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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)
Northwest Quadrant Wealth Management
3501
Northwest Quadrant Wealth Management
Oregon
$406M -$2.15M -0.5% 0.47% 45.6% 66 9.09% 4.9
GenWealth Group
3502
GenWealth Group
New Jersey
$406M +$9.27M +2% 2.32% 73.9% 68 8.82% 4.5
America First Investment Advisors
3503
America First Investment Advisors
Nebraska
$406M -$5.09M -1% 0.91% 78.2% 86 8.14% 6.4
Foyston, Gordon, & Payne
3504
Foyston, Gordon, & Payne
Ontario, Canada
$406M -$9.45M -2% 0.54% 57.2% 60 11.67% 5.4
AIS
3505
AM Investment Strategies
Tennessee
$406M +$11.6M +3% 6.54% 121% 114 12.28% 2.3
RB Capital Management
3506
RB Capital Management
Nevada
$406M +$24.9M +7% 6.35% 79.4% 183 4.92% 4.5
Bulltick Wealth Management
3507
Bulltick Wealth Management
Florida
$406M -$179M -31% 1.19% 58.2% 122 37.7% 1.7
CWM
3508
Compass Wealth Management
Connecticut
$405M +$5.72M +1% 2.12% 103% 413 9.93% 1.3
Kozak & Associates
3509
Kozak & Associates
Colorado
$405M +$33.1M +9% 7.84% 97.4% 406 9.11% 2.1
Cedar Mountain Advisors
3510
Cedar Mountain Advisors
Oregon
$405M +$7.31M +2% 0.98% 57.7% 359 7.8% 3
True Wealth Design
3511
True Wealth Design
Ohio
$405M +$3.41M +0.8% 0.11% 57% 834 12.11% 1.3
SMI Advisory Services
3512
SMI Advisory Services
Indiana
$404M +$48.2M +14% 1.75% 80.7% 74 47.3% 0.7
DI
3513
Diligent Investors
California
$404M +$5.12M +1% 1.69% 82.2% 353 10.76% 4
Pacific Sage Partners
3514
Pacific Sage Partners
Washington
$403M +$17.2M +4% 2.66% 58.9% 104 7.69% 1.2
Nicolet Bankshares
3515
Nicolet Bankshares
Wisconsin
$403M -$1.43M -0.4% 3.38% 75.5% 219 6.39% 5.4
Concord Asset Management (Virginia)
3516
Concord Asset Management (Virginia)
Virginia
$403M +$23.2M +6% 2.53% 64.7% 137 8.03% 1.2
WHGC
3517
Wealth High Governance Capital
Brazil
$403M -$44.1M -10% 12.2% 622% 85 80% 0.1
Sierra Summit Advisors
3518
Sierra Summit Advisors
Nevada
$403M +$35.6M +10% 5.7% – 166 27.11% 0.4
Mountain Capital Investment Advisors
3519
Mountain Capital Investment Advisors
Colorado
$403M +$46.2M +13% 2.08% 63.3% 53 18.87% 1.5
Knightsbridge Asset Management
3520
Knightsbridge Asset Management
California
$403M +$49.3M +14% 2.32% 150% 140 35% 2.5
Westwind Capital
3521
Westwind Capital
New Mexico
$403M +$7.97M +2% 2.65% 87.6% 41 9.76% 3
Coastal Bridge Advisors
3522
Coastal Bridge Advisors
Connecticut
$403M -$31.9M -7% 1.96% 88.1% 188 15.43% 4.2
Abacus FCF Advisors
3523
Abacus FCF Advisors
Florida
$402M +$2.64M +0.7% 2.19% 197% 187 41.71% 1.1
Vantage Financial Partners (Illinois)
3524
Vantage Financial Partners (Illinois)
Illinois
$402M +$18.9M +5% 1.35% 13.1% 113 15.04% 3
Woodard & Company Asset Management Group
3525
Woodard & Company Asset Management Group
North Carolina
$402M +$26.9M +7% 3.94% 84.8% 125 20% 2.7