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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)
Walter & Keenan Wealth Management
4251
Walter & Keenan Wealth Management
Indiana
$344M +$12.1M +4% 8.89% 92% 162 14.2% 4.9
Hollow Brook Wealth Management
4252
Hollow Brook Wealth Management
New York
$344M +$3.29M +1% 8.81% 92.8% 94 14.89% 4
Silverlake Wealth Management
4253
Silverlake Wealth Management
Vermont
$344M +$79.4M +30% 7.75% 73.3% 326 22.09% 2
CWS Financial Advisors
4254
CWS Financial Advisors
Michigan
$344M +$27M +9% 7.65% 55.7% 141 12.77% 3.4
James T. Borello RIA
4255
James T. Borello RIA
Illinois
$343M +$31.5M +10% 8.1% 71.2% 292 24.32% 0.9
Northeast Financial Group
4256
Northeast Financial Group
Pennsylvania
$343M +$57.6M +20% 5.97% 31.6% 104 23.08% 1.9
Windsor Capital Management
4257
Windsor Capital Management
Arizona
$343M +$17.2M +5% 6.51% 49.1% 122 4.92% 6.5
LPWM LLC
4258
LPWM LLC
Minnesota
$343M +$32.4M +10% 8.22% 59.4% 87 8.05% 3.4
Mach-1 Financial Group
4259
Mach-1 Financial Group
Arkansas
$342M +$8.94M +3% 11.2% 83.4% 317 56.78% 0.5
Roberts, Glore & Co
4260
Roberts, Glore & Co
Illinois
$342M +$14.4M +4% 6.25% 72.3% 213 8.92% 6.6
Siena Capital Partners
4261
Siena Capital Partners
Illinois
$342M +$5.39M +2% 2.64% 44.2% 100 5% 4.4
Birinyi Associates
4262
Birinyi Associates
Connecticut
$342M +$32.3M +10% 11.4% 113% 58 8.62% 7
HH
4263
HWG Holdings
Texas
$342M +$118M +52% 23.2% – 146 73.29% 2.3
Prasad Wealth Partners
4264
Prasad Wealth Partners
Ohio
$342M +$35.3M +12% 9.78% – 130 16.92% 0.4
MKC
4265
M. Kraus & Co
Vermont
$341M +$11.8M +4% 7.91% 65.9% 85 8.24% 6.1
Integrated Quantitative Investments
4266
Integrated Quantitative Investments
Washington
$340M +$138M +68% 14.9% – 456 59.65% 0.2
Bridge Creek Capital Management
4267
Bridge Creek Capital Management
Massachusetts
$340M +$23.3M +7% 7.19% 76.5% 112 7.14% 6.3
ArchPoint Investors
4268
ArchPoint Investors
Florida
$340M +$36.2M +12% 11.8% 111% 74 13.51% 4
RIA Advisory Group
4269
RIA Advisory Group
Iowa
$340M +$32.8M +11% 10.7% – 158 29.75% 1
WA
4270
WealthTrust Axiom
Pennsylvania
$340M +$11.7M +4% 9.55% 125% 268 7.09% 6.2
Pacifica Capital Investments
4271
Pacifica Capital Investments
Texas
$340M +$58.4M +21% 26.4% 70.4% 16 12.5% 7.2
Fischer Financial Services
4272
Fischer Financial Services
Pennsylvania
$340M +$29.6M +10% 11.1% – 63 3.17% 0.5
Portland Investment Counsel
4273
Portland Investment Counsel
Ontario, Canada
$340M +$10.8M +3% 28.6% 108% 51 9.8% 2.7
CM Wealth Advisors
4274
CM Wealth Advisors
Ohio
$340M +$27.2M +9% 9.37% 64.7% 89 11.24% 2
MPS Loria Financial Planners
4275
MPS Loria Financial Planners
Illinois
$340M +$2.73M +0.8% 5.68% 80% 85 11.76% 5