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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)
Power Wealth Management
4901
Power Wealth Management
Georgia
$247M +$7.66M +3% 0.59% 41.8% 93 11.83% 1.1
Planned Solutions
4902
Planned Solutions
California
$247M -$894K -0.4% 2.45% 68.3% 121 14.88% 2.5
Samalin Investment Counsel
4903
Samalin Investment Counsel
New York
$247M +$13.7M +6% 0.34% 68.3% 332 15.96% 2.6
Providence First Trust
4904
Providence First Trust
Arizona
$247M -$19.2M -7% 0.58% 68.4% 205 51.22% 3.1
Formula Growth
4905
Formula Growth
Quebec, Canada
$247M -$48.8M -17% 10.2% 118% 143 37.06% 3.1
Costello Asset Management
4906
Costello Asset Management
Pennsylvania
$246M +$95.3M +63% 3.14% 81.5% 688 73.55% 0.9
Carnegie Lake Advisors
4907
Carnegie Lake Advisors
New Jersey
$246M -$1.42M -0.6% 0.5% – 168 6.55% 0.5
Fi3 Financial Advisors
4908
Fi3 Financial Advisors
Indiana
$246M -$20.7M -8% 2.55% 83.1% 145 20.69% 1.6
Carmel Capital Management
4909
Carmel Capital Management
California
$246M -$18.4M -7% 4.51% 247% 26 3.85% 3.1
Heathbridge Capital Management
4910
Heathbridge Capital Management
Ontario, Canada
$246M -$5.06M -2% 3.95% 73.6% 29 0% 5.1
BOC
4911
Barbara Oil Co
Illinois
$246M +$4.99M +2% 3.3% 76.9% 76 1.32% 8.4
Dupree Financial Group
4912
Dupree Financial Group
Kentucky
$246M +$27.3M +12% 3.9% 75.8% 76 22.37% 0.9
IPA
4913
Investment Planning Advisors
Georgia
$246M +$17.1M +7% 2.98% – 73 17.81% 0.6
Wealth Advisors of Tampa Bay
4914
Wealth Advisors of Tampa Bay
Florida
$246M +$12.5M +5% 1.18% 86.2% 152 44.74% 2.3
Robinson Capital Management
4915
Robinson Capital Management
Michigan
$246M -$1.78M -0.7% 0.43% 7.8% 127 35.43% 1.2
Commonwealth Retirement Investments
4916
Commonwealth Retirement Investments
Virginia
$246M +$3.12M +1% 1.26% 96.7% 106 16.98% 1.5
Mathes Company
4917
Mathes Company
New York
$246M -$28.2M -10% 4.28% 121% 128 7.03% 6.6
Beacon Wealthcare LLC
4918
Beacon Wealthcare LLC
North Carolina
$246M -$665K -0.3% 1.78% 47% 26 19.23% 2.4
Verity Asset Management
4919
Verity Asset Management
North Carolina
$246M +$68.3M +38% 2.21% 87% 221 30.77% 2.9
Prairiewood Capital
4920
Prairiewood Capital
North Dakota
$246M +$11.7M +5% 0.9% 42.6% 79 5.06% 2.6
Weik Capital Management
4921
Weik Capital Management
Pennsylvania
$246M -$115K -0% 2.83% 66.9% 94 4.26% 8
Encompass Wealth Advisors
4922
Encompass Wealth Advisors
Oregon
$246M -$1.97M -0.8% 1.98% 68.7% 102 4.9% 3.4
SAM
4923
Stenahm Asset Management
Guernsey
$246M – – 4.5% – 28 – 1.3
ICW Investment Advisors
4924
ICW Investment Advisors
Arizona
$245M +$5.87M +2% 2.67% 58.6% 140 0.71% 4.4
Burkett Financial Services
4925
Burkett Financial Services
South Carolina
$245M +$862K +0.4% 1.04% 63.6% 263 17.87% 0.9