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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)
HORAN Wealth
4376
HORAN Wealth
Ohio
$327M – – 7.98% – 120 – 0
SCM
4377
Sophron Capital Management
New Jersey
$327M +$32.6M +11% 5.58% – 47 34.04% 0.4
Trinity Financial Advisors
4378
Trinity Financial Advisors
Ohio
$327M +$49.2M +18% 8.21% 74.5% 97 15.46% 2.1
Ceera Investments
4379
Ceera Investments
Texas
$327M +$36.2M +12% 5.34% 47.9% 116 16.38% 2
Claar Advisors
4380
Claar Advisors
New York
$326M +$30.3M +10% 13.5% 65.5% 20 15% 4.5
Magnitude Capital
4381
Magnitude Capital
New York
$326M +$13.4M +4% 4.29% – 1 0% 1.5
NovaPoint Capital
4382
NovaPoint Capital
Georgia
$326M +$1.7M +0.5% 10.9% 94% 137 43.8% 3.7
Droms Strauss Advisors
4383
Droms Strauss Advisors
Missouri
$326M +$34.7M +12% 9.68% 68.7% 72 12.5% 3.4
EnRich Financial Partners
4384
EnRich Financial Partners
Wisconsin
$326M +$28M +9% 6.49% 50.7% 60 10% 1.3
CV Advisors
4385
CV Advisors
Florida
$326M +$41.3M +15% 15.3% 112% 39 12.82% 1.4
Blueshift Asset Management
4386
Blueshift Asset Management
New Jersey
$325M +$73.1M +29% 11% 38.8% 630 71.11% 0.2
PFW Advisors
4387
PFW Advisors
Georgia
$325M +$6.11M +2% 7.07% – 130 10.77% 4.6
EFH
4388
Eaton Financial Holdings
Florida
$325M +$84.1M +35% 9% – 119 49.58% 0.9
Westend Capital Management
4389
Westend Capital Management
California
$325M +$61.6M +23% 30.9% – 257 21.01% 1.7
EE
4390
EWG Elevate
California
$325M +$57M +21% 8.32% 76% 157 32.48% 1.9
Howard Bailey Securities
4391
Howard Bailey Securities
Indiana
$324M +$24.3M +8% 7.42% – 178 29.21% 0.6
Pinnacle Bancorp
4392
Pinnacle Bancorp
Nebraska
$324M +$17.3M +6% 6.06% 72.9% 951 9.99% 4.5
Wells Trecaso Financial Group
4393
Wells Trecaso Financial Group
Ohio
$324M +$24.1M +8% 11.8% 108% 93 4.3% 5.2
FC Advisory
4394
FC Advisory
Pennsylvania
$324M +$28.1M +9% 7.49% 46.6% 115 11.3% 4.8
Ogorek Anthony Joseph
4395
Ogorek Anthony Joseph
New York
$324M +$19.7M +6% 8.59% 61.1% 703 8.25% 1.9
Argent Advisors
4396
Argent Advisors
Louisiana
$324M +$24.7M +8% 6.23% 63.1% 157 9.55% 3.6
Empirical Asset Management
4397
Empirical Asset Management
Massachusetts
$323M +$30.1M +10% 8.85% 94.5% 333 15.62% 1.4
Gator Capital Management
4398
Gator Capital Management
Florida
$323M +$60.7M +23% 27.5% 245% 74 9.46% 2.8
Brady Family Wealth
4399
Brady Family Wealth
Missouri
$323M +$10.3M +3% 7.14% 61.8% 115 3.48% 2.3
Palumbo Wealth Management
4400
Palumbo Wealth Management
New York
$323M +$23.7M +8% 8.55% 115% 212 18.87% 1.9