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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)
Woodward Financial Advisors
5301
Woodward Financial Advisors
North Carolina
$299M +$39.6M +15% 9.83% 55% 67 11.94% 3.1
Maltin Wealth Management
5302
Maltin Wealth Management
New Jersey
$299M +$37.4M +14% 9.38% 58.2% 153 15.69% 3.3
SIA
5303
Schear Investment Advisers
Ohio
$299M +$72.2M +32% 56.4% 241% 85 11.76% 2.5
Glass Wealth Management
5304
Glass Wealth Management
Texas
$299M +$40.4M +16% 26.4% – 73 13.7% 1.7
HighMark Wealth Management
5305
HighMark Wealth Management
Minnesota
$299M +$52.9M +22% 21.8% 110% 600 13.67% 3.4
Highlander Partners
5306
Highlander Partners
Texas
$298M +$42.8M +17% 21.3% 241% 46 6.52% 2.4
Searcy Financial Services
5307
Searcy Financial Services
Kansas
$298M +$28.5M +11% 10.7% 60.2% 28 7.14% 3.3
SC
5308
Sawyer & Company
Massachusetts
$298M +$38.2M +15% 25% 111% 211 10.9% 4.6
Strategic Equity Management
5309
Strategic Equity Management
Arizona
$298M +$31.7M +12% 15.5% 70.3% 76 22.37% 1.8
SIIL
5310
Sinvest Investments II Ltd
$298M +$11.8M +4% 4.12% – 1 0% 0.5
Bluescape Energy Partners
5311
Bluescape Energy Partners
Texas
$297M -$24.8M -8% 4.09% 57.9% 5 20% 4.5
BOC
5312
Barbara Oil Co
Illinois
$297M +$37.7M +15% 19% 76.9% 74 8.11% 9.2
MBA Advisors
5313
MBA Advisors
Pennsylvania
$297M +$36.8M +14% 9.52% 66.1% 169 15.38% 3.1
Vertrix Wealth Management
5314
Vertrix Wealth Management
Michigan
$297M +$25.5M +9% 12.4% – 113 24.78% 0.2
Foundry Financial
5315
Foundry Financial
California
$297M +$60.9M +26% 11.2% – 87 19.54% 0.4
TCFG Investment Advisors
5316
TCFG Investment Advisors
California
$297M +$29.4M +11% 19.1% – 317 19.24% 0.2
Dayah Capital
5317
Dayah Capital
Connecticut
$297M +$35.6M +14% 7.28% – 54 74.07% 0.2
HF Capital
5318
HF Capital
Tennessee
$297M +$57.5M +24% 37.4% – 5 0% 0.5
Silphium Asset Management
5319
Silphium Asset Management
United Kingdom
$297M +$32.6M +12% 18.9% 118% 57 19.3% 1.1
Phoenix Wealth Advisors
5320
Phoenix Wealth Advisors
North Carolina
$297M +$43.4M +17% 8.1% 68.8% 134 9.7% 3.2
Harper Investing
5321
Harper Investing
California
$297M +$67.4M +29% 13% 58.7% 86 15.12% 1.6
Powszechne Towarzystwo Emerytalne Allianz Polska
5322
Powszechne Towarzystwo Emerytalne Allianz Polska
Poland
$297M +$28.8M +11% 11.8% – 10 0% 1.9
Shrier Wealth Management
5323
Shrier Wealth Management
California
$296M +$22.9M +8% 6.83% – 139 9.35% 0.5
Continuum Wealth Advisors
5324
Continuum Wealth Advisors
New York
$296M +$55.3M +23% 9.39% 69% 87 25.29% 1.7
MorganRosel Wealth Management
5325
MorganRosel Wealth Management
Colorado
$296M +$42.7M +17% 15.2% 67.5% 116 21.55% 3.2