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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)
Jenkins Wealth
3951
Jenkins Wealth
Colorado
$307M – – 4.97% – 31 – 0
Summit Financial Group
3952
Summit Financial Group
West Virginia
$307M +$30.8M +11% 7.84% 26.1% 215 6.98% 2.5
Dixon Hughes Goodman Wealth Advisors
3953
Dixon Hughes Goodman Wealth Advisors
North Carolina
$307M – – 7.19% – 874 – 0
Market Street Wealth Management Advisors
3954
Market Street Wealth Management Advisors
Indiana
$307M +$54.5M +22% 4.73% 44% 79 18.99% 1.7
Paradiem
3955
Paradiem
Louisiana
$307M -$29.3M -9% 9.54% 107% 113 18.58% 0.8
Versant Capital Management
3956
Versant Capital Management
Arizona
$307M +$23.6M +8% 5.31% 97.3% 1,667 5.22% 4.1
Gleason Group
3957
Gleason Group
Kentucky
$306M +$29.6M +11% 7.25% 69.1% 216 6.94% 1.7
Hendley & Co
3958
Hendley & Co
Ohio
$306M +$20.1M +7% 12.9% 64.9% 76 13.16% 4.4
Burt Wealth Advisors
3959
Burt Wealth Advisors
Maryland
$306M -$7.59M -2% 4.5% 57.3% 103 17.48% 5.2
Richmond Hill Investments
3960
Richmond Hill Investments
New York
$306M -$25.7M -8% 6.38% 55.2% 10 0% 2.6
Prism Advisors
3961
Prism Advisors
California
$306M +$25.3M +9% 6.27% 54.6% 57 12.28% 2.2
Fernwood Investment Management
3962
Fernwood Investment Management
Massachusetts
$306M +$14.7M +5% 7.3% 83.4% 219 13.24% 3.3
Falcon Wealth Planning
3963
Falcon Wealth Planning
California
$306M +$42.6M +16% 7.93% 56.4% 82 17.07% 0.7
Pasadena Private Wealth
3964
Pasadena Private Wealth
California
$306M +$20M +7% 5.83% 53% 133 37.59% 1.3
Raffa Wealth Management
3965
Raffa Wealth Management
District of Columbia
$305M +$17M +6% 2.64% 35.8% 1,156 6.23% 1.7
IP
3966
Isomer Partners
New York
$305M -$63M -17% 11.6% 57.2% 26 42.31% 0.8
Steginsky Capital
3967
Steginsky Capital
New York
$305M +$39.1M +15% 16.9% 99.4% 8 12.5% 4.9
Red Door Wealth Management
3968
Red Door Wealth Management
Tennessee
$305M +$43.5M +17% 11.4% 100% 167 11.98% 1.4
Raab & Moskowitz Asset Management
3969
Raab & Moskowitz Asset Management
New Jersey
$305M +$28.1M +10% 11.3% 84.7% 169 6.51% 4.5
Highland Management Partners 9
3970
Highland Management Partners 9
Massachusetts
$305M – – 12.9% – 5 – 0
Curtis Advisory Group
3971
Curtis Advisory Group
California
$305M +$29.3M +11% 10% 79.8% 85 16.47% 1.4
O'Brien Greene & Co
3972
O'Brien Greene & Co
Pennsylvania
$304M +$30.3M +11% 10.5% 90.9% 145 13.1% 1.8
BDWCC
3973
B&D White Capital Company
Texas
$304M +$44.4M +17% 11% 44.2% 77 36.36% 0.6
Bard Associates
3974
Bard Associates
Illinois
$304M +$7.99M +3% 12.3% 241% 183 4.92% 4.3
Day & Ennis
3975
Day & Ennis
Georgia
$304M +$14.8M +5% 6.71% 15.2% 128 11.72% 3