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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)
Maxwell Wealth Strategies
5276
Maxwell Wealth Strategies
California
$197M +$44.3M +29% 10.7% – 110 24.55% 0.2
Van Leeuwen & Company
5277
Van Leeuwen & Company
New Jersey
$197M +$25.5M +15% 17% 75.4% 96 20.83% 2.1
Mitsubishi UFJ Asset Management (UK)
5278
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$197M +$14.5M +8% 13.6% 151% 106 25.47% 1.7
Gallacher Capital Management
5279
Gallacher Capital Management
Colorado
$197M +$17.7M +10% 6.22% 82.8% 320 37.19% 0.7
First Financial Corp
5280
First Financial Corp
Indiana
$197M +$461K +0.2% 7.22% 95.3% 574 37.28% 4.5
Deane Retirement Strategies
5281
Deane Retirement Strategies
Louisiana
$197M +$13.6M +7% 8.51% 73.4% 87 47.13% 2.4
Wealth Management Partners
5282
Wealth Management Partners
Arizona
$197M +$17.6M +10% 15.6% 194% 127 14.96% 2.2
Aspen Investment Management
5283
Aspen Investment Management
Michigan
$197M +$17.9M +10% 8.43% 92.6% 159 16.35% 5.6
OMC Financial Services
5284
OMC Financial Services
New York
$197M – – 17.2% – 60 – 0
Holistic Financial Partners
5285
Holistic Financial Partners
Indiana
$197M +$30.5M +18% 14.8% 95.7% 143 21.68% 2.5
Alta Wealth Advisors
5286
Alta Wealth Advisors
Massachusetts
$197M +$17.5M +10% 11.1% 120% 133 9.02% 2.3
United Bank (Georgia)
5287
United Bank (Georgia)
Georgia
$197M +$15.5M +9% 9.63% 93.7% 97 9.28% 4.7
Silverlake Wealth Management
5288
Silverlake Wealth Management
Vermont
$196M +$15.1M +8% 7.41% 73.3% 258 17.83% 1.6
Searcy Financial Services
5289
Searcy Financial Services
Kansas
$196M +$16.2M +9% 6.38% 60.2% 27 25.93% 2.2
Theory Financial
5290
Theory Financial
Colorado
$196M +$9.22M +5% 5.4% 54.5% 85 32.94% 1
AP
5291
Arlington Partners
Alabama
$196M -$151M -44% 7.5% 46.4% 261 78.93% 2
HWMA
5292
Heritage Wealth Management (Arizona)
Arizona
$196M +$11.8M +6% 6.03% – 185 13.51% 2.4
Denver Wealth Management
5293
Denver Wealth Management
Colorado
$196M +$19.2M +11% 7.13% 64.4% 83 13.25% 1.7
Verger Capital Management
5294
Verger Capital Management
North Carolina
$196M +$16.6M +9% 6.94% 58.3% 13 0% 7.1
Hilltop Wealth Advisors
5295
Hilltop Wealth Advisors
North Carolina
$196M +$20.2M +12% 6.57% 58.3% 52 23.08% 1.9
True Wind Capital Management
5296
True Wind Capital Management
California
$196M -$142M -42% 14.8% 59.6% 3 33.33% 2.3
Morris Financial Concepts
5297
Morris Financial Concepts
South Carolina
$195M +$20.4M +12% 6.32% 56.5% 174 12.07% 1.6
Centennial Bank
5298
Centennial Bank
Arkansas
$195M +$28.1M +17% 7.24% 69.9% 341 7.04% 1.1
Castellan Group
5299
Castellan Group
Kentucky
$195M +$34.3M +21% 24.7% 184% 69 31.88% 1.6
Cypress Point Wealth Management
5300
Cypress Point Wealth Management
Texas
$195M +$60.7M +45% 12.2% 255% 72 26.39% 1