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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)
Marshall Financial Group (Maryland)
3901
Marshall Financial Group (Maryland)
Maryland
$237M -$13.5M -5% 5.04% 63.5% 180 2.22% 1.3
Hamilton Wealth
3902
Hamilton Wealth
California
$237M -$18.9M -7% 4% 108% 103 46.6% 1
IAM Advisory
3903
IAM Advisory
Pennsylvania
$237M -$6.74M -3% 4.98% 74.5% 86 17.44% 0.7
Financial Sense Advisors
3904
Financial Sense Advisors
California
$237M -$36.9M -13% 5.95% 152% 108 25% 0.9
Confluence Wealth Services
3905
Confluence Wealth Services
Pennsylvania
$236M +$8.76M +4% 4.42% 64.5% 283 25.8% 0.6
Gries Financial
3906
Gries Financial
Ohio
$236M +$26.2M +12% 5.5% 71.3% 155 29.68% 1
LSP Investment Advisors
3907
LSP Investment Advisors
New York
$236M -$17.1M -7% 3.28% 79.5% 33 12.12% 1
ST
3908
SAL Trading
Pennsylvania
$236M -$300K -0.1% 8.78% 18.9% 56 46.43% 0.3
Semmax Financial Advisors
3909
Semmax Financial Advisors
North Carolina
$236M -$9.02M -4% 6.13% – 300 6% 2.7
Aflac Inc
3910
Aflac Inc
Georgia
$236M -$29.1M -11% 0.89% 28.8% 5 60% 0.2
Redhawk Wealth Advisors
3911
Redhawk Wealth Advisors
Minnesota
$236M +$15.5M +7% 2.59% 116% 194 38.66% 1.6
AC
3912
Athos Capital
Hong Kong
$236M -$29.4M -11% 1.44% 110% 150 22.67% 0.8
Frisch Financial Group
3913
Frisch Financial Group
New York
$236M -$23M -9% 4.86% 66.6% 129 11.63% 2.5
Walter & Keenan Wealth Management
3914
Walter & Keenan Wealth Management
Indiana
$236M -$17.1M -7% 6.33% 92% 147 10.2% 3.6
Claar Advisors
3915
Claar Advisors
New York
$236M -$19.8M -8% 5.93% 65.5% 37 10.81% 2.4
Reliant Wealth Planning
3916
Reliant Wealth Planning
Kentucky
$236M -$2.74M -1% 4.57% 39.4% 15 0% 0.9
FCA Corp
3917
FCA Corp
Texas
$235M -$18.3M -7% 4.34% 57.4% 186 16.13% 4
Wambolt & Associates
3918
Wambolt & Associates
Colorado
$235M -$13.3M -5% 5.5% 62.2% 243 7.41% 2.6
Moerus Capital Management
3919
Moerus Capital Management
New York
$235M -$48.2M -17% 2.02% 220% 14 7.14% 3.1
CWAG
3920
Compton Wealth Advisory Group
Virginia
$235M +$3.05M +1% 5.8% 76.1% 98 8.16% 2.3
DFPG Investments
3921
DFPG Investments
Utah
$235M +$5.91M +3% 3.12% 38.2% 189 24.34% 2
Riverpoint Wealth Management Holdings
3922
Riverpoint Wealth Management Holdings
Illinois
$235M -$13.3M -5% 6.78% 53.6% 46 6.52% 4.2
Wittenberg Investment Management
3923
Wittenberg Investment Management
Massachusetts
$235M -$1.5M -0.6% 4.47% 89.9% 90 12.22% 3.7
Mount Capital
3924
Mount Capital
United Kingdom
$235M -$49.4M -17% 8.45% 34.4% 48 41.67% 0.5
Canvas Wealth Advisors
3925
Canvas Wealth Advisors
Kansas
$235M -$13.7M -5% 4.69% 115% 143 24.48% 1.1