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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)
Bluestem Financial Advisors
5351
Bluestem Financial Advisors
Illinois
$259M +$73.4K +0% 1.03% 42.2% 34 14.71% 4.5
Quartz Partners
5352
Quartz Partners
New York
$259M -$9.9M -4% 4.01% – 192 25% 1
Colrain Capital
5353
Colrain Capital
Massachusetts
$259M +$76.7M +42% 12.7% – 27 22.22% 6
NewGen Asset Management
5354
NewGen Asset Management
Ontario, Canada
$259M +$96.6M +60% 0.27% 402% 42 73.81% 0.4
CCAM
5355
Codex Capital Asset Management
Texas
$259M -$16.6M -6% 5.3% – 33 18.18% 1.4
HMS Capital Management
5356
HMS Capital Management
Tennessee
$259M +$16.8M +7% 0.95% 140% 121 21.49% 3.1
Beacon Financial Planning
5357
Beacon Financial Planning
Massachusetts
$258M +$50.8M +25% 1.68% 74.3% 76 32.89% 1.5
Glass Wealth Management
5358
Glass Wealth Management
Texas
$258M +$14.3M +6% 5.84% – 68 17.65% 1.6
Mendon Capital Advisors
5359
Mendon Capital Advisors
Florida
$258M -$79.7M -24% 1.12% – 74 40.54% 2.1
OMC Financial Services
5360
OMC Financial Services
New York
$258M -$10.4M -4% 3.02% – 66 3.03% 1.8
Stash Investments
5361
Stash Investments
New York
$258M +$8.43M +3% 1.55% 40.7% 5 0% 2.3
TrustBank
5362
TrustBank
Illinois
$258M +$18.1M +8% 1.52% – 166 23.49% 0.2
AAFMAA Wealth Management & Trust
5363
AAFMAA Wealth Management & Trust
North Carolina
$258M +$2.64M +1% 1.84% 62.3% 103 24.27% 1.6
First Affirmative Financial Network
5364
First Affirmative Financial Network
Colorado
$258M – – 0.35% – 325 – 2.2
Carroll Advisory Group
5365
Carroll Advisory Group
Texas
$258M +$26.5M +11% 1.04% – 76 15.79% 0.2
AC
5366
AMS Capital
Brazil
$257M -$989K -0.4% 13.9% 63.1% 16 18.75% 1.2
Towle & Co
5367
Towle & Co
Colorado
$257M -$121M -32% 16.1% 172% 68 55.88% 1
Cruiser Capital Advisors
5368
Cruiser Capital Advisors
Connecticut
$257M +$139M +118% 8.77% 192% 60 23.33% 2.1
ADW Capital Management
5369
ADW Capital Management
Florida
$257M +$123M +92% 6.57% 78.2% 12 66.67% 1.8
Hillman Company
5370
Hillman Company
Pennsylvania
$257M -$31.3M -11% 0.13% 118% 17 23.53% 2.2
Gate City Capital Management
5371
Gate City Capital Management
Illinois
$257M +$26M +11% 13.2% – 19 26.32% 1.3
Eagle Bluffs Wealth Management
5372
Eagle Bluffs Wealth Management
Missouri
$257M +$10M +4% 3.61% 95.5% 82 4.88% 3
Houlihan Financial Resource Group
5373
Houlihan Financial Resource Group
Virginia
$257M -$6.39M -2% 1.94% 50.6% 110 3.64% 2.4
Palisades Hudson Asset Management
5374
Palisades Hudson Asset Management
Florida
$257M -$1.36M -0.5% 0.23% 66.8% 109 8.26% 6.8
Axa
5375
Axa
France
$256M +$45.1M +21% 4.07% 101% 82 20.73% 7.5