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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)
Scissortail Wealth Management
3801
Scissortail Wealth Management
Oklahoma
$520M +$22M +4% 10.1% 65% 126 24.6% 1.9
Churchill Financial Advisors
3802
Churchill Financial Advisors
Kentucky
$519M +$43.6M +9% 14.2% – 130 9.23% 0.5
venBio Partners
3803
venBio Partners
California
$519M +$239M +85% 20% 564% 8 37.5% 2.9
Compton Financial Group
3804
Compton Financial Group
Maryland
$519M +$66.5M +15% 9.16% 37.7% 87 21.84% 1.9
Mindset Wealth Management
3805
Mindset Wealth Management
Indiana
$519M +$147M +39% 22.6% – 200 16.5% 1.2
Wendel SE
3806
Wendel SE
$519M +$630K +0.1% 0.12% – 1 0% 1.3
Gagnon Securities
3807
Gagnon Securities
New York
$519M +$85.6M +20% 28.6% 129% 89 11.24% 4.6
MBM Wealth Consultants
3808
MBM Wealth Consultants
Missouri
$519M +$83M +19% 10.2% 57.1% 394 70.56% 3.9
Palo Duro Investment Partners
3809
Palo Duro Investment Partners
Illinois
$518M +$3.7M +0.7% 9.59% 62.8% 34 20.59% 1
EGA
3810
E&G Advisors
Texas
$518M +$68.6M +15% 17.1% 97.7% 253 10.67% 3.3
Cove Private Wealth
3811
Cove Private Wealth
New York
$518M +$77.3M +18% 18.2% 126% 211 14.22% 1.3
Activest Wealth Management
3812
Activest Wealth Management
Florida
$518M -$51.5M -9% 31.2% 117% 1,529 32.31% 1.1
Milestones Administradora de Recursos
3813
Milestones Administradora de Recursos
Brazil
$518M +$135M +35% 20.8% 116% 22 27.27% 2.4
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
3814
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
$518M – – 15.2% – 12 – 0
Operose Advisors
3815
Operose Advisors
Wisconsin
$517M +$86.2M +20% 14.2% 68.8% 698 40.26% 2.1
Broadleaf Partners
3816
Broadleaf Partners
Ohio
$517M +$87.7M +20% 35.4% 180% 98 26.53% 4.1
Dividend Assets Capital
3817
Dividend Assets Capital
South Carolina
$517M +$15.3M +3% 11.4% 67.4% 150 16.67% 6.9
Prudent Investors Network
3818
Prudent Investors Network
California
$516M +$57.1M +12% 10% – 88 17.05% 2.1
Fortitude Family Office
3819
Fortitude Family Office
Arizona
$516M +$68.3M +15% 14.3% 81.1% 2,404 27.04% 1.2
Searchlight Capital Partners
3820
Searchlight Capital Partners
New York
$516M +$406M +371% 4.65% 38.5% 3 100% 0
Vickerman Investment Advisors
3821
Vickerman Investment Advisors
Washington
$515M +$39.3M +8% 12.5% 47.3% 103 11.65% 2.8
Curtis Advisory Group
3822
Curtis Advisory Group
California
$515M +$50.9M +11% 13.4% 79.8% 123 8.94% 3.5
Benedict Financial Advisors
3823
Benedict Financial Advisors
Georgia
$515M +$34.2M +7% 11.4% 72.4% 147 12.93% 6.3
Total Clarity Wealth Management
3824
Total Clarity Wealth Management
Illinois
$515M +$88.9M +21% 13.4% 73.2% 392 26.79% 1.8
Aristides Capital
3825
Aristides Capital
Kentucky
$514M +$52.3M +11% 14.3% 126% 213 44.13% 1.9