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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)
Pinion Investment Advisors
4126
Pinion Investment Advisors
Kansas
$410M +$43.7M +12% 2.92% 81.7% 186 16.67% 3.1
EWA LLC
4127
EWA LLC
Pennsylvania
$410M +$48.4M +13% 2.49% 102% 289 26.64% 1.2
TSP Capital Management Group
4128
TSP Capital Management Group
New Jersey
$409M +$35.6M +10% 16.7% 186% 45 97.78% 0
Guidance Capital
4129
Guidance Capital
Kentucky
$409M +$26M +7% 2.23% 63.7% 230 15.65% 1.4
Weaver Consulting Group
4130
Weaver Consulting Group
California
$409M +$15.9M +4% 1.48% 56.4% 281 10.68% 3.4
Dunhill Financial
4131
Dunhill Financial
United Kingdom
$409M +$25.5M +7% 1.31% 58.6% 2,048 53.42% 0.7
Capco Asset Management
4132
Capco Asset Management
Florida
$409M -$20M -5% 1.6% 46.1% 29 10.34% 4.4
Hurlow Wealth Management Group
4133
Hurlow Wealth Management Group
Indiana
$408M +$22.4M +6% 2.3% 60.7% 126 10.32% 4.4
Arjuna Capital
4134
Arjuna Capital
North Carolina
$408M +$5.86M +1% 4.73% 118% 125 28.8% 2.3
Caitong International Asset Management
4135
Caitong International Asset Management
Hong Kong
$408M +$264M +183% 11.8% – 2,498 51.4% 0.4
AWIRL
4136
Al Warda Investments RSC Ltd
$408M -$110M -21% 23.6% – 1 0% 0.5
Dodds Wealth
4137
Dodds Wealth
Colorado
$408M +$4.03M +1% 1.05% 35.4% 61 9.84% 1.8
Farringdon Capital
4138
Farringdon Capital
United Kingdom
$407M +$14.2M +4% 1.53% – 676 75% 0.2
Navalign LLC
4139
Navalign LLC
California
$407M +$28.4M +7% 2.25% 50.7% 512 75.78% 0.9
Old Port Advisors
4140
Old Port Advisors
Maine
$407M +$9.26M +2% 3.4% 114% 251 13.15% 4.6
TOBAM
4141
TOBAM
France
$407M +$131M +48% 1.98% 76.5% 278 19.42% 2.9
Legacy Wealth Asset Management
4142
Legacy Wealth Asset Management
Minnesota
$407M -$4.45M -1% 1.87% 116% 388 13.4% 3
Bill Few Associates
4143
Bill Few Associates
Pennsylvania
$407M +$18.6M +5% 2.19% 91.5% 212 12.26% 2.7
Monarch Capital Management
4144
Monarch Capital Management
Indiana
$407M -$1.05M -0.3% 2.85% 77% 127 6.3% 8.3
DI
4145
Diligent Investors
California
$407M +$11M +3% 2.24% 82.2% 356 11.52% 4.4
Goodman Advisory Group
4146
Goodman Advisory Group
Massachusetts
$406M +$4.55M +1% 2.3% 101% 210 23.81% 0.8
Brown, Lisle/Cummings
4147
Brown, Lisle/Cummings
Rhode Island
$406M +$16.3M +4% 3.45% 82.3% 770 4.94% 2.7
Briaud Financial Planning
4148
Briaud Financial Planning
Texas
$406M +$100M +33% 9.03% 113% 38 7.89% 1.8
Baker Tilly Wealth Management
4149
Baker Tilly Wealth Management
Wisconsin
$406M -$37M -8% 3.4% 96.9% 299 13.04% 3
Logan Stone Capital
4150
Logan Stone Capital
Illinois
$406M +$185M +84% 8.88% 43.9% 174 75.86% 0.4