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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)
EFL
3501
ERn Financial LLC
Wisconsin
$532M -$71K -0% 1.04% 61.2% 154 7.79% 4.2
CA
3502
Clune & Associates
Illinois
$532M +$68.7M +15% 2.18% – 180 17.78% 1
Kapitalo Investimentos
3503
Kapitalo Investimentos
Brazil
$531M +$8.99M +2% 1.11% 66.5% 71 67.61% 0.5
Strong Tower Advisory Services
3504
Strong Tower Advisory Services
Minnesota
$531M -$27.1M -5% 1.97% 155% 100 11% 3
Pettinga Financial Advisors
3505
Pettinga Financial Advisors
Indiana
$531M +$3.93M +0.7% 0.81% 78.1% 160 15.63% 3.4
VisionPoint Advisory Group
3506
VisionPoint Advisory Group
Texas
$531M +$17.4M +3% 0.88% 79.3% 485 28.25% 1.3
USA Financial Formulas
3507
USA Financial Formulas
Michigan
$531M -$19.1M -3% 4.46% 104% 528 38.83% 0.7
CRB
3508
Chad R. Baker
$530M -$27.2M -5% 3.3% 123% 57 1.75% 6
Element Pointe Advisors
3509
Element Pointe Advisors
Florida
$530M +$12.7M +2% 3.45% 75.1% 92 10.87% 3.1
SOA Wealth Advisors
3510
SOA Wealth Advisors
New York
$530M -$62.5M -11% 3.35% 79.1% 901 7.66% 3.9
Taproot Management
3511
Taproot Management
New York
$530M -$87.6M -14% 0.75% – 243 65.43% 0.1
Overbrook Management Corp
3512
Overbrook Management Corp
New York
$529M -$49.9M -9% 4.46% 157% 55 23.64% 3.2
Louisbourg Investments
3513
Louisbourg Investments
New Brunswick, Canada
$529M +$26.9M +5% 1.75% 93.1% 229 12.66% 1.6
McNamara Financial Services
3514
McNamara Financial Services
Massachusetts
$528M +$1.21M +0.2% 0.68% 42.6% 103 5.83% 4.4
Second Line Capital
3515
Second Line Capital
Louisiana
$528M +$41.4M +9% 2% – 195 20% 1.3
Lincoln Capital
3516
Lincoln Capital
Nebraska
$528M -$24.1M -4% 3.69% 67.1% 139 8.63% 5.8
Verum Partners
3517
Verum Partners
North Carolina
$527M +$30.5M +6% 0.41% 57.7% 180 8.33% 2.3
Oakmont Corp
3518
Oakmont Corp
California
$526M -$51.6M -9% 10.3% 70.2% 31 0% 4.3
Vanderbilt University
3519
Vanderbilt University
Tennessee
$526M -$59.3M -10% 4.4% 76.4% 84 34.52% 1.7
PWM
3520
Praetorian Wealth Management
California
$526M +$22.5M +4% 2.42% 60.4% 79 8.86% 2.1
Duncker Streett & Co
3521
Duncker Streett & Co
Missouri
$526M -$36.6M -6% 1.63% 102% 553 6.69% 6.7
Insight Advisors
3522
Insight Advisors
Pennsylvania
$525M -$135M -20% 1.51% 74% 297 22.9% 3.7
Fonville Wealth Management
3523
Fonville Wealth Management
Virginia
$525M +$36.2M +7% 0.2% 53.9% 141 12.06% 1.7
Virtus Wealth Solutions
3524
Virtus Wealth Solutions
New Jersey
$525M -$1.51M -0.3% 18.5% – 66 39.39% 0.8
Columbia Asset Management
3525
Columbia Asset Management
Michigan
$525M -$37.6M -7% 0.44% 94.1% 181 9.94% 7.2