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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)
Rench Wealth Management
4051
Rench Wealth Management
Texas
$174M +$18.8M +12% 7.13% 106% 46 4.35% 4.2
Brandywine Trust
4052
Brandywine Trust
Delaware
$173M +$23.9M +16% 6.88% 32.7% 44 9.09% 3.5
Jackson Square Capital
4053
Jackson Square Capital
California
$173M – – 12% 423% 408 – 0
Qtron Investments
4054
Qtron Investments
Massachusetts
$173M +$8.41M +5% 12.6% 140% 282 39.72% 0.5
GA
4055
GRS Advisors
Illinois
$173M -$4.52M -3% 7.36% 54.3% 23 30.43% 0.8
Hayek Kallen Investment Management
4056
Hayek Kallen Investment Management
Alabama
$173M +$13.2M +8% 9.94% 71.9% 68 7.35% 4.7
Steginsky Capital
4057
Steginsky Capital
New York
$173M +$10.7M +7% 5.6% 99.4% 8 0% 2.9
Denver PWM
4058
Denver PWM
Colorado
$173M +$6.96M +4% 5.16% 48.6% 227 69.6% 1.4
Heritage Way Advisors
4059
Heritage Way Advisors
Illinois
$173M +$14.6M +9% 6.71% 79.4% 63 7.94% 2.3
Access Financial Services
4060
Access Financial Services
Minnesota
$173M +$32.2M +23% 5.43% 44.8% 79 16.46% 1.9
Summit Trail Advisors
4061
Summit Trail Advisors
New York
$172M -$109M -39% 15.2% 74.8% 121 63.64% 0.9
Neumann Capital Management
4062
Neumann Capital Management
California
$172M +$10.5M +7% 7.95% 89.9% 73 5.48% 4.4
Scholtz & Company
4063
Scholtz & Company
Connecticut
$172M +$22.6M +15% 7.55% 89.2% 62 22.58% 1.4
Continuum Advisory
4064
Continuum Advisory
Idaho
$172M +$22.6M +15% 5.99% 77% 143 12.59% 1.6
EFL
4065
ERn Financial LLC
Wisconsin
$172M +$31.9M +23% 5.73% 61.2% 71 22.54% 0.8
SFA
4066
Spectrum Financial Alliance
Kentucky
$172M +$17.2M +11% 9.04% 187% 13 7.69% 1.4
FC Advisory
4067
FC Advisory
Pennsylvania
$172M +$7.54M +5% 4.5% 46.6% 60 8.33% 3
Providence First Trust
4068
Providence First Trust
Arizona
$172M +$14M +9% 4.34% 64.1% 78 7.69% 1.6
Landmark Financial Advisors
4069
Landmark Financial Advisors
Kentucky
$172M +$10.8M +7% 5.94% 11.8% 68 17.65% 3.3
HBW Advisory Services
4070
HBW Advisory Services
California
$171M +$66.8M +64% 6.41% 68.6% 148 64.19% 0.1
Verde Capital Management
4071
Verde Capital Management
Michigan
$171M – – 5.73% 80.3% 38 – 0
Smart Money Group
4072
Smart Money Group
Texas
$171M +$46.4M +37% 5.66% 58.9% 88 29.55% 1
Stellar Capital Management
4073
Stellar Capital Management
Arizona
$171M +$15.6M +10% 8.11% 23.4% 83 7.23% 3.9
Unio Capital
4074
Unio Capital
New Jersey
$171M +$14.6M +9% 12.3% 97.8% 66 7.58% 1.6
BIA
4075
Bigelow Investment Advisors
Maine
$171M +$13.3M +8% 5.9% 75.7% 159 6.92% 1.6