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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)
SWMG
5276
Signature Wealth Management Group
Georgia
$258M +$4.25M +2% 3.86% – 119 6.72% 3.6
Walker Financial Services
5277
Walker Financial Services
Kentucky
$257M +$37.1M +17% 2.11% 20.8% 44 20.45% 1.6
Blackhawk Capital Partners
5278
Blackhawk Capital Partners
Wisconsin
$257M +$40.2M +19% 9.19% 87.2% 165 30.3% 1.4
WOCP
5279
White Oak Capital Partners
Singapore
$257M -$37.4M -13% 7.63% – 17 11.76% 0.6
Ascension Capital Advisors
5280
Ascension Capital Advisors
Texas
$257M +$17.5M +7% 8.22% 59.3% 40 5% 3.1
EAM
5281
Eukles Asset Management
Ohio
$257M +$12.3M +5% 7.05% 87.9% 243 4.12% 4.4
Lloyd Harbor Capital Management
5282
Lloyd Harbor Capital Management
New York
$257M +$104M +68% 29.5% 144% 25 60% 0.7
New Wave Wealth Advisors
5283
New Wave Wealth Advisors
Arkansas
$257M +$21.3M +9% 9.01% – 188 30.32% 0.7
Dean Capital Management
5284
Dean Capital Management
Kansas
$256M +$13.1M +5% 8.88% 89.7% 133 15.79% 1.5
Trueblood Wealth Management
5285
Trueblood Wealth Management
Ohio
$256M +$17.3M +7% 6.96% 89.9% 261 7.28% 1.4
Financial Connections Group
5286
Financial Connections Group
California
$256M +$13.9M +6% 6.37% 44.4% 270 16.3% 1.9
LWMI
5287
Landmark Wealth Management (Illinois)
Illinois
$256M +$22.7M +10% 6.44% 42.4% 45 13.33% 1.2
Luken Investment Analytics
5288
Luken Investment Analytics
Tennessee
$256M +$27.7M +12% 5.89% 47.6% 154 11.04% 3.2
Trium Capital
5289
Trium Capital
United Kingdom
$256M -$146M -36% 16.2% 215% 77 59.74% 0.7
BWIA
5290
Bryant Woods Investment Advisors
New York
$256M +$24.1M +10% 8.18% 74.4% 55 7.27% 2.6
SI
5291
Saxon Interests
Texas
$256M +$41.9M +20% 7.78% 81.2% 217 17.97% 1.4
Bluestem Financial Advisors
5292
Bluestem Financial Advisors
Illinois
$256M +$22.3M +10% 5.12% 42.2% 29 0% 4.6
Fluent Financial
5293
Fluent Financial
Texas
$255M +$12.7M +5% 5.46% 46.9% 83 40.96% 1.5
Ted Buchan & Co
5294
Ted Buchan & Co
California
$255M +$3.75M +1% 6% 65.2% 98 21.43% 1.8
First Financial Corp
5295
First Financial Corp
Indiana
$255M +$31.2M +14% 6.79% 95.3% 322 4.04% 7.8
Murphy Pohlad Asset Management
5296
Murphy Pohlad Asset Management
Minnesota
$255M +$18.5M +8% 10.4% 83% 130 10.77% 6.3
PIP
5297
Palisades Investment Partners
California
$255M +$25.9M +11% 12.6% – 51 27.45% 0.8
TCFG Wealth Management
5298
TCFG Wealth Management
California
$254M +$33.7M +15% 14.9% – 293 22.18% 0.8
Centennial Bank
5299
Centennial Bank
Arkansas
$254M +$15.8M +7% 7.5% 69.9% 351 5.7% 2.1
Peloton Wealth Strategists
5300
Peloton Wealth Strategists
Indiana
$254M +$5.01M +2% 4.63% 51.3% 96 10.42% 3.8