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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)
Treynor Bancshares
5151
Treynor Bancshares
Iowa
$159M +$13.8M +10% 4.02% 3.35% 73 2.74% 1.2
HMS Capital Management
5152
HMS Capital Management
Tennessee
$159M -$15.9M -9% 7.98% 140% 115 26.09% 2.1
Collaborative Wealth Management
5153
Collaborative Wealth Management
Florida
$159M +$6.55M +4% 4.66% 46.6% 178 10.11% 1.8
Sterneck Capital Management
5154
Sterneck Capital Management
Missouri
$159M +$7.9M +5% 7.62% 61.5% 104 7.69% 4.3
Thrive Capital Management (Pennsylvania)
5155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$158M +$5.57M +4% 3.99% 65.3% 128 16.41% 1.2
DB Wealth Management Group
5156
DB Wealth Management Group
California
$158M +$4.13M +3% 3.09% 19% 359 1.39% 1.5
Alta Wealth Advisors
5157
Alta Wealth Advisors
Massachusetts
$158M +$10.4M +7% 15.3% 120% 153 18.95% 1.7
Worldly Partners Management
5158
Worldly Partners Management
Massachusetts
$158M +$29.8M +23% 26.6% 19.2% 4 0% 0.3
Reliant Investment Management
5159
Reliant Investment Management
Tennessee
$158M -$9.37M -6% 2.03% 129% 61 16.39% 2.7
PCG Wealth Advisors
5160
PCG Wealth Advisors
Kansas
$158M +$266K +0.2% 3.32% 87% 123 21.14% 0.8
Forum Private Client Group
5161
Forum Private Client Group
Indiana
$158M +$13.5M +9% 4.04% 47.9% 69 5.8% 0.9
Prosperity Consulting Group
5162
Prosperity Consulting Group
Maryland
$158M +$8.16M +5% 6.26% 66.8% 106 6.6% 1
YC
5163
Yunqi Capital
Hong Kong
$158M +$10.2M +7% 4.15% 71.4% 8 37.5% 0.5
Baron Financial Group
5164
Baron Financial Group
New Jersey
$158M +$7.11M +5% 4.77% 55.5% 58 15.52% 1.8
APSI
5165
Asset Planning Services Inc
Louisiana
$158M -$54K -0% 5.14% 138% 37 5.41% 3.9
Barrett & Company
5166
Barrett & Company
Rhode Island
$158M +$6.49M +4% 4.69% 83.6% 612 6.05% 0.5
Planned Solutions
5167
Planned Solutions
California
$158M +$21.3M +16% 6.35% 68.3% 82 13.41% 1.7
STC
5168
Sarah T. Connolly
$158M +$10.6M +7% 7.85% 35% 95 1.05% 2
Palmer Knight Company
5169
Palmer Knight Company
Florida
$157M +$45.4M +41% 7.46% 78.9% 33 24.24% 2.9
Beacon Financial Advisory
5170
Beacon Financial Advisory
Ohio
$157M +$17.7M +13% 6.12% 76.8% 214 11.68% 2.1
Burns Matteson Capital Management
5171
Burns Matteson Capital Management
New York
$157M +$6.44M +4% 2.35% 137% 184 47.28% 0.9
PFG Private Wealth Management
5172
PFG Private Wealth Management
Florida
$157M -$3.82M -2% 4.38% 52.6% 410 35.61% 1.4
H&H Retirement Design & Management
5173
H&H Retirement Design & Management
Nevada
$157M +$38.6M +33% 2.54% 38.4% 97 71.13% 1.1
Values First Advisors
5174
Values First Advisors
Tennessee
$157M +$13.7M +10% 5.82% 87.6% 403 54.84% 0.9
Asset Management Resources
5175
Asset Management Resources
Massachusetts
$157M +$9.8M +7% 5.24% – 64 28.13% 0.9