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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)
FDx Advisors
4526
FDx Advisors
Illinois
$334M +$6.47M +2% 7.24% 66.2% 202 21.29% 5.8
Courage Miller Partners
4527
Courage Miller Partners
Virginia
$334M +$18.1M +6% 4.94% 43.5% 87 3.45% 7.9
Peregrine Asset Advisers
4528
Peregrine Asset Advisers
Oregon
$333M +$12.9M +4% 10.5% 182% 192 20.31% 2.4
Websterrogers Financial Advisors
4529
Websterrogers Financial Advisors
South Carolina
$333M +$18.9M +6% 5.36% 46% 91 5.49% 2.4
Buska Wealth Management
4530
Buska Wealth Management
Wisconsin
$333M -$32.8M -9% 5.88% – 77 15.58% 1.1
Libra Wealth
4531
Libra Wealth
California
$333M +$27.2M +9% 6.76% 58.2% 69 1.45% 2.4
Crown Wealth Group
4532
Crown Wealth Group
North Carolina
$333M +$66.6M +25% 7.69% 98.2% 139 23.02% 1.7
Bond & Devick Financial Network
4533
Bond & Devick Financial Network
Minnesota
$332M +$31.8M +11% 4.67% 46.9% 191 11.52% 2.8
Impact Capital Partners
4534
Impact Capital Partners
Colorado
$332M +$27.2M +9% 8.59% – 289 16.61% 0.6
Benchmark Financial Wealth Advisors
4535
Benchmark Financial Wealth Advisors
Florida
$332M +$29.8M +10% 7.6% 81.6% 128 11.72% 2.6
LWMM
4536
Legacy Wealth Management (Mississippi)
Mississippi
$332M +$3.39M +1% 10.5% 105% 98 12.24% 3.3
Glassy Mountain Advisors
4537
Glassy Mountain Advisors
Maryland
$332M +$21.5M +7% 10.7% 91.5% 81 27.16% 1.5
NKCFO LLC
4538
NKCFO LLC
Illinois
$332M +$92.7M +39% 17.5% 211% 142 67.61% 0.8
Court Place Advisors
4539
Court Place Advisors
Maryland
$332M +$14.2M +4% 7.33% 92% 152 7.24% 7.9
Advantage Alpha Capital Partners
4540
Advantage Alpha Capital Partners
California
$332M -$39.1M -11% 8.8% 79.2% 140 22.14% 1.6
DoubleLine ETF Adviser
4541
DoubleLine ETF Adviser
Florida
$332M +$19.8M +6% 4.66% 51.6% 196 44.39% 0.7
Tucker Asset Management
4542
Tucker Asset Management
Colorado
$332M +$19M +6% 7.77% 71.6% 347 25.07% 2.1
AMANSA Capital
4543
AMANSA Capital
Singapore
$331M -$54.4M -14% 7.59% 32% 2 0% 2.3
Metavasi Capital
4544
Metavasi Capital
New York
$331M +$86M +35% 30.4% 840% 46 54.35% 0.8
Kercheville Advisors
4545
Kercheville Advisors
Texas
$331M +$41.3M +14% 18.5% 261% 122 27.05% 2.3
Pinnacle Financial Group
4546
Pinnacle Financial Group
Illinois
$331M +$32M +11% 6.28% 59.1% 112 13.39% 2.1
SWMG LLC
4547
SWMG LLC
Texas
$331M +$33.3M +11% 6.97% 68.7% 129 20.16% 1.8
Mariner Investment Group
4548
Mariner Investment Group
New York
$331M +$48.9M +17% 19.1% – 101 52.48% 0.4
Provident Wealth Management
4549
Provident Wealth Management
Tennessee
$331M +$24.8M +8% 6.7% 61.1% 145 10.34% 2.5
Endeavour Capital Advisors
4550
Endeavour Capital Advisors
Connecticut
$331M +$40.1M +14% 8.06% 105% 39 23.08% 3.3