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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)
FP
4451
Financial Perspectives
Minnesota
$288M +$17.7M +7% 7.16% 87.8% 692 2.6% 3.7
Silverleafe Capital Partners
4452
Silverleafe Capital Partners
Tennessee
$288M -$3.66M -1% 0.93% 87.7% 92 27.17% 2.1
Legion Partners Asset Management
4453
Legion Partners Asset Management
California
$288M -$35.8M -11% 3.09% 206% 16 31.25% 2.6
Investment Advisory Group
4454
Investment Advisory Group
Massachusetts
$288M +$29.4M +11% 6.52% 61.6% 176 10.8% 1.9
Adamsbrown Wealth Consultants
4455
Adamsbrown Wealth Consultants
Kansas
$288M +$31.3M +12% 5.16% 60.6% 94 11.7% 1.8
Cornell Pochily Investment Advisors
4456
Cornell Pochily Investment Advisors
New York
$288M +$25M +10% 7.84% 97% 177 7.34% 4.5
Centerpoint Advisors
4457
Centerpoint Advisors
Massachusetts
$288M +$10.1M +4% 5.82% 74.2% 500 13% 3
Allegiance Financial Group Advisory Services
4458
Allegiance Financial Group Advisory Services
Virginia
$287M +$26.1M +10% 5.8% 62.6% 82 15.85% 1.4
Lion Street Advisors
4459
Lion Street Advisors
Texas
$287M +$17M +6% 8.7% 38% 282 14.89% 1.6
Oxler Private Wealth
4460
Oxler Private Wealth
New York
$287M +$16.8M +6% 4.97% 119% 87 5.75% 2.8
VM
4461
VPR Management
Texas
$287M +$19.4M +7% 7.84% 54.5% 57 12.28% 3.3
Valtinson Bruner Financial Planning
4462
Valtinson Bruner Financial Planning
Minnesota
$287M +$34.9M +14% 5.51% 36.2% 141 13.48% 2.6
Henry James International Management
4463
Henry James International Management
New York
$287M +$4.35M +2% 5.42% 125% 102 4.9% 4.9
Hendley & Co
4464
Hendley & Co
Ohio
$287M +$8.28M +3% 4.9% 64.9% 57 12.28% 5.5
Red Wave Investments
4465
Red Wave Investments
Pennsylvania
$287M +$15.7M +6% 5.67% 58% 112 9.82% 2.7
Buska Wealth Management
4466
Buska Wealth Management
Wisconsin
$287M +$35.8M +14% 5.23% – 63 20.63% 0.4
Valley Forge Investment Consultants
4467
Valley Forge Investment Consultants
Pennsylvania
$287M +$22.4M +8% 6.67% 61.9% 90 11.11% 2.6
Coyle Financial Counsel
4468
Coyle Financial Counsel
Illinois
$287M +$7.05M +3% 5.07% 67.3% 80 20% 3.4
Greenstone Partners & Co
4469
Greenstone Partners & Co
California
$287M +$47.2M +20% 25.8% 527% 9 0% 3.1
Missouri Trust & Investment Company
4470
Missouri Trust & Investment Company
Missouri
$287M +$21.2M +8% 6.96% 65.1% 413 6.78% 2.3
Post Oak Energy Holdings
4471
Post Oak Energy Holdings
Texas
$286M -$81.9M -22% 15.7% 64.6% 2 50% 1.8
Passive Capital Management
4472
Passive Capital Management
Maryland
$286M +$17.1M +6% 7.15% 37.7% 68 7.35% 1.9
Augustine Asset Management
4473
Augustine Asset Management
Florida
$286M +$27.4M +11% 12.9% 316% 100 5% 4
Westbourne Investment Advisors
4474
Westbourne Investment Advisors
Maryland
$286M +$10.2M +4% 3.83% 107% 91 5.49% 4
Eos Management LP
4475
Eos Management LP
New York
$286M +$29.3M +11% 16.3% 149% 44 6.82% 2.9