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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)
Keystone Wealth Services
4051
Keystone Wealth Services
California
$268M +$23.2M +9% 7.05% 80.1% 212 14.62% 1.1
Vantage Financial Partners (Wisconsin)
4052
Vantage Financial Partners (Wisconsin)
Wisconsin
$267M +$15.9M +6% 4.45% 53.8% 104 24.04% 0.8
Knuff & Co
4053
Knuff & Co
California
$267M +$14.3M +6% 8.37% 85.8% 132 8.33% 3.4
Washington University
4054
Washington University
Missouri
$267M -$113M -30% 29.4% 44% 12 58.33% 1.3
MPS Loria Financial Planners
4055
MPS Loria Financial Planners
Illinois
$266M +$18.7M +8% 8.51% 80% 78 7.69% 4.1
Prudent Man Advisors
4056
Prudent Man Advisors
Illinois
$266M +$10.2M +4% 4.83% 82.8% 216 12.5% 1.8
EnCap Flatrock Midstream Fund IV
4057
EnCap Flatrock Midstream Fund IV
Texas
$266M – – 1.84% – 1 – 0
CWM
4058
Cordatus Wealth Management
Pennsylvania
$266M +$187M +239% 7.56% 108% 169 79.88% 0.1
Stewardship Advisors
4059
Stewardship Advisors
Pennsylvania
$266M +$5.55M +2% 2.26% 46.1% 43 9.3% 1.9
Flagstar Advisors
4060
Flagstar Advisors
New York
$266M -$9.34M -3% 4.27% 81.9% 165 12.73% 1.5
Empower Annuity Insurance Company
4061
Empower Annuity Insurance Company
Connecticut
$266M -$3.61M -1% 1.34% 0.86% 1 0% 0.5
Ballast Advisors
4062
Ballast Advisors
Minnesota
$266M +$14.8M +6% 7.55% 66.7% 194 11.86% 2.9
Leonard Rickey Investment Advisors
4063
Leonard Rickey Investment Advisors
Washington
$266M +$9.09M +4% 4.18% 55.9% 73 12.33% 3.1
Lorne Steinberg Wealth Management
4064
Lorne Steinberg Wealth Management
Canada
$266M +$15.3M +6% 5.13% 83.4% 71 9.86% 1.8
Compton Financial Group
4065
Compton Financial Group
Maryland
$265M +$12M +5% 2.38% 37.7% 34 2.94% 1.8
L.M. Kohn & Company
4066
L.M. Kohn & Company
Ohio
$265M +$23.7M +10% 8.32% 97.9% 251 17.53% 1
Mountain Capital Investment Advisors
4067
Mountain Capital Investment Advisors
Colorado
$265M +$38M +17% 4.95% 63.3% 78 26.92% 1.8
Sentry Investment Management
4068
Sentry Investment Management
Wisconsin
$265M +$21.8M +9% 9.94% 103% 511 11.55% 4.7
Sovereign Investment Advisors
4069
Sovereign Investment Advisors
Arizona
$265M +$12.6M +5% 2.34% 43.7% 41 21.95% 2.2
Citizens & Northern Corp
4070
Citizens & Northern Corp
Pennsylvania
$265M +$8.31M +3% 6.69% 73.3% 101 5.94% 5.7
Ribbit Capital GP II
4071
Ribbit Capital GP II
California
$265M +$7.21M +3% 2.78% – 1 0% 1.5
Arctis Global
4072
Arctis Global
Puerto Rico
$265M -$287M -52% 5.07% 69.5% 30 90% 0.4
Outlook Wealth Advisors
4073
Outlook Wealth Advisors
Texas
$264M +$39.6M +18% 5.23% 70% 221 29.86% 1.5
Baker Hughes Holdings
4074
Baker Hughes Holdings
Texas
$264M +$32.1M +14% 15.2% 38.6% 2 50% 1.3
D.B. Root & Company
4075
D.B. Root & Company
Pennsylvania
$264M +$10.2M +4% 4.69% 57.3% 182 15.93% 3.4