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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)
Modus Advisors
4401
Modus Advisors
Minnesota
$198M -$30.5M -13% 13.1% 89.5% 101 7.92% 2
Aull & Monroe Investment Management
4402
Aull & Monroe Investment Management
Alabama
$198M -$24.3M -11% 8.78% 98.3% 135 4.44% 6.6
Neumann Capital Management
4403
Neumann Capital Management
California
$197M -$38M -16% 14.9% 89.9% 87 6.9% 6
PCA
4404
Prospect Capital Advisors
California
$197M -$17.9M -8% 7.8% 202% 31 25.81% 2.4
Founders Financial Alliance
4405
Founders Financial Alliance
North Carolina
$197M -$27.8M -12% 14.3% 84.9% 550 29.09% 1.3
BCGM Wealth Management
4406
BCGM Wealth Management
Indiana
$197M +$13.2M +7% 12% 54.9% 112 12.5% 1.2
Baker Boyer National Bank
4407
Baker Boyer National Bank
Washington
$197M -$10.6M -5% 13.6% 44.7% 85 9.41% 4.2
WealthBridge Investment Counsel
4408
WealthBridge Investment Counsel
Alberta, Canada
$197M -$29.4M -13% 10.9% 106% 40 7.5% 2.3
SC
4409
Sawyer & Company
Massachusetts
$197M -$25.3M -11% 10.6% 111% 180 7.22% 3.3
Grand Wealth Management
4410
Grand Wealth Management
Michigan
$197M -$17.2M -8% 10.3% 54.1% 62 12.9% 0.5
Passive Capital Management
4411
Passive Capital Management
Maryland
$196M +$9.8M +5% 10.5% 37.7% 52 15.38% 0.4
Brand Asset Management Group
4412
Brand Asset Management Group
Missouri
$196M -$30.1M -13% 15.2% 70.2% 85 14.12% 3.4
CSWG
4413
Cardinal Strategic Wealth Guidance
Kentucky
$196M -$21.8M -10% 13.4% 67.3% 104 20.19% 1.4
Centerpoint Advisors
4414
Centerpoint Advisors
Massachusetts
$196M -$22.4M -10% 15.6% 74.2% 460 15.65% 2.2
Castle Rock Wealth Management
4415
Castle Rock Wealth Management
California
$196M -$21.3M -10% 11.7% 115% 255 23.14% 1.5
Lumbard & Kellner
4416
Lumbard & Kellner
New Hampshire
$196M -$60.2M -24% 8.09% 137% 96 22.92% 3.7
OneAscent Wealth Management
4417
OneAscent Wealth Management
Alabama
$196M -$4.95M -2% 9.14% 50.6% 235 33.19% 0.4
Prosperity Planning
4418
Prosperity Planning
Missouri
$196M -$8.58M -4% 11% 43.5% 98 14.29% 1.1
Ategra Capital Management
4419
Ategra Capital Management
Virginia
$196M -$32.5M -14% 12.3% 114% 107 12.15% 2.2
TrueFG
4420
TrueFG
Texas
$196M -$24.6M -11% 13.3% 54.2% 37 8.11% 2.2
Yorktown Energy Partners VIII
4421
Yorktown Energy Partners VIII
New York
$195M -$85.4M -30% 0.91% 15.2% 3 33.33% 3.6
RS Crum Inc
4422
RS Crum Inc
California
$195M +$18.4M +10% 11.1% 54.2% 80 25% 0.4
Rench Wealth Management
4423
Rench Wealth Management
Texas
$195M -$24.7M -11% 10.9% 106% 40 2.5% 6.5
Benchmark Financial Wealth Advisors
4424
Benchmark Financial Wealth Advisors
Florida
$195M -$40.2M -17% 13.8% 81.6% 88 30.68% 1.9
Fluent Financial
4425
Fluent Financial
Texas
$195M -$48.6M -20% 16.1% 46.9% 70 11.43% 1.2