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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)
Bernard Wealth Management
5451
Bernard Wealth Management
Michigan
$205M -$7.69M -4% 4.39% – 408 25.49% 0.2
Kessler Investment Group
5452
Kessler Investment Group
Indiana
$205M -$6M -3% 2.09% 251% 223 20.18% 2.5
SFG Wealth Management
5453
SFG Wealth Management
Maryland
$205M +$14.2M +7% 2.49% 86.3% 131 37.4% 1.6
Union Savings Bank
5454
Union Savings Bank
Connecticut
$205M +$1.24M +0.6% 0.67% – 309 6.8% 1.5
Socha Financial Group
5455
Socha Financial Group
New York
$205M -$8.68M -4% 5.77% 88.4% 26 23.08% 2.2
Ararat Capital Management
5456
Ararat Capital Management
Connecticut
$204M -$46.1M -18% 3.66% 99.2% 18 22.22% 1.8
Kings Path Partners
5457
Kings Path Partners
Texas
$204M -$29.8M -13% 0.42% – 300 18.33% 0.7
Keeler Thomas Management
5458
Keeler Thomas Management
Utah
$204M -$76.5M -27% 0.6% 52.1% 85 31.76% 2.1
Summit Investment Advisory Services
5459
Summit Investment Advisory Services
Minnesota
$204M +$10.1M +5% 2.84% 74.2% 72 8.33% 0.7
Greenfield Savings Bank
5460
Greenfield Savings Bank
Massachusetts
$204M -$4.72M -2% 0.52% 108% 148 3.38% 2.2
Applied Capital
5461
Applied Capital
Arkansas
$204M +$9.08M +5% 0.97% 52.6% 49 8.16% 2.2
CIA
5462
Citadel Investment Advisory
Ohio
$204M +$10.8M +6% 6.35% 66.1% 82 0% 3.8
Powell Investment Advisors
5463
Powell Investment Advisors
Florida
$204M -$12.3M -6% 3.52% 82.4% 164 17.07% 3
BC
5464
Bowman & Company
Wisconsin
$204M +$10.1M +5% 2.8% 59.7% 112 9.82% 2.2
BWA
5465
BlueChip Wealth Advisors
Georgia
$204M +$23.4M +13% 0.94% 62.2% 158 17.72% 0.9
One68 Global Capital
5466
One68 Global Capital
New York
$204M +$15.8M +8% 15% – 139 67.63% 0.1
MWM
5467
MTC Wealth Management
Florida
$204M -$4.11M -2% 0.05% 30.5% 15 20% 2.9
PCR
5468
Potrero Capital Research
California
$204M -$95.2M -32% 12.7% 226% 32 59.38% 1
Prairie Wealth Advisors
5469
Prairie Wealth Advisors
Nebraska
$203M -$4.65M -2% 0.72% – 155 11.61% 0.9
TAGStone Capital
5470
TAGStone Capital
North Carolina
$203M +$105K +0.1% 1.03% 58.3% 102 14.71% 2.3
Hillman Capital Management
5471
Hillman Capital Management
Maryland
$203M -$66.3M -25% 0.69% 20.2% 57 15.79% 3
FWG Holdings
5472
FWG Holdings
Florida
$203M -$5.23M -3% 3.45% 91.6% 115 19.13% 2.2
Bernzott Capital Advisors
5473
Bernzott Capital Advisors
California
$203M +$906K +0.4% 2.23% 46.2% 42 9.52% 3.2
ERFOTCOFW
5474
Employees Retirement Fund of the City of Fort Worth
Texas
$203M -$11.3M -5% 0.95% 30.5% 11 9.09% 2.2
Cobalt Capital Management
5475
Cobalt Capital Management
New Jersey
$203M -$37.7M -16% 0.61% 235% 35 60% 0.9