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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)
Team Hewins
4726
Team Hewins
California
$366M +$29M +9% 10.6% 60.5% 41 2.44% 2.1
First National Bank Sioux Falls
4727
First National Bank Sioux Falls
South Dakota
$366M $0 0% 10% 70.3% 147 0% 5
Vert Asset Management
4728
Vert Asset Management
California
$365M +$50.4M +16% 12.7% 43.1% 45 2.22% 3.7
Darwin Wealth Management
4729
Darwin Wealth Management
Florida
$365M +$44.2M +14% 14.3% 56.8% 794 10.45% 1.5
25 LLC
4730
25 LLC
Missouri
$365M +$40.8M +13% 9.85% 48.7% 82 18.29% 1.9
Elevated Financial Group
4731
Elevated Financial Group
Indiana
$365M +$57.3M +19% 17.9% – 146 22.6% 0.4
HNH
4732
Hopwood Nicholas Hunter
$365M +$50M +16% 11.5% – 138 17.39% 0.4
Greenlea Lane Capital Management
4733
Greenlea Lane Capital Management
Connecticut
$364M +$19.9M +6% 5.55% 99.7% 10 10% 3.6
Keating Investment Counselors
4734
Keating Investment Counselors
Florida
$364M -$39.6M -10% 6.71% 50% 63 12.7% 6.9
Baker Boyer National Bank
4735
Baker Boyer National Bank
Washington
$364M +$31.3M +9% 9.49% 44.7% 100 15% 5
EFH
4736
Eaton Financial Holdings
Florida
$364M +$58.7M +19% 16.2% – 142 17.61% 1.3
Engle Capital Management
4737
Engle Capital Management
Connecticut
$364M +$70.6M +24% 56.2% 398% 25 32% 0.8
Wilson Asset Management
4738
Wilson Asset Management
Australia
$364M +$10M +3% 10% 58% 52 46.15% 1.5
SFMG
4739
Sage Financial Management Group
Virginia
$364M +$38.6M +12% 9.51% 47.3% 62 9.68% 1.8
Elevated Capital Advisors
4740
Elevated Capital Advisors
Utah
$364M -$33.7M -8% 9.98% 46% 870 5.52% 1.2
Tilson Financial Group
4741
Tilson Financial Group
New Jersey
$364M +$30.4M +9% 8.69% 39.3% 87 10.34% 2
Reliant Wealth Planning
4742
Reliant Wealth Planning
Kentucky
$364M +$32.7M +10% 8.09% 39.4% 54 5.56% 1.6
AIA
4743
AIMZ Investment Advisors
California
$363M +$39.9M +12% 16.8% 81.3% 156 12.82% 6.5
GFG Capital
4744
GFG Capital
Florida
$363M +$50.4M +16% 36% 152% 105 20.95% 2.5
Glynn Capital Management
4745
Glynn Capital Management
California
$363M +$154M +74% 71.7% 252% 49 26.53% 2.7
Raub Brock Capital Management
4746
Raub Brock Capital Management
California
$363M -$31.7M -8% 11.5% 54.7% 50 24% 3
Purus Wealth Management
4747
Purus Wealth Management
California
$363M +$49.6M +16% 23.9% 174% 175 12.57% 2.9
UFAC
4748
Urban Financial Advisory Corp
Illinois
$363M +$80M +28% 12.2% – 58 10.34% 1.8
Westbourne Investment Advisors
4749
Westbourne Investment Advisors
Maryland
$363M +$19.6M +6% 11.1% 107% 124 10.48% 3.7
HA
4750
Hamel Associates
New Jersey
$363M +$12.1M +3% 2.44% 50.6% 94 15.96% 5.9