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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)
Abound Financial
5401
Abound Financial
California
$227M +$29.6M +15% 9.32% – 270 75.56% 0.5
Dover Advisors
5402
Dover Advisors
Virginia
$227M -$2.51M -1% 9.34% 65% 177 16.38% 1.4
AV
5403
Aspiring Ventures
Ohio
$227M +$47.1M +26% 27.6% – 62 11.29% 0.4
SimpliFi Inc
5404
SimpliFi Inc
California
$227M +$9.02M +4% 3.94% 27.9% 42 4.76% 3.2
BIA
5405
Bigelow Investment Advisors
Maine
$227M +$16.4M +8% 7.99% 75.7% 151 5.96% 4.8
KLP
5406
Kent Lake PR
Puerto Rico
$227M +$10.2M +5% 8.95% – 45 44.44% 0.4
O'Connor Financial Group
5407
O'Connor Financial Group
Illinois
$227M +$34.4M +18% 7.1% 48.4% 63 17.46% 1.5
Hubbell Strickland Wealth Management
5408
Hubbell Strickland Wealth Management
Louisiana
$227M +$15.4M +7% 8.13% 64.8% 83 7.23% 3.8
Plum Street Advisors
5409
Plum Street Advisors
Louisiana
$227M +$19.1M +9% 6.39% – 87 8.05% 1.2
RPD Fund Management
5410
RPD Fund Management
New York
$227M +$40M +21% 0.1% – 8 25% 0.4
Grunden Financial Advisory
5411
Grunden Financial Advisory
Texas
$226M +$20.6M +10% 6.51% – 31 19.35% 1.1
TSM
5412
Two Star Manager
Florida
$226M +$18.9M +9% 14.3% – 16 18.75% 1
Kondo Wealth Advisors
5413
Kondo Wealth Advisors
California
$226M +$23.6M +12% 8.06% – 68 11.76% 0.4
Tenon Financial
5414
Tenon Financial
New Jersey
$226M +$64.8M +40% 9.46% – 46 0% 1.1
Mitchell & Pahl Private Wealth
5415
Mitchell & Pahl Private Wealth
Oklahoma
$226M +$11.9M +6% 5.35% 82.3% 145 0.69% 4
WAM
5416
Westport Asset Management
Connecticut
$226M +$20.1M +10% 11.4% 64.2% 76 2.63% 6.9
Strathmore Capital Advisors
5417
Strathmore Capital Advisors
North Carolina
$226M – – 7.54% – 100 – 0.2
BCM
5418
Birmingham Capital Management
Alabama
$226M -$39.6M -15% 4.53% 103% 110 10.91% 9
Corundum Group
5419
Corundum Group
Colorado
$226M +$17.7M +8% 9.58% 89.5% 105 8.57% 5
GKV Capital Management
5420
GKV Capital Management
California
$226M +$24.8M +12% 19% – 172 54.07% 0.5
Altus Wealth Group
5421
Altus Wealth Group
Colorado
$226M +$12.5M +6% 10.1% 76.7% 143 10.49% 2.7
Victrix Investment Advisors
5422
Victrix Investment Advisors
Florida
$226M +$35.6M +19% 11.2% – 106 13.21% 0.4
Mendel Money Management
5423
Mendel Money Management
Illinois
$226M +$14.7M +7% 9.72% 75.4% 145 8.28% 4.1
GS Investments
5424
GS Investments
Minnesota
$226M +$13.5M +6% 11.4% 94.1% 122 7.38% 4.3
Towerpoint Wealth
5425
Towerpoint Wealth
California
$226M +$23.9M +12% 8.35% 67.7% 93 13.98% 3.8