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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)
Amtrust Financial Services
5226
Amtrust Financial Services
New York
$217M +$11.3M +5% 5.2% 61.9% 14 0% 2.9
Twin Peaks Wealth Advisors
5227
Twin Peaks Wealth Advisors
California
$217M +$16.4M +8% 5.45% – 140 15% 0.6
Bullseye Asset Management
5228
Bullseye Asset Management
Colorado
$217M +$12.6M +6% 12.9% 81% 64 9.38% 3.4
United Bank (Georgia)
5229
United Bank (Georgia)
Georgia
$217M +$16.4M +8% 6.38% 81.2% 104 10.58% 4.6
Elios Financial Group
5230
Elios Financial Group
Ohio
$217M – – 5.91% – 113 – 0
Alfreton Capital
5231
Alfreton Capital
United Kingdom
$216M -$25.9M -11% 9.3% 22.2% 5 20% 1.4
CNB Bank
5232
CNB Bank
Pennsylvania
$216M +$8.33M +4% 6.92% 91.6% 540 7.78% 3.8
IMZ Advisory
5233
IMZ Advisory
Florida
$216M +$15.8M +8% 4.94% – 37 16.22% 0.6
Compass Financial Group (Florida)
5234
Compass Financial Group (Florida)
Florida
$216M +$15.1M +8% 4.46% 44.1% 40 5% 3.6
Denver Wealth Management
5235
Denver Wealth Management
Colorado
$216M +$16.4M +8% 5.24% 64.4% 88 6.82% 2
Horizon Bancorp
5236
Horizon Bancorp
Indiana
$216M +$5.54M +3% 5.87% 33.4% 235 8.94% 2.8
SCA
5237
Sander Capital Advisors
Washington
$216M -$3.03M -1% 0.09% 113% 16 12.5% 3.8
KCM
5238
Knoll Capital Management
Florida
$216M +$67.4M +45% 33.4% 258% 37 8.11% 2
Watchtower Advisors
5239
Watchtower Advisors
Connecticut
$216M +$60.6M +39% 10.7% 384% 17 47.06% 0.7
Evergreen Private Wealth
5240
Evergreen Private Wealth
Colorado
$216M +$12.7M +6% 5.66% 80.2% 217 5.07% 0.7
Wealth Management Partners
5241
Wealth Management Partners
Arizona
$216M +$10.1M +5% 6.86% 194% 121 19.83% 2.4
Aull & Monroe Investment Management
5242
Aull & Monroe Investment Management
Alabama
$216M +$11.3M +6% 8.47% 98.3% 131 4.58% 8
Bull Street Advisors
5243
Bull Street Advisors
Georgia
$215M +$8.18M +4% 6.64% 48.5% 92 2.17% 4.6
Verde Servicos Internacionais
5244
Verde Servicos Internacionais
Brazil
$215M -$1.28M -0.6% 6.98% 130% 41 58.54% 0.5
Mine & Arao Wealth Creation & Management
5245
Mine & Arao Wealth Creation & Management
California
$215M +$10M +5% 5.11% 105% 75 1.33% 4.5
Phoenix Wealth Advisors
5246
Phoenix Wealth Advisors
North Carolina
$215M +$16.2M +8% 6.5% 60.1% 127 9.45% 2.2
HF Advisory Group
5247
HF Advisory Group
Maryland
$215M +$21.8M +11% 7.35% 73.2% 167 3.59% 1.5
Pacific Wealth Management
5248
Pacific Wealth Management
California
$215M +$18.6M +9% 5.15% 72.8% 22 27.27% 1.9
Retirement Guys Formula
5249
Retirement Guys Formula
Ohio
$215M +$6.44M +3% 6.74% 75.7% 139 18.71% 1.4
Left Brain Wealth Management
5250
Left Brain Wealth Management
Illinois
$215M +$828K +0.4% 3.92% 376% 81 18.52% 1.2