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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)
Collaborative Wealth Management
5376
Collaborative Wealth Management
Florida
$247M +$18M +8% 5.79% 41.6% 201 11.94% 3
1492 Capital Management
5377
1492 Capital Management
Wisconsin
$247M +$30.1M +14% 11.8% 332% 126 20.63% 1.6
BCU Wealth Advisors
5378
BCU Wealth Advisors
Illinois
$247M +$24.5M +11% 6.27% 57.7% 61 8.2% 1.2
Tealwood Asset Management
5379
Tealwood Asset Management
Minnesota
$247M +$22.4M +10% 8.02% 128% 136 9.56% 3.3
CCP
5380
Caden Capital Partners
California
$247M -$54.1M -18% 5.85% 19.1% 12 16.67% 1.5
AAG
5381
Avalon Advisory Group
Pennsylvania
$247M +$13.9M +6% 5.55% 46% 18 11.11% 2.9
Evergreen Private Wealth
5382
Evergreen Private Wealth
Colorado
$247M +$8.02M +3% 6.26% 80.2% 299 23.75% 1.3
Swan Capital
5383
Swan Capital
Florida
$247M +$16.4M +7% 5.47% 47.9% 558 26.34% 0.9
ANB Bank
5384
ANB Bank
Colorado
$247M +$23.9M +11% 7.08% – 137 18.98% 0.6
HFM Investment Advisors
5385
HFM Investment Advisors
New Jersey
$246M +$19M +8% 5.64% – 1,323 6.88% 0.5
AA
5386
AF Advisors
California
$246M -$43.7M -15% 14.2% 76.5% 30 6.67% 2.4
Weitzel Financial Services
5387
Weitzel Financial Services
Iowa
$246M +$9.9M +4% 4.5% 46.3% 49 4.08% 2.9
Mine & Arao Wealth Creation & Management
5388
Mine & Arao Wealth Creation & Management
California
$246M +$22.1M +10% 10.2% 105% 78 6.41% 5
Moerus Capital Management
5389
Moerus Capital Management
New York
$246M +$11.7M +5% 11.8% 220% 14 7.14% 4.4
Grunden Financial Advisory
5390
Grunden Financial Advisory
Texas
$246M +$19.5M +9% 4.93% – 32 6.25% 1.3
Mills Wealth Advisors
5391
Mills Wealth Advisors
Texas
$246M +$27.7M +13% 4.39% 37.9% 74 12.16% 1.5
Trellis Wealth Advisors
5392
Trellis Wealth Advisors
California
$246M +$16M +7% 6.65% 62.2% 38 2.63% 1.9
Kensington Investment Counsel
5393
Kensington Investment Counsel
California
$246M +$12.3M +5% 4.8% 81.9% 108 10.19% 3.1
RFG
5394
RFP Financial Group
Georgia
$246M +$3.34M +1% 6.53% 53.2% 112 25.89% 1.7
Parkshore Wealth Management
5395
Parkshore Wealth Management
California
$245M +$40.8M +20% 7.71% – 70 11.43% 0.6
Red Spruce Capital
5396
Red Spruce Capital
Pennsylvania
$245M +$14.5M +6% 7.88% 98.4% 93 4.3% 3.9
GBI
5397
GP Brinson Investments
Illinois
$245M +$10.7M +5% 4.67% 51.2% 16 0% 3.6
CNBT
5398
Cornerstone National Bank & Trust
Illinois
$245M +$12.7M +5% 4.24% 38.5% 178 7.87% 2.2
Keeler Thomas Management
5399
Keeler Thomas Management
Utah
$245M +$12.7M +5% 2.94% 52.1% 110 9.09% 1.3
Northstar Advisory Group
5400
Northstar Advisory Group
New Jersey
$245M +$40.1M +20% 13% 141% 122 27.05% 1.7