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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)
Lawson Kroeker Investment Management
3226
Lawson Kroeker Investment Management
Nebraska
$271M +$7.86M +3% 6.7% 69.7% 62 1.61% 5.4
Nicolet Bankshares
3227
Nicolet Bankshares
Wisconsin
$270M +$20.6M +8% 8.63% 75.5% 187 6.95% 2.9
Affinity Wealth Management
3228
Affinity Wealth Management
Delaware
$270M +$21.3M +9% 7.84% 116% 111 22.52% 1.5
Kavar Capital Partners Group
3229
Kavar Capital Partners Group
Kansas
$270M +$13.9M +5% 7.18% 77.2% 141 12.06% 3.2
Matthew Goff Investment Advisor
3230
Matthew Goff Investment Advisor
Texas
$270M +$27.9M +12% 6.15% 89.6% 60 8.33% 2.1
IMA Advisory Services
3231
IMA Advisory Services
Colorado
$269M +$4.68M +2% 8.87% 74.5% 292 6.16% 2.1
McNamara Financial Services
3232
McNamara Financial Services
Massachusetts
$269M +$22.9M +9% 5.93% 42.6% 42 7.14% 2.9
SGH
3233
Sivik Global Healthcare
Connecticut
$269M +$71.2M +36% 19.6% 83.8% 57 35.09% 1.4
EGA
3234
E&G Advisors
Texas
$269M +$19.7M +8% 6.66% 97.7% 189 6.35% 2.8
SXL
3235
Summit X LLC
Missouri
$269M +$19.7M +8% 7.63% 62.9% 244 9.02% 1.7
Vantage Wealth
3236
Vantage Wealth
California
$269M +$24M +10% 9.41% 56.1% 36 16.67% 3.3
PRC
3237
Pearl River Capital
Michigan
$269M +$234M +669% 6.22% 20.3% 745 75.7% 0.1
First National Corp
3238
First National Corp
Massachusetts
$269M +$20.6M +8% 7.12% 56.3% 150 9.33% 0.9
Hardy Reed
3239
Hardy Reed
Mississippi
$268M +$18.1M +7% 6.41% 69.7% 74 14.86% 0.8
Patten Group
3240
Patten Group
Tennessee
$268M +$22.2M +9% 7.05% 99% 218 11.93% 3.6
Bridgeworth
3241
Bridgeworth
Alabama
$268M +$5.66M +2% 6.51% 19.3% 141 12.77% 1.6
Think Investments
3242
Think Investments
California
$268M +$4.51M +2% 16.3% 285% 16 31.25% 1.6
DC
3243
Derby & Company
Massachusetts
$268M +$58.8M +28% 6.19% 33.7% 59 49.15% 0.7
PTB
3244
Pioneer Trust Bank
Oregon
$268M +$23.9M +10% 9.9% 61.4% 75 9.33% 5.2
Asset Allocation & Management Company
3245
Asset Allocation & Management Company
Illinois
$268M – – 5.55% 58.5% 69 – 0
PWMAG
3246
Pinnacle Wealth Management Advisory Group
New Jersey
$267M +$28.7M +12% 7.5% 90.7% 199 15.58% 2.6
RK Capital Management (Colorado)
3247
RK Capital Management (Colorado)
Colorado
$267M -$6.32M -2% 10% 89% 61 19.67% 1.5
Marcum Wealth
3248
Marcum Wealth
Ohio
$267M – – 6.55% 20% 108 – 0
Redhawk Wealth Advisors
3249
Redhawk Wealth Advisors
Minnesota
$267M +$33.6M +14% 6.78% 116% 204 49.02% 0.5
Patriot Financial Group Insurance Agency
3250
Patriot Financial Group Insurance Agency
Massachusetts
$267M +$44.2M +20% 9.76% 97.3% 1,536 13.93% 1.4