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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)
3Chopt Investment Partners
4551
3Chopt Investment Partners
Virginia
$280M -$47.9M -15% 7.06% 128% 183 61.75% 1.3
SFA
4552
Spectrum Financial Alliance
Kentucky
$279M -$158K -0.1% 0.58% 187% 19 21.05% 2.8
Brophy Wealth Management
4553
Brophy Wealth Management
New Hampshire
$279M – – 6.74% – 212 – 0
Gill Capital Partners
4554
Gill Capital Partners
Colorado
$279M +$20.8M +8% 5.44% 59% 133 7.52% 3.5
Strategic Advocates
4555
Strategic Advocates
Utah
$279M +$27.2M +11% 5.93% 103% 136 25% 0.7
WM
4556
Wishbone Management
Illinois
$279M -$30.5M -10% 2.1% 58.7% 5 0% 1.3
Jeppson Wealth Management
4557
Jeppson Wealth Management
California
$279M +$17M +6% 7.9% 107% 215 9.3% 2.8
Hobbs Group Advisors
4558
Hobbs Group Advisors
South Carolina
$279M +$16.2M +6% 5.21% – 677 14.77% 0.6
FNWM
4559
Financial Network Wealth Management
Utah
$279M +$16.5M +6% 5.39% – 114 7.89% 1.2
LA
4560
LFL Advisers
Illinois
$279M +$24.8M +10% 6.48% 83% 11 9.09% 6.5
Narus Financial Partners
4561
Narus Financial Partners
Utah
$279M +$30.8M +12% 11.3% 85.3% 156 13.46% 3.2
Mattson Financial Services
4562
Mattson Financial Services
Michigan
$279M -$1.83M -0.7% 5.57% – 270 0% 0.3
Yakira Capital Management
4563
Yakira Capital Management
Connecticut
$279M +$4.01M +1% 4% 74.1% 330 35.76% 1.1
Pennsylvania Capital Management
4564
Pennsylvania Capital Management
Pennsylvania
$278M +$18.5M +7% 3.43% 70.6% 100 15% 2.6
CWM
4565
Cordatus Wealth Management
Pennsylvania
$278M +$11.7M +4% 7.88% 108% 125 7.2% 0.7
Old Point Trust & Financial Services N A
4566
Old Point Trust & Financial Services N A
Virginia
$278M +$20.6M +8% 9.25% 87.3% 376 14.1% 2.4
Portland Investment Counsel
4567
Portland Investment Counsel
Ontario, Canada
$278M +$858K +0.3% 10.7% 108% 59 25.42% 2.8
Richard W. Paul & Associates
4568
Richard W. Paul & Associates
Michigan
$278M +$19.3M +7% 6.01% 65.2% 528 10.04% 1.4
First United Bank & Trust
4569
First United Bank & Trust
Maryland
$278M +$9.6M +4% 7.3% 78% 406 7.39% 2.9
TC
4570
Teilinger Capital
Texas
$278M +$48.6M +21% 12.1% 30.2% 27 77.78% 0.5
TFG Advisers
4571
TFG Advisers
Michigan
$278M +$20.3M +8% 7.21% 61.8% 207 5.8% 4.1
Altrafin AG
4572
Altrafin AG
$278M +$6.94M +3% 2.57% 97.6% 61 19.67% 2.2
Empower Annuity Insurance Company
4573
Empower Annuity Insurance Company
Connecticut
$278M +$14.4M +5% 5.47% 0.86% 1 0% 1.8
TNF
4574
TNF
Montana
$278M +$5.99M +2% 4.99% 21.3% 128 7.03% 2.1
Northwest Capital Management
4575
Northwest Capital Management
Oregon
$278M +$3.42M +1% 4.89% 57% 472 4.24% 1.8