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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)
Platte River Wealth Advisors
3826
Platte River Wealth Advisors
Colorado
$181M – – 20.2% 28.6% 85 – 0.5
HCIA
3827
Hochman Cole Investment Advisors
Illinois
$181M +$35.7M +24% 20% 42.7% 115 17.39% 2.9
Shaker Financial Services
3828
Shaker Financial Services
Virginia
$181M +$33.1M +22% 13.8% 12.9% 189 37.04% 1.1
Apollon Wealth Management
3829
Apollon Wealth Management
South Carolina
$181M +$83.6M +86% 31.1% 96.7% 765 91.9% 0.1
Inscription Capital
3830
Inscription Capital
Texas
$181M +$30.8M +20% 20% – 151 21.85% 1
Physicians Financial Services
3831
Physicians Financial Services
North Carolina
$181M +$35.5M +24% 23.5% 100% 113 14.16% 3.4
MinichMacGregor Wealth Management
3832
MinichMacGregor Wealth Management
New York
$181M +$69.2M +62% 15.1% 130% 129 91.47% 0.4
Shelter Insurance Retirement Plan
3833
Shelter Insurance Retirement Plan
Missouri
$181M +$16.7M +10% 10.4% 60.5% 8 50% 0.3
Trust Company of Kansas
3834
Trust Company of Kansas
Kansas
$181M +$12.7M +8% 17.3% 87% 57 22.81% 0.4
MCL
3835
MIK Capital LP
New York
$180M -$79.3M -31% 44.1% – 61 93.44% 0.1
Total Wealth Planning
3836
Total Wealth Planning
Ohio
$180M +$26.7M +17% 15% 37.2% 37 13.51% 1.2
Blume Capital Management
3837
Blume Capital Management
California
$180M +$24.3M +16% 20.8% 102% 250 15.6% 3.8
Stewardship Advisors
3838
Stewardship Advisors
Pennsylvania
$180M +$26.5M +17% 13.2% 46.1% 42 23.81% 0.4
Arkadios Wealth Advisors
3839
Arkadios Wealth Advisors
Georgia
$180M +$23.4M +15% 22.5% 91.1% 1,404 42.66% 0.4
Stordahl Capital Management
3840
Stordahl Capital Management
Colorado
$180M +$18.4M +11% 15.2% 54% 41 7.32% 2.2
Bard Associates
3841
Bard Associates
Illinois
$180M +$44.3M +33% 38.6% 241% 164 10.37% 4.4
TCG Advisors
3842
TCG Advisors
Texas
$180M +$58.3M +48% 15.3% – 147 40.14% 0.8
Pacific Wealth Strategies Group
3843
Pacific Wealth Strategies Group
California
$180M +$33.4M +23% 20.5% 75.5% 79 7.59% 2.7
Guidance Point Advisors
3844
Guidance Point Advisors
Massachusetts
$180M +$26.2M +17% 12.3% 71.8% 76 18.42% 1.1
Ford Financial Group
3845
Ford Financial Group
California
$180M +$30M +20% 18.3% 47.7% 100 15% 1.4
Atlanta Financial Associates
3846
Atlanta Financial Associates
Georgia
$180M +$53.3M +42% 13% – 70 22.86% 0.2
Moerus Capital Management
3847
Moerus Capital Management
New York
$180M -$25.1M -12% 14.8% 220% 14 14.29% 1.4
Nicollet Investment Management
3848
Nicollet Investment Management
Minnesota
$180M +$44.6M +33% 29% 104% 57 3.51% 2.3
Madison International Realty Holdings
3849
Madison International Realty Holdings
New York
$180M +$38.5M +27% 7.37% – 8 12.5% 1.5
FA
3850
Financial Advisors
Massachusetts
$179M +$31.6M +21% 15% 71.5% 66 15.15% 1.3