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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)
Zeno Research
5201
Zeno Research
New York
$151M +$45.5M +43% 10.3% 25.2% 32 53.13% 0.3
Mader & Shannon Wealth Management
5202
Mader & Shannon Wealth Management
Missouri
$151M +$59.3M +65% 9.32% 53.1% 18 44.44% 2.1
SCA
5203
Sander Capital Advisors
Washington
$151M -$1.71M -1% 1.51% 113% 15 13.33% 2.7
Okabena Investment Services
5204
Okabena Investment Services
Minnesota
$151M -$56M -27% 10.7% 72.4% 260 53.46% 0.9
Theory Financial
5205
Theory Financial
Colorado
$151M – – 6.98% 54.5% 56 – 0.7
Burns Matteson Capital Management
5206
Burns Matteson Capital Management
New York
$151M +$15M +11% 8.21% 137% 188 61.17% 0.7
Baron Financial Group
5207
Baron Financial Group
New Jersey
$151M +$2.41M +2% 6.12% 55.5% 53 9.43% 1.8
Arias Resource Capital
5208
Arias Resource Capital
Cayman Islands
$151M -$18.6M -11% 2.09% 81.3% 2 50% 1.5
Joule Financial
5209
Joule Financial
Kentucky
$151M +$17.5M +13% 5.83% 55.5% 107 24.3% 0.4
BMS Financial Advisors
5210
BMS Financial Advisors
South Dakota
$151M +$8.18M +6% 7.92% – 116 34.48% 0.8
Sterneck Capital Management
5211
Sterneck Capital Management
Missouri
$151M +$9.29M +7% 6.21% 61.5% 107 18.69% 4
RM
5212
Rudius Management
New York
$151M +$17.6M +13% 13.3% 8.92% 4 0% 1.9
Forza Wealth Management
5213
Forza Wealth Management
Florida
$151M – – 9.91% 69.8% 142 – 0
SC
5214
Stephens Consulting
Michigan
$151M +$39.3M +35% 8.83% 50.1% 571 13.66% 0.9
R.W. Roge & Company
5215
R.W. Roge & Company
New York
$150M +$9.32M +7% 2.92% 68.1% 41 17.07% 2.1
Magnolia Capital Advisors
5216
Magnolia Capital Advisors
Mississippi
$150M +$32.2M +27% 7.27% 78.7% 140 11.43% 1.5
Sharper & Granite
5217
Sharper & Granite
California
$150M – – 8.18% 47.1% 99 – 0
EPIQ Partners
5218
EPIQ Partners
Minnesota
$150M -$11.4M -7% 2.61% 49.6% 84 15.48% 2.2
Stonebridge Financial Planning Group
5219
Stonebridge Financial Planning Group
Florida
$150M +$7.29M +5% 5.58% 67.2% 125 9.6% 2.1
WMA
5220
Wealth Management Associates
New Jersey
$150M +$8.21M +6% 9.98% 111% 196 16.33% 2.4
7G Capital Management
5221
7G Capital Management
New York
$150M -$5.36M -3% 0.6% 137% 9 33.33% 1.2
Corepath Wealth Partners
5222
Corepath Wealth Partners
Arizona
$150M +$15.4M +11% 7.97% 62.1% 38 0% 1.8
Prosperity Consulting Group
5223
Prosperity Consulting Group
Maryland
$150M +$28.2M +23% 8.17% 66.8% 105 12.38% 0.8
Virtus Investment Advisers
5224
Virtus Investment Advisers
Connecticut
$150M -$67.6M -31% 13.3% 172% 388 20.88% 0.2
Heron Financial Group
5225
Heron Financial Group
New York
$150M -$12.1M -7% 10.2% 47.5% 144 19.44% 2.4