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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)
Lloyd Advisory Services
4076
Lloyd Advisory Services
Georgia
$159M +$23.8M +18% 9.76% 47.7% 355 28.45% 0.4
Legend Financial Advisors
4077
Legend Financial Advisors
Pennsylvania
$159M +$47.6M +43% 27.7% 117% 38 47.37% 0.7
Ballast Inc
4078
Ballast Inc
Kentucky
$159M +$18.2M +13% 17.9% 71.3% 89 4.49% 2.1
Hapanowicz & Associates Financial Services
4079
Hapanowicz & Associates Financial Services
Pennsylvania
$159M +$18.6M +13% 12.1% 58.5% 19 10.53% 2.5
DLG
4080
Daniel L. Goodwin
$159M +$35M +28% 27.7% 72.6% 94 10.64% 3.4
Strategic Family Wealth Counselors
4081
Strategic Family Wealth Counselors
New Jersey
$159M +$25M +19% 15.3% 72.3% 85 22.35% 1
Nationwide Asset Management
4082
Nationwide Asset Management
Ohio
$159M +$87.3M +122% 11.1% 8.56% 10 20% 0.4
Peloton Wealth Strategists
4083
Peloton Wealth Strategists
Indiana
$159M +$36M +29% 27.7% 51.3% 78 12.82% 2.7
Beacon Wealthcare Inc
4084
Beacon Wealthcare Inc
North Carolina
$159M +$17.9M +13% 12% 31.6% 11 9.09% 2.2
Biechele Royce Advisors
4085
Biechele Royce Advisors
Indiana
$159M +$28.5M +22% 24.6% 39.2% 44 13.64% 1.9
Peddock Capital Advisors
4086
Peddock Capital Advisors
Massachusetts
$159M +$24.8M +19% 20.9% 113% 106 11.32% 4.8
HCM
4087
Highlander Capital Management
New Jersey
$159M +$19.5M +14% 20.8% 34.4% 660 11.67% 4.4
MFC
4088
Miramar Fiduciary Corp
Nevada
$159M +$67.4M +74% 10.5% – 4 0% 1.5
Bryn Mawr Capital Management
4089
Bryn Mawr Capital Management
Pennsylvania
$158M +$11.3M +8% 21.7% 71.4% 90 17.78% 2.1
Bison Wealth
4090
Bison Wealth
Georgia
$158M +$20.4M +15% 20.6% 37.4% 377 19.1% 2
Round Hill Asset Management
4091
Round Hill Asset Management
California
$158M +$15.2M +11% 21.1% 43.2% 59 6.78% 3
Asio Capital
4092
Asio Capital
Kentucky
$158M +$40.6M +35% 23.5% 98% 144 50% 0.2
Sonata Capital Group
4093
Sonata Capital Group
Washington
$158M +$24.8M +19% 18.9% 66.5% 113 9.73% 3.8
AB
4094
Atlas Brown
Kentucky
$158M +$29.7M +23% 19.1% 115% 153 13.07% 4.3
Allred Capital Management
4095
Allred Capital Management
Texas
$158M +$28.7M +22% 18.2% 73.5% 163 18.4% 1.2
SCM
4096
Symons Capital Management
Pennsylvania
$158M -$13.4M -8% 12.8% 25.4% 108 47.22% 1.1
Elizabeth Park Capital Advisors
4097
Elizabeth Park Capital Advisors
Ohio
$157M +$25.3M +19% 16.3% 119% 47 36.17% 1.4
Pragma Gestao de Patrimonio
4098
Pragma Gestao de Patrimonio
Brazil
$157M +$40.3M +34% 26.1% 75.2% 22 27.27% 0.4
Kestrel Investment Management
4099
Kestrel Investment Management
California
$157M +$28.2M +22% 31.3% 89.2% 48 35.42% 1.4
Wolff Financial Management
4100
Wolff Financial Management
Michigan
$157M +$24.8M +19% 16.3% 56.7% 81 3.7% 1.3