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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)
Leading Edge Financial Planning
5126
Leading Edge Financial Planning
Tennessee
$193M +$36.6M +23% 9.17% 48.6% 73 26.03% 0.8
Prairiewood Capital
5127
Prairiewood Capital
North Dakota
$193M +$38.5M +25% 10.2% 42.6% 79 12.66% 1.8
HPFG
5128
Hart & Patterson Financial Group
Massachusetts
$193M – – 7.94% – 59 – 0
American Trust Investment Advisors
5129
American Trust Investment Advisors
New Hampshire
$192M +$11.3M +6% 10.3% 91% 91 14.29% 3.4
Custos Family Office
5130
Custos Family Office
Texas
$192M +$44M +30% 9.35% 57.4% 48 22.92% 1
Parus Finance (UK)
5131
Parus Finance (UK)
United Kingdom
$192M +$31.9M +20% 12.2% 199% 28 7.14% 3.7
Balanced Wealth Group
5132
Balanced Wealth Group
Ohio
$192M – – 11.6% – 64 – 0
Goodwin Investment Advisory
5133
Goodwin Investment Advisory
Georgia
$192M +$23.3M +14% 11.3% 60.8% 84 21.43% 1.8
AllGen Financial Advisors
5134
AllGen Financial Advisors
Florida
$192M +$51.6M +37% 8.88% 39.7% 35 22.86% 2
AAG
5135
Avalon Advisory Group
Pennsylvania
$192M +$21.6M +13% 9.23% 46% 9 22.22% 3.9
Cambridge Financial Group (Arizona)
5136
Cambridge Financial Group (Arizona)
Arizona
$192M – – 10.7% 69.5% 126 – 0
Harbour Investment Management
5137
Harbour Investment Management
Washington
$192M +$16.5M +9% 11.7% 58.8% 78 8.97% 6.8
Cherrydale Wealth Management
5138
Cherrydale Wealth Management
New Jersey
$192M +$23.5M +14% 10.6% 80.8% 52 13.46% 1.2
Algebris (UK)
5139
Algebris (UK)
United Kingdom
$192M -$4.38M -2% 12% 17% 47 46.81% 0.8
Forum Private Client Group
5140
Forum Private Client Group
Indiana
$192M +$178M +1,346% 8.51% 47.9% 75 100% 0
Concentrum Wealth Management
5141
Concentrum Wealth Management
California
$192M +$26.2M +16% 15.1% 174% 68 14.71% 2.5
Acuitas Investments
5142
Acuitas Investments
Washington
$192M +$21.4M +13% 19% 120% 131 22.9% 0.7
SV
5143
Stilwell Value
New York
$191M +$8.4M +5% 6.12% 87.9% 41 21.95% 4.3
Forest Hill Capital
5144
Forest Hill Capital
Arkansas
$191M -$1.31M -0.7% 18.3% 132% 48 12.5% 4.1
Generali Powszechne Towarzystwo Emerytalne
5145
Generali Powszechne Towarzystwo Emerytalne
Poland
$191M +$38M +25% 17.3% 175% 27 3.7% 1.6
Convergence Investment Partners
5146
Convergence Investment Partners
Florida
$191M +$22.3M +13% 13.2% 304% 212 33.49% 3.2
GS Investments
5147
GS Investments
Minnesota
$191M +$16M +9% 12.6% 108% 138 2.9% 3.1
EJF Capital
5148
EJF Capital
Virginia
$191M -$36.4M -16% 22.4% 127% 103 21.36% 1.8
Rooted Wealth Advisors
5149
Rooted Wealth Advisors
Illinois
$191M +$28.9M +18% 8.91% 57.3% 85 27.06% 0.7
IIGPLP
5150
IGP Investments (G.P.L.P.)
Israel
$191M – – 12.3% – 2 – 0