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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)
Sanchez Wealth Management Group
4201
Sanchez Wealth Management Group
Florida
$247M +$19.9M +9% 5.8% 56.9% 35 0% 3.2
SWG
4202
Summit Wealth Group
Vermont
$247M +$243M +5,797% 3.5% 53% 270 71.48% 0.8
Hemington Wealth Management
4203
Hemington Wealth Management
Virginia
$247M -$1.11M -0.4% 7.61% 76.1% 106 7.55% 1.9
IBOK
4204
Independence Bank of Kentucky
Kentucky
$247M +$16.7M +7% 5.81% 94.3% 529 22.5% 3.1
True Wind Capital Management
4205
True Wind Capital Management
California
$247M +$46.5M +23% 25.4% 59.6% 3 0% 1.5
GWA
4206
GGM Wealth Advisors
Maryland
$247M +$71.5M +41% 5.3% 25.9% 142 58.45% 0.7
Manchester Global Management
4207
Manchester Global Management
United Kingdom
$247M -$32.3M -12% 8.03% 156% 21 23.81% 0.4
Centerpoint Advisors
4208
Centerpoint Advisors
Massachusetts
$246M +$16.7M +7% 7.67% 74.2% 632 6.96% 1.9
Martin Capital Partners
4209
Martin Capital Partners
Oregon
$246M +$5.85M +2% 1.1% 42.3% 76 13.16% 3.4
Aristides Capital
4210
Aristides Capital
Kentucky
$246M +$58.7M +31% 5.97% 126% 211 30.33% 1.3
EnCap Flatrock Midstream Fund III
4211
EnCap Flatrock Midstream Fund III
Texas
$245M – – 1.84% – 1 – 0
High Note Wealth
4212
High Note Wealth
Minnesota
$245M +$2.8M +1% 6.31% 82.8% 97 9.28% 1.8
Bay Harbor Wealth Management
4213
Bay Harbor Wealth Management
Maryland
$245M +$9.7M +4% 3.52% 47.9% 178 14.04% 2.1
MorganRosel Wealth Management
4214
MorganRosel Wealth Management
Colorado
$245M +$10.8M +5% 4.53% 67.5% 107 30.84% 1.8
Triune Financial Partners
4215
Triune Financial Partners
Kansas
$245M +$19.3M +9% 4.16% 61.6% 32 12.5% 1.3
ACM
4216
AIGH Capital Management
Maryland
$245M -$26.3M -10% 13.5% 3,007% 62 38.71% 0.8
RFG
4217
RFP Financial Group
Georgia
$245M +$158M +182% 5.36% 53.2% 980 25.92% 0.4
Private Wealth Advisors (California)
4218
Private Wealth Advisors (California)
California
$245M +$6.99M +3% 2.39% 63.6% 86 13.95% 2.6
E
4219
ETFidea
New York
$245M +$15.6M +7% 5.63% 22.7% 108 6.48% 1.3
VisionPoint Advisory Group
4220
VisionPoint Advisory Group
Texas
$245M +$17.9M +8% 4.15% 79.3% 649 76.43% 0.3
Arcataur Capital Management
4221
Arcataur Capital Management
Wisconsin
$244M – – 5.11% 65.4% 95 – 0
First Citizens Asset Management
4222
First Citizens Asset Management
North Carolina
$244M +$3.73M +2% 3.73% 44.2% 36 8.33% 0.6
FC Advisory
4223
FC Advisory
Pennsylvania
$244M +$18M +8% 4.27% 46.6% 94 7.45% 3.9
Brown Shipley & Co
4224
Brown Shipley & Co
United Kingdom
$244M +$89.1M +57% 12.7% 125% 144 31.25% 0.2
Bordeaux Wealth Advisors
4225
Bordeaux Wealth Advisors
California
$244M +$49.9M +26% 13.8% 141% 113 22.12% 1.4