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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)
Omega Financial Group
4701
Omega Financial Group
California
$244M +$10.7M +5% 3.12% 47% 82 4.88% 3.7
Magnolia Wealth Management
4702
Magnolia Wealth Management
Alabama
$244M +$128M +110% 4.53% 48.7% 19 42.11% 1.1
OWMIAS
4703
One Wealth Management Investment & Advisory Services
Florida
$244M +$19.9M +9% 9.98% – 158 29.11% 0.2
Garrett Wealth Advisory Group
4704
Garrett Wealth Advisory Group
Texas
$244M +$4.22M +2% 8.62% 74.6% 64 7.81% 2.7
CWS Financial Advisors
4705
CWS Financial Advisors
Michigan
$244M -$22.3M -8% 11.2% 55.7% 151 34.44% 3.2
Avalon Capital Management
4706
Avalon Capital Management
California
$244M +$5.88M +2% 8.95% 163% 106 18.87% 1.5
Jackson Grant Investment Advisers
4707
Jackson Grant Investment Advisers
Connecticut
$244M +$18.4M +8% 8.05% 54.3% 398 2.51% 3.7
Ceeto Capital Group
4708
Ceeto Capital Group
Florida
$244M +$10.8M +5% 8.8% 94.4% 169 7.69% 4
Veery Capital
4709
Veery Capital
Delaware
$244M +$20.9M +9% 6.37% 63.4% 98 10.2% 2.1
Rovin Capital
4710
Rovin Capital
Arizona
$244M +$23.3M +11% 8.18% 63.8% 161 19.25% 1.5
NetEase Inc
4711
NetEase Inc
China
$244M +$92.5M +61% 70.3% 464% 2 0% 1.8
EHP Funds Inc
4712
EHP Funds Inc
Canada
$244M -$31.1M -11% 7.69% 173% 227 37% 1.1
Farmers & Merchants Trust Co of Chambersburg PA
4713
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$244M +$48M +24% 9.53% 65.5% 497 26.36% 3.7
Umpqua Bank
4714
Umpqua Bank
Oregon
$244M – – 11% – 145 – 0
Point72 Italy
4715
Point72 Italy
Italy
$244M +$71.6M +42% 34% – 33 72.73% 0.1
Walled Lake Planning & Wealth Management
4716
Walled Lake Planning & Wealth Management
Illinois
$244M +$28.5M +13% 6.86% 62.6% 122 15.57% 1.6
3Chopt Investment Partners
4717
3Chopt Investment Partners
Virginia
$244M -$28.2M -10% 15.1% 128% 166 59.64% 0.9
Global Trust Asset Management
4718
Global Trust Asset Management
Florida
$244M +$15.6M +7% 8.86% 178% 477 9.22% 3.7
Thomist Capital Management
4719
Thomist Capital Management
Texas
$243M +$17.2M +8% 0.62% 71.2% 38 55.26% 0.4
KFG Wealth Management
4720
KFG Wealth Management
Indiana
$243M +$24.2M +11% 5.93% 55.9% 162 22.84% 0.8
Carmel Capital Management
4721
Carmel Capital Management
California
$243M +$35.1M +17% 20.4% 247% 32 9.38% 2
Brooklyn FI
4722
Brooklyn FI
New York
$243M +$30.3M +14% 4.64% 60.4% 56 12.5% 1.4
Two Point Capital Management
4723
Two Point Capital Management
New York
$243M +$24.2M +11% 9.62% – 24 0% 1.2
Intergy Private Wealth
4724
Intergy Private Wealth
Colorado
$243M +$11.7M +5% 6.12% 73.8% 79 8.86% 1.6
Oldfather Financial Services
4725
Oldfather Financial Services
Nebraska
$243M +$18.6M +8% 8.31% 60.8% 72 13.89% 2.9