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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)
Flaharty Asset Management
2976
Flaharty Asset Management
Florida
$468M +$34.7M +8% 5.06% 33.4% 125 12% 1.7
Crestone Asset Management
2977
Crestone Asset Management
Colorado
$468M +$81.9M +21% 5.9% 6.65% 86 20.93% 2.1
Bremer Bank National Association
2978
Bremer Bank National Association
Minnesota
$467M +$29.4M +7% 7.73% 37.4% 219 11.87% 1.8
Astor Investment Management
2979
Astor Investment Management
Illinois
$467M +$27.9M +6% 5.3% 23.3% 64 23.44% 1.3
American National Bank & Trust
2980
American National Bank & Trust
Texas
$467M +$43M +10% 7.29% 102% 320 23.13% 2.5
Condire Management
2981
Condire Management
Texas
$467M +$132M +40% 4.65% 187% 26 50% 0.1
Formidable Asset Management
2982
Formidable Asset Management
Ohio
$466M +$5.68M +1% 5.19% 52.2% 354 24.29% 1.1
JGP Wealth Management
2983
JGP Wealth Management
Oregon
$465M +$18.7M +4% 6.2% 87.8% 171 21.64% 1.9
Kelly Lawrence W & Associates
2984
Kelly Lawrence W & Associates
California
$465M +$42.6M +10% 10% 123% 165 13.94% 3.1
HH
2985
Hernani Holdings
Wyoming
$465M -$69.3M -13% 5.08% – 13 7.69% 0.7
Bourgeon Capital Management
2986
Bourgeon Capital Management
Connecticut
$465M +$13.9M +3% 6.3% 121% 299 9.36% 1.8
L.J. Altfest & Co
2987
L.J. Altfest & Co
New York
$464M +$40.8M +10% 5.44% 95.6% 306 23.53% 2.3
CAS
2988
Cascadia Advisory Services
Oregon
$463M +$12.1M +3% 6.3% – 262 22.9% 0.9
LWANC
2989
Laurel Wealth Advisors (North Carolina)
North Carolina
$463M +$50.8M +12% 6.34% 63.3% 774 16.93% 1.5
DG Capital Management
2990
DG Capital Management
New York
$463M +$44.6M +11% 7.72% 76.7% 252 73.41% 0.2
WWM
2991
Windsor Wealth Management
Indiana
$463M +$43.1M +10% 6.23% 37.3% 218 11.47% 2.1
Grove Bank & Trust
2992
Grove Bank & Trust
Florida
$462M +$36.6M +9% 6.62% 80.5% 222 4.95% 3.2
Geller Advisors
2993
Geller Advisors
New York
$462M +$37.5M +9% 8.36% 20.4% 141 14.89% 1.2
New England Investment & Retirement Group
2994
New England Investment & Retirement Group
Massachusetts
$460M +$46.4M +11% 7.81% 72.5% 113 27.43% 1.3
Hendershot Investments
2995
Hendershot Investments
Virginia
$460M +$28.1M +7% 6.29% 50.5% 93 5.38% 4.4
Dimension Capital Management
2996
Dimension Capital Management
Florida
$460M +$34.7M +8% 7.19% 65.5% 116 18.97% 2.4
OLP Capital Management
2997
OLP Capital Management
Hong Kong
$459M +$167M +57% 13.1% 146% 6 16.67% 0.4
Magnus Financial Group
2998
Magnus Financial Group
New York
$459M +$45M +11% 6.48% 78.2% 257 14.4% 1.5
Aozora Bank
2999
Aozora Bank
Japan
$459M +$68.3M +17% 2.39% 5.45% 2 0% 3.4
Altavista Wealth Management
3000
Altavista Wealth Management
North Carolina
$459M +$48.7M +12% 5.49% 80.6% 185 7.57% 4.2