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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)
Left Brain Wealth Management
5101
Left Brain Wealth Management
Illinois
$289M -$29.6M -9% 2.88% 376% 112 37.5% 1.5
Range Financial Group
5102
Range Financial Group
Oregon
$289M +$11.8M +4% 6.14% 195% 229 28.38% 1.6
WPA
5103
WIT Partners Advisory
Singapore
$289M +$19.5M +7% 6.56% 22.7% 18 38.89% 0.3
Malaga Cove Capital
5104
Malaga Cove Capital
California
$289M +$13.3M +5% 3.26% 97.3% 198 19.19% 2.6
Seldon Capital
5105
Seldon Capital
California
$289M +$4.3M +2% 15.2% 604% 72 12.5% 2.4
Providence First Trust
5106
Providence First Trust
Arizona
$289M +$393K +0.1% 3.49% 68.4% 188 51.06% 2
Windward Private Wealth Management
5107
Windward Private Wealth Management
Kansas
$289M -$1.1M -0.4% 1.32% 35.5% 45 4.44% 4.2
TSM
5108
Two Star Manager
Florida
$289M +$10M +4% 4.44% – 13 15.38% 1.3
National Wealth Management Group
5109
National Wealth Management Group
Ohio
$289M +$23.1M +9% 3.63% 128% 292 38.36% 1.2
KC
5110
KHIS Custodian
Texas
$288M – – 1.34% – 1 – 0
Keeler & Nadler Financial Planning & Wealth Management
5111
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$288M +$15.6M +6% 2% 72.1% 82 7.32% 2.4
Hillman Company
5112
Hillman Company
Pennsylvania
$288M -$35.5M -11% 0.38% 118% 18 27.78% 2
New Perspectives Inc
5113
New Perspectives Inc
Mississippi
$288M +$65M +29% 2.13% – 43 9.3% 2.5
Warner Financial
5114
Warner Financial
Maryland
$288M +$20.3M +8% 2.66% 69.2% 136 11.76% 2.7
NWK Group
5115
NWK Group
California
$288M -$6.1M -2% 5.84% 268% 75 18.67% 3.5
Range Rock Capital
5116
Range Rock Capital
Massachusetts
$288M – – 6.36% – 26 – 0
Rede Wealth
5117
Rede Wealth
Virginia
$288M +$160M +126% 0.84% 84.4% 188 84.04% 1.1
Cambridge Financial Group (Arizona)
5118
Cambridge Financial Group (Arizona)
Arizona
$288M -$23M -7% 3.05% 69.5% 176 10.23% 1.5
SmartHarvest Portfolios
5119
SmartHarvest Portfolios
Washington
$288M – – 5.45% – 366 – 0
Torrey Growth & Income Advisors
5120
Torrey Growth & Income Advisors
California
$288M -$52.2M -15% 1.39% – 137 27.74% 0.2
WMA
5121
Wealth Management Associates
New Jersey
$288M +$5.73M +2% 2.97% 111% 247 11.74% 3.6
Alliance Private Wealth
5122
Alliance Private Wealth
Massachusetts
$287M – – 3.21% – 81 – 0
Holowesko Partners
5123
Holowesko Partners
Bahamas
$287M +$17M +6% 0.26% 51.1% 30 20% 3.6
AYAL Capital Advisors
5124
AYAL Capital Advisors
Ontario, Canada
$287M +$32.9M +13% 1.95% – 58 55.17% 0.5
Thurston Springer Miller Herd & Titak
5125
Thurston Springer Miller Herd & Titak
Indiana
$287M +$236M +468% 2.53% – 1,387 62.22% 0.5