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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)
Exeter Financial
4601
Exeter Financial
Arizona
$179M -$5.2M -3% 9.3% 59.1% 88 6.82% 3.5
Olympus Wealth Management
4602
Olympus Wealth Management
Utah
$179M -$27.5M -13% 13.1% 43.1% 14 14.29% 0.5
Malaga Cove Capital
4603
Malaga Cove Capital
California
$179M -$40.8M -19% 16.9% 97.3% 180 21.67% 1.9
General Motors Holdings
4604
General Motors Holdings
Michigan
$179M -$286M -61% 59.6% 4.78% 4 25% 0.4
INCA Investments
4605
INCA Investments
Florida
$179M -$11.2M -6% 27.8% 128% 12 33.33% 2.8
GWA
4606
GGM Wealth Advisors
Maryland
$179M -$20.5M -10% 11.7% 25.9% 142 10.56% 0.9
PFA
4607
Professional Financial Advisors
Nebraska
$179M -$52.6M -23% 13% 59.2% 529 13.04% 1.3
DHJJ Financial Advisors
4608
DHJJ Financial Advisors
Illinois
$179M -$29.4M -14% 13.8% 62.5% 138 8.7% 1.3
ITIM
4609
Indiana Trust & Investment Management
Indiana
$179M -$29.2M -14% 7.52% 114% 120 6.67% 6.5
Weaver Consulting Group
4610
Weaver Consulting Group
California
$179M -$27.3M -13% 12.5% 56.4% 180 13.89% 2.2
Grandview Asset Management
4611
Grandview Asset Management
Pennsylvania
$179M -$57.7M -24% 18.3% 200% 136 8.09% 1
Waterton Global Resource Management
4612
Waterton Global Resource Management
Ontario, Canada
$179M -$166M -48% 48% 21% 1 0% 3.5
Centennial Wealth Advisory
4613
Centennial Wealth Advisory
Michigan
$178M -$4.48M -2% 9.03% 63% 136 36.03% 0.7
Brick & Kyle Associates
4614
Brick & Kyle Associates
Pennsylvania
$178M -$27.8M -13% 13.4% 97.4% 60 6.67% 4.6
Vantage Consulting Group
4615
Vantage Consulting Group
Virginia
$178M -$77.9M -30% 9.07% 261% 227 11.45% 1.1
PFG Private Wealth Management
4616
PFG Private Wealth Management
Florida
$178M -$16.5M -8% 10.2% 52.6% 344 18.31% 0.8
Hall Private Wealth Advisors
4617
Hall Private Wealth Advisors
North Carolina
$178M -$9.14M -5% 14.8% – 51 21.57% 1
Palisades Hudson Asset Management
4618
Palisades Hudson Asset Management
Florida
$178M -$36M -17% 14.9% 66.8% 113 12.39% 5.4
Institutional Venture Management XIII
4619
Institutional Venture Management XIII
California
$178M -$213M -55% 35.2% – 5 20% 0.4
OLIO Financial Planning
4620
OLIO Financial Planning
Virginia
$178M +$3.19M +2% 11.3% 52.9% 47 8.51% 0.5
US Financial Advisors
4621
US Financial Advisors
Massachusetts
$178M -$29.9M -14% 12.5% 12.6% 83 37.35% 2.3
WCM
4622
W Capital Management
New York
$178M -$95M -35% 31.1% – 6 0% 0.4
Providence First Trust
4623
Providence First Trust
Arizona
$178M -$31.1M -15% 11.7% 64.1% 92 3.26% 2.5
Argent Advisors
4624
Argent Advisors
Louisiana
$178M -$8.79M -5% 10.5% 63.1% 148 17.57% 1.9
WC
4625
Weil Company
California
$178M -$21.2M -11% 13.1% 71.7% 137 18.98% 2.4