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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)
Fortis Capital Advisors
3176
Fortis Capital Advisors
Kansas
$559M +$66.6M +14% 15.7% 127% 295 34.24% 0.9
MA Private Wealth
3177
MA Private Wealth
California
$559M +$27.3M +5% 9.01% 57.5% 83 13.25% 2.7
Te Ahumairangi Investment Management
3178
Te Ahumairangi Investment Management
New Zealand
$559M +$86.1M +18% 7.33% 55.5% 87 3.45% 3.8
Cypress Wealth Services
3179
Cypress Wealth Services
California
$559M +$65.6M +13% 8.88% 82.7% 333 19.22% 2.5
Alpha Omega Wealth Management
3180
Alpha Omega Wealth Management
Virginia
$558M +$35.2M +7% 5.2% 65.9% 211 6.64% 6.3
Financial Management Network
3181
Financial Management Network
California
$558M +$114M +26% 7.52% 62.5% 178 15.17% 2.5
III Capital Management
3182
III Capital Management
Florida
$558M +$5.42M +1% 6.5% 28.7% 59 37.29% 0.7
Summit Financial Wealth Advisors
3183
Summit Financial Wealth Advisors
Louisiana
$558M +$53.5M +11% 4.61% 71.4% 174 16.67% 4.2
Stamos Capital Partners
3184
Stamos Capital Partners
California
$557M +$175M +46% 5.22% 36.7% 142 4.23% 2.5
Boston Standard Wealth Management
3185
Boston Standard Wealth Management
Massachusetts
$555M +$100M +22% 8.1% 47.1% 50 10% 5.5
AdvisorShares Investments
3186
AdvisorShares Investments
Maryland
$555M +$44M +9% 11% 110% 345 36.52% 1.3
WPWealth
3187
WPWealth
Texas
$554M +$48.1M +9% 5.71% 38.2% 95 13.68% 1.5
HughesLittle Investment Management
3188
HughesLittle Investment Management
$554M +$74.6M +16% 19% 106% 18 16.67% 5.3
Northwest Wealth Management
3189
Northwest Wealth Management
Iowa
$553M +$51.1M +10% 8.37% 63.4% 219 19.18% 3.3
Fiduciary Financial Group
3190
Fiduciary Financial Group
California
$553M +$93.7M +20% 7.47% – 321 19% 0.7
TS Financial Group (TSFG)
3191
TS Financial Group (TSFG)
Illinois
$553M +$63.7M +13% 9.58% 81% 894 8.72% 4.1
Armbruster Capital Management
3192
Armbruster Capital Management
New York
$552M +$50.7M +10% 7.94% 66.7% 133 7.52% 5.2
Bricktown Capital
3193
Bricktown Capital
Michigan
$552M +$18.3M +3% 6.89% 46.2% 26 0% 1.7
Paragon Capital Management (Colorado)
3194
Paragon Capital Management (Colorado)
Colorado
$552M +$63.5M +13% 18.1% 109% 248 34.27% 2.6
Crestview Partners II
3195
Crestview Partners II
New York
$552M +$39M +8% 8.11% 157% 3 0% 6.7
Princeton Global Asset Management
3196
Princeton Global Asset Management
New Jersey
$551M +$47.3M +9% 14.4% 110% 778 25.96% 3
GCQ Funds Management
3197
GCQ Funds Management
Australia
$551M +$143M +35% 15.3% – 13 23.08% 0.4
Dividend Assets Capital
3198
Dividend Assets Capital
South Carolina
$551M +$22.3M +4% 7.67% 67.4% 145 6.21% 7.3
Redwood Capital Management
3199
Redwood Capital Management
New York
$551M -$119M -18% 6.99% 313% 13 15.38% 3.4
Fortis Group Advisors
3200
Fortis Group Advisors
New Jersey
$551M +$35.5M +7% 12% 91.2% 559 16.64% 1.8