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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)
Edmonds Duncan Registered Investment Advisors
3576
Edmonds Duncan Registered Investment Advisors
Kansas
$329M +$7.25M +2% 0.66% 12.8% 146 6.85% 3.1
Vest Financial
3577
Vest Financial
Virginia
$329M +$64.7M +25% 2.01% 68.4% 65 0% 0.7
BW Gestao de Investimentos
3578
BW Gestao de Investimentos
Brazil
$329M +$49.1M +18% 3.32% 95.1% 63 47.62% 0.7
Founders Circle Capital
3579
Founders Circle Capital
California
$328M +$52.1M +19% 6.33% 28% 11 27.27% 0.4
Holloway Wealth Management
3580
Holloway Wealth Management
Florida
$328M +$431K +0.1% 1.48% 50.7% 450 0% 1.4
Princeton Global Asset Management
3581
Princeton Global Asset Management
New Jersey
$328M -$186K -0.1% 0.28% 110% 564 9.04% 1.7
ESL Trust Services
3582
ESL Trust Services
New York
$328M -$8.1M -2% 1.77% 53.9% 24 12.5% 1.4
Lineweaver Wealth Advisors
3583
Lineweaver Wealth Advisors
Ohio
$328M +$22.9M +7% 0.22% 68.4% 143 17.48% 1
Blue Fin Capital
3584
Blue Fin Capital
Rhode Island
$328M +$2.98M +0.9% 0.43% 147% 130 6.15% 4.9
Bellecapital
3585
Bellecapital
Switzerland
$327M -$1.51M -0.5% 1.04% 152% 207 15.94% 1.9
CDIA
3586
Capital Directions Investment Advisors
Georgia
$327M -$5.74M -2% 1.11% 7.53% 277 22.74% 0.2
Corrigan Financial
3587
Corrigan Financial
Rhode Island
$327M -$105K -0% 1.21% 9.54% 84 7.14% 2.8
HT Partners
3588
HT Partners
Connecticut
$327M +$1.71M +0.5% 0.92% 71.1% 49 0% 3.2
Concentric Wealth Management
3589
Concentric Wealth Management
California
$327M +$478K +0.1% 0.73% 33.4% 133 6.02% 3.3
Bank of Stockton
3590
Bank of Stockton
California
$326M -$5.02M -2% 0.4% 99.2% 129 9.3% 4.6
MM
3591
Meridian Management
Arkansas
$326M -$13M -4% 0.42% 57.8% 82 8.54% 4.3
JT Stratford LLC
3592
JT Stratford LLC
Georgia
$326M +$13.1M +4% 0.02% 103% 230 18.7% 1.8
White Pine Capital
3593
White Pine Capital
Minnesota
$326M -$10.2M -3% 1.89% 143% 239 5.02% 4.8
Spectrum Asset Management (California)
3594
Spectrum Asset Management (California)
California
$325M -$8.57M -3% 0.17% 68.3% 124 11.29% 2.1
OR
3595
Olympiad Research
Connecticut
$325M +$38M +13% 6.28% 189% 342 51.46% 0.5
Fruth Investment Management
3596
Fruth Investment Management
Texas
$325M -$10M -3% 1.71% 79.4% 238 6.72% 5.4
Crabel Capital Management
3597
Crabel Capital Management
California
$325M -$161M -33% 16.1% 13.9% 149 46.31% 0.5
Gould Asset Management
3598
Gould Asset Management
California
$324M -$27.4M -8% 0.4% 42.8% 153 11.76% 4.5
PCM
3599
Prime Capital Management
Hong Kong
$324M -$280M -46% 0.69% 579% 9 22.22% 0.9
Moon Capital Management
3600
Moon Capital Management
New York
$324M +$47.8M +17% 2.06% 76.3% 24 37.5% 2.1