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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)
HFM Investment Advisors
5451
HFM Investment Advisors
New Jersey
$285M +$25.1M +10% 10% – 1,330 12.26% 1.1
LAI
5452
Legal Advantage Investments
California
$285M +$91.6M +47% 9.19% 116% 89 24.72% 3.1
Midwest Financial Group
5453
Midwest Financial Group
Kansas
$285M +$50.6M +22% 31.9% 103% 142 15.49% 2.1
Choice Wealth Advisors
5454
Choice Wealth Advisors
Maine
$285M +$30.2M +12% 10.5% 60.3% 36 5.56% 2.5
MBE Wealth Management
5455
MBE Wealth Management
Wisconsin
$284M +$43.7M +18% 13% 66.5% 173 20.23% 2.4
Formula Growth
5456
Formula Growth
Quebec, Canada
$284M +$62.7M +28% 39.6% 118% 169 33.14% 2.8
Advantage Trust Company
5457
Advantage Trust Company
Kansas
$284M +$61.1M +27% 15.2% 77.6% 203 42.36% 1.3
Vivid Wealth Management
5458
Vivid Wealth Management
Iowa
$284M +$37.1M +15% 15.7% 107% 76 17.11% 1.4
Bandera Partners
5459
Bandera Partners
New York
$284M +$62.8M +28% 27.4% 55.4% 19 10.53% 3.8
Cumberland Advisors
5460
Cumberland Advisors
Florida
$284M +$28.3M +11% 14.5% 73.5% 50 6% 5.4
1776 Wealth
5461
1776 Wealth
Georgia
$284M +$29.4M +12% 15% 90.4% 155 7.74% 3.3
William Mack & Associates
5462
William Mack & Associates
Michigan
$284M +$109M +62% 10.3% – 110 35.45% 0.9
CWMGP
5463
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$284M +$44.9M +19% 21% 75.9% 109 21.1% 1.8
FreeGulliver LLC
5464
FreeGulliver LLC
Louisiana
$284M +$46.4M +20% 13.6% – 137 26.28% 1.1
American Financial Group
5465
American Financial Group
Ohio
$284M +$13.9M +5% 4.33% 32.5% 76 10.53% 5.6
Sellwood Investment Partners
5466
Sellwood Investment Partners
Oregon
$284M +$29.7M +12% 10.4% – 61 6.56% 1.2
Game Creek Capital
5467
Game Creek Capital
Massachusetts
$283M -$17.4M -6% 41% 176% 98 26.53% 3.3
Beaconlight Capital
5468
Beaconlight Capital
New York
$283M +$93.5M +49% 32.5% 282% 46 54.35% 1.3
Lodestone Wealth Management
5469
Lodestone Wealth Management
Washington
$283M +$30.9M +12% 17% 87.1% 801 5.24% 1
Flagship Private Wealth
5470
Flagship Private Wealth
Massachusetts
$283M +$36.5M +15% 14.8% 62.7% 121 14.88% 3.2
Mendon Capital Advisors
5471
Mendon Capital Advisors
Florida
$283M +$24.9M +10% 19% – 57 26.32% 2.4
Seneca House Advisors
5472
Seneca House Advisors
Virginia
$283M +$31.2M +12% 12.1% 58.2% 107 14.02% 4
Thomas Story & Son
5473
Thomas Story & Son
Indiana
$283M +$22.3M +9% 22.6% 101% 54 7.41% 7.4
O'Connor Financial Group
5474
O'Connor Financial Group
Illinois
$283M +$38.3M +16% 11.8% 48.4% 72 23.61% 1.9
ShariaPortfolio
5475
ShariaPortfolio
Florida
$283M +$56.8M +25% 42.8% 254% 47 23.4% 1.1