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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)
Safeguard Financial
4301
Safeguard Financial
Wisconsin
$264M +$56.8M +27% 11% 21.9% 87 26.44% 1.1
Portfolio Design Labs
4302
Portfolio Design Labs
California
$264M – – 9.83% 115% 109 – 0
Hurlow Wealth Management Group
4303
Hurlow Wealth Management Group
Indiana
$264M +$34.3M +15% 10.2% 60.7% 113 8.85% 3.6
RDA Financial Network
4304
RDA Financial Network
Iowa
$264M +$32.9M +14% 10.5% 93.4% 237 12.24% 2.9
West Michigan Advisors
4305
West Michigan Advisors
Michigan
$264M +$76.8M +41% 7.41% 86.6% 171 21.64% 1.3
Physicians Financial Services
4306
Physicians Financial Services
North Carolina
$264M +$19.5M +8% 10.4% 116% 106 3.77% 6.2
Proquility Private Wealth Partners
4307
Proquility Private Wealth Partners
Nevada
$264M +$20M +8% 10.3% 19.4% 104 29.81% 2.1
Mach-1 Financial Group
4308
Mach-1 Financial Group
Arkansas
$264M +$22.5M +9% 11.4% 83.4% 289 54.33% 0.6
Mirabaud Asset Management (France)
4309
Mirabaud Asset Management (France)
France
$264M – – 0% – 29 – 0
Legacy CG
4310
Legacy CG
Texas
$263M +$48.3M +22% 8.03% 62.6% 47 42.55% 0.9
AlphaMark Advisors
4311
AlphaMark Advisors
Kentucky
$263M +$30M +13% 11.6% 26.4% 838 22.55% 3.3
Bard Associates
4312
Bard Associates
Illinois
$263M +$21.8M +9% 17.9% 241% 188 8.51% 5.3
VR Advisory Services
4313
VR Advisory Services
Cayman Islands
$263M -$17.7M -6% 16.3% 89.7% 61 16.39% 2.4
Entrust Global Partners
4314
Entrust Global Partners
New York
$263M +$29.5M +13% 8.27% 82.3% 6 16.67% 2
AWA
4315
Aquire Wealth Advisors
Utah
$263M +$23.2M +10% 9.03% 60.2% 41 7.32% 1.7
Arcataur Capital Management
4316
Arcataur Capital Management
Wisconsin
$263M +$23.5M +10% 10.8% 65.4% 100 7% 0.5
Pathway Financial Advisers
4317
Pathway Financial Advisers
Indiana
$263M +$20.6M +9% 9.67% 88.2% 491 7.54% 0.9
Fairfield Financial Advisors
4318
Fairfield Financial Advisors
Massachusetts
$263M +$25M +11% 6.72% – 334 15.87% 1.4
Gradient Capital Advisors
4319
Gradient Capital Advisors
California
$263M +$23.4M +10% 10.2% 78.5% 145 8.28% 3.7
FirstPurpose Wealth
4320
FirstPurpose Wealth
Utah
$263M +$31M +13% 9.07% – 229 21.4% 1.3
Shilanski & Associates
4321
Shilanski & Associates
Alaska
$263M +$17.3M +7% 7.75% 84.2% 109 19.27% 1.4
Absolute Gestao de Investimentos
4322
Absolute Gestao de Investimentos
Brazil
$263M – – 12.1% – 36 – 0
OFCM
4323
One Fin Capital Management
California
$262M +$15.8M +6% 14.3% 92% 31 58.06% 0.6
Chiron Investment Management
4324
Chiron Investment Management
New York
$262M +$25.7M +11% 12.7% 104% 107 63.55% 0.3
Counterpoint Mutual Funds
4325
Counterpoint Mutual Funds
California
$262M +$142M +118% 3.95% 74.3% 330 83.94% 0.3