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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)
Auxano Advisors
4176
Auxano Advisors
Washington
$245M -$5.37M -2% 2.49% 103% 107 9.35% 2.1
Core Wealth Advisors (Florida)
4177
Core Wealth Advisors (Florida)
Florida
$244M -$4.73M -2% 3.8% 59.7% 246 7.32% 2.1
Physicians Financial Services
4178
Physicians Financial Services
North Carolina
$244M -$10.3M -4% 3.32% 116% 109 4.59% 6
Alpha DNA Investment Management
4179
Alpha DNA Investment Management
Maryland
$244M -$55.3M -18% 1.44% 134% 229 62.01% 0.4
McLean Asset Management
4180
McLean Asset Management
Virginia
$244M -$11.1M -4% 2.93% 69.4% 138 12.32% 2
Courage Miller Partners
4181
Courage Miller Partners
Virginia
$244M +$3.78M +2% 3.15% 43.5% 79 10.13% 7
Proquility Private Wealth Partners
4182
Proquility Private Wealth Partners
Nevada
$244M -$11.9M -5% 3.76% 19.4% 88 3.41% 2.3
Roanoke Asset Management
4183
Roanoke Asset Management
New Jersey
$244M -$8.93M -4% 2.59% 50.3% 106 4.72% 6.6
AT
4184
Arlington Trust
Alabama
$244M – – 3.15% 65% 323 – 0
AP
4185
Arlington Partners
Alabama
$244M -$405M -62% 3.15% 46.4% 612 49.18% 1.7
Regimen Wealth
4186
Regimen Wealth
Georgia
$243M +$2.27M +0.9% 3.32% 34.4% 62 20.97% 0.6
Little House Capital
4187
Little House Capital
Massachusetts
$243M +$8.16M +3% 2.32% 118% 128 25% 1.8
RPg Family Wealth Advisory
4188
RPg Family Wealth Advisory
Massachusetts
$243M -$6.26M -3% 0.4% 117% 122 20.49% 2.1
Canvas Wealth Advisors
4189
Canvas Wealth Advisors
Kansas
$243M -$26M -10% 4.08% 133% 132 10.61% 1.6
Aisling Capital Management
4190
Aisling Capital Management
New York
$243M +$38.5M +19% 29% 793% 17 5.88% 3.3
Triune Financial Partners
4191
Triune Financial Partners
Kansas
$243M -$2.53M -1% 3.03% 66.6% 33 6.06% 1.5
Tillman Hartley LLC
4192
Tillman Hartley LLC
Colorado
$243M -$8.2M -3% 2.62% 48.7% 75 5.33% 0.7
Enterprise Bank & Trust
4193
Enterprise Bank & Trust
Massachusetts
$243M -$18.8M -7% 3.04% 65.9% 117 11.97% 2.7
SM
4194
Scoggin Management
New York
$243M +$88.2M +57% 17.2% 889% 84 71.43% 0.5
KEB Asset Management
4195
KEB Asset Management
Illinois
$242M +$995K +0.4% 1.45% 68.9% 62 6.45% 1.3
WealthBridge Capital Management
4196
WealthBridge Capital Management
Ohio
$242M -$7.9M -3% 2.82% 89.4% 191 12.04% 3
Pathway Financial Advisers
4197
Pathway Financial Advisers
Indiana
$242M – – 4.06% 88.2% 479 – 0.7
BCM
4198
Birmingham Capital Management
Alabama
$242M +$3.19M +1% 2.21% 103% 104 3.85% 7.9
PA
4199
Paragon Advisors
Texas
$242M -$66.1M -21% 6.83% 138% 130 31.54% 1.1
BDA
4200
Borer Denton & Associates
Pennsylvania
$242M -$11.9M -5% 3.66% 44.2% 63 6.35% 1.4