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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)
Abbot Financial Management
4751
Abbot Financial Management
Massachusetts
$205M -$19.1M -9% 5.74% 102% 140 10% 3.4
Marion Wealth Management
4752
Marion Wealth Management
Pennsylvania
$205M -$6.22M -3% 3.63% 51.7% 99 4.04% 0.3
Mendel Money Management
4753
Mendel Money Management
Illinois
$205M +$31.3M +18% 5.82% 75.4% 125 46.4% 2.2
Client 1st Advisory Group
4754
Client 1st Advisory Group
Florida
$205M -$174K -0.1% 3.61% 64.5% 82 8.54% 1.4
Sculati Wealth Management
4755
Sculati Wealth Management
Michigan
$205M -$2.31M -1% 1.06% 80.3% 122 7.38% 1.7
Townsend Asset Management
4756
Townsend Asset Management
North Carolina
$205M -$4.82M -2% 5.02% 88.5% 219 10.05% 1.8
San Luis Wealth Advisors
4757
San Luis Wealth Advisors
California
$205M +$106M +108% 5.74% 65% 459 80.61% 0.2
Robertson Opportunity Capital
4758
Robertson Opportunity Capital
Texas
$204M -$14.1M -6% 0.66% 93.4% 29 13.79% 5
Prosperity Planning
4759
Prosperity Planning
Missouri
$204M +$6.97M +4% 4.2% 43.5% 96 4.17% 1
SG Capital Management
4760
SG Capital Management
Illinois
$204M -$61.1M -23% 2.65% 250% 84 69.05% 0.4
Northwest Wealth Management
4761
Northwest Wealth Management
Iowa
$204M -$11M -5% 1.61% 63.4% 143 20.28% 2.8
Madrona Financial Services
4762
Madrona Financial Services
Washington
$204M -$32.5M -14% 4.09% 85.1% 82 14.63% 2.4
CWM
4763
CCG Wealth Management
California
$204M +$12.2M +6% 3.64% 82.6% 131 32.82% 1.3
Bienville Capital Management
4764
Bienville Capital Management
New York
$204M +$65.9M +48% 7.06% 36.3% 154 45.45% 2
Ferguson Shapiro
4765
Ferguson Shapiro
Georgia
$204M +$18.5M +10% 7.19% 42.7% 42 50% 0.7
Heron Bay Capital Management
4766
Heron Bay Capital Management
Michigan
$204M +$1.02M +0.5% 4.42% 58.9% 76 18.42% 1
TL
4767
TowerView LLC
New York
$204M +$1.4M +0.7% 2.48% 17.9% 36 13.89% 2.8
Newbridge Financial Services Group
4768
Newbridge Financial Services Group
Florida
$203M -$8.32M -4% 5.05% 189% 1,612 17.25% 1
Midwest Professional Planners Ltd (MPPL)
4769
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$203M -$2.56M -1% 3.37% 136% 133 22.56% 2.2
Scissortail Wealth Management
4770
Scissortail Wealth Management
Oklahoma
$203M -$56.4M -22% 0.08% 65% 147 55.1% 0.2
SFA
4771
Spectrum Financial Alliance
Kentucky
$203M -$1.8M -0.9% 1.69% 187% 10 10% 2.8
PYA Waltman Capital
4772
PYA Waltman Capital
Tennessee
$203M +$9.06M +5% 1.56% 62.4% 216 8.33% 0.5
Beacon Wealthcare LLC
4773
Beacon Wealthcare LLC
North Carolina
$203M -$16.9M -8% 5.78% 47% 13 7.69% 0.9
Shayne & Jacobs LLC
4774
Shayne & Jacobs LLC
Tennessee
$203M +$17M +9% 10.5% 79.4% 37 2.7% 4.9
New Leaf Venture Partners
4775
New Leaf Venture Partners
New York
$203M -$73.1M -26% 22% 3.91% 22 4.55% 2.7