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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)
First Bankers Trust
4826
First Bankers Trust
Kentucky
$216M +$17.2M +9% 8.67% 78.9% 121 9.09% 7
Hixon Zuercher
4827
Hixon Zuercher
Ohio
$215M +$24.6M +13% 12.1% 101% 64 12.5% 2.7
Bell & Brown Wealth Advisors
4828
Bell & Brown Wealth Advisors
California
$215M – – 12.6% 125% 74 – 4.4
Glovista Investments
4829
Glovista Investments
New Jersey
$215M +$46.8M +28% 6.88% 2.48% 44 27.27% 2.5
Raleigh Capital Management
4830
Raleigh Capital Management
North Carolina
$215M +$19.2M +10% 9.66% 79.9% 1,200 31% 1
Invesco LLC (Illinois)
4831
Invesco LLC (Illinois)
Illinois
$215M +$16.8M +8% 10.9% 122% 162 10.49% 0.5
Joule Financial
4832
Joule Financial
Kentucky
$215M +$19.4M +10% 10.2% 55.5% 122 29.51% 1
Royal Harbor Partners
4833
Royal Harbor Partners
Texas
$215M +$23.2M +12% 8.79% 54.6% 55 23.64% 1.9
Vista Investment Management
4834
Vista Investment Management
Pennsylvania
$215M +$24.8M +13% 8.95% 54.4% 172 9.88% 4.1
Letson Investment Management
4835
Letson Investment Management
Georgia
$215M – – 10.6% 56.7% 92 – 0
Walled Lake Planning & Wealth Management
4836
Walled Lake Planning & Wealth Management
Illinois
$215M +$15.5M +8% 10.6% 62.6% 113 15.04% 1.6
Comprehensive Financial Consultants Institutional
4837
Comprehensive Financial Consultants Institutional
Indiana
$215M +$24.8M +13% 10.3% 78% 164 13.41% 1.6
Hudson Value Partners
4838
Hudson Value Partners
Florida
$215M +$24.6M +13% 12.8% 124% 104 14.42% 2.2
MWM
4839
MTC Wealth Management
Florida
$215M +$11.9M +6% 8% 30.5% 13 7.69% 2.4
Everpar Advisors
4840
Everpar Advisors
Oklahoma
$215M – – 12.6% – 276 – 0
Beddow Capital Management
4841
Beddow Capital Management
Wyoming
$215M +$9.6M +5% 2.71% 50.7% 58 6.9% 4.6
Sculati Wealth Management
4842
Sculati Wealth Management
Michigan
$215M +$19M +10% 11.4% 80.3% 105 7.62% 2.9
TSA Wealth Management
4843
TSA Wealth Management
Texas
$215M – – 8.83% 62.4% 54 – 0
Shaker Investments
4844
Shaker Investments
Ohio
$215M +$33.1M +18% 19% 216% 92 23.91% 3
Transatlantique Private Wealth
4845
Transatlantique Private Wealth
New York
$214M +$27.6M +15% 12% 88.6% 223 14.8% 1.2
Whelan Financial
4846
Whelan Financial
California
$214M +$24.7M +13% 10.4% 64.6% 37 8.11% 1.4
Capasso Planning Partners
4847
Capasso Planning Partners
South Carolina
$214M +$27.4M +15% 8.99% 51.6% 108 17.59% 1.4
Monte Financial Group
4848
Monte Financial Group
Connecticut
$214M +$16.6M +8% 10.1% 66.7% 85 5.88% 3.2
Bouvel Investment Partners
4849
Bouvel Investment Partners
Pennsylvania
$214M +$29.1M +16% 15.3% 199% 78 2.56% 2.1
DHJJ Financial Advisors
4850
DHJJ Financial Advisors
Illinois
$214M +$16.9M +9% 10.6% 62.5% 828 5.8% 0.6