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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)
WMA
5076
Wealth Management Associates
New Jersey
$213M +$23.8M +13% 9.93% 111% 222 18.92% 3
Prairiewood Capital
5077
Prairiewood Capital
North Dakota
$213M +$20.5M +11% 4.06% 42.6% 88 21.59% 1.8
Harbour Investment Management
5078
Harbour Investment Management
Washington
$213M +$21.4M +11% 8.85% 58.8% 89 16.85% 6
Prairie Wealth Advisors
5079
Prairie Wealth Advisors
Nebraska
$213M – – 11.9% – 166 – 0
Enzi Wealth
5080
Enzi Wealth
Texas
$213M +$4.88M +2% 9.54% 77% 61 8.2% 1.1
Stelac Advisory Services
5081
Stelac Advisory Services
New York
$213M +$27.2M +15% 12.2% 84.9% 110 22.73% 4
Community Bank of Raymore
5082
Community Bank of Raymore
Missouri
$213M -$14.1M -6% 9.47% 91.9% 92 8.7% 4.2
Bullseye Asset Management
5083
Bullseye Asset Management
Colorado
$213M +$4.06M +2% 7.43% 81% 72 11.11% 3.2
Guinness Atkinson Asset Management
5084
Guinness Atkinson Asset Management
California
$213M +$17.4M +9% 14.2% 148% 104 0% 5.6
OGF
5085
Orin Green Financial
California
$213M +$10.1M +5% 6.67% 59.1% 84 89.29% 1.6
MMA Asset Management
5086
MMA Asset Management
Pennsylvania
$213M +$23.7M +13% 6.54% 61.2% 258 55.43% 0.9
Investors Asset Management of Georgia
5087
Investors Asset Management of Georgia
Georgia
$213M +$15.4M +8% 9.5% 118% 167 8.98% 6.2
Buttonwood Financial Advisors
5088
Buttonwood Financial Advisors
Maryland
$213M +$29.2M +16% 9.46% 73.4% 105 7.62% 1.5
Lynch Asset Management
5089
Lynch Asset Management
Pennsylvania
$213M +$38.1M +22% 29.4% 214% 47 10.64% 2.1
Breakout Capital Partners
5090
Breakout Capital Partners
New York
$212M +$26.9M +14% 0.79% – 11 18.18% 0.2
Wills Financial Group
5091
Wills Financial Group
Virginia
$212M +$14.2M +7% 6.35% 57.5% 64 10.94% 4.8
Kathleen S. Wright Associates
5092
Kathleen S. Wright Associates
Pennsylvania
$212M +$15.6M +8% 7.04% 66% 236 18.22% 1.3
Worldly Partners Management
5093
Worldly Partners Management
Massachusetts
$212M +$32M +18% 17.8% 19.2% 3 0% 1.3
BancFirst Trust & Investment Management
5094
BancFirst Trust & Investment Management
Oklahoma
$212M -$7.16M -3% 0.47% 44.1% 55 18.18% 1.8
SL
5095
SIB LLC
New York
$212M +$16.2M +8% 8.64% 29.2% 19 5.26% 8.1
Goodwin Investment Advisory
5096
Goodwin Investment Advisory
Georgia
$212M +$19.8M +10% 8.7% 60.8% 82 58.54% 1.5
Alpha Financial Advisors
5097
Alpha Financial Advisors
North Carolina
$212M +$14.8M +7% 3.54% 41.6% 44 9.09% 0.9
HCA
5098
Hyperion Capital Advisors
New York
$212M +$26.9M +15% 10.3% 86.1% 114 49.12% 1.5
Horan Securities
5099
Horan Securities
United States
$212M +$13.2M +7% 7.93% 50.1% 120 16.67% 3.2
14B Capital Management
5100
14B Capital Management
California
$212M +$46.3M +28% 9.34% – 10 10% 0.2