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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)
Searcy Financial Services
4851
Searcy Financial Services
Kansas
$172M +$14.2M +9% 4.55% 60.2% 20 15% 1.9
ST
4852
SAL Trading
Pennsylvania
$172M -$64.2M -27% 13.3% 18.9% 59 64.41% 0.4
FACT Capital
4853
FACT Capital
New York
$172M – – 17.4% 227% 12 – 0
Brick & Kyle Associates
4854
Brick & Kyle Associates
Pennsylvania
$172M +$6.97M +4% 9.27% 97.4% 57 1.75% 5.1
Goodman Advisory Group
4855
Goodman Advisory Group
Massachusetts
$172M -$11.5M -6% 8.82% 88.8% 170 16.47% 0.6
JVL Associates
4856
JVL Associates
Michigan
$172M +$6.55M +4% 5.84% 81% 41 19.51% 3.9
Kinloch Capital
4857
Kinloch Capital
Virginia
$172M +$20.3M +13% 13% 63.4% 77 19.48% 1.5
FSA Wealth Management
4858
FSA Wealth Management
Massachusetts
$172M +$28.8M +20% 7.01% – 59 32.2% 1.2
Waterford Advisors
4859
Waterford Advisors
New York
$172M – – 7.35% 50.5% 50 – 0
Cribstone Capital Management
4860
Cribstone Capital Management
Maine
$172M +$9.9M +6% 6.61% 22.4% 483 19.88% 3.4
TL Private Wealth
4861
TL Private Wealth
Texas
$172M +$10.4M +6% 6.51% 50.6% 47 14.89% 2.4
Vigilare Wealth Management
4862
Vigilare Wealth Management
Arizona
$171M +$94.1M +122% 4.72% 59.5% 118 22.03% 1.9
Madison Wealth Partners
4863
Madison Wealth Partners
Wisconsin
$171M +$18.5M +12% 6.72% 66.9% 80 16.25% 1.4
EAM
4864
Eukles Asset Management
Ohio
$171M +$18.7M +12% 11.9% 77.2% 229 2.18% 2.9
Robertson Opportunity Capital
4865
Robertson Opportunity Capital
Texas
$171M +$8.78M +5% 12.5% 93.4% 27 18.52% 6
DI
4866
DAGCO Inc
Ohio
$171M +$12.1M +8% 9.97% 75% 90 13.33% 3.3
Client 1st Advisory Group
4867
Client 1st Advisory Group
Florida
$171M +$10.3M +6% 7.03% 64.5% 90 11.11% 1.8
Ironwood Wealth Management (West Virginia)
4868
Ironwood Wealth Management (West Virginia)
West Virginia
$171M +$31.7M +23% 6.96% 38.1% 24 4.17% 1.4
Sentinus LLC
4869
Sentinus LLC
Illinois
$171M +$10.9M +7% 5.78% – 139 29.5% 0.2
Altrafin AG
4870
Altrafin AG
$171M +$3.75M +2% 6.86% 97.6% 77 11.69% 0.9
Tiemann Investment Advisors
4871
Tiemann Investment Advisors
California
$171M +$16.4M +11% 7.94% 77% 199 12.56% 5.6
Santori & Peters Inc
4872
Santori & Peters Inc
Pennsylvania
$171M +$21.9M +15% 17.2% 103% 53 22.64% 3.1
SM
4873
Salzhauer Michael
$171M +$7.05M +4% 6.65% 98% 124 16.13% 3.3
FFG
4874
Fortem Financial Group
California
$171M +$26.1M +18% 12.2% 183% 159 5.66% 1.8
Legacy CG
4875
Legacy CG
Texas
$171M +$18.8M +12% 5.44% 62.6% 55 36.36% 0.5