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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)
Westbourne Investment Advisors
4376
Westbourne Investment Advisors
Maryland
$220M -$1.11M -0.5% 1.17% 107% 88 9.09% 2.5
Ellsworth Advisors
4377
Ellsworth Advisors
Ohio
$220M +$15M +7% 0.13% 131% 163 19.63% 0.7
Aprio Wealth Management
4378
Aprio Wealth Management
Georgia
$219M +$8.03M +4% 1.04% 66.1% 78 17.95% 1
Portland Investment Counsel
4379
Portland Investment Counsel
Ontario, Canada
$219M +$16.5M +8% 5.79% 108% 42 11.9% 2.7
Financial & Tax Architects
4380
Financial & Tax Architects
Missouri
$219M +$15.4M +8% 0.96% 50.2% 111 26.13% 0.4
Packer & Co
4381
Packer & Co
Australia
$219M – – 3.66% – 2 – 3.3
Pragma Gestao de Patrimonio
4382
Pragma Gestao de Patrimonio
Brazil
$219M -$15.3M -7% 2.13% 75.2% 21 23.81% 1
Arthedge Capital Management
4383
Arthedge Capital Management
New York
$219M -$9.18M -4% 3.04% 80.7% 18 5.56% 0.6
Hayek Kallen Investment Management
4384
Hayek Kallen Investment Management
Alabama
$219M -$18.7M -8% 1.53% 71.9% 77 9.09% 5.2
Ogorek Anthony Joseph
4385
Ogorek Anthony Joseph
New York
$219M -$4.21M -2% 0.16% 61.1% 236 15.68% 2.4
MBM Wealth Consultants
4386
MBM Wealth Consultants
Missouri
$219M +$5.91M +3% 0.83% 57.1% 302 12.91% 1.8
FBT
4387
First Bank & Trust
South Dakota
$219M +$11.7M +6% 0.61% 85.6% 437 5.03% 2.8
Bison Wealth
4388
Bison Wealth
Georgia
$219M -$9.9M -4% 0.93% 37.4% 491 9.37% 2.3
Palisades Hudson Asset Management
4389
Palisades Hudson Asset Management
Florida
$219M -$5.2M -2% 1.04% 66.8% 112 2.68% 4.7
Geo Capital Gestora de Recursos
4390
Geo Capital Gestora de Recursos
Brazil
$219M +$7.13M +3% 3.59% 30.7% 49 2.04% 1.1
Legacy Wealth Asset Management
4391
Legacy Wealth Asset Management
Minnesota
$219M -$6.58M -3% 0.94% 116% 309 8.09% 0.7
MPS Loria Financial Planners
4392
MPS Loria Financial Planners
Illinois
$218M +$1.43M +0.7% 0.02% 80% 83 3.61% 3
LA
4393
LFL Advisers
Illinois
$218M +$4.16M +2% 2.63% 83% 11 0% 3.3
Allegheny Financial Group
4394
Allegheny Financial Group
Pennsylvania
$218M -$2.85M -1% 2.21% 71.1% 157 7.64% 0.5
IFG Advisors
4395
IFG Advisors
Missouri
$218M +$8.18M +4% 0.63% 78.7% 104 4.81% 1.4
Gradient Capital Advisors
4396
Gradient Capital Advisors
California
$218M +$4.73M +2% 0.08% 78.5% 124 8.06% 2.5
SEP
4397
Southland Equity Partners
Missouri
$218M +$5.93M +3% 0.17% 66.1% 172 12.21% 0.6
PAM
4398
Pegasus Asset Management
New York
$218M +$3.41M +2% 0.2% 89% 76 2.63% 3
Cabot-Wellington
4399
Cabot-Wellington
Massachusetts
$218M -$2.9M -1% 0.45% 65% 17 0% 4.4
MFA Wealth Advisors
4400
MFA Wealth Advisors
Pennsylvania
$218M -$3.64M -2% 1.65% 68.6% 67 17.91% 1.2