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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)
COFG Advisors
3576
COFG Advisors
Illinois
$579M +$175M +43% 15.3% – 322 26.09% 0.4
Sixth Street Partners
3577
Sixth Street Partners
Texas
$579M -$132M -19% 2.29% 5.31% 7 0% 2.8
CTAF
3578
Call To Action Foundation
Utah
$579M +$67.9M +13% 14.9% – 1 0% 2.5
Abel Hall LLC
3579
Abel Hall LLC
Louisiana
$579M +$109M +23% 26.1% 133% 1,093 38.43% 0.6
Rezny Wealth Management
3580
Rezny Wealth Management
Florida
$579M +$114M +25% 27% 99.6% 41 17.07% 2.1
PFA
3581
Professional Financial Advisors
Nebraska
$578M +$87M +18% 12% 59.2% 157 19.75% 2.5
Intellectus Partners
3582
Intellectus Partners
California
$578M +$88.2M +18% 31.8% 157% 332 15.36% 3.7
Allegiance Financial Group Advisory Services
3583
Allegiance Financial Group Advisory Services
Virginia
$578M +$74.9M +15% 12.3% 62.6% 241 32.78% 1.4
HughesLittle Investment Management
3584
HughesLittle Investment Management
$577M +$66.3M +13% 16.3% 106% 14 7.14% 6.4
Kozak & Associates
3585
Kozak & Associates
Colorado
$576M +$63.3M +12% 17.3% 111% 469 10.66% 3.1
Conrad N. Hilton Foundation
3586
Conrad N. Hilton Foundation
California
$576M +$347M +152% 14.2% – 2 0% 1
Columbia Asset Management
3587
Columbia Asset Management
Michigan
$575M +$50.1M +10% 15.3% 94.1% 175 6.86% 7.1
Winslow Asset Management
3588
Winslow Asset Management
Ohio
$575M +$60.4M +12% 16.5% 89.9% 83 4.82% 7.7
MSH Capital Advisors
3589
MSH Capital Advisors
Arizona
$575M +$102M +22% 13.6% 66.5% 334 22.46% 2.3
M37 Management
3590
M37 Management
California
$575M +$324M +129% 22.7% – 14 50% 0.3
Solidarity Wealth
3591
Solidarity Wealth
Utah
$574M +$53.5M +10% 12.1% 85.9% 102 27.45% 2.3
Serenus Wealth Advisors
3592
Serenus Wealth Advisors
California
$573M +$71.6M +14% 14.1% – 78 16.67% 1.1
Blue Zone Wealth Advisors
3593
Blue Zone Wealth Advisors
California
$573M +$81.3M +17% 21.8% 91.1% 137 13.87% 2.8
LA
3594
Lynch & Associates
Indiana
$573M +$39.9M +7% 9.47% 73.5% 131 5.34% 7.9
TCOT
3595
Trust Company of Tennessee
Tennessee
$572M +$35.2M +7% 13.1% – 8 0% 1.7
SEP
3596
Southland Equity Partners
Missouri
$571M +$57.9M +11% 12% 66.1% 312 14.42% 2.8
Sanchez Wealth Management Group
3597
Sanchez Wealth Management Group
Florida
$571M +$108M +23% 15.8% 56.9% 54 5.56% 4.1
PCM Encore
3598
PCM Encore
Colorado
$569M +$83.1M +17% 25.1% – 500 19.2% 0.4
OCP
3599
OCO Capital Partners
New York
$569M +$161M +39% 61% 679% 9 44.44% 1.4
Mission Creek Capital Partners
3600
Mission Creek Capital Partners
California
$569M +$67.7M +13% 14.9% 138% 250 20% 3.5