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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)
San Luis Wealth Advisors
3301
San Luis Wealth Advisors
California
$664M +$60.1M +10% 10.3% 65% 203 21.67% 1.6
Citizens Business Bank
3302
Citizens Business Bank
California
$664M +$53.8M +9% 19.8% 108% 147 13.61% 4.7
McMorgan & Co
3303
McMorgan & Co
California
$664M +$45.9M +7% 7.8% 30.1% 42 16.67% 2.5
Capital Group Investment Management
3304
Capital Group Investment Management
Singapore
$664M +$78.6M +13% 23% 145% 154 16.23% 2.3
Pacific Capital Wealth Advisors
3305
Pacific Capital Wealth Advisors
California
$663M +$68M +11% 10.2% 54.1% 96 13.54% 2.9
Bain Capital Prairie
3306
Bain Capital Prairie
Massachusetts
$663M -$2.81M -0.4% 0.42% – 1 0% 0.5
Overbrook Management Corp
3307
Overbrook Management Corp
New York
$663M +$134M +25% 26% 157% 73 36.99% 2.6
WFM Asia
3308
WFM Asia
British Virgin Islands
$663M +$30.7M +5% 43.4% 89.9% 7 42.86% 3.3
Wick Capital Partners
3309
Wick Capital Partners
Pennsylvania
$663M +$114M +21% 14.8% 60% 296 41.22% 1
Dudley & Shanley
3310
Dudley & Shanley
Florida
$662M +$51M +8% 6.27% 67.9% 38 5.26% 4.4
Brady Martz Wealth Solutions
3311
Brady Martz Wealth Solutions
North Dakota
$662M +$75.1M +13% 12% – 232 17.67% 1
CA
3312
Clune & Associates
Illinois
$661M +$130M +24% 9.32% – 176 11.36% 1.2
Providence Capital Advisors
3313
Providence Capital Advisors
North Carolina
$660M +$47.8M +8% 8.89% 47.4% 387 48.84% 1.9
Beck Bode LLC
3314
Beck Bode LLC
Massachusetts
$660M +$69.5M +12% 16.6% 155% 135 45.93% 1.2
Ellis Investment Partners
3315
Ellis Investment Partners
Pennsylvania
$660M +$83.7M +15% 16.1% 70.8% 295 12.54% 4.1
Fourth Sail Capital
3316
Fourth Sail Capital
Cayman Islands
$660M +$51.5M +8% 4.34% – 37 62.16% 0.4
Partners in Financial Planning
3317
Partners in Financial Planning
Virginia
$660M +$56.6M +9% 8.9% 38.9% 133 9.77% 3.4
MinichMacGregor Wealth Management
3318
MinichMacGregor Wealth Management
New York
$659M +$92.5M +16% 18.9% 130% 170 31.76% 2.1
Essex LLC
3319
Essex LLC
Illinois
$659M +$92.3M +16% 26.4% 91.4% 189 12.17% 3.1
West Financial Advisors
3320
West Financial Advisors
Iowa
$659M +$69.4M +12% 10.3% 49.1% 228 17.11% 2.7
Pandi LLC
3321
Pandi LLC
Kansas
$658M +$48.5M +8% 14.8% – 4 0% 0.9
Mengis Capital Management
3322
Mengis Capital Management
Oregon
$658M +$76.7M +13% 19% 104% 224 8.04% 5.6
Allen Mooney & Barnes Investment Advisors
3323
Allen Mooney & Barnes Investment Advisors
Georgia
$658M -$37.8M -5% 10.9% 78.9% 168 14.88% 3.2
Mitchell Capital Management
3324
Mitchell Capital Management
Kansas
$657M +$112M +21% 38.7% 234% 127 18.9% 3.2
Alpha Omega Wealth Management
3325
Alpha Omega Wealth Management
Virginia
$657M +$40.3M +7% 10.4% 65.9% 215 7.44% 6.8