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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)
Retirement Planning Company of New England
5526
Retirement Planning Company of New England
Rhode Island
$278M +$32.1M +13% 22% 125% 272 13.24% 3.1
Vision One Management Partners
5527
Vision One Management Partners
Florida
$278M +$45.7M +20% 20.6% – 10 30% 1
Hanover Advisors
5528
Hanover Advisors
South Carolina
$278M +$31.6M +13% 12.7% – 130 15.38% 1.7
Cordant Inc
5529
Cordant Inc
Oregon
$278M +$31.3M +13% 12% 47% 353 72.24% 0.9
Integrated Capital Management (Michigan)
5530
Integrated Capital Management (Michigan)
Michigan
$278M +$40.5M +17% 19.7% – 64 12.5% 1.4
Onyx Financial Advisors
5531
Onyx Financial Advisors
Idaho
$278M +$36.7M +15% 11.1% 57.8% 18 0% 2.5
School Employees Retirement Board of Ohio
5532
School Employees Retirement Board of Ohio
Ohio
$278M +$32.3M +13% 9.02% – 7 28.57% 1
Prime Buchholz
5533
Prime Buchholz
New Hampshire
$277M +$86.1M +45% 14.8% – 41 48.78% 0.7
Buska Wealth Management
5534
Buska Wealth Management
Wisconsin
$277M +$28.4M +11% 11.9% – 85 17.65% 1.4
Hubbell Strickland Wealth Management
5535
Hubbell Strickland Wealth Management
Louisiana
$277M +$26.2M +10% 10.4% 64.8% 88 6.82% 4.4
Values Added Financial
5536
Values Added Financial
District of Columbia
$277M +$39.2M +17% 13.6% 65.9% 151 13.91% 2
Gables Capital Management
5537
Gables Capital Management
Florida
$277M +$40M +17% 23% 151% 516 10.27% 4.5
Altus Wealth Group
5538
Altus Wealth Group
Colorado
$277M +$32.7M +13% 17.5% 76.7% 161 14.29% 3
Exane Asset Management
5539
Exane Asset Management
France
$277M -$213M -43% 20.2% 74.5% 40 50% 0.6
Mid-American Wealth Advisory Group
5540
Mid-American Wealth Advisory Group
Missouri
$277M +$39.9M +17% 5.95% 14.4% 77 42.86% 1.4
Tumwater Wealth Management
5541
Tumwater Wealth Management
Idaho
$277M +$27.9M +11% 10.7% – 36 13.89% 1.3
WD Rutherford
5542
WD Rutherford
Oregon
$276M +$51.2M +23% 40.3% 189% 78 12.82% 3
BIA
5543
Bigelow Investment Advisors
Maine
$276M +$26.4M +11% 14.2% 75.7% 163 9.82% 5.1
Dean Capital Management
5544
Dean Capital Management
Kansas
$276M +$34.7M +14% 17.8% 89.7% 125 21.6% 1.7
Creekside Partners
5545
Creekside Partners
California
$276M +$33.3M +14% 13.3% – 197 9.14% 1.7
Kilter Group
5546
Kilter Group
New York
$276M +$44M +19% 17.8% – 1,743 19.45% 0.7
WealthCollab
5547
WealthCollab
Washington
$276M +$33.2M +14% 10% – 1,067 17.62% 1.8
Tiemann Investment Advisors
5548
Tiemann Investment Advisors
California
$276M +$21.1M +8% 15.5% 77% 217 10.6% 6.8
Mine & Arao Wealth Creation & Management
5549
Mine & Arao Wealth Creation & Management
California
$276M +$37.6M +16% 17.5% 105% 80 8.75% 5.4
MRA Advisory Group
5550
MRA Advisory Group
New Jersey
$276M +$30.6M +12% 17.1% 86.8% 181 33.7% 2.1