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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)
Bond & Devick Financial Network
5376
Bond & Devick Financial Network
Minnesota
$176M +$20.3M +13% 10.2% 46.9% 143 11.19% 2.1
Asset Management Resources
5377
Asset Management Resources
Massachusetts
$176M +$14.7M +9% 7.65% – 64 18.75% 1.4
Autumn Glory Partners
5378
Autumn Glory Partners
Texas
$176M +$11.8M +7% 8.37% 76% 175 18.29% 1
ACT Advisors
5379
ACT Advisors
North Carolina
$175M +$13.9M +9% 10.5% 75.4% 51 41.18% 1.1
Hilltop Wealth Advisors
5380
Hilltop Wealth Advisors
North Carolina
$175M +$46.2M +36% 8.68% 58.3% 42 14.29% 2.1
Pacific Wealth Management
5381
Pacific Wealth Management
California
$175M +$23.2M +15% 8.93% 72.8% 28 25% 1.5
JKSF
5382
John & Kathleen Schreiber Foundation
Illinois
$175M +$13.7M +8% 20.7% 30.8% 4 25% 1.8
JW Asset Management
5383
JW Asset Management
Florida
$175M -$55.7M -24% 14.4% 251% 19 31.58% 0.8
Morris Financial Concepts
5384
Morris Financial Concepts
South Carolina
$175M +$24.6M +16% 9.69% 56.5% 165 10.3% 1.5
American Financial & Tax Strategies
5385
American Financial & Tax Strategies
New York
$175M – – 8.71% 46.9% 90 – 0
Gunderson Capital Management
5386
Gunderson Capital Management
South Carolina
$175M +$28M +19% 16.2% 961% 59 37.29% 0.6
MB, Levis & Associates
5387
MB, Levis & Associates
Pennsylvania
$175M +$20.5M +13% 8.26% 43.1% 286 4.2% 0.9
Lazari Capital Management
5388
Lazari Capital Management
California
$175M +$7.05M +4% 15.6% 145% 132 12.12% 0.5
Profit Investment Management
5389
Profit Investment Management
Maryland
$175M +$33.2M +24% 15.7% 101% 78 7.69% 6.5
Taika Capital
5390
Taika Capital
Florida
$175M -$36.2M -17% 10.8% 68.3% 69 65.22% 0.4
TC
5391
Teilinger Capital
Texas
$175M -$184M -51% 6.44% 30.2% 44 68.18% 0.7
Game Plan Financial Advisors
5392
Game Plan Financial Advisors
Ohio
$175M – – 11% – 459 – 0.5
Slagle Financial
5393
Slagle Financial
Illinois
$175M +$11.4M +7% 9.29% 77.9% 120 7.5% 0.5
Lynch Asset Management
5394
Lynch Asset Management
Pennsylvania
$174M +$22.4M +15% 13.9% 214% 48 8.33% 1.8
SCMS
5395
Serenity Capital Management (Singapore)
Singapore
$174M -$35.9M -17% 8.07% 21% 4 0% 0.8
Foresight Global Investors
5396
Foresight Global Investors
New York
$174M -$5.28M -3% 9.48% 69.9% 43 13.95% 0.6
Leicht Financial Planning & Wealth Management
5397
Leicht Financial Planning & Wealth Management
New Jersey
$174M +$12.3M +8% 8.86% 50.2% 26 34.62% 1.7
Smith Shellnut Wilson
5398
Smith Shellnut Wilson
Mississippi
$174M +$10.9M +7% 10.1% 98.6% 131 8.4% 4.6
OIM
5399
Opus Investment Management
Massachusetts
$174M +$11.9M +7% 8.17% 52.8% 41 2.44% 7.3
BHK Investment Advisors
5400
BHK Investment Advisors
Alabama
$174M -$43.2M -20% 10.9% 54.6% 56 8.93% 4.3