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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)
Autumn Glory Partners
5151
Autumn Glory Partners
Texas
$164M +$27.2M +20% 2.57% 76% 168 28.57% 0.9
Tandem Wealth Advisors
5152
Tandem Wealth Advisors
Arizona
$164M -$1.65M -1% 3.71% 43.1% 61 21.31% 0.6
Henrickson Nauta Wealth Advisors
5153
Henrickson Nauta Wealth Advisors
Michigan
$164M +$16.4M +11% 1.79% 61.6% 60 6.67% 1.4
NFAM
5154
North Fourth Asset Management
New Jersey
$164M -$122M -43% 2.65% 104% 100 86% 0.2
Crestmont Private Wealth
5155
Crestmont Private Wealth
Texas
$163M -$7.11M -4% 3.35% 54.8% 51 13.73% 1
Smith Shellnut Wilson
5156
Smith Shellnut Wilson
Mississippi
$163M -$13.9M -8% 3.98% 98.6% 130 4.62% 4.6
Grand Wealth Management
5157
Grand Wealth Management
Michigan
$163M -$4.88M -3% 3.28% 54.1% 79 20.25% 1.2
Alta Wealth Advisors
5158
Alta Wealth Advisors
Massachusetts
$163M -$7.07M -4% 3.91% 120% 138 10.87% 2.1
Slagle Financial
5159
Slagle Financial
Illinois
$163M +$2.46M +2% 3.01% 77.9% 128 14.84% 0.2
Provence Wealth Management Group
5160
Provence Wealth Management Group
California
$163M -$7.19M -4% 2.67% – 482 70.95% 0.3
Hutner Capital Management
5161
Hutner Capital Management
Vermont
$163M -$8M -5% 3.59% 52.2% 46 6.52% 5.5
Applied Capital
5162
Applied Capital
Arkansas
$163M +$1.85M +1% 3.65% 52.6% 38 10.53% 1.5
Key Client Fiduciary Advisors
5163
Key Client Fiduciary Advisors
New Jersey
$163M -$8.81M -5% 3.29% 107% 185 12.97% 1.2
Rainsberger Wealth Advisors
5164
Rainsberger Wealth Advisors
Colorado
$163M -$2.78M -2% 3.38% – 69 4.35% 1.5
NWK Group
5165
NWK Group
California
$163M -$7.72M -5% 1.36% 268% 73 28.77% 2.5
MBA Advisors
5166
MBA Advisors
Pennsylvania
$163M -$4.37M -3% 2.95% 66.1% 126 14.29% 2
CNBT
5167
Cornerstone National Bank & Trust
Illinois
$163M -$10.2M -6% 3.2% 38.5% 58 6.9% 3.3
Northeast Financial Group
5168
Northeast Financial Group
Pennsylvania
$163M +$6.73M +4% 3.86% 31.6% 66 9.09% 1.4
IWN
5169
Independent Wealth Network
Iowa
$163M -$3.76M -2% 1.81% 78.2% 214 9.35% 1.5
Equita Financial Network
5170
Equita Financial Network
Pennsylvania
$163M – – 3.23% 50.5% 57 – 0
QC
5171
Qalhat Capital
British Virgin Islands
$162M -$5.69M -3% 3.44% 90.3% 8 0% 1.6
OIM
5172
Opus Investment Management
Massachusetts
$162M -$116M -42% 3.6% 52.8% 73 43.84% 7
Activest Wealth Management
5173
Activest Wealth Management
Florida
$162M +$17.9M +12% 3.63% 117% 459 62.09% 0.6
Rooted Wealth Advisors
5174
Rooted Wealth Advisors
Illinois
$162M +$14.1M +9% 3.68% 50.8% 88 22.73% 0.6
Mezzasalma Advisors
5175
Mezzasalma Advisors
New Jersey
$162M -$2.71M -2% 1.02% 203% 88 9.09% 2.2