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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)
Weik Capital Management
5351
Weik Capital Management
Pennsylvania
$267M -$1.08M -0.4% 2.2% 66.9% 94 3.19% 8.6
Gainplan
5352
Gainplan
Michigan
$267M +$30.9M +13% 1.49% 103% 81 44.44% 1.6
River Street Advisors
5353
River Street Advisors
Illinois
$267M +$8.93M +3% 3.62% 93.5% 175 11.43% 1.9
Parkshore Wealth Management
5354
Parkshore Wealth Management
California
$266M +$21M +9% 2.08% – 69 1.45% 0.9
Colorado Capital Management
5355
Colorado Capital Management
Colorado
$266M +$7.81M +3% 2.77% 60.4% 106 2.83% 5.2
Tanglewood Legacy Advisors
5356
Tanglewood Legacy Advisors
Texas
$266M +$7.44M +3% 2.53% 61.1% 284 9.86% 2.5
Blackhawk Capital Partners
5357
Blackhawk Capital Partners
Wisconsin
$266M +$9.25M +4% 2.38% 87.2% 174 27.01% 1.6
Seaview Investment Managers
5358
Seaview Investment Managers
Florida
$266M -$4.83M -2% 4.87% 148% 89 35.96% 1.5
Triton Wealth Management
5359
Triton Wealth Management
Arizona
$266M +$2.81M +1% 2.48% – 138 28.26% 2.4
Martin Capital Partners
5360
Martin Capital Partners
Oregon
$266M +$8.03M +3% 1.77% 42.3% 71 2.82% 4.3
1776 Wealth
5361
1776 Wealth
Georgia
$266M +$6.19M +2% 2.16% 90.4% 147 8.84% 3.1
Powers Advisory Group
5362
Powers Advisory Group
Illinois
$266M +$14.4M +6% 1.65% 49.8% 129 8.53% 2.7
Altman Advisors
5363
Altman Advisors
Illinois
$265M +$4.01M +2% 4.34% 143% 97 7.22% 2.7
Members Advisory Group
5364
Members Advisory Group
New York
$265M -$17.5M -6% 2.98% 70.6% 46 43.48% 1.3
Kennedy Investment Group
5365
Kennedy Investment Group
New Jersey
$265M +$13.6M +5% 2.75% 95.4% 148 12.16% 2.1
Summit Investment Advisory Services
5366
Summit Investment Advisory Services
Minnesota
$265M +$13.9M +6% 1.98% 74.2% 83 9.64% 1.2
First Financial Corp
5367
First Financial Corp
Indiana
$265M +$9.7M +4% 3.41% 95.3% 322 5.9% 8.1
Biltmore Wealth Management
5368
Biltmore Wealth Management
Arizona
$265M +$2.96M +1% 2.43% 59.8% 59 1.69% 4.4
Beddow Capital Management
5369
Beddow Capital Management
Wyoming
$265M -$6.4M -2% 2.38% 50.7% 56 3.57% 6.2
HG Vora Capital Management
5370
HG Vora Capital Management
New York
$265M -$473M -64% 7.17% 42.6% 15 60% 1.7
LWMI
5371
Landmark Wealth Management (Illinois)
Illinois
$265M +$8.7M +3% 1.73% 42.4% 43 16.28% 1.3
PIP
5372
Palisades Investment Partners
California
$265M +$10M +4% 5.2% – 53 11.32% 1
GE Investment Management
5373
GE Investment Management
Connecticut
$265M +$6.17M +2% 2.39% – 4 0% 1.9
Envision Financial Planning
5374
Envision Financial Planning
Tennessee
$265M +$28.7M +12% 1.72% 32.1% 47 4.26% 1.6
United Community Bank
5375
United Community Bank
South Carolina
$264M -$58.5M -18% 2.84% 72.7% 655 25.34% 1.8