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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
BE
3901
Bonness Enterprises
District of Columbia
$160M +$6.19M +4% 4.17% 94.6% 46 4.35%
CI
3902
Centerstone Investors
New York
$160M +$19.9M +14% 3.85% 73.7% 30 6.67%
UWPG
3903
Ullmann Wealth Partners Group
Florida
$160M +$4.58M +3% 2.99% 62.2% 69 7.25%
SV
3904
Stilwell Value
New York
$160M +$9.21M +6% 9.7% 87.9% 42 7.14%
OQC
3905
Optimum Quantvest Corp
Connecticut
$160M 3.97% 13
MWM
3906
Mascoma Wealth Management
New Hampshire
$160M +$10.7M +7% 2.57% 40% 422 13.51%
SFA
3907
Spectrum Financial Alliance
Kentucky
$160M +$13.7M +9% 12% 185% 16 25%
PWSG
3908
Pacific Wealth Strategies Group
California
$160M +$4.77M +3% 3.31% 75.5% 82 2.44%
NIM
3909
Nicollet Investment Management
Minnesota
$159M +$7.48M +5% 5.13% 83.3% 68 5.88%
EA
3910
Evergreen Advisors
Tennessee
$159M +$40.6M +34% 2.9% 18 27.78%
SAMC
3911
Spectrum Asset Management (California)
California
$159M +$10.6M +7% 3.08% 62.9% 94 23.4%
IC
3912
Innealta Capital
Texas
$159M -$8.88M -5% 2.13% 63.7% 64 26.56%
DCM
3913
Delta Capital Management
New Jersey
$159M +$3.58M +2% 4.42% 125% 68 7.35%
PP
3914
Parplus Partners
New York
$158M +$16.6M +12% 3.72% 1 0%
SIM
3915
Stratos Investment Management
Ohio
$158M +$31.6M +25% 3.31% 58.2% 77 18.18%
PBO
3916
Peoples Bank (Ohio)
Ohio
$158M +$146K +0.1% 3.17% 71.7% 102 6.86%
PWA
3917
Peterson Wealth Advisors
Utah
$158M +$8.46M +6% 2.46% 46.4% 42 7.14%
CI
3918
Chartist Inc
California
$158M +$38.8M +33% 4.1% 36 33.33%
JFGLC
3919
Johnson Financial Group LLC (Colorado)
Colorado
$158M +$28M +22% 1.38% 58.7% 29 48.28%
AC
3920
Avestar Capital
New York
$158M +$5.54M +4% 3.05% 101% 1,027 9.64%
HW
3921
Hedeker Wealth
Illinois
$158M +$25.2M +19% 4.85% 141% 66 15.15%
SCA
3922
Sander Capital Advisors
Washington
$158M +$16.5M +12% 13% 68.8% 13 30.77%
HKIM
3923
Hayek Kallen Investment Management
Alabama
$158M +$3.46M +2% 3.34% 71.9% 69 4.35%
DC
3924
Diametric Capital
Massachusetts
$158M +$30.3M +24% 4.31% 175% 164 65.85%
WS
3925
Wela Strategies
Georgia
$158M +$7.56M +5% 2.52% 51.3% 33 3.03%