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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)
Cascade Investment Advisors
5451
Cascade Investment Advisors
Oregon
$127M -$36.9M -22% 14.5% 71.4% 258 10.08% 3.6
Financial Guidance Group
5452
Financial Guidance Group
Florida
$127M -$18.2M -13% 11.6% 58.7% 46 13.04% 0.2
Precision Wealth Strategies
5453
Precision Wealth Strategies
Missouri
$127M -$41.3M -25% 12.1% 106% 189 30.16% 0.8
Ridgewood Investments
5454
Ridgewood Investments
New Jersey
$127M -$25.4M -17% 14.1% – 206 15.53% 2.5
EL
5455
EQ LLC
Washington
$127M -$10.7M -8% 9.38% 72.9% 54 27.78% 1.1
Adamsbrown Wealth Consultants
5456
Adamsbrown Wealth Consultants
Kansas
$127M +$777K +0.6% 11.8% 60.6% 98 21.43% 0.4
Prosight Management
5457
Prosight Management
Texas
$127M -$28M -18% 25.1% 39.5% 39 56.41% 0.8
Planning Center Inc
5458
Planning Center Inc
Illinois
$127M +$92.1M +265% 14% 38.9% 54 25.93% 0.4
Founders Capital Management (Texas)
5459
Founders Capital Management (Texas)
Texas
$127M -$29.1M -19% 11.2% 131% 415 26.51% 2.8
Motive Wealth Advisors
5460
Motive Wealth Advisors
Michigan
$127M -$19.1M -13% 14.3% 66% 85 17.65% 0.8
AIM
5461
Athena Investment Management
California
$127M -$2.09M -2% 11.4% 80.6% 138 20.29% 0.2
HPS Investment Partners
5462
HPS Investment Partners
New York
$127M -$133M -51% 43.1% 55.9% 7 28.57% 1.1
Penbrook Management
5463
Penbrook Management
New York
$127M -$27.3M -18% 14.3% 107% 112 8.04% 4.6
Intergy Private Wealth
5464
Intergy Private Wealth
Colorado
$127M -$16.6M -12% 14.9% 73.8% 68 38.24% 0.3
Acorn Wealth Advisors
5465
Acorn Wealth Advisors
Michigan
$127M -$18.6M -13% 11.7% 58.8% 186 20.97% 2.6
CoreFirst Bank & Trust
5466
CoreFirst Bank & Trust
Kansas
$127M -$19.6M -13% 8.83% 61.4% 445 22.7% 1.3
Herbst Group
5467
Herbst Group
Connecticut
$127M -$26.6M -17% 16.7% 142% 82 17.07% 0.4
F/M Investments
5468
F/M Investments
District of Columbia
$126M +$2.47M +2% 28.2% 101% 98 63.27% 0.7
C.M. Bidwell & Associates
5469
C.M. Bidwell & Associates
Hawaii
$126M -$26.2M -17% 12.1% 70.6% 592 29.56% 1.8
CC
5470
Corsicana & Co
Texas
$126M -$27.9M -18% 13.2% – 217 4.61% 0.9
PHM
5471
Prospect Hill Management
New Jersey
$126M -$43.3M -26% 25.3% 85.1% 16 6.25% 1.4
Starfox Financial Services
5472
Starfox Financial Services
Texas
$126M $0 0% 10.7% – 26 0% 0.4
KC
5473
Kenfarb & Co
Kentucky
$126M $0 0% 11.7% – 168 0% 0.5
Covestor
5474
Covestor
United Kingdom
$126M -$24M -16% 14.5% 136% 2,572 9.37% 0.5
Castellan Group
5475
Castellan Group
Kentucky
$126M -$18M -12% 10.3% 184% 71 38.03% 0.9