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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)
Consilium Wealth Advisory
4976
Consilium Wealth Advisory
Texas
$293M +$22.2M +8% 0.37% 126% 109 20.18% 2.5
Montgomery Investment Management
4977
Montgomery Investment Management
Maryland
$293M +$15.2M +5% 9.16% 105% 104 8.65% 6.9
Firetrail Investments
4978
Firetrail Investments
Australia
$293M -$12.1M -4% 0.04% 139% 29 3.45% 1.3
Roth Financial Partners
4979
Roth Financial Partners
Texas
$293M -$10.3M -3% 0.65% 61% 33 9.09% 3.9
Family Wealth Partners
4980
Family Wealth Partners
North Carolina
$293M +$15.4M +6% 0.48% 58.5% 112 24.11% 1.1
Nixon Capital
4981
Nixon Capital
Texas
$293M -$86.2M -23% 9.02% 118% 31 35.48% 1.2
Sharper & Granite
4982
Sharper & Granite
California
$293M +$8.8M +3% 0.11% 50.8% 108 1.85% 2.7
Curio Wealth
4983
Curio Wealth
Maryland
$293M +$10.3M +4% 0.13% – 1,298 67.03% 0.3
Walker Financial Services
4984
Walker Financial Services
Kentucky
$292M +$16.4M +6% 0.51% 20.8% 44 9.09% 2
Pennington Partners & Co
4985
Pennington Partners & Co
Maryland
$292M +$42.4M +17% 3.55% – 116 18.1% 0.8
Nicollet Investment Management
4986
Nicollet Investment Management
Minnesota
$292M -$24M -8% 3.51% 104% 77 5.19% 5
Burkett Financial Services
4987
Burkett Financial Services
South Carolina
$292M -$1.22M -0.4% 0.27% 63.6% 257 8.95% 1.6
Kirkwood Financial Services
4988
Kirkwood Financial Services
Texas
$292M +$6.13M +2% 4.2% – 43 23.26% 0.9
Francisco Partners Management
4989
Francisco Partners Management
California
$292M -$169M -37% 35.7% 14.3% 3 0% 5.1
LFC
4990
LCC Family Corp
$292M -$188M -39% 31.8% – 1 0% 0.8
Warner Financial
4991
Warner Financial
Maryland
$292M +$3.53M +1% 1.38% 69.2% 136 3.68% 2.9
Dynamo Internacional Gestao de Recursos
4992
Dynamo Internacional Gestao de Recursos
Brazil
$292M +$144M +97% 12.1% 34.1% 7 28.57% 3.5
Bishop & Co Investment Management
4993
Bishop & Co Investment Management
Pennsylvania
$292M -$10.4M -3% 1.59% 53.7% 29 13.79% 6.7
Members Advisory Group
4994
Members Advisory Group
New York
$292M +$26.3M +10% 0.39% 70.6% 45 51.11% 1.1
Canopy Partners
4995
Canopy Partners
Ohio
$291M -$15.5M -5% 1.37% 108% 265 12.08% 1.7
CIM
4996
Capital Investment Management
Missouri
$291M +$5.23M +2% 0.95% – 132 14.39% 0.2
Wilkerson Advisory Group
4997
Wilkerson Advisory Group
Missouri
$291M +$7.06M +2% 0.64% – 654 17.13% 0.2
Denver PWM
4998
Denver PWM
Colorado
$291M -$8.51M -3% 0.06% 48.6% 92 22.83% 2.8
Kings Path Partners
4999
Kings Path Partners
Texas
$291M +$5.46M +2% 1.5% – 306 8.5% 1.4
Denver Wealth Management
5000
Denver Wealth Management
Colorado
$291M +$8.47M +3% 2.36% 64.4% 108 22.22% 2.6