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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)
DCM Advisors
5451
DCM Advisors
New York
$213M +$14.6M +7% 4.85% 99.3% 52 26.92% 3.1
Pavion Blue Capital
5452
Pavion Blue Capital
California
$213M -$1.63M -0.8% 1% 87.8% 104 6.73% 3.8
Wealth Quarterback
5453
Wealth Quarterback
New Jersey
$213M +$20.8M +11% 1.09% 109% 138 19.57% 2.8
Heritage Oak Wealth Advisors
5454
Heritage Oak Wealth Advisors
Florida
$213M -$4.15M -2% 4.33% – 201 88.06% 0.1
EL
5455
EQ LLC
Washington
$213M +$13.1M +7% 0.1% 72.9% 66 15.15% 2.2
Norris Financial Group
5456
Norris Financial Group
South Carolina
$213M +$9.7M +5% 6.77% 142% 87 18.39% 1.6
Beacon Investment Advisors
5457
Beacon Investment Advisors
Maryland
$213M +$1.47M +0.7% 0.21% 96.4% 158 5.7% 1.6
Bullseye Asset Management
5458
Bullseye Asset Management
Colorado
$213M -$4.06M -2% 5.83% 81% 65 10.77% 3.5
Bernard Wealth Management
5459
Bernard Wealth Management
Michigan
$212M – – 3.08% – 320 – 0
Baron Wealth Management
5460
Baron Wealth Management
Michigan
$212M +$4.7M +2% 2.41% 88.6% 222 21.17% 1.3
Bluestem Financial Advisors
5461
Bluestem Financial Advisors
Illinois
$212M -$1.84M -0.9% 2.23% 42.2% 27 0% 4.2
Centennial Bank
5462
Centennial Bank
Arkansas
$212M -$5.69M -3% 0.28% 69.9% 340 13.53% 1.7
Great Point Partners
5463
Great Point Partners
Connecticut
$212M -$128M -38% 11.4% 710% 34 35.29% 0.8
Weitzel Financial Services
5464
Weitzel Financial Services
Iowa
$212M -$852K -0.4% 1.86% 46.3% 42 4.76% 2.8
Spectrum Wealth Advisory Group
5465
Spectrum Wealth Advisory Group
California
$212M +$33.8M +19% 1.57% 76.1% 58 25.86% 2.2
Horizon Bancorp
5466
Horizon Bancorp
Indiana
$212M -$3.9M -2% 2.7% 33.4% 223 14.35% 2.9
Financial Avengers
5467
Financial Avengers
California
$212M +$8.83M +4% 8.02% 108% 177 9.04% 2.9
Squadra Investments
5468
Squadra Investments
Brazil
$212M -$299M -59% 30.6% 1.55% 7 57.14% 2.5
Ted Buchan & Co
5469
Ted Buchan & Co
California
$212M +$1.01M +0.5% 0.85% 65.2% 88 9.09% 1.4
ShoreHaven Wealth Partners
5470
ShoreHaven Wealth Partners
New Jersey
$212M +$4.37M +2% 0.61% 72.4% 95 18.95% 1.9
Ranch Capital Advisors
5471
Ranch Capital Advisors
Florida
$212M -$338K -0.2% 2.31% 92.6% 152 10.53% 3.4
Elios Financial Group
5472
Elios Financial Group
Ohio
$212M -$5.13M -2% 1.03% – 116 6.03% 0.2
Optimist Retirement Group
5473
Optimist Retirement Group
Washington
$211M -$10.2M -5% 1.21% 92.2% 127 10.24% 0.7
Chaney Capital Management
5474
Chaney Capital Management
Washington
$211M +$33.1M +19% 1.98% – 37 2.7% 0.8
Lloyd Advisory Services
5475
Lloyd Advisory Services
Georgia
$211M +$4.22M +2% 0.52% 51.1% 122 38.52% 0.6