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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)
Engrave Wealth Partners
4101
Engrave Wealth Partners
Texas
$214M -$11.9M -5% 3.01% 39.9% 60 15% 1.5
S.E.E.D. Planning Group
4102
S.E.E.D. Planning Group
New York
$214M -$6.96M -3% 4.16% 57.3% 86 6.98% 1.9
Ballast Advisors
4103
Ballast Advisors
Minnesota
$214M -$8.54M -4% 4.35% 66.7% 184 5.43% 2.5
Buck Wealth Strategies
4104
Buck Wealth Strategies
Colorado
$214M – – 4.68% 42% 57 – 0
Arena Investors
4105
Arena Investors
New York
$214M -$12.4M -5% 0.66% – 199 29.15% 0.3
Old Mission Investment Co
4106
Old Mission Investment Co
Michigan
$214M -$15.2M -7% 5.41% 82% 107 4.67% 2.2
United Capital Management of KS
4107
United Capital Management of KS
Kansas
$214M +$967K +0.5% 2.42% 272% 91 12.09% 2.4
Jackson Creek Investment Advisors
4108
Jackson Creek Investment Advisors
Colorado
$214M -$33.8M -14% 1.47% 239% 363 37.19% 0.8
TS Financial Group (TSFG)
4109
TS Financial Group (TSFG)
Illinois
$214M -$19.1M -8% 5.19% 81% 1,064 8.18% 2.4
PH
4110
Pinnacle Holdings
Oklahoma
$214M -$4.81M -2% 2.66% 79.6% 251 25.5% 4.4
Citizens & Northern Corp
4111
Citizens & Northern Corp
Pennsylvania
$213M -$16.1M -7% 5.35% 73.3% 103 8.74% 5.3
Leonard Rickey Investment Advisors
4112
Leonard Rickey Investment Advisors
Washington
$213M -$15.3M -7% 5.54% 55.9% 66 10.61% 3.3
Income Research & Management
4113
Income Research & Management
Massachusetts
$213M -$20.1M -9% 0.03% 1.19% 24 8.33% 1.4
Hayek Kallen Investment Management
4114
Hayek Kallen Investment Management
Alabama
$213M -$16.6M -7% 5.88% 71.9% 86 5.81% 5.2
MYDA Advisors
4115
MYDA Advisors
New York
$213M -$145M -40% 1.96% 232% 249 56.63% 0.6
LGT Fund Management
4116
LGT Fund Management
Liechtenstein
$213M -$469M -69% 3.65% 121% 185 37.84% 0.6
AC
4117
ASB Consultores
Florida
$213M -$17M -7% 4.78% 84.6% 191 15.18% 0.6
Key Financial Inc
4118
Key Financial Inc
Pennsylvania
$213M +$28M +15% 5.83% 55.5% 1,204 5.98% 1.4
Investment Management Associates
4119
Investment Management Associates
Colorado
$213M -$19.9M -9% 3.32% 51.6% 44 9.09% 1.4
Kiley Juergens Wealth Management
4120
Kiley Juergens Wealth Management
Washington
$213M +$1.39M +0.7% 3.85% 106% 75 10.67% 2.5
Biechele Royce Advisors
4121
Biechele Royce Advisors
Indiana
$213M -$12.5M -6% 3.87% 39.2% 67 11.94% 2.9
Allegheny Financial Group
4122
Allegheny Financial Group
Pennsylvania
$213M -$2.02M -0.9% 1.88% 71.1% 175 12.57% 1.3
BCS Wealth Management
4123
BCS Wealth Management
Tennessee
$213M -$12.6M -6% 4.61% 46.7% 194 18.04% 1.7
Ayalon Insurance Company
4124
Ayalon Insurance Company
Israel
$212M +$2.45M +1% 5.14% 99.6% 112 10.71% 3.2
Bay Harbor Wealth Management
4125
Bay Harbor Wealth Management
Maryland
$212M -$9.27M -4% 6.09% 47.9% 219 21.46% 1.9