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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)
Warther Private Wealth
4076
Warther Private Wealth
Ohio
$418M -$4.31M -1% 1.18% 94.1% 53 13.21% 2.1
Nikulski Financial
4077
Nikulski Financial
Iowa
$418M +$20.3M +5% 2.99% 107% 183 25.68% 3.4
Old Mission Investment Co
4078
Old Mission Investment Co
Michigan
$418M +$7.32M +2% 2.63% 82% 142 11.97% 3.7
Leverty Financial Group
4079
Leverty Financial Group
Wisconsin
$418M +$32.9M +9% 1.76% 57.3% 50 14% 1.9
Rialto Wealth Management
4080
Rialto Wealth Management
New York
$418M +$30.5M +8% 1.53% – 1,821 13.56% 0.7
Avalon Capital Management
4081
Avalon Capital Management
California
$418M +$10M +2% 9.96% 163% 152 21.05% 1.8
Paradiem
4082
Paradiem
Louisiana
$418M -$10.9M -3% 4.69% 107% 70 21.43% 1.9
Progressive Investment Management
4083
Progressive Investment Management
Oregon
$418M +$6.39M +2% 4.2% 139% 56 3.57% 5.2
PI
4084
Pennant Investors
New Jersey
$418M +$46.2M +12% 11.2% 372% 17 11.76% 2.9
Hill Island Financial
4085
Hill Island Financial
Michigan
$418M +$17.3M +4% 3.05% 78.3% 83 12.05% 2
Fermata Advisors
4086
Fermata Advisors
California
$417M +$22.2M +6% 2.26% 58.3% 227 11.01% 2
Oak Harbor Wealth Partners
4087
Oak Harbor Wealth Partners
North Carolina
$416M +$11.7M +3% 3.15% 73.9% 290 16.21% 2.5
Gavilan Investment Partners
4088
Gavilan Investment Partners
California
$416M -$31.2M -7% 3.36% 109% 13 0% 2.6
Mezzasalma Advisors
4089
Mezzasalma Advisors
New Jersey
$416M +$25.6M +7% 3.19% 203% 170 11.18% 1.8
Z3 Capital Partners
4090
Z3 Capital Partners
Virginia
$416M – – 2.42% – 190 – 0
Dumont & Blake Investment Advisors
4091
Dumont & Blake Investment Advisors
New Jersey
$416M +$3.77M +0.9% 2.94% 86.1% 215 8.84% 7.2
Strategic Investment Solutions
4092
Strategic Investment Solutions
Illinois
$416M +$37.8M +10% 3.46% – 707 19.24% 1.8
RIA Advisory Group
4093
RIA Advisory Group
Iowa
$416M +$25.7M +7% 6.82% – 166 22.89% 1.2
FIM
4094
FWL Investment Management
Texas
$416M +$32M +8% 4.65% 165% 400 25.75% 1.3
Granite Bay Wealth Management
4095
Granite Bay Wealth Management
New Hampshire
$416M +$31.6M +8% 2.59% – 96 16.67% 1.2
RDA Financial Network
4096
RDA Financial Network
Iowa
$415M +$9.9M +2% 2.68% 93.4% 273 8.79% 3.6
Barometer Capital Management
4097
Barometer Capital Management
Ontario, Canada
$415M -$22.1M -5% 8.98% 339% 173 24.28% 0.9
Meridian Investment Counsel
4098
Meridian Investment Counsel
California
$415M +$10.1M +2% 3.29% 116% 244 6.56% 6.4
Capricorn Fund Managers
4099
Capricorn Fund Managers
United Kingdom
$415M +$117M +39% 29.4% 173% 106 66.98% 0.6
G2 Capital Management
4100
G2 Capital Management
Ohio
$415M +$18.6M +5% 2.53% 55.1% 74 9.46% 2.4