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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)
FWM
4876
Filbrandt Wealth Management
Wisconsin
$174M -$2.23M -1% 1.48% – 265 38.49% 1
Pacific Sun Financial
4877
Pacific Sun Financial
California
$174M – – 1.9% 70.3% 174 – 2.5
Sovereign Financial Group
4878
Sovereign Financial Group
Connecticut
$174M +$8.7M +5% 0.58% 90.7% 192 25.52% 0.6
Landaas & Company
4879
Landaas & Company
Wisconsin
$174M -$4.93M -3% 0.62% 68.3% 77 5.19% 2.6
One Charles Private Wealth Services
4880
One Charles Private Wealth Services
Massachusetts
$174M +$24.4M +16% 7.35% 99.7% 126 15.08% 0.4
Legacy Bridge
4881
Legacy Bridge
Iowa
$173M -$3.34M -2% 0.34% 236% 312 10.26% 2.1
Harrington Investments
4882
Harrington Investments
California
$173M +$4.41M +3% 1.22% 109% 84 9.52% 3.2
Concorde Asset Management
4883
Concorde Asset Management
Michigan
$173M -$4.8M -3% 3.98% – 220 23.64% 1.3
Shayne & Jacobs LLC
4884
Shayne & Jacobs LLC
Tennessee
$173M -$5.06M -3% 0.62% 79.4% 37 2.7% 4.5
Apexium Financial
4885
Apexium Financial
Texas
$173M +$12.1M +7% 0.11% 89.6% 91 13.19% 1.3
Smith Shellnut Wilson
4886
Smith Shellnut Wilson
Mississippi
$173M +$957K +0.6% 0.37% 98.6% 177 19.77% 2.8
Murphy Middleton Hinkle & Parker
4887
Murphy Middleton Hinkle & Parker
Georgia
$173M -$6.34M -4% 1.57% 66.8% 142 2.82% 3.1
IMS Capital Management
4888
IMS Capital Management
Oregon
$173M +$3.32M +2% 1.22% 119% 146 19.18% 3.2
Donald L. Hagan LLC
4889
Donald L. Hagan LLC
Florida
$173M +$2.94M +2% 2.19% 47.9% 103 15.53% 2.1
RFG Holdings
4890
RFG Holdings
Texas
$173M +$3.01M +2% 1.56% 74.2% 36 36.11% 0.5
CWM
4891
CCG Wealth Management
California
$173M +$44M +34% 0.25% 82.6% 117 33.33% 1.2
Spark Investment Management
4892
Spark Investment Management
New York
$173M -$9.7M -5% 8.46% 459% 45 28.89% 0.9
SWMG LLC
4893
SWMG LLC
Texas
$172M +$2.44M +1% 1.28% 68.7% 68 20.59% 0.6
Bernardo Wealth Planning
4894
Bernardo Wealth Planning
Pennsylvania
$172M +$5.55M +3% 0.08% 56.9% 81 11.11% 2
MA
4895
Minerva Advisors
Pennsylvania
$172M -$17.3M -9% 4.28% 166% 74 6.76% 5.7
Oxinas Partners Wealth Management
4896
Oxinas Partners Wealth Management
Indiana
$172M -$2.67M -2% 0.76% 91.4% 178 29.21% 0.5
Strong Tower Advisory Services
4897
Strong Tower Advisory Services
Minnesota
$172M – – 0.8% 155% 102 – 0
CFG
4898
CMC Financial Group
Georgia
$172M -$4.03M -2% 2.02% 102% 32 28.13% 1.5
WCH
4899
Willoughby Capital Holdings
Connecticut
$172M – – 22% – 1 – 0
Viewpoint Investment Partners
4900
Viewpoint Investment Partners
Alberta, Canada
$172M +$19.7M +13% 0.91% 38.4% 14 21.43% 1.4