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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)
Holistic Financial Partners
4676
Holistic Financial Partners
Indiana
$116M +$19.4M +20% 17.7% 95.7% 110 17.27% 1
Loudon Investment Management
4677
Loudon Investment Management
New Hampshire
$116M +$20.3M +21% 22.6% 61.6% 85 17.65% 4.1
GWM
4678
Gray Wealth Management
Maine
$116M +$24.7M +27% 17.1% 22.1% 93 12.9% 0.2
WFA
4679
Wade Financial Advisory
California
$116M +$15.5M +15% 19.2% 15.9% 69 14.49% 0.4
Baymount Management
4680
Baymount Management
Florida
$116M – – 24.4% – 21 – 0.1
JSF Financial
4681
JSF Financial
California
$116M +$17M +17% 23.7% 91% 68 20.59% 1.1
Hillcrest Wealth Advisors
4682
Hillcrest Wealth Advisors
New Jersey
$116M +$15.2M +15% 18.5% 58.7% 45 11.11% 1.2
O'Keefe Stevens Advisory
4683
O'Keefe Stevens Advisory
New York
$115M – – 27% 208% 36 – 2.5
Armor Investment Advisors
4684
Armor Investment Advisors
North Carolina
$115M +$17.5M +18% 16.6% 56.6% 145 12.41% 2.9
Cordant Inc
4685
Cordant Inc
Oregon
$115M +$17.8M +18% 11.2% 47% 59 10.17% 0.5
Burke & Herbert Bank & Trust
4686
Burke & Herbert Bank & Trust
Virginia
$115M +$16.5M +17% 17.3% 67.8% 128 7.03% 5.1
WPEP
4687
Walnut Private Equity Partners
Nebraska
$115M +$29.2M +34% 29.9% 48% 22 18.18% 4.5
Donald L. Hagan LLC
4688
Donald L. Hagan LLC
Florida
$115M +$3.58M +3% 14.7% 47.9% 89 19.1% 1.8
Global Financial Private Client
4689
Global Financial Private Client
Florida
$115M +$20.5M +22% 16% 100% 555 13.15% 0.5
Colorado Capital Management
4690
Colorado Capital Management
Colorado
$115M +$7.03M +7% 17.5% 60.4% 76 3.95% 3.5
Westhampton Capital
4691
Westhampton Capital
North Carolina
$115M +$18.5M +19% 19.1% 95.6% 107 12.15% 0.9
Pavion Blue Capital
4692
Pavion Blue Capital
California
$115M +$18.3M +19% 16% 77.6% 81 11.11% 0.4
Grandview Asset Management
4693
Grandview Asset Management
Pennsylvania
$115M +$105M +1,149% 39.9% 200% 92 89.13% 0.2
Jefferies Financial Group
4694
Jefferies Financial Group
New York
$115M +$39.6M +53% 211% 135% 9 33.33% 1.4
Northwest Wealth Management
4695
Northwest Wealth Management
Iowa
$115M +$15.8M +16% 16.8% 63.4% 97 9.28% 2.3
Pinnacle Family Advisors
4696
Pinnacle Family Advisors
Missouri
$115M +$31.4M +38% 27.8% 85.8% 96 61.46% 0.8
Ascension Capital Advisors
4697
Ascension Capital Advisors
Texas
$114M +$19.2M +20% 22% 59.3% 45 24.44% 0.4
ARI
4698
Applied Research Investments
Delaware
$114M – – 34.6% – 38 – 0
Beddow Capital Management
4699
Beddow Capital Management
Wyoming
$114M +$5.69M +5% 19% 50.7% 51 7.84% 4.1
VC
4700
Vision Capital
Ontario, Canada
$114M +$56.2M +97% 20.9% 19.8% 9 55.56% 0.4