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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)
Physicians Financial Services
4376
Physicians Financial Services
North Carolina
$365M -$7.49M -2% 0.49% 116% 110 8.18% 7
Vestwell Advisors
4377
Vestwell Advisors
New York
$365M -$312M -46% 3.73% – 31 0% 0.4
Ogorek Anthony Joseph
4378
Ogorek Anthony Joseph
New York
$365M +$1.28M +0.4% 1.96% 61.1% 724 10.08% 2.5
Pinnacle Financial Group
4379
Pinnacle Financial Group
Illinois
$365M +$20.3M +6% 1.21% 59.1% 119 12.61% 2.4
Strata Wealth Advisors
4380
Strata Wealth Advisors
Texas
$365M +$5.28M +1% 0.91% 73.6% 93 9.68% 1.8
Davern Capital Partners
4381
Davern Capital Partners
New York
$365M +$55.2M +18% 3.11% – 18 27.78% 0.2
Sterling Wealth Management
4382
Sterling Wealth Management
Illinois
$364M +$13.7M +4% 1.04% – 116 12.07% 1.8
Three Bridge Wealth Advisors
4383
Three Bridge Wealth Advisors
California
$364M -$15M -4% 3.27% 162% 93 10.75% 2.9
Valtinson Bruner Financial Planning
4384
Valtinson Bruner Financial Planning
Minnesota
$364M +$16.4M +5% 0.55% 40.3% 176 9.09% 3.1
Roberts, Glore & Co
4385
Roberts, Glore & Co
Illinois
$364M -$11.4M -3% 0.76% 72.3% 236 13.98% 6.6
Evexia Wealth
4386
Evexia Wealth
Wisconsin
$364M +$5.84M +2% 1.09% 95% 88 9.09% 1.6
Roman Butler Fullerton & Co
4387
Roman Butler Fullerton & Co
Missouri
$364M -$17.7M -5% 0.54% 134% 289 16.26% 3.4
Anfield Capital Management
4388
Anfield Capital Management
California
$363M +$46.4M +15% 0.82% 65.3% 729 22.5% 1.2
Modus Advisors
4389
Modus Advisors
Minnesota
$363M -$15.9M -4% 0.55% 89.5% 357 68.07% 3.7
IPA
4390
Investment Planning Advisors
Georgia
$363M +$19.7M +6% 1.01% – 110 16.36% 1.1
Amicus Financial Advisors
4391
Amicus Financial Advisors
Texas
$363M +$4.4M +1% 0.58% – 95 10.53% 0.2
Cypress Financial Planning
4392
Cypress Financial Planning
New Jersey
$363M +$357K +0.1% 1.28% 41.2% 112 15.18% 1.8
Virtus Investment Advisers
4393
Virtus Investment Advisers
Connecticut
$363M -$5.41M -1% 5.04% 172% 495 15.96% 0.8
RC
4394
Reik & Co
New York
$363M -$1.04M -0.3% 1.67% 47.2% 56 0% 8.7
MS
4395
Millington Securities
New Jersey
$362M – – 3.82% – 275 – 0
WBI Investments
4396
WBI Investments
New Jersey
$362M -$21.2M -6% 3.82% 105% 429 64.34% 0.7
HighVista Strategies
4397
HighVista Strategies
Massachusetts
$362M -$26.1M -7% 12.7% 622% 180 32.78% 1.2
Revisor Wealth Management
4398
Revisor Wealth Management
Ohio
$362M -$11.4M -3% 1.58% 72% 360 17.5% 1.3
Advanced Asset Management Advisors
4399
Advanced Asset Management Advisors
Ohio
$362M -$4.22M -1% 3.68% 93.6% 83 7.23% 5.5
Safeguard Investment Advisory Group
4400
Safeguard Investment Advisory Group
California
$362M -$28.9M -7% 1.97% 84.3% 158 15.82% 2.9