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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)
Steginsky Capital
3301
Steginsky Capital
New York
$593M +$48.8M +9% 8.88% 99.4% 8 0% 7.8
Brickley Wealth Management
3302
Brickley Wealth Management
California
$593M +$19.5M +3% 2.93% 75.9% 56 7.14% 4.1
Principal Street Partners
3303
Principal Street Partners
Tennessee
$593M -$33.7M -5% 3.58% 91% 282 17.38% 3.1
D.L. Carlson Investment Group
3304
D.L. Carlson Investment Group
New Hampshire
$593M -$3.04M -0.5% 3.07% 113% 145 11.72% 4.6
West Financial Advisors
3305
West Financial Advisors
Iowa
$593M -$12.3M -2% 1.54% 49.1% 242 22.73% 2.2
Scarborough Advisors
3306
Scarborough Advisors
Maryland
$592M +$25.5M +5% 2.23% 63.3% 490 9.8% 0.7
Abundance Wealth Counselors
3307
Abundance Wealth Counselors
Pennsylvania
$592M +$8.76M +2% 0.41% 107% 183 18.58% 1.9
SOA Wealth Advisors
3308
SOA Wealth Advisors
New York
$592M +$8.95M +2% 2.33% 79.1% 918 8.06% 3.8
Huntleigh Advisors
3309
Huntleigh Advisors
Missouri
$592M +$5.82M +1% 5.17% – 303 19.14% 0.8
Brasada Capital Management
3310
Brasada Capital Management
Texas
$592M -$1.64M -0.3% 1.4% 76.5% 159 22.01% 2.7
North Point Portfolio Managers
3311
North Point Portfolio Managers
Ohio
$591M -$14M -2% 1.15% 72.8% 78 11.54% 4.8
Longbow Finance
3312
Longbow Finance
Switzerland
$591M -$423M -42% 5.16% 162% 77 29.87% 1.2
Partners in Financial Planning
3313
Partners in Financial Planning
Virginia
$591M +$12.1M +2% 1.06% 38.9% 119 6.72% 3.4
KFS
3314
Kurt F. Somerville
$590M -$15.5M -3% 5.25% 92.9% 116 15.52% 7
Retirement Income Solutions
3315
Retirement Income Solutions
Michigan
$590M +$4.8M +0.8% 2.36% 60.8% 174 7.47% 3.7
Ironwood Financial
3316
Ironwood Financial
Arizona
$590M +$25.2M +4% 2.69% 54.1% 173 8.09% 5.5
MIG Capital
3317
MIG Capital
California
$589M -$99M -14% 3.49% 118% 47 14.89% 1.1
Canvas Wealth Advisors
3318
Canvas Wealth Advisors
Kansas
$589M +$39M +7% 2.01% 133% 232 12.07% 2
FCM
3319
Fieldview Capital Management
Michigan
$589M -$22.8M -4% 1.62% – 684 75% 0.2
Almanack Investment Partners
3320
Almanack Investment Partners
Pennsylvania
$589M -$58.1M -9% 1.98% 82.2% 218 31.19% 2.6
Clifford Capital Partners
3321
Clifford Capital Partners
Utah
$588M +$9.9M +2% 2.78% 77.3% 45 11.11% 2.5
Gibraltar Capital Management
3322
Gibraltar Capital Management
Oklahoma
$588M +$30.9M +6% 3.89% 65% 122 13.11% 2.3
Peak Asset Management
3323
Peak Asset Management
Colorado
$587M +$14.6M +3% 2.95% 70.1% 159 8.81% 5.9
GenWealth Group
3324
GenWealth Group
New Jersey
$586M +$49.4M +9% 2.21% 73.9% 83 9.64% 4.6
Maia Wealth
3325
Maia Wealth
Colorado
$586M -$7.9M -1% 2.28% – 376 19.15% 1.2