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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)
LFP
5176
Lakeshore Financial Planning
Michigan
$234M +$7.4M +3% 1.28% 65.4% 80 8.75% 1
BVC
5177
Bright Valley Capital
Hong Kong
$234M +$107M +83% 31.5% – 13 61.54% 0.3
Kings Path Partners
5178
Kings Path Partners
Texas
$234M -$4.15M -2% 1.81% – 314 13.06% 0.5
Miller Value Partners
5179
Miller Value Partners
Florida
$234M +$57M +32% 11.1% 133% 33 9.09% 2.5
Prairiewood Capital
5180
Prairiewood Capital
North Dakota
$234M -$2M -0.8% 4.11% 42.6% 87 19.54% 2.3
WMA
5181
Wealth Management Associates
New Jersey
$234M +$6.61M +3% 6.78% 111% 219 8.68% 3.4
Bond & Devick Financial Network
5182
Bond & Devick Financial Network
Minnesota
$234M $0 0% 3.71% 46.9% 157 0% 2.7
Tanglewood Legacy Advisors
5183
Tanglewood Legacy Advisors
Texas
$234M +$8.81M +4% 1.23% 61.1% 306 9.8% 1.6
Cambridge Financial Group (Arizona)
5184
Cambridge Financial Group (Arizona)
Arizona
$234M -$6.42M -3% 1.97% 69.5% 135 8.15% 0.9
CVS Health
5185
CVS Health
Rhode Island
$234M +$3.54M +2% 2.13% 50% 5 40% 2.6
Murchinson
5186
Murchinson
Ontario, Canada
$234M -$134M -37% 10.6% 107% 107 74.77% 0.4
Monte Financial Group
5187
Monte Financial Group
Connecticut
$234M -$7.6M -3% 1.83% 66.7% 87 8.05% 3.6
Wealth Advisors of Tampa Bay
5188
Wealth Advisors of Tampa Bay
Florida
$234M -$6.11M -3% 3.73% 86.2% 89 4.49% 3.9
HGC Investment Management
5189
HGC Investment Management
Ontario, Canada
$234M -$9.27M -4% 4.22% 33.2% 113 45.13% 1
Topel & Distasi Wealth Management
5190
Topel & Distasi Wealth Management
California
$233M -$7.74M -3% 1.76% 43.6% 78 0% 2.5
AFP
5191
Advus Financial Partners
Florida
$233M -$4.48M -2% 1.95% 56.5% 67 16.42% 2.1
Elevation Capital Advisory
5192
Elevation Capital Advisory
Oregon
$233M +$6.87M +3% 2.56% – 80 66.25% 0.3
CWM
5193
Capital Wealth Management
Rhode Island
$233M -$80.6K -0% 2.04% 51.3% 44 15.91% 2.9
Northwest Capital Management
5194
Northwest Capital Management
Oregon
$233M -$44.2M -16% 0.82% 57% 467 8.99% 2
Morris Financial Concepts
5195
Morris Financial Concepts
South Carolina
$233M +$388K +0.2% 0.03% 56.5% 197 8.63% 2.1
LifeGuide Financial Advisors
5196
LifeGuide Financial Advisors
Pennsylvania
$233M -$1.3M -0.6% 4.78% 35.4% 43 6.98% 2.1
Diadema Partners
5197
Diadema Partners
New Jersey
$233M – – 9.46% – 107 – 0
Samalin Investment Counsel
5198
Samalin Investment Counsel
New York
$233M +$3.2M +1% 0.75% 68.3% 322 20.5% 2.6
Warner Financial
5199
Warner Financial
Maryland
$233M +$7.13M +3% 0.68% 69.2% 119 9.24% 2.3
Lumbard & Kellner
5200
Lumbard & Kellner
New Hampshire
$233M +$5.69M +3% 6.87% 137% 84 11.9% 3.1