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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)
Prudent Man Advisors
5276
Prudent Man Advisors
Illinois
$275M +$3.23M +1% 3.32% 92.5% 140 8.57% 3.8
Access Financial Services
5277
Access Financial Services
Minnesota
$275M -$1.43M -0.5% 1.31% 44.8% 108 13.89% 3.9
Absolute Capital Management
5278
Absolute Capital Management
Pennsylvania
$275M +$41.1M +18% 2.73% 98.2% 141 20.57% 1.4
Dupree Financial Group
5279
Dupree Financial Group
Kentucky
$274M +$11.3M +4% 2.2% 75.8% 85 23.53% 1.2
Nova R Wealth
5280
Nova R Wealth
Kansas
$274M +$38.5M +16% 2.69% 60.7% 94 21.28% 2.5
Fourth Dimension Wealth
5281
Fourth Dimension Wealth
Ohio
$274M +$11.9M +5% 2.45% – 625 8.96% 0.9
BKM Wealth Management
5282
BKM Wealth Management
Wisconsin
$274M +$2.29M +0.8% 2.14% 69.6% 157 8.28% 1.7
Zullo Investment Group
5283
Zullo Investment Group
Pennsylvania
$273M +$2.93M +1% 3.3% 143% 158 6.33% 3.3
Mullooly Asset Management
5284
Mullooly Asset Management
New Jersey
$273M +$12.7M +5% 1.71% – 52 3.85% 0.7
New Wave Wealth Advisors
5285
New Wave Wealth Advisors
Arkansas
$273M +$16.8M +7% 4.97% – 200 20.5% 0.9
Balanced Wealth Group
5286
Balanced Wealth Group
Ohio
$273M +$45.6M +20% 2.03% – 72 4.17% 1.8
Brown Financial Advisors
5287
Brown Financial Advisors
Ohio
$273M +$2.56M +0.9% 1.67% – 172 26.16% 0.9
IMZ Advisory
5288
IMZ Advisory
Florida
$273M +$4.53M +2% 1.81% 73.1% 41 4.88% 1.8
Inlight Wealth Management
5289
Inlight Wealth Management
Georgia
$273M +$60.1M +28% 3.77% – 258 13.95% 0.7
Potentia Wealth
5290
Potentia Wealth
California
$273M +$10.8M +4% 1.95% – 98 8.16% 0.8
SB Capital Management
5291
SB Capital Management
California
$273M – – 14.8% – 93 – 0
Waypoint Wealth Counsel
5292
Waypoint Wealth Counsel
Georgia
$273M +$19.5M +8% 5.53% 111% 324 29.32% 1
Letson Investment Management
5293
Letson Investment Management
Georgia
$273M -$6.03M -2% 0.89% 56.7% 102 3.92% 1.6
Ted Buchan & Co
5294
Ted Buchan & Co
California
$272M +$17.2M +7% 1.67% 65.2% 90 10% 1.9
Cyrus Capital Partners
5295
Cyrus Capital Partners
New York
$272M -$145M -35% 21.9% 163% 5 20% 1.6
AMANSA Capital
5296
AMANSA Capital
Singapore
$272M -$59M -18% 6.33% 32% 2 0% 2.5
Spectrum Wealth Advisory Group
5297
Spectrum Wealth Advisory Group
California
$272M +$29.8M +12% 1.94% 76.1% 67 17.91% 2.8
Stance Capital
5298
Stance Capital
Massachusetts
$272M -$740K -0.3% 4.44% – 314 68.47% 0.4
Amiral Gestion
5299
Amiral Gestion
France
$272M -$3.24M -1% 5.4% – 33 36.36% 0.5
Congruence Capital
5300
Congruence Capital
California
$272M – – 3.62% – 30 – 0