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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)
Ironwood Wealth Management (Arizona)
4101
Ironwood Wealth Management (Arizona)
Arizona
$308M +$8.7M +3% 2.99% 34.2% 45 4.44% 5
Brady Family Wealth
4102
Brady Family Wealth
Missouri
$308M +$16.5M +6% 6.04% 74.7% 120 3.33% 1.2
Keystone Financial Planning
4103
Keystone Financial Planning
Ohio
$308M +$5.67M +2% 5.58% 46% 51 7.84% 5.8
Second Line Capital
4104
Second Line Capital
Louisiana
$308M +$58.4M +23% 8.19% – 123 24.39% 0.2
Collective Family Office
4105
Collective Family Office
Pennsylvania
$308M +$23.7M +8% 5.73% 52.5% 186 11.29% 2
St. Clair Advisors
4106
St. Clair Advisors
Ohio
$308M +$17.8M +6% 8.8% 77.5% 82 7.32% 1.9
ValueWorks
4107
ValueWorks
New York
$308M +$13.4M +5% 7.38% 190% 33 0% 5.2
Grant Street Asset Management
4108
Grant Street Asset Management
Pennsylvania
$308M +$25.4M +9% 6.65% 47.2% 69 13.04% 1.9
Keystone Wealth Services
4109
Keystone Wealth Services
California
$308M +$16M +5% 7.53% 91.1% 229 9.17% 1.5
West Michigan Advisors
4110
West Michigan Advisors
Michigan
$308M +$43.8M +17% 10.3% 86.6% 184 20.65% 1.3
Landaas & Company
4111
Landaas & Company
Wisconsin
$307M +$37.9M +14% 8.04% 68.3% 90 16.67% 3.1
CG
4112
Cutler Group
California
$307M -$811M -73% 17.2% 57.7% 3,982 51.18% 2.5
Gavilan Investment Partners
4113
Gavilan Investment Partners
California
$307M +$38.1M +14% 16.7% 109% 13 0% 1.2
High Note Wealth
4114
High Note Wealth
Minnesota
$307M +$41.3M +16% 8.77% 82.8% 97 11.34% 2.3
Fourthstone LLC
4115
Fourthstone LLC
Missouri
$307M -$187M -38% 13.3% 104% 66 57.58% 1.8
BetterWealth
4116
BetterWealth
California
$307M +$14.5M +5% 4.77% 63.3% 67 14.93% 1.3
Safeguard Financial
4117
Safeguard Financial
Wisconsin
$307M +$42.8M +16% 8.76% 21.9% 86 13.95% 1.3
Birinyi Associates
4118
Birinyi Associates
Connecticut
$307M +$25.2M +9% 10.4% 133% 60 15% 6.4
Capital Planning
4119
Capital Planning
Washington
$307M +$25.4M +9% 7.78% 81.2% 85 17.65% 2.1
Guidance Point Advisors
4120
Guidance Point Advisors
Massachusetts
$307M +$36.1M +13% 9.42% 71.8% 86 20.93% 3
Atticus Wealth Management
4121
Atticus Wealth Management
Florida
$306M +$22.4M +8% 7.26% 73.9% 589 11.21% 2.4
Whitener Capital Management
4122
Whitener Capital Management
North Carolina
$305M +$29.1M +11% 11.1% 113% 163 12.27% 4
SG Capital Management
4123
SG Capital Management
Illinois
$305M -$31.6M -9% 10.3% 175% 76 75% 0.2
Walter & Keenan Wealth Management
4124
Walter & Keenan Wealth Management
Indiana
$305M +$25.6M +9% 10.8% 92% 150 11.33% 4.4
Roanoke Asset Management
4125
Roanoke Asset Management
New Jersey
$305M +$35.2M +13% 15.4% 50.3% 108 6.48% 6.5