6% 2.57% 68.3% 286 13.64% 2.2
Compass Rose Asset Management
5010
Compass Rose Asset Management
New York
$174M -$337M -66% 6.58% 41% 11 81.82% 0.1
Leisure Capital Management
5011
Leisure Capital Management
California
$174M -$7.6M -4% 3.05% 98% 136 6.62% 4.7
Vantage Financial Partners (Illinois)
5012
Vantage Financial Partners (Illinois)
Illinois
$174M -$6.56M -4% 3.85% 13.1% 101 20.79% 3.3
Ascension Capital Advisors
5013
Ascension Capital Advisors
Texas
$174M +$17.6M +11% 2.48% 59.3% 45 24.44% 2
Sapphire Ventures
5014
Sapphire Ventures
Texas
$174M -$8.41M -5% 2.95% 27.9% 8 0% 2.2
Sittner & Nelson
5015
Sittner & Nelson
Oregon
$174M -$8.48M -5% 3.57% 88.1% 489 5.11% 2.3
Jessup Wealth Management
5016
Jessup Wealth Management
Ohio
$174M -$13.3M -7% 1.41% 181% 77 46.75% 0.5
Singapore Technologies Telemedia
5017
Singapore Technologies Telemedia
Singapore
$173M -$633K -0.4% 0.36% 173% 1 0% 6.5
Commonwealth Retirement Investments
5018
Commonwealth Retirement Investments
Virginia
$173M -$6.03M -3% 3.57% 96.7% 73 20.55% 0.6
JCP
5019
Jennifer C. Price
$173M -$118M -40% 1.72% – 75 38.67% 0.9
Cabot-Wellington
5020
Cabot-Wellington
Massachusetts
$173M -$7.4M -4% 3.95% 65% 4 25% 5.8
HIC
5021
Harbor Island Capital
Massachusetts
$173M -$13.9M -7% 5.09% 218% 15 0% 5.2
PK
5022
Pflug Koory
Nebraska
$173M -$23.3M -12% 3.55% – 417 6.47% 5
MMA Asset Management
5023
MMA Asset Management
Pennsylvania
$173M +$2.19M +1% 3.77% 54.3% 124 14.52% 1.5
SQN Investors
5024
SQN Investors
California
$173M -$43.2M -20% 5.45% – 26 57.69% 1.1
California First Leasing Corp
5025
California First Leasing Corp
California
$173M +$9.17M +6% 2.38% 377% 39 7.69% 1.2