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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)
GPM Growth Investors
4876
GPM Growth Investors
Michigan
$212M +$20.9M +11% 11.9% – 39 7.69% 2.6
Ruedi Wealth Management
4877
Ruedi Wealth Management
Illinois
$212M +$37.4M +21% 9.68% 44.9% 251 13.94% 0.8
EVM
4878
Evelyn V. Moreno
$212M -$247M -54% 11.8% 39.4% 153 16.34% 3.3
Channel Wealth
4879
Channel Wealth
California
$212M +$33.3M +19% 9.64% 68.1% 205 29.27% 0.6
Keystone Financial Services (Colorado)
4880
Keystone Financial Services (Colorado)
Colorado
$212M +$22.7M +12% 9.65% 66% 83 14.46% 1.4
BNC Wealth Management
4881
BNC Wealth Management
Oregon
$212M +$25.2M +14% 12.5% 204% 110 23.64% 2
Silverleafe Capital Partners
4882
Silverleafe Capital Partners
Tennessee
$212M +$15.9M +8% 8.55% 87.7% 59 22.03% 2.7
Vishria Bird Financial Group
4883
Vishria Bird Financial Group
Tennessee
$212M +$35.1M +20% 9.08% 74.3% 61 13.11% 2.9
EAM
4884
Eukles Asset Management
Ohio
$212M +$22.1M +12% 12.8% 87.9% 264 12.88% 3.4
LSP Investment Advisors
4885
LSP Investment Advisors
New York
$211M +$8.5M +4% 9.76% 79.5% 26 11.54% 2
Alaethes Wealth
4886
Alaethes Wealth
Nevada
$211M +$28.7M +16% 11.5% 96.4% 118 11.86% 1.8
TIFF Advisory Services
4887
TIFF Advisory Services
Pennsylvania
$211M +$90.2M +75% 9.54% 86.3% 28 39.29% 1
Lloyd Advisory Services
4888
Lloyd Advisory Services
Georgia
$211M -$92.9M -31% 7.78% 51.1% 350 87.71% 0.3
TPWM
4889
Twelve Points Wealth Management
Massachusetts
$211M +$10M +5% 8.11% 56.8% 175 9.14% 1.7
Wolf Group Capital Advisors
4890
Wolf Group Capital Advisors
Virginia
$211M -$565K -0.3% 9.83% 28.2% 110 10.91% 3.2
Rede Wealth
4891
Rede Wealth
Virginia
$211M +$11.3M +6% 6.04% 84.4% 91 12.09% 2.1
Iyo Bank
4892
Iyo Bank
Japan
$211M +$27.1M +15% 14.1% 125% 32 9.38% 1.7
Sachetta
4893
Sachetta
Massachusetts
$211M – – 10.5% – 1,150 – 0
Meros Investment Management
4894
Meros Investment Management
Texas
$211M +$27.1M +15% 15.1% 102% 44 22.73% 1.3
FSA Wealth Management
4895
FSA Wealth Management
Massachusetts
$211M +$32M +18% 11.1% – 615 92.36% 0.2
G&S Capital
4896
G&S Capital
Colorado
$211M +$14.4M +7% 8.85% 85.6% 127 19.69% 2.2
Topel & Distasi Wealth Management
4897
Topel & Distasi Wealth Management
California
$211M +$19.8M +10% 9.55% 43.6% 74 8.11% 1.6
Santori & Peters Inc
4898
Santori & Peters Inc
Pennsylvania
$210M +$24.3M +13% 13.6% 103% 59 6.78% 3.3
GBI
4899
GP Brinson Investments
Illinois
$210M +$79.4M +61% 8.87% 51.2% 16 12.5% 2.3
Biltmore Wealth Management
4900
Biltmore Wealth Management
Arizona
$210M +$3.09M +1% 8.67% 59.8% 53 1.89% 3.3