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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)
KWMG
2726
King Wealth Management Group
Florida
$320M +$27.8M +10% 7.19% 86% 134 12.69% 3.2
First Heartland Consultants
2727
First Heartland Consultants
Missouri
$320M +$36M +13% 5.74% 59.2% 261 16.86% 2.7
Hanson & Doremus Investment Management
2728
Hanson & Doremus Investment Management
Vermont
$320M +$15.4M +5% 3.73% 86.3% 504 10.52% 3.7
Avidian Wealth Enterprises
2729
Avidian Wealth Enterprises
Texas
$320M +$2.75M +0.9% 4.43% 71.7% 124 33.87% 1.4
Exane Asset Management
2730
Exane Asset Management
France
$319M +$88.3M +38% 6.98% 74.5% 197 75.13% 0.3
TrustCore Financial Services
2731
TrustCore Financial Services
Tennessee
$319M +$37.1M +13% 10.5% 28.3% 1,059 26.53% 0.6
Pathstone Family Office
2732
Pathstone Family Office
New Jersey
$319M +$184M +135% 7.6% 38.9% 264 50.38% 0.8
RIM
2733
Regent Investment Management
Kentucky
$319M +$19.8M +7% 7.23% 44% 211 8.06% 3.6
Security National Trust
2734
Security National Trust
West Virginia
$319M +$17.5M +6% 7.73% 58.3% 398 6.28% 4.3
Greenline Partners
2735
Greenline Partners
New York
$319M +$13.9M +5% 5.19% 69.6% 69 7.25% 0.7
GM Advisory Group
2736
GM Advisory Group
New York
$319M -$17.7M -5% 2.87% 53.6% 133 15.79% 1.8
George Kaiser Family Foundation
2737
George Kaiser Family Foundation
Oklahoma
$319M +$12.1M +4% 3.26% 106% 19 21.05% 2.1
Harvest Capital Management
2738
Harvest Capital Management
New Hampshire
$319M +$20.8M +7% 3.7% 19.5% 106 7.55% 3
Marquette Asset Management
2739
Marquette Asset Management
Minnesota
$318M +$19.8M +7% 5.55% 69.6% 105 10.48% 2.8
VHMC
2740
Value Holdings Management Company
New York
$318M +$8.63M +3% 6.3% 125% 36 11.11% 3.5
Financial Enhancement Group
2741
Financial Enhancement Group
Indiana
$318M +$27.6M +10% 4.43% 62.2% 282 15.96% 0.8
Greatmark Investment Partners
2742
Greatmark Investment Partners
Georgia
$318M +$27.9M +10% 9.27% 62% 127 7.87% 3.5
Circle Wealth Management
2743
Circle Wealth Management
New Jersey
$317M +$22.8M +8% 6.43% 71.8% 105 12.38% 1.4
FPFS
2744
First Personal Financial Services
North Carolina
$317M +$17.8M +6% 6.4% 31.5% 708 11.86% 2
America First Investment Advisors
2745
America First Investment Advisors
Nebraska
$317M +$9.41M +3% 3.55% 78.2% 100 4% 3.9
American Assets Inc
2746
American Assets Inc
California
$316M -$11M -3% 3.36% 63.2% 3 0% 3.6
Spectrum Management Group
2747
Spectrum Management Group
Indiana
$316M +$28.5M +10% 7.26% 44% 256 23.44% 1.4
Income Research & Management
2748
Income Research & Management
Massachusetts
$316M -$8.41M -3% 0.07% 1.19% 27 92.59% 2.6
SCM
2749
Sanoor Capital Management
Connecticut
$316M +$82.3M +35% 13% – 21 66.67% 0.5
StrategIQ Financial Group
2750
StrategIQ Financial Group
Indiana
$316M +$26.4M +9% 3.6% 12.6% 189 11.64% 1.7