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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)
Invesco LLC (Illinois)
4951
Invesco LLC (Illinois)
Illinois
$268M +$24.6M +10% 14.3% 122% 137 10.95% 1.6
Granger Management
4952
Granger Management
New York
$268M -$9.41M -3% 9.42% 69.9% 6 16.67% 3.8
Crestview Partners IV
4953
Crestview Partners IV
New York
$268M -$42.2M -14% 12.7% 106% 2 0% 2.9
Long Road Investment Counsel
4954
Long Road Investment Counsel
Michigan
$268M +$10.1M +4% 6.77% 53.8% 82 4.88% 7.7
Brand Asset Management Group
4955
Brand Asset Management Group
Missouri
$268M +$28.1M +12% 11.9% 70.2% 95 9.47% 4.8
David Kennon
4956
David Kennon
Florida
$268M +$16.4M +7% 7.21% 52.4% 37 5.41% 2.1
Wealth Advisors of Iowa
4957
Wealth Advisors of Iowa
Iowa
$268M +$34.9M +15% 6.43% 60.9% 83 20.48% 1.8
Allred Capital Management
4958
Allred Capital Management
Texas
$267M +$17.2M +7% 8.2% 73.5% 166 10.24% 4.8
Enterprise Bank & Trust
4959
Enterprise Bank & Trust
Massachusetts
$267M +$8.53M +3% 10.9% 65.9% 139 9.35% 3.4
Highland Peak Capital
4960
Highland Peak Capital
Connecticut
$267M +$131M +97% 18.6% 260% 18 77.78% 0.2
Timonier Family Office
4961
Timonier Family Office
North Carolina
$267M +$41.3M +18% 6.92% – 55 10.91% 0.5
Wealth Effects
4962
Wealth Effects
Massachusetts
$267M +$29.2M +12% 18.1% 235% 212 9.91% 2.5
Harmony Asset Management
4963
Harmony Asset Management
Arizona
$267M +$28.8M +12% 12.8% 138% 179 15.08% 1.1
Whitefort Capital Management
4964
Whitefort Capital Management
New York
$267M +$54.2M +26% 4.11% 243% 18 22.22% 1.6
Vigilare Wealth Management
4965
Vigilare Wealth Management
Arizona
$267M +$16.3M +7% 9.39% 59.5% 131 31.3% 2.4
Barrett & Company
4966
Barrett & Company
Rhode Island
$267M +$34.4M +15% 10.3% 83.6% 652 7.06% 2.2
Global Financial Private Client
4967
Global Financial Private Client
Florida
$267M +$4.9M +2% 9.82% 100% 1,682 87.4% 3.9
Siemens
4968
Siemens
Germany
$267M +$73.9M +38% 38.4% 16.8% 1 0% 2.8
American Financial Group
4969
American Financial Group
Ohio
$267M +$32.6M +14% 3.83% 32.5% 63 6.35% 6.3
Powell Investment Advisors
4970
Powell Investment Advisors
Florida
$267M +$62.9M +31% 11.4% 82.4% 170 16.47% 2.8
Elyxium Wealth
4971
Elyxium Wealth
California
$267M +$40.8M +18% 12.8% – 173 16.76% 0.4
Excalibur Management
4972
Excalibur Management
Massachusetts
$267M +$12.2M +5% 7.46% 81.7% 172 6.98% 5.9
Cambridge Financial Group (Arizona)
4973
Cambridge Financial Group (Arizona)
Arizona
$266M +$30.8M +13% 9.03% 69.5% 140 5% 1.3
Crown Wealth Group
4974
Crown Wealth Group
North Carolina
$266M +$73.4M +38% 12.4% 98.2% 130 25.38% 1.6
Sculati Wealth Management
4975
Sculati Wealth Management
Michigan
$266M +$18.9M +8% 9.67% 80.3% 126 14.29% 3.3