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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)
AGM
3451
Alpine Global Management
New York
$615M -$52.6M -8% 30.8% 149% 367 67.3% 0.4
TLWM Financial
3452
TLWM Financial
Texas
$615M +$59.8M +11% 11.9% 53.9% 78 17.95% 3.9
OL
3453
Odyssean LLC
Connecticut
$615M +$341M +124% 24.7% – 584 45.38% 0.2
Financial Security Advisor
3454
Financial Security Advisor
Virginia
$615M +$70.3M +13% 16.1% 76.3% 173 14.45% 1.8
Aire Advisors
3455
Aire Advisors
California
$615M +$68.1M +12% 13.4% 77.4% 190 17.89% 2.8
All Terrain Financial Advisors
3456
All Terrain Financial Advisors
Minnesota
$615M +$189M +45% 19.6% 71.1% 169 20.12% 3.2
Conrad Siegel Investment Advisors
3457
Conrad Siegel Investment Advisors
Pennsylvania
$615M +$60.6M +11% 12.1% 64.9% 75 17.33% 2
Sands Capital Ventures
3458
Sands Capital Ventures
Virginia
$614M +$192M +46% 17% 167% 24 12.5% 2.7
Turim 21 Investimentos
3459
Turim 21 Investimentos
Brazil
$613M +$215M +54% 4.96% 62.1% 125 9.6% 1.3
VisionPoint Advisory Group
3460
VisionPoint Advisory Group
Texas
$613M +$82.2M +15% 15.5% 79.3% 528 26.89% 1.3
M. Kulyk & Associates
3461
M. Kulyk & Associates
Georgia
$613M +$77.1M +14% 12.2% 63.3% 126 15.87% 3
Fonville Wealth Management
3462
Fonville Wealth Management
Virginia
$612M +$87M +17% 9.46% 53.9% 152 12.5% 1.8
Twele Capital Management
3463
Twele Capital Management
Minnesota
$612M +$51.4M +9% 8.01% 37.1% 40 2.5% 9.9
Jacobson & Schmitt Advisors
3464
Jacobson & Schmitt Advisors
Wisconsin
$612M +$60.8M +11% 12.4% 70.3% 86 15.12% 2.8
SkyOak Wealth
3465
SkyOak Wealth
Michigan
$612M +$66M +12% 14% 80.7% 276 16.3% 3.7
West Wealth Group
3466
West Wealth Group
California
$611M +$105M +21% 16.1% 79.8% 147 14.29% 1.8
Platform Technology Partners
3467
Platform Technology Partners
New York
$611M +$92.5M +18% 13.9% – 425 26.35% 2.5
Key Financial Inc
3468
Key Financial Inc
Pennsylvania
$611M +$48.8M +9% 11.2% 55.5% 1,466 12.41% 3.9
Integrated Quantitative Investments
3469
Integrated Quantitative Investments
Washington
$610M +$59.2M +11% 32.6% – 546 61.17% 0.4
Addison Capital
3470
Addison Capital
Pennsylvania
$610M +$48.2M +9% 8.84% 59.7% 189 6.35% 3.9
Grant Street Asset Management
3471
Grant Street Asset Management
Pennsylvania
$610M +$91.3M +18% 9.35% 47.2% 105 20.95% 2.8
Childress Capital Advisors
3472
Childress Capital Advisors
Texas
$610M +$55.4M +10% 17.9% 107% 425 22.59% 1.7
Francis Financial
3473
Francis Financial
$610M +$70.9M +13% 11% 56.2% 138 19.57% 2.1
Portfolio Design Labs
3474
Portfolio Design Labs
California
$610M +$47.7M +8% 21% – 243 11.11% 1.2
Gibson Capital
3475
Gibson Capital
Pennsylvania
$610M +$72.3M +13% 13.7% 67.2% 98 15.31% 4.2