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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)
Fi3 Financial Advisors
4751
Fi3 Financial Advisors
Indiana
$327M +$31.2M +11% 5.66% 83.1% 201 25.37% 1.6
JCIC Asset Management
4752
JCIC Asset Management
Ontario, Canada
$327M +$7.1M +2% 6.44% – 116 6.03% 4.3
Somerset Trust
4753
Somerset Trust
Pennsylvania
$327M +$2.97M +0.9% 2.06% 80.5% 186 6.45% 5.4
Reston Wealth Management
4754
Reston Wealth Management
Virginia
$327M +$17.1M +6% 2.59% 66.4% 65 20% 3.5
American Financial Group Inc 401(K) Retirement & Savings Plan
4755
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$327M -$24M -7% 6.2% 17.8% 1 0% 12.5
EdenTree Asset Management
4756
EdenTree Asset Management
United Kingdom
$326M -$88.8M -21% 4.82% 50.2% 63 1.59% 2.1
Pine Harbor Wealth Management
4757
Pine Harbor Wealth Management
Maryland
$326M +$14.6M +5% 1.9% – 112 8.93% 1.5
Uniting Wealth Partners
4758
Uniting Wealth Partners
Kansas
$326M -$97.5M -23% 4.51% – 210 32.38% 0.6
Anchyra Partners
4759
Anchyra Partners
Georgia
$326M – – 3.05% – 259 – 0
Veery Capital
4760
Veery Capital
Delaware
$326M +$9.07M +3% 2.19% 63.4% 99 10.1% 3.1
Paragon Private Wealth Management
4761
Paragon Private Wealth Management
Kentucky
$326M +$20.6M +7% 2.44% 104% 227 8.81% 2
HTG Investment Advisors
4762
HTG Investment Advisors
Connecticut
$325M +$28.2M +10% 2.34% 57.4% 77 3.9% 2.2
FNWM
4763
Financial Network Wealth Management
Utah
$325M +$1.31M +0.4% 1.52% – 119 5.88% 2.3
Knox Lane
4764
Knox Lane
California
$325M – – 15.8% – 1 – 0
CIA
4765
Cape Investment Advisory
Georgia
$325M +$223M +220% 2.28% 72.5% 1,342 39.49% 1.2
Centerpoint Advisors
4766
Centerpoint Advisors
Massachusetts
$325M +$2.75M +0.9% 3.25% 82.6% 485 18.14% 3.9
Tilson Financial Group
4767
Tilson Financial Group
New Jersey
$325M +$20.7M +7% 1.71% 39.3% 83 7.23% 1.6
Ferguson Shapiro
4768
Ferguson Shapiro
Georgia
$325M +$16.1M +5% 0.91% 42.7% 93 33.33% 1.3
PAM
4769
Pegasus Asset Management
New York
$325M +$13.2M +4% 4.22% 101% 72 9.72% 5.2
Stiles Financial Services
4770
Stiles Financial Services
Minnesota
$325M +$7.68M +2% 4.18% 144% 179 5.59% 2.9
Essential Partners
4771
Essential Partners
California
$325M +$21.6M +7% 6.42% – 2,947 15.44% 0.4
Myriad Asset Management Advisors
4772
Myriad Asset Management Advisors
Florida
$325M – – 5.66% – 48 – 0
CM
4773
Cosmic Management
California
$325M – – 16.6% – 4 – 0
Baron Wealth Management
4774
Baron Wealth Management
Michigan
$325M +$22.2M +7% 4.12% 88.6% 286 22.73% 1.5
Financial Life Advisors
4775
Financial Life Advisors
Texas
$324M +$13M +4% 1.47% 47% 53 11.32% 3.3