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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)
PWM
4926
Prosperity Wealth Management
California
$270M +$57.1M +27% 21.5% 175% 289 43.6% 0.9
Pioneer Wealth Management Group
4927
Pioneer Wealth Management Group
Texas
$270M +$37.5M +16% 6.23% – 49 30.61% 1.6
Vista Investment Management
4928
Vista Investment Management
Pennsylvania
$270M +$13.9M +5% 6.53% 54.4% 176 5.68% 5.1
Scott Marsh Financial
4929
Scott Marsh Financial
Utah
$270M – – 12.4% – 248 – 0
LCM
4930
Lonestar Capital Management
California
$270M +$8.62M +3% 17.7% 260% 25 56% 0.8
Mathes Company
4931
Mathes Company
New York
$270M +$23.7M +10% 15.2% 121% 127 7.09% 6.9
Robertson Opportunity Capital
4932
Robertson Opportunity Capital
Texas
$270M +$6.83M +3% 10.7% 93.4% 29 6.9% 6.4
WCM
4933
Westerly Capital Management
California
$270M +$38.3M +17% 11.6% 116% 49 36.73% 1.5
Prairiewood Capital
4934
Prairiewood Capital
North Dakota
$269M +$23.6M +10% 4.37% 42.6% 80 7.5% 2.7
Empower Annuity Insurance Company
4935
Empower Annuity Insurance Company
Connecticut
$269M +$2.26M +0.8% 0.85% 0.86% 1 0% 2.5
ISFAN
4936
Investor's Fiduciary Advisor Network
Washington
$269M +$57.1M +27% 8.58% – 222 26.13% 0.4
Thomist Capital Management
4937
Thomist Capital Management
Texas
$269M +$15.3M +6% 16.7% 71.2% 69 82.61% 0.3
Christopher J. Hasenberg
4938
Christopher J. Hasenberg
Wisconsin
$269M +$28.1M +12% 7.79% – 247 22.67% 0.8
USAdvisors Wealth Management
4939
USAdvisors Wealth Management
Minnesota
$269M -$17.7M -6% 7.77% 59.6% 150 18% 2.6
HTG Investment Advisors
4940
HTG Investment Advisors
Connecticut
$269M +$29.2M +12% 8.34% 57.4% 75 16% 1.9
Acorn Wealth Advisors
4941
Acorn Wealth Advisors
Michigan
$269M +$28.6M +12% 6.53% 58.8% 265 18.11% 3.2
Lavaca Capital
4942
Lavaca Capital
Texas
$269M +$26.5M +11% 13.5% 46.5% 277 13% 1.4
Essential Planning
4943
Essential Planning
New Hampshire
$269M +$20.4M +8% 5.42% 40.9% 83 3.61% 1.9
CIBC Capital Markets (Europe)
4944
CIBC Capital Markets (Europe)
Luxembourg
$268M +$203M +311% 23.5% – 10 0% 0.5
Flagship Pioneering
4945
Flagship Pioneering
Massachusetts
$268M +$32.7M +14% 20% 13.3% 4 0% 6
Investment Research & Advisory Group
4946
Investment Research & Advisory Group
Georgia
$268M +$29M +12% 11.6% 105% 276 21.01% 2.8
RBA Wealth Management
4947
RBA Wealth Management
California
$268M +$15.6M +6% 8.27% 91% 97 7.22% 2.7
CWM
4948
Capital Wealth Management
Rhode Island
$268M +$27.1M +11% 6.77% 51.3% 40 5% 3.6
Etesian Wealth Advisors
4949
Etesian Wealth Advisors
Oregon
$268M +$36.2M +16% 8.23% 60.6% 142 7.75% 1.9
FullCircle Wealth
4950
FullCircle Wealth
Texas
$268M +$25.2M +10% 8.84% – 277 18.77% 0.7