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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)
Houlihan Financial Resource Group
4826
Houlihan Financial Resource Group
Virginia
$173M +$9.06M +6% 5.37% 50.6% 89 13.48% 2.5
Towerpoint Wealth
4827
Towerpoint Wealth
California
$173M +$7.43M +4% 6.34% 67.7% 90 14.44% 2.9
Newbridge Financial Services Group
4828
Newbridge Financial Services Group
Florida
$173M +$3.12M +2% 4.91% 189% 1,541 12.13% 1.5
Nicollet Investment Management
4829
Nicollet Investment Management
Minnesota
$173M -$9.7M -5% 4.58% 104% 60 8.33% 3.8
DG Capital Management
4830
DG Capital Management
New York
$173M -$54.1M -24% 7.62% 76.7% 64 40.63% 1.6
Performa Ltd (US)
4831
Performa Ltd (US)
South Carolina
$173M +$23.4M +16% 6.84% 55.8% 85 20% 1.3
Narus Financial Partners
4832
Narus Financial Partners
Utah
$173M +$15M +10% 7.75% 85.3% 124 19.35% 2.8
Your Advocates Ltd
4833
Your Advocates Ltd
Texas
$173M +$6.26M +4% 4.83% 50% 230 9.57% 1.6
KLCM
4834
KG&L Capital Management
Louisiana
$173M -$4.09M -2% 11.3% 91.9% 143 19.58% 2.3
Bennicas & Associates
4835
Bennicas & Associates
California
$173M +$16.2M +10% 13.7% 40.3% 104 10.58% 6
Valtinson Bruner Financial Planning
4836
Valtinson Bruner Financial Planning
Minnesota
$173M +$10.9M +7% 6.39% 36.2% 122 22.95% 1.7
AC
4837
Athos Capital
Hong Kong
$173M -$63.1M -27% 5.81% 110% 151 46.36% 0.8
Scissortail Wealth Management
4838
Scissortail Wealth Management
Oklahoma
$173M -$19.9M -10% 12.2% 65% 174 82.76% 0.2
Burrus Financial Services
4839
Burrus Financial Services
Utah
$173M +$10.2M +6% 5.58% 31.3% 10 10% 0.6
LRT Capital Management
4840
LRT Capital Management
Texas
$173M +$26M +18% 9.35% 76.2% 70 27.14% 0.7
GWM
4841
Gray Wealth Management
Maine
$173M +$15.9M +10% 8.74% 22.1% 123 17.07% 2.1
RIA Advisory Group
4842
RIA Advisory Group
Iowa
$173M – – 6.01% – 96 – 0
Kestrel Investment Management
4843
Kestrel Investment Management
California
$172M +$14.7M +9% 15.6% 89.2% 42 16.67% 1.6
Mad River Investors
4844
Mad River Investors
Massachusetts
$172M +$35.1M +26% 27.7% 169% 27 7.41% 4.1
BIA
4845
Bigelow Investment Advisors
Maine
$172M +$4.75M +3% 8.21% 75.7% 151 12.58% 3.6
Powell Investment Advisors
4846
Powell Investment Advisors
Florida
$172M +$19.8M +13% 7.15% 82.4% 142 19.72% 2
Global Wealth Strategies & Associates
4847
Global Wealth Strategies & Associates
Colorado
$172M – – 7.2% 68.7% 346 – 0
WJ Wealth Management
4848
WJ Wealth Management
Arizona
$172M +$12.8M +8% 7.57% 90.6% 59 22.03% 1.4
NIA Impact Advisors
4849
NIA Impact Advisors
California
$172M +$10M +6% 7.54% – 65 15.38% 1.6
Chapin Davis
4850
Chapin Davis
Maryland
$172M – – 10.8% 339% 203 – 0