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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)
Allegheny Financial Group
4101
Allegheny Financial Group
Pennsylvania
$248M +$8.35M +3% 6.86% 72.7% 172 6.4% 1.7
ST
4102
Skorpios Trust
Cyprus
$247M -$66.9M -21% 19.9% 174% 4 0% 1.3
MPS Loria Financial Planners
4103
MPS Loria Financial Planners
Illinois
$247M +$22.4M +10% 9.14% 80% 74 6.76% 4.1
KI
4104
Kensington Investments
Netherlands
$247M +$51.6M +26% 26.4% – 1 0% 0.3
PI
4105
Pennant Investors
New Jersey
$247M +$47.6M +24% 8.17% 372% 18 16.67% 2.2
Thomas J. Herzfeld Advisors
4106
Thomas J. Herzfeld Advisors
Florida
$247M +$3.13M +1% 0.46% 17.7% 345 14.78% 2.9
Fortis Capital Management
4107
Fortis Capital Management
Washington
$247M +$112M +83% 13% 82% 104 13.46% 1.4
BetterWealth
4108
BetterWealth
California
$247M +$24.9M +11% 7.22% 63.3% 45 15.56% 0.8
Carronade Capital Management
4109
Carronade Capital Management
Connecticut
$247M -$212M -46% 1.44% 215% 32 59.38% 0.5
Pantechnicon Advisors
4110
Pantechnicon Advisors
United Kingdom
$247M +$60.2M +32% 12.8% – 21 42.86% 0.2
Madrona Venture Group
4111
Madrona Venture Group
Washington
$247M +$38.9M +19% 20% 233% 6 0% 1.5
IAM
4112
Innovis Asset Management
Illinois
$247M +$25.2M +11% 8.36% – 176 23.3% 0.2
Grant Street Asset Management
4113
Grant Street Asset Management
Pennsylvania
$246M +$14.7M +6% 4.9% 47.2% 62 22.58% 1.4
OneAscent Financial Services
4114
OneAscent Financial Services
Alabama
$246M +$11M +5% 5.52% 63.8% 213 33.33% 0.7
Claar Advisors
4115
Claar Advisors
New York
$246M +$18.9M +8% 8.71% 65.5% 34 14.71% 2.8
MFGP
4116
Marshall Financial Group (Pennsylvania)
Pennsylvania
$246M +$13.3M +6% 5.59% 65.5% 51 0% 3.7
Boyd Watterson Asset Management
4117
Boyd Watterson Asset Management
Ohio
$246M +$3.18M +1% 5.88% 116% 428 2.57% 1.9
Financial Insights
4118
Financial Insights
Washington
$246M +$34.5M +16% 8.91% 82.1% 177 27.68% 1.6
High Net Worth Advisory Group
4119
High Net Worth Advisory Group
Florida
$245M -$11.8M -5% 5.81% 75.7% 624 69.23% 1.2
BBJS Financial Advisors
4120
BBJS Financial Advisors
Washington
$245M +$23.5M +11% 13% – 144 14.58% 0.2
Empire Financial Management Company
4121
Empire Financial Management Company
New York
$245M – – 3.29% 78.3% 189 – 0
MBM Wealth Consultants
4122
MBM Wealth Consultants
Missouri
$245M +$29.1M +13% 5.33% 57.1% 350 18.86% 2.7
Ogorek Anthony Joseph
4123
Ogorek Anthony Joseph
New York
$245M +$14.8M +6% 3.65% 61.1% 287 22.65% 2.9
Cavalier Investments
4124
Cavalier Investments
Georgia
$245M -$34M -12% 6.46% 171% 105 47.62% 1.7
Accel Wealth Management
4125
Accel Wealth Management
Iowa
$245M +$35.6M +17% 2.5% 82.4% 1,275 3.14% 1.4