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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)
Powell Investment Advisors
5151
Powell Investment Advisors
Florida
$317M +$26.7M +9% 15.9% 82.4% 187 17.65% 3.5
Fourth Dimension Wealth
5152
Fourth Dimension Wealth
Ohio
$316M +$52.6M +20% 20% – 713 21.74% 1.1
Nvest Financial
5153
Nvest Financial
New Hampshire
$316M +$47.9M +18% 17% 92.8% 156 14.74% 1.9
Balanced Wealth Group
5154
Balanced Wealth Group
Ohio
$316M +$36.9M +13% 14.1% – 79 8.86% 2
LAM
5155
Lountzis Asset Management
Pennsylvania
$316M +$43.4M +16% 32.2% 144% 57 12.28% 3.7
RIS
5156
Richmond Investment Services
Wisconsin
$316M -$303M -49% 17.5% – 270 51.85% 1.1
IMZ Advisory
5157
IMZ Advisory
Florida
$316M +$51.4M +19% 17.1% – 40 7.5% 2.2
Enzi Wealth
5158
Enzi Wealth
Texas
$316M +$27.7M +10% 15% 77% 77 7.79% 2.5
Ranch Capital Advisors
5159
Ranch Capital Advisors
Florida
$316M +$39M +14% 12.9% 92.6% 162 8.02% 3.9
Tencap Wealth Coaching
5160
Tencap Wealth Coaching
Utah
$315M +$49.7M +19% 9.4% – 20 65% 0.2
Meros Investment Management
5161
Meros Investment Management
Texas
$315M +$84.4M +37% 39.2% 102% 59 27.12% 1.6
Trinity Wealth Management
5162
Trinity Wealth Management
Pennsylvania
$315M +$42.8M +16% 15.1% 56.7% 82 20.73% 2.9
Richards, Merrill & Peterson
5163
Richards, Merrill & Peterson
Washington
$315M +$42.5M +16% 18.8% – 295 7.46% 1.1
VMS Asset Management
5164
VMS Asset Management
$315M +$151M +92% 116% – 46 78.26% 0.1
TAGStone Capital
5165
TAGStone Capital
North Carolina
$315M +$31.8M +11% 10.8% 58.3% 143 6.99% 2.5
Thomist Capital Management
5166
Thomist Capital Management
Texas
$315M -$56.9M -15% 1.38% 71.2% 82 76.83% 0.3
Inlight Wealth Management
5167
Inlight Wealth Management
Georgia
$315M +$44.5M +16% 8.08% – 63 22.22% 1.1
Longitude (Cayman)
5168
Longitude (Cayman)
Cayman Islands
$314M +$70M +29% 49% – 57 29.82% 1.6
MMA Asset Management
5169
MMA Asset Management
Pennsylvania
$314M +$30.2M +11% 10.8% 54.3% 188 8.51% 2.2
Mosley Wealth Management
5170
Mosley Wealth Management
California
$314M +$93.4M +42% 12.4% – 829 49.58% 0.4
American Financial Group Inc 401(K) Retirement & Savings Plan
5171
American Financial Group Inc 401(K) Retirement & Savings Plan
Ohio
$314M +$11.9M +4% 9.58% 17.8% 1 0% 13
Cypress Funds
5172
Cypress Funds
California
$314M -$83.5M -21% 9.72% 100% 14 0% 4.6
Malaga Cove Capital
5173
Malaga Cove Capital
California
$314M +$35.8M +13% 23.7% 97.3% 207 17.87% 2.9
DRD
5174
Dennis R. Delaney
$314M +$31.6M +11% 25.3% 84.3% 62 4.84% 5.5
Stonebridge Financial Planning Group
5175
Stonebridge Financial Planning Group
Florida
$314M +$41.6M +15% 15.6% 67.2% 188 11.7% 3.4