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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)
West Michigan Advisors
3826
West Michigan Advisors
Michigan
$455M +$19.6M +5% 3.15% 86.6% 332 29.22% 1.8
AIS
3827
AM Investment Strategies
Tennessee
$455M -$26M -5% 4.53% 135% 122 13.93% 3.1
Garden State Investment Advisory Services
3828
Garden State Investment Advisory Services
New Jersey
$455M +$811K +0.2% 2.08% 94% 384 27.08% 1.6
Aries Wealth Management
3829
Aries Wealth Management
Maine
$455M +$3.18M +0.7% 0.43% 87.7% 245 9.39% 3
TPWM
3830
Twelve Points Wealth Management
Massachusetts
$455M +$10.4M +2% 1.52% 56.8% 211 12.32% 2.8
Paradiem
3831
Paradiem
Louisiana
$454M +$36M +9% 8.6% 107% 75 30.67% 1.5
Barry Investment Advisors
3832
Barry Investment Advisors
Massachusetts
$454M +$4.35M +1% 6.88% 66.7% 109 15.6% 4.3
Peddock Capital Advisors
3833
Peddock Capital Advisors
Massachusetts
$453M -$23.8M -5% 1.25% 113% 170 8.24% 6.5
Vodafone Ventures
3834
Vodafone Ventures
United Kingdom
$453M +$56M +14% 14.1% – 1 0% 0.3
Farmers National Bank
3835
Farmers National Bank
Kentucky
$453M +$5.3M +1% 0.03% – 197 12.18% 6.2
Act Two Investors
3836
Act Two Investors
California
$453M -$103M -18% 10.2% 53% 40 15% 3.7
Waller Financial Planning Group
3837
Waller Financial Planning Group
Ohio
$453M +$2.73M +0.6% 0.59% 47.5% 79 11.39% 4.5
Bulltick Wealth Management
3838
Bulltick Wealth Management
Florida
$453M -$17.9M -4% 4.45% 58.2% 162 34.57% 1.5
Compton Financial Group
3839
Compton Financial Group
Maryland
$453M +$11.1M +3% 1.48% 37.7% 72 15.28% 2.1
Wolff Financial Management
3840
Wolff Financial Management
Michigan
$453M +$7.89M +2% 0.42% 56.7% 104 3.85% 2.9
Addison Advisors
3841
Addison Advisors
Vermont
$452M +$7.33M +2% 0.2% 54.5% 999 12.11% 2.9
Blankinship & Foster
3842
Blankinship & Foster
California
$452M -$10.4M -2% 1.4% 67.1% 80 7.5% 4.8
Waterway Wealth Management
3843
Waterway Wealth Management
Texas
$452M +$10.4M +2% 3.38% 52.2% 99 25.25% 1
Essex Savings Bank
3844
Essex Savings Bank
Connecticut
$452M -$9.38M -2% 3.86% 95.2% 324 9.57% 4.2
Leverty Financial Group
3845
Leverty Financial Group
Wisconsin
$452M +$33.8M +8% 1.69% 57.3% 53 24.53% 2.2
HGC Investment Management
3846
HGC Investment Management
Ontario, Canada
$451M -$20.3M -4% 0.69% 33.2% 205 39.02% 0.4
Marion Wealth Management
3847
Marion Wealth Management
Pennsylvania
$451M +$1.29M +0.3% 1.6% 51.7% 154 11.69% 2.6
CDAM (UK)
3848
CDAM (UK)
United Kingdom
$451M -$99M -18% 15.5% 7.89% 12 16.67% 3.8
Lind Value II ApS
3849
Lind Value II ApS
Denmark
$451M +$141M +46% 12% – 11 45.45% 0.5
SIM
3850
SW Investment Management
Colorado
$451M +$74.8M +20% 8.59% 143% 8 12.5% 2.6