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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)
PDS Planning
3476
PDS Planning
Ohio
$221M +$64M +41% 15.9% 62.7% 135 25.93% 1.4
ACK Asset Management
3477
ACK Asset Management
Connecticut
$221M +$20.4M +10% 48.3% 132% 26 46.15% 0.6
QCI
3478
Quaker Capital Investments
Pennsylvania
$221M +$47.6M +28% 32.3% 107% 33 18.18% 2.7
Regent Peak Wealth Advisors
3479
Regent Peak Wealth Advisors
Georgia
$221M +$40.9M +23% 16.9% – 126 17.46% 0.4
ESL Trust Services
3480
ESL Trust Services
New York
$221M +$32.6M +17% 17.9% 53.9% 33 39.39% 0.4
Buckley Wealth Management
3481
Buckley Wealth Management
Nevada
$220M +$36.2M +20% 20.8% 88% 131 13.74% 2
Vanguard Personalized Indexing Management
3482
Vanguard Personalized Indexing Management
California
$220M +$49M +29% 23.9% 147% 405 47.16% 0.2
GCMG
3483
Gyroscope Capital Management Group
Florida
$220M +$7.94M +4% 20.4% 24.8% 133 35.34% 1.9
Sovereign Investment Advisors
3484
Sovereign Investment Advisors
Arizona
$220M +$26.9M +14% 10.7% 43.7% 21 0% 0.5
FNBOMD
3485
First National Bank of Mount Dora
Florida
$220M +$30.9M +16% 18.6% 96.2% 100 9% 3.6
Supplemental Annuity Collective Trust (SACT) of New Jersey
3486
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$220M +$39.7M +22% 25.5% 147% 223 10.31% 3
Summit Asset Management
3487
Summit Asset Management
Tennessee
$220M +$34.2M +18% 18.7% 48.9% 123 13.01% 4.2
Shikiar Asset Management
3488
Shikiar Asset Management
New York
$219M +$70.5M +47% 33.1% 117% 95 27.37% 2.6
Foresight Wealth Management
3489
Foresight Wealth Management
Utah
$219M +$74.2M +51% 18.4% 19.1% 119 23.53% 1.1
LFG
3490
LifePlan Financial Group
Ohio
$219M +$34.7M +19% 15.6% 20.2% 599 5.51% 2.5
NC
3491
Nokomis Capital
Texas
$219M +$11.1M +5% 42.5% 145% 41 29.27% 2.3
Alliance Wealth Management Group
3492
Alliance Wealth Management Group
New Jersey
$219M +$31.5M +17% 13.3% 43.4% 62 20.97% 2.5
YorkBridge Wealth Partners
3493
YorkBridge Wealth Partners
New York
$219M +$56.1M +35% 23.1% 36.5% 175 14.29% 2.7
Firsthand Capital Management
3494
Firsthand Capital Management
California
$219M +$92.5M +73% 68.8% 265% 55 27.27% 2.4
Mountain Capital Investment Advisors
3495
Mountain Capital Investment Advisors
Colorado
$218M +$24.8M +13% 9.91% 63.3% 53 24.53% 0.9
Pinz Capital Management
3496
Pinz Capital Management
New York
$218M +$180M +472% 46.8% 199% 227 97.36% 0
Oakview Capital Management
3497
Oakview Capital Management
Texas
$218M -$9.46M -4% 21.5% 21.2% 20 25% 1.4
Bridge City Capital
3498
Bridge City Capital
Oregon
$218M +$11.3M +5% 27.6% 120% 92 5.43% 2.3
Versant Capital Management
3499
Versant Capital Management
Arizona
$218M +$28.1M +15% 18.8% 97.3% 1,701 9.47% 3.2
APW
3500
Aurora Private Wealth
New Jersey
$217M -$66.7M -23% 17.3% – 249 33.73% 0.4