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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)
Bay Rivers Group
5476
Bay Rivers Group
Virginia
$237M +$18.9M +9% 12.8% 166% 95 9.47% 3.2
Greykasell Wealth Strategies
5477
Greykasell Wealth Strategies
California
$237M +$28.8M +14% 8.11% – 412 25.97% 0.4
APSI
5478
Asset Planning Services Inc
Louisiana
$237M +$19.8M +9% 10.2% 138% 36 8.33% 5.7
Carmel Capital Partners
5479
Carmel Capital Partners
California
$237M -$48M -17% 9.25% 65.9% 160 38.75% 2.2
DCM Advisors
5480
DCM Advisors
New York
$237M +$3.87M +2% 9.62% 99.3% 41 12.2% 3.7
McNaughton Wealth Management
5481
McNaughton Wealth Management
California
$237M +$12.9M +6% 6.53% 55.6% 76 6.58% 3.2
BC
5482
Bowman & Company
Wisconsin
$237M +$12.9M +6% 7% 59.7% 110 2.73% 2.5
Asset Allocation & Management Company
5483
Asset Allocation & Management Company
Illinois
$237M +$21M +10% 6.6% 58.5% 96 12.5% 2.2
Guardian Financial Partners
5484
Guardian Financial Partners
California
$237M +$14.4M +6% 4.98% 53.9% 63 11.11% 1.6
Greenfield Savings Bank
5485
Greenfield Savings Bank
Massachusetts
$237M +$16.6M +8% 8.68% 108% 153 7.84% 2.6
Dopkins Wealth Management
5486
Dopkins Wealth Management
New York
$237M +$14M +6% 7.46% 64.4% 83 6.02% 1.9
Ridgewood Investments
5487
Ridgewood Investments
New Jersey
$237M +$5.52M +2% 6.91% – 730 72.6% 3.6
Juniper Capital Advisors
5488
Juniper Capital Advisors
Texas
$237M +$55.6M +31% 30.7% – 1 0% 1.8
Socha Financial Group
5489
Socha Financial Group
New York
$237M +$12.1M +5% 8.67% 88.4% 26 19.23% 2.1
Hutner Capital Management
5490
Hutner Capital Management
Vermont
$236M +$16.6M +8% 6.8% 52.2% 44 0% 7.1
Independent Family Office
5491
Independent Family Office
New York
$236M +$20.6M +10% 9.44% 68.4% 80 5% 3.5
JCFM
5492
JBR Co Financial Management
Oklahoma
$236M +$33.8M +17% 9.96% 126% 122 11.48% 1.3
Shared Vision Wealth Group
5493
Shared Vision Wealth Group
United States
$236M +$36M +18% 9.49% – 99 17.17% 1.2
CWMGP
5494
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$236M +$132M +127% 7.5% 75.9% 81 39.51% 1.6
FMB Wealth Management
5495
FMB Wealth Management
California
$236M +$26.1M +12% 7.91% 71.1% 91 9.89% 1.8
Gainplan
5496
Gainplan
Michigan
$236M +$15.8M +7% 8.67% 103% 73 42.47% 1.7
Ardent Capital Management
5497
Ardent Capital Management
Ohio
$236M +$27.5M +13% 10.2% 87.2% 52 19.23% 2.1
Nova R Wealth
5498
Nova R Wealth
Kansas
$236M +$20.8M +10% 4.42% 60.7% 87 13.79% 2.5
Envision Financial Planning
5499
Envision Financial Planning
Tennessee
$236M +$22M +10% 4.22% 32.1% 49 8.16% 1.4
Redwood Wealth Management Group
5500
Redwood Wealth Management Group
New Jersey
$236M +$13.2M +6% 8.26% 74.1% 193 14.51% 1.6