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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)
APSI
5451
Asset Planning Services Inc
Louisiana
$190M +$10.6M +6% 8.63% 138% 35 0% 4.9
Foresight Group
5452
Foresight Group
United Kingdom
$189M +$4.79M +3% 2.31% – 34 8.82% 0.4
Mitchell & Pahl Private Wealth
5453
Mitchell & Pahl Private Wealth
Oklahoma
$189M -$963K -0.5% 0.46% 82.3% 143 1.4% 3.2
Sharp Capital Gestora de Recursos
5454
Sharp Capital Gestora de Recursos
Brazil
$189M -$55.3M -23% 4.61% 61.4% 6 16.67% 1.5
Orrstown Financial Services
5455
Orrstown Financial Services
Pennsylvania
$189M +$9.9M +6% 1.97% 73.7% 85 10.59% 4.3
DCM Advisors
5456
DCM Advisors
New York
$189M -$53.2M -22% 1.09% 99.3% 78 37.18% 2.4
Hansen & Associates Financial Group
5457
Hansen & Associates Financial Group
California
$189M +$14.4M +8% 3.28% – 22 68.18% 0.2
Catalyst Private Wealth
5458
Catalyst Private Wealth
California
$189M -$1.89M -1% 1.38% 120% 83 13.25% 2.4
WFA
5459
WMG Financial Advisors
Tennessee
$189M +$14.2M +8% 1.1% 68% 173 25.43% 1.3
Peirce Capital Management
5460
Peirce Capital Management
Texas
$189M +$6.73M +4% 0.7% 56.6% 41 12.2% 0.5
MI
5461
Moneywise Inc
Virginia
$189M +$4.88M +3% 0.43% 58% 62 12.9% 3.3
Donald L. Hagan LLC
5462
Donald L. Hagan LLC
Florida
$189M -$3.16M -2% 0.55% 47.9% 111 25.23% 2.8
Rise Advisors
5463
Rise Advisors
New York
$189M +$1.05M +0.6% 1.22% 62.8% 1,290 5.89% 1.1
Absoluto Partners Gestao de Recursos
5464
Absoluto Partners Gestao de Recursos
Brazil
$189M -$24.6M -12% 3.76% 78.7% 25 16% 1.6
Jupiter Wealth Management
5465
Jupiter Wealth Management
Colorado
$189M -$269K -0.1% 4.9% 99.2% 101 12.87% 2.3
McNaughton Wealth Management
5466
McNaughton Wealth Management
California
$189M +$8.23M +5% 1.48% 55.6% 55 7.27% 3.5
KCM
5467
Kempner Capital Management
Texas
$189M +$4.14M +2% 1.06% 60.9% 56 19.64% 4.1
Choice Wealth Advisors
5468
Choice Wealth Advisors
Maine
$189M +$23.4M +14% 2.08% 60.3% 29 10.34% 1.5
Financial Avengers
5469
Financial Avengers
California
$188M -$658K -0.3% 9.71% 108% 172 20.93% 2.6
Pragma Gestao de Patrimonio
5470
Pragma Gestao de Patrimonio
Brazil
$188M -$2.68M -1% 4.88% 75.2% 23 21.74% 1.6
AC
5471
Athos Capital
Hong Kong
$188M +$94.8M +101% 2.51% 110% 56 51.79% 0.6
Pioneer Wealth Management Group
5472
Pioneer Wealth Management Group
Texas
$188M +$13.3M +8% 0.07% – 42 11.9% 1.2
Ascension Capital Advisors
5473
Ascension Capital Advisors
Texas
$188M +$8.42M +5% 0.05% 59.3% 33 15.15% 2.7
Mirabaud Asset Management (France)
5474
Mirabaud Asset Management (France)
France
$188M -$34.1M -15% 0% – 20 0% 0.2
Robbins Farley
5475
Robbins Farley
New Hampshire
$188M -$1.76M -0.9% 3.68% 106% 179 12.85% 1.9