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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)
EPG Wealth Management
4376
EPG Wealth Management
Georgia
$417M +$48.6M +13% 20.6% 108% 344 14.53% 1.5
CIM
4377
CIM Investment Management
Pennsylvania
$417M +$42.4M +11% 29.2% 123% 289 17.65% 4.5
McMill Wealth Management
4378
McMill Wealth Management
Nebraska
$417M +$40.8M +11% 3.6% – 63 12.7% 0.8
Stevens Capital Management
4379
Stevens Capital Management
Pennsylvania
$417M -$233M -36% 43.4% 108% 327 66.97% 0.4
Anchyra Partners
4380
Anchyra Partners
Georgia
$416M +$86.9M +26% 28.1% – 373 32.44% 0.3
Revisor Wealth Management
4381
Revisor Wealth Management
Ohio
$416M +$54.1M +15% 15.2% 72% 392 21.94% 1.3
Rosenblum Silverman Sutton
4382
Rosenblum Silverman Sutton
California
$416M +$33.9M +9% 9.57% 90.1% 84 14.29% 6.1
CWM
4383
Capital Wealth Management
Rhode Island
$416M +$46.3M +13% 9.17% 51.3% 39 12.82% 3.8
Prasad Wealth Partners
4384
Prasad Wealth Partners
Ohio
$416M +$48.2M +13% 14.2% – 167 16.77% 1
WPI
4385
Walter Public Investments
Canada
$416M -$2.58M -0.6% 16.4% 85.1% 58 25.86% 1.7
BigSur Wealth Management
4386
BigSur Wealth Management
Florida
$415M +$59M +17% 13.8% 94.8% 178 13.48% 4.3
Squire Investment Management Company
4387
Squire Investment Management Company
Utah
$415M +$55.5M +15% 11.5% 62.4% 89 14.61% 1.7
KFA Private Wealth Group
4388
KFA Private Wealth Group
Virginia
$415M -$1.4M -0.3% 14.2% 62.8% 176 23.86% 2.6
Oldfield Partners
4389
Oldfield Partners
United Kingdom
$415M +$21.5M +5% 13.2% 98% 19 10.53% 4.3
Winthrop Capital Management
4390
Winthrop Capital Management
Indiana
$414M +$24.6M +6% 11.9% 68.1% 406 25.86% 1.5
Pioneer Wealth Management Group
4391
Pioneer Wealth Management Group
Texas
$414M +$57.4M +16% 8.43% – 55 9.09% 2.1
Measured Wealth Private Client Group
4392
Measured Wealth Private Client Group
New Hampshire
$414M +$47.6M +13% 16.7% 84.3% 773 13.97% 1.4
Colton Groome Financial Advisors
4393
Colton Groome Financial Advisors
North Carolina
$414M +$62.4M +18% 11.6% 65.8% 168 20.83% 2.5
RFG - Bristol Wealth Advisors
4394
RFG - Bristol Wealth Advisors
Massachusetts
$414M +$43M +12% 13.1% – 195 11.28% 1.2
HCM
4395
Hudson Capital Management
New Jersey
$414M +$26.7M +7% 9.09% 66.8% 79 11.39% 4.3
Vision Retirement
4396
Vision Retirement
New Jersey
$414M +$62.1M +18% 22.4% – 696 17.67% 0.4
BNC Wealth Management
4397
BNC Wealth Management
Oregon
$414M +$53.2M +15% 29.4% 204% 121 24.79% 2.9
Siena Capital Partners
4398
Siena Capital Partners
Illinois
$413M +$28M +7% 6.85% 44.2% 104 6.73% 4.3
SIM
4399
Synergy Investment Management
Florida
$413M +$108M +35% 14.8% – 1,200 33.67% 0.3
WA
4400
WP Advisors
California
$413M +$26.8M +7% 13.7% 113% 128 17.19% 4.7