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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)
Goldstein Munger & Associates
3401
Goldstein Munger & Associates
California
$303M -$28.7M -9% 6.79% 11.9% 34 8.82% 6.7
Monetary Management Group
3402
Monetary Management Group
Missouri
$303M -$15.6M -5% 4.98% 138% 361 11.36% 5.3
Bellwether Advisors
3403
Bellwether Advisors
Nebraska
$303M -$7.79M -3% 3.93% 115% 550 22.18% 1.2
GFG Capital
3404
GFG Capital
Florida
$302M -$25.9M -8% 6.5% 152% 142 11.27% 1.6
ARG
3405
Advisory Resource Group
Oklahoma
$302M -$3.26M -1% 3.69% 72% 150 22.67% 1.7
Falcon Wealth Planning
3406
Falcon Wealth Planning
California
$302M +$7.71M +3% 5.33% 52.7% 89 11.24% 1.2
Pinpoint Asset Management
3407
Pinpoint Asset Management
Hong Kong
$302M +$50.2M +20% 9.2% 185% 41 39.02% 0.6
Ironwood Financial
3408
Ironwood Financial
Arizona
$302M -$9.7M -3% 3.48% 54.1% 120 6.67% 5.1
Capital Advisors Wealth Management
3409
Capital Advisors Wealth Management
Washington
$301M -$6.53M -2% 4.56% 70.5% 125 14.4% 1
Fruth Investment Management
3410
Fruth Investment Management
Texas
$301M -$63.3M -17% 2.45% 79.4% 235 7.23% 6.4
Searchlight Capital Partners
3411
Searchlight Capital Partners
New York
$301M -$148M -33% 31.2% 38.5% 7 14.29% 3.1
Engine Capital Management
3412
Engine Capital Management
New York
$301M +$54.2M +22% 1.42% 21.1% 54 33.33% 1.1
IAG Wealth Partners
3413
IAG Wealth Partners
Wisconsin
$301M -$4.54M -1% 6.24% 47.3% 488 15.37% 1.8
Punch Card Management
3414
Punch Card Management
Florida
$301M -$22M -7% 4.68% 41% 4 0% 3.5
Cedar Mountain Advisors
3415
Cedar Mountain Advisors
Oregon
$300M +$8.27M +3% 3.88% 57.7% 338 7.1% 2.1
Beacon Capital Management LLC (Tennessee)
3416
Beacon Capital Management LLC (Tennessee)
Tennessee
$300M -$103M -26% 4.73% 83% 1,012 11.86% 0.5
NAMP
3417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$300M -$20.2M -6% 4.92% 90.2% 141 6.38% 5.5
Paradigm Asset Management
3418
Paradigm Asset Management
New York
$300M -$26.8M -8% 2.94% 73.8% 473 17.55% 1.4
Contravisory Investment Management
3419
Contravisory Investment Management
Massachusetts
$300M -$8.62M -3% 2.93% 135% 363 24.52% 1.4
Legacy Financial Group (Iowa)
3420
Legacy Financial Group (Iowa)
Iowa
$299M -$17.5M -6% 4.8% 44.3% 44 20.45% 1.3
Revolve Wealth Partners
3421
Revolve Wealth Partners
New Jersey
$299M -$5.18M -2% 5.52% 67.4% 146 13.7% 0.7
MCG
3422
McCollum Christoferson Group
New York
$299M -$29.2M -9% 4.92% 59.4% 67 11.94% 3.7
Capco Asset Management
3423
Capco Asset Management
Florida
$298M -$33M -10% 7.87% 46.1% 23 13.04% 3.6
Goodman Financial
3424
Goodman Financial
Texas
$298M -$3.69M -1% 5.64% 52.5% 50 10% 2.8
Tekne Capital Management
3425
Tekne Capital Management
New York
$298M +$5.01M +2% 4.96% 516% 14 14.29% 2.4