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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)
Liberty One Investment Management
2576
Liberty One Investment Management
Illinois
$1B +$30.3M +3% 5.07% 40.3% 159 6.29% 3.6
Ascent Wealth Partners
2577
Ascent Wealth Partners
New York
$1B +$140M +16% 20.5% 105% 204 9.8% 4
Embree Financial Group
2578
Embree Financial Group
Illinois
$999M +$149M +18% 14.6% 87.6% 304 17.43% 1.5
180 Wealth Advisors
2579
180 Wealth Advisors
Washington
$997M +$118M +13% 22.1% 136% 515 12.62% 3.8
HHM Wealth Advisors
2580
HHM Wealth Advisors
Tennessee
$996M +$127M +15% 12.9% 62.3% 957 14.42% 3.3
Leuthold Group
2581
Leuthold Group
Minnesota
$995M +$56.4M +6% 18.5% 126% 246 17.89% 1.7
Nine Masts Capital
2582
Nine Masts Capital
Hong Kong
$995M +$302M +44% 7.94% 88.1% 311 65.59% 0.2
Romano Brothers & Co
2583
Romano Brothers & Co
Illinois
$994M +$114M +13% 23.6% 110% 335 5.97% 3.1
Souders Financial Advisors
2584
Souders Financial Advisors
Ohio
$994M +$118M +13% 11.8% 54.9% 240 16.67% 2.8
Absolute Gestao de Investimentos
2585
Absolute Gestao de Investimentos
Brazil
$994M +$117M +13% 11.4% – 96 80.21% 0.3
Rock Creek Group
2586
Rock Creek Group
District of Columbia
$994M +$6.01M +0.6% 6.89% 37.2% 62 17.74% 1.9
PAI
2587
Power Alpha Investment
British Virgin Islands
$994M +$119M +14% 14.7% – 5 20% 0.5
Denali Advisors
2588
Denali Advisors
California
$993M +$93.3M +10% 19% 106% 347 19.88% 1.7
Capital Advisors Ltd
2589
Capital Advisors Ltd
Ohio
$991M +$111M +13% 13.2% 61.1% 1,623 10.66% 4.3
Jamison Private Wealth Management
2590
Jamison Private Wealth Management
Georgia
$990M +$168M +20% 27.1% 130% 229 8.3% 2.1
Pine Grove Financial Group
2591
Pine Grove Financial Group
Minnesota
$990M +$130M +15% 11.6% – 227 20.7% 0.4
KTF Investments
2592
KTF Investments
California
$989M +$405M +69% 48.8% – 100 16% 0.4
State of Wyoming
2593
State of Wyoming
Wyoming
$989M +$145M +17% 25.4% 135% 2,319 42.39% 1.3
Novem Group
2594
Novem Group
New York
$988M +$115M +13% 12.3% – 506 25.69% 1
Archford Capital Strategies
2595
Archford Capital Strategies
Illinois
$987M +$114M +13% 17.2% 87.4% 376 13.83% 4
Global Endowment Management
2596
Global Endowment Management
North Carolina
$987M +$90.4M +10% 10.2% 46.1% 132 50% 3.4
Financial Partners Group (Kansas)
2597
Financial Partners Group (Kansas)
Kansas
$985M +$149M +18% 18.1% 76.7% 258 15.12% 3
Southeast Asset Advisors
2598
Southeast Asset Advisors
Georgia
$984M +$72M +8% 11.3% 91.5% 237 13.5% 4.1
APFP
2599
Action Point Financial Planning
Michigan
$984M +$872M +778% 12.2% – 2,789 97.42% 0
LVZ Inc
2600
LVZ Inc
Michigan
$984M +$108M +12% 10.6% 52.9% 184 16.3% 3.1