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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)
Formula Growth
5026
Formula Growth
Quebec, Canada
$281M +$16.4M +6% 10.2% 118% 146 34.93% 3.1
Townsend Asset Management
5027
Townsend Asset Management
North Carolina
$281M +$4.94M +2% 5.63% 88.5% 184 11.96% 4.4
Tiller Private Wealth
5028
Tiller Private Wealth
Pennsylvania
$281M +$17.9M +7% 6.49% 60.2% 67 13.43% 3.3
Abich Financial Wealth Management
5029
Abich Financial Wealth Management
Virginia
$281M – – 6.47% – 655 – 0.6
LTS One Management
5030
LTS One Management
New York
$281M -$133M -32% 4.17% 67.9% 20 40% 0.6
Global Financial Private Client
5031
Global Financial Private Client
Florida
$281M +$14M +5% 9.59% 100% 239 10.88% 3.9
Forum Private Client Group
5032
Forum Private Client Group
Indiana
$281M +$21.2M +8% 4.86% 47.9% 81 2.47% 1.5
SCM
5033
Stonehill Capital Management
New York
$280M +$52.2M +23% 52.9% 117% 17 29.41% 0.8
Vestwell Advisors
5034
Vestwell Advisors
New York
$280M +$58.8M +27% 6.15% – 46 0% 0.2
Sherman Porfolios
5035
Sherman Porfolios
Idaho
$280M +$26M +10% 10.7% – 85 50.59% 0.3
Santori & Peters Inc
5036
Santori & Peters Inc
Pennsylvania
$280M +$3.52M +1% 0.84% 103% 78 15.38% 3.6
Pacifica Partners
5037
Pacifica Partners
Canada
$280M +$33.1M +13% 11.8% 127% 561 18.36% 3.4
Maryland Capital Advisors
5038
Maryland Capital Advisors
Maryland
$279M +$24.2M +9% 5.18% – 284 16.2% 2.8
BCS Private Wealth Management
5039
BCS Private Wealth Management
New Jersey
$279M +$13.3M +5% 7.44% – 186 23.66% 0.2
Alta Wealth Advisors
5040
Alta Wealth Advisors
Massachusetts
$279M +$67.3M +32% 12.4% 120% 170 38.24% 2
Sharper & Granite
5041
Sharper & Granite
California
$279M +$16M +6% 5.3% 50.8% 109 8.26% 2.4
Harber Asset Management
5042
Harber Asset Management
North Carolina
$279M -$31.6M -10% 4.24% 63.6% 46 41.3% 0.9
Integrity Wealth Advisors
5043
Integrity Wealth Advisors
California
$279M +$136M +95% 14.4% – 79 20.25% 0.5
Rise Advisors
5044
Rise Advisors
New York
$279M +$27M +11% 6.28% 62.8% 1,624 11.27% 1.6
Mount Capital
5045
Mount Capital
United Kingdom
$279M -$31.4M -10% 10.5% 34.4% 18 11.11% 3.5
Savoir Faire Capital Management
5046
Savoir Faire Capital Management
Connecticut
$279M +$71.9M +35% 0.73% 0.01% 52 26.92% 1
Letson Investment Management
5047
Letson Investment Management
Georgia
$279M +$25.5M +10% 3.19% – 104 15.38% 1.4
Charter Oak Advisors
5048
Charter Oak Advisors
New York
$279M +$54.4M +24% 34.7% – 15 13.33% 0.7
TSM
5049
Two Star Manager
Florida
$279M +$52.1M +23% 2.36% – 14 14.29% 1.2
Mathes Company
5050
Mathes Company
New York
$279M +$8.97M +3% 9.62% 121% 127 5.51% 6.8