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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)
Hubbell Strickland Wealth Management
5301
Hubbell Strickland Wealth Management
Louisiana
$199M +$1.57M +0.8% 0.96% 56.8% 81 7.41% 3.3
Hilltop Wealth Advisors
5302
Hilltop Wealth Advisors
North Carolina
$199M +$3.66M +2% 1.78% 58.3% 53 7.55% 2
Phoenix Wealth Advisors
5303
Phoenix Wealth Advisors
North Carolina
$199M +$35.1M +21% 2.25% 60.1% 121 8.26% 2
WD Rutherford
5304
WD Rutherford
Oregon
$199M +$5.98M +3% 5% 170% 100 9% 2.2
FWG Holdings
5305
FWG Holdings
Florida
$199M +$12.6M +7% 3.61% 91.6% 112 9.82% 1.8
New Republic Capital
5306
New Republic Capital
North Carolina
$199M +$41.6M +26% 2.27% 91.4% 260 21.15% 1
Stonebridge Financial Planning Group
5307
Stonebridge Financial Planning Group
Florida
$199M +$9.9M +5% 3.25% 67.2% 159 8.81% 2.5
CCM
5308
Conway Capital Management
California
$199M +$20.2M +11% 14.3% 139% 47 14.89% 2.5
Luken Investment Analytics
5309
Luken Investment Analytics
Tennessee
$199M +$655K +0.3% 2.74% 47.6% 148 13.51% 2.3
Bayshore Asset Management
5310
Bayshore Asset Management
Florida
$199M -$5.1M -3% 1.35% 62.3% 43 25.58% 2.1
Sequent Asset Management
5311
Sequent Asset Management
Texas
$199M +$9.5M +5% 0.46% 51.3% 93 12.9% 2.4
Mithaq Capital SPC
5312
Mithaq Capital SPC
Saudi Arabia
$199M -$184M -48% 20.9% 51.1% 5 20% 0.8
FIM
5313
FWL Investment Management
Texas
$198M +$16.9M +9% 5.5% 165% 277 30.69% 0.8
Fluent Financial
5314
Fluent Financial
Texas
$198M +$17.4M +10% 0.45% 46.9% 102 46.08% 1.6
Midwest Heritage Bank
5315
Midwest Heritage Bank
Iowa
$198M +$7.87M +4% 0.56% 50% 58 12.07% 1.9
Bluestem Financial Advisors
5316
Bluestem Financial Advisors
Illinois
$198M +$4.37M +2% 0.15% 42.2% 28 3.57% 3.7
Register Financial Advisors
5317
Register Financial Advisors
Georgia
$198M +$5.13M +3% 0.49% 130% 769 8.84% 0.6
Heritage Oak Wealth Advisors
5318
Heritage Oak Wealth Advisors
Florida
$198M – – 15.1% – 88 – 0
Nalanda India Fund
5319
Nalanda India Fund
Mauritius
$198M -$41.9M -17% 3.9% 15.3% 1 0% 5.5
PL
5320
Polianta Ltd
Jersey
$198M -$7.62M -4% 3.53% 31.6% 101 55.45% 0.6
Ironwood Wealth Management (West Virginia)
5321
Ironwood Wealth Management (West Virginia)
West Virginia
$198M +$6.86M +4% 0.26% 38.1% 22 0% 2.9
Unison Asset Management
5322
Unison Asset Management
Florida
$198M +$6.6M +3% 3.19% 81.4% 33 3.03% 2.6
Kennedy Investment Group
5323
Kennedy Investment Group
New Jersey
$197M +$10.1M +5% 4.4% 95.4% 124 7.26% 1.3
Wisconsin Capital Management
5324
Wisconsin Capital Management
Wisconsin
$197M +$6.85M +4% 7.16% 153% 50 12% 4.5
Prairie Wealth Advisors
5325
Prairie Wealth Advisors
Nebraska
$197M -$15.9M -7% 6.73% – 170 18.24% 0.2