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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)
Accel Wealth Management
4601
Accel Wealth Management
Iowa
$277M +$12.9M +5% 1.3% 82.4% 266 9.4% 2.4
Redpoint Management
4602
Redpoint Management
California
$277M -$40.9M -13% 11.9% 20.6% 6 0% 2.5
Private Wealth Advisors (California)
4603
Private Wealth Advisors (California)
California
$277M +$21.5M +8% 4.59% 63.6% 94 15.96% 3.4
Zeno Equity Partners
4604
Zeno Equity Partners
United Kingdom
$277M -$56.9M -17% 5.45% – 13 15.38% 0.9
MWM
4605
MGB Wealth Management
Texas
$276M -$45.8M -14% 3.48% – 310 13.55% 1
IAS
4606
Investment Advisory Services
Texas
$276M -$7.2M -3% 0.97% 74.9% 120 7.5% 3.7
360 Financial
4607
360 Financial
Minnesota
$276M -$274K -0.1% 4.15% 82.5% 90 24.44% 3
ITIM
4608
Indiana Trust & Investment Management
Indiana
$276M -$17.6M -6% 3.54% 114% 489 5.11% 2.8
Impact Capital Partners
4609
Impact Capital Partners
Colorado
$276M -$5.03M -2% 0.67% – 274 15.33% 0.2
Auour Investments
4610
Auour Investments
Massachusetts
$276M -$10M -4% 0.21% 39.2% 86 11.63% 1.5
Sterling Financial Planning
4611
Sterling Financial Planning
New Jersey
$276M +$3.94M +1% 0.42% 59.3% 114 9.65% 3.2
Bond & Devick Financial Network
4612
Bond & Devick Financial Network
Minnesota
$276M +$41.8M +18% 0.21% 46.9% 171 14.04% 2.8
TFG Advisers
4613
TFG Advisers
Michigan
$276M -$2.31M -0.8% 0.68% 61.8% 212 4.25% 4.4
Wealth Management Resources
4614
Wealth Management Resources
Rhode Island
$276M +$4.55M +2% 0.19% 37.7% 33 6.06% 2.3
SFMG
4615
Sage Financial Management Group
Virginia
$276M +$5.5M +2% 0.75% 51.6% 56 3.57% 0.8
Prudent Man Advisors
4616
Prudent Man Advisors
Illinois
$275M +$169K +0.1% 1% 92.5% 180 11.11% 3
Global View Capital Management
4617
Global View Capital Management
Wisconsin
$275M -$10M -4% 2.42% – 141 39.01% 0.2
Pinnacle Financial Group
4618
Pinnacle Financial Group
Illinois
$275M +$19.9M +8% 1.07% 59.1% 99 19.19% 1.9
Centennial Wealth Advisory
4619
Centennial Wealth Advisory
Michigan
$275M +$20.2M +8% 1.2% 63% 153 12.42% 1.9
Evexia Wealth
4620
Evexia Wealth
Wisconsin
$275M -$19.9M -7% 1.39% 95% 76 2.63% 1.3
Lunt Capital Management
4621
Lunt Capital Management
Utah
$275M +$17.9M +7% 0.11% 36.9% 94 21.28% 1.3
WealthBridge Investment Counsel
4622
WealthBridge Investment Counsel
Alberta, Canada
$275M +$2.27M +0.8% 0.05% 106% 47 2.13% 4.2
Proathlete Wealth Management
4623
Proathlete Wealth Management
Florida
$274M +$8.85M +3% 3.99% 73.9% 212 71.7% 0.3
Skaana Management
4624
Skaana Management
New York
$274M -$115M -30% 2.29% 269% 205 39.51% 0.8
Militia Capital Partners
4625
Militia Capital Partners
Nevada
$274M +$97.1M +55% 2.46% – 211 65.88% 0.1