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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)
Alliance Wealth Management Group
3801
Alliance Wealth Management Group
New Jersey
$376M +$25.5M +7% 5.32% 43.4% 85 7.06% 5.1
PBF
3802
Petix & Botte Financial
California
$376M +$22.6M +6% 5.59% 47.5% 128 7.81% 2.6
Dumont & Blake Investment Advisors
3803
Dumont & Blake Investment Advisors
New Jersey
$375M -$331M -47% 6.59% 86.1% 205 5.37% 6.5
MMA Asset Management
3804
MMA Asset Management
Pennsylvania
$375M +$162M +76% 6.22% 54.3% 137 22.63% 2.2
Numerai
3805
Numerai
California
$375M +$100M +36% 9.57% 52.7% 455 55.82% 0.3
Marion Wealth Management
3806
Marion Wealth Management
Pennsylvania
$375M +$34.5M +10% 5.73% 51.7% 128 8.59% 1.9
Rockport Wealth
3807
Rockport Wealth
Ohio
$375M +$138M +58% 6.81% – 78 30.77% 0.4
Marcho Partners
3808
Marcho Partners
United Kingdom
$375M -$7.62M -2% 9.86% 115% 13 7.69% 1.8
MIC
3809
Maxi Investments CY
Cyprus
$375M -$70.6M -16% 7.45% 83.2% 130 56.92% 0.9
First Reserve GP XIII
3810
First Reserve GP XIII
Connecticut
$375M -$3.97M -1% 1.05% 5.56% 1 0% 0.8
Beck Capital Management
3811
Beck Capital Management
Texas
$374M +$11.2M +3% 5.09% 291% 132 29.55% 1.6
Reverence Capital Partners
3812
Reverence Capital Partners
New York
$374M +$90.5M +32% 16.3% 5.38% 1 0% 0.5
Advanced Asset Management Advisors
3813
Advanced Asset Management Advisors
Ohio
$374M -$2.01M -0.5% 5.48% 93.6% 87 1.15% 4.7
Pinnacle Bancorp
3814
Pinnacle Bancorp
Nebraska
$374M +$35.4M +10% 7.89% 72.9% 890 6.85% 4.2
Oliver Lagore Vanvalin Investment Group
3815
Oliver Lagore Vanvalin Investment Group
Michigan
$374M +$25.3M +7% 4.59% – 780 18.72% 1.7
Tradewinds Capital Management
3816
Tradewinds Capital Management
Washington
$374M +$34.8M +10% 7.21% 96.9% 655 15.42% 4.1
Paulson Wealth Management
3817
Paulson Wealth Management
Illinois
$374M +$31.1M +9% 6.35% 57.1% 151 7.28% 2.8
Financial Gravity Companies
3818
Financial Gravity Companies
Texas
$374M – – 5.26% – 699 – 2.4
Nordwand Advisors
3819
Nordwand Advisors
Pennsylvania
$374M +$144M +63% 8.55% 93% 174 32.18% 1
Truvestments Capital
3820
Truvestments Capital
Florida
$373M +$122M +49% 6.97% 131% 934 76.02% 0.7
Archer Investment Corporation
3821
Archer Investment Corporation
Indiana
$373M +$30.4M +9% 6.61% 68.2% 1,155 7.19% 2.7
Platte River Wealth Advisors
3822
Platte River Wealth Advisors
Colorado
$373M +$16.3M +5% 5.36% 28.6% 97 5.15% 3.4
Estuary Capital Management
3823
Estuary Capital Management
Minnesota
$373M +$62.7M +20% 9.35% – 24 62.5% 0.4
Legacy Wealth Asset Management
3824
Legacy Wealth Asset Management
Minnesota
$373M +$18.1M +5% 7.73% 116% 358 8.94% 2.5
Builder Investment Group
3825
Builder Investment Group
Georgia
$372M +$5.85M +2% 4.23% 169% 104 5.77% 1.5