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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)
Wrenne Financial Planning
5326
Wrenne Financial Planning
Kentucky
$296M +$41.1M +16% 11.5% – 60 18.33% 1.7
Delap Wealth Advisory
5327
Delap Wealth Advisory
Oregon
$296M +$30.2M +11% 10.3% 73% 91 6.59% 2.2
CNBT
5328
Cornerstone National Bank & Trust
Illinois
$296M +$24.4M +9% 7.24% 38.5% 224 10.27% 2.3
PI
5329
PJT Investments
$296M +$43.5M +17% 4.51% – 10 20% 0.7
Investment Research Partners
5330
Investment Research Partners
Pennsylvania
$295M +$49.7M +20% 14.7% – 295 22.71% 0.6
Singapore Technologies Telemedia
5331
Singapore Technologies Telemedia
Singapore
$295M -$101M -25% 25.5% 173% 1 0% 9.3
Colrain Capital
5332
Colrain Capital
Massachusetts
$295M +$36.7M +14% 25.2% – 28 17.86% 6
Western Standard LLC
5333
Western Standard LLC
California
$295M +$105M +55% 17.2% 83.7% 41 78.05% 0.3
Towle & Co
5334
Towle & Co
Colorado
$295M +$37.7M +15% 31.8% 172% 69 36.23% 0.9
Clarus Group
5335
Clarus Group
Texas
$295M +$16.1M +6% 11.6% 67.5% 132 18.18% 2.6
Union Heritage Capital
5336
Union Heritage Capital
Michigan
$295M +$25.8M +10% 18.4% 82.1% 65 7.69% 4
Wealthedge Investment Advisors
5337
Wealthedge Investment Advisors
New York
$295M +$22.8M +8% 18.3% – 160 22.5% 1
Decatur Capital Management
5338
Decatur Capital Management
Georgia
$295M +$76.3M +35% 16% 135% 61 59.02% 2.6
Nepsis Inc
5339
Nepsis Inc
Minnesota
$295M -$3.75M -1% 19.3% 131% 31 16.13% 4.5
Bastion Asset Management
5340
Bastion Asset Management
Canada
$295M -$33.2M -10% 12.3% – 91 69.23% 0.3
ASG
5341
Advisory Solutions Group
Minnesota
$295M – – 12.7% – 206 – 0
Kennedy Investment Group
5342
Kennedy Investment Group
New Jersey
$295M +$39.3M +15% 21.3% 95.4% 150 12.67% 2.2
TrustBank
5343
TrustBank
Illinois
$295M +$36.8M +14% 13.1% – 178 15.17% 0.4
Beacon Financial Planning
5344
Beacon Financial Planning
Massachusetts
$295M +$36.4M +14% 16.6% 71.1% 88 17.05% 1.6
Torrey Growth & Income Advisors
5345
Torrey Growth & Income Advisors
California
$294M +$55.8M +23% 49.3% – 123 22.76% 0.6
ISFAN
5346
Investor's Fiduciary Advisor Network
Washington
$294M -$32M -10% 16% – 291 31.96% 1.1
Mainsail Financial Group
5347
Mainsail Financial Group
Washington
$294M +$54.3M +23% 16.1% 61.9% 73 16.44% 2.3
Intrepid Financial Planning Group
5348
Intrepid Financial Planning Group
Indiana
$294M +$46.4M +19% 25.4% 92.5% 141 15.6% 2.5
Landing Point Financial Group
5349
Landing Point Financial Group
Ohio
$294M +$88.1M +43% 13.5% – 104 15.38% 1
Weitzel Financial Services
5350
Weitzel Financial Services
Iowa
$294M +$28.7M +11% 9.91% 46.3% 54 12.96% 3.4