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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)
High Note Wealth
4201
High Note Wealth
Minnesota
$242M -$3.41M -1% 2.74% 82.8% 97 12.37% 2
WA
4202
WP Advisors
California
$242M -$8.07M -3% 1.54% 113% 104 8.65% 3.5
Nikulski Financial
4203
Nikulski Financial
Iowa
$242M -$190K -0.1% 2.77% 95.8% 134 13.43% 3.4
SSI
4204
Scott & Selber Inc
Texas
$242M -$14.1M -6% 3.65% 202% 103 4.85% 4
Bard Associates
4205
Bard Associates
Illinois
$242M -$16.2M -6% 4.81% 241% 190 4.21% 4.9
Mach-1 Financial Group
4206
Mach-1 Financial Group
Arkansas
$241M -$112M -32% 2.06% 83.4% 268 55.6% 0.6
Golden Gate Private Equity
4207
Golden Gate Private Equity
California
$241M +$41.8M +21% 21.4% 8.72% 3 33.33% 2.5
Pennsylvania Capital Management
4208
Pennsylvania Capital Management
Pennsylvania
$241M +$7.95M +3% 5.14% 70.6% 93 7.53% 2.1
Three Bridge Wealth Advisors
4209
Three Bridge Wealth Advisors
California
$241M +$4.75M +2% 4.11% 169% 95 4.21% 1.2
Cadent Capital Advisors
4210
Cadent Capital Advisors
Oklahoma
$241M +$73.2M +44% 0.75% 106% 146 17.81% 1.6
US Financial Advisors
4211
US Financial Advisors
Massachusetts
$241M +$5.41M +2% 3.42% 12.6% 75 12% 2.5
KFA Private Wealth Group
4212
KFA Private Wealth Group
Virginia
$241M -$550K -0.2% 2.94% 62.8% 78 5.13% 2.6
Artia Global Partners
4213
Artia Global Partners
Florida
$241M -$49.5M -17% 5.43% 725% 34 20.59% 0.6
Buckhead Capital Management
4214
Buckhead Capital Management
Georgia
$240M -$179M -43% 1.73% 67.6% 129 19.38% 4.9
Humankind Investments
4215
Humankind Investments
New York
$240M -$15.6M -6% 3.89% 62.5% 123 7.32% 1.8
BCS Wealth Management
4216
BCS Wealth Management
Tennessee
$240M +$103M +75% 2.62% 46.7% 203 46.8% 0.9
RG
4217
Retirement Group
California
$240M -$284K -0.1% 0.62% 33.7% 841 11.77% 2
Symetra Investment Management
4218
Symetra Investment Management
Connecticut
$240M +$15M +7% 3.57% 37.3% 4 25% 1.5
AWA
4219
Aquire Wealth Advisors
Utah
$240M -$10.8M -4% 3.57% 60.2% 39 0% 1.5
Chesapeake Wealth Management
4220
Chesapeake Wealth Management
Virginia
$240M -$13.9M -5% 3.18% 65.9% 155 5.16% 4.5
Mandatum Life Insurance Company
4221
Mandatum Life Insurance Company
Finland
$240M -$2.12M -0.9% 2.25% 95.9% 74 8.11% 4.8
Investment Management Associates
4222
Investment Management Associates
Colorado
$240M -$35.1M -13% 2.51% 50.4% 41 26.83% 2
Hollow Brook Wealth Management
4223
Hollow Brook Wealth Management
New York
$240M +$8.3M +4% 0.62% 97.8% 89 8.99% 3.2
MorganRosel Wealth Management
4224
MorganRosel Wealth Management
Colorado
$240M -$5.62M -2% 3.74% 67.5% 108 25.93% 1.8
Unique Wealth
4225
Unique Wealth
Florida
$240M +$10.6M +5% 2.68% 68.5% 86 16.28% 0.5