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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)
Bain Capital Venture Investors
5501
Bain Capital Venture Investors
Massachusetts
$255M +$141M +124% 14.5% 34.2% 4 75% 0.5
Spreng Capital Management
5502
Spreng Capital Management
Ohio
$255M +$3.94M +2% 2.02% 72.5% 81 14.81% 4.3
UFAC
5503
Urban Financial Advisory Corp
Illinois
$255M +$40M +19% 1.24% – 54 3.7% 1.4
SFG Wealth Management
5504
SFG Wealth Management
Maryland
$255M +$23.7M +10% 3.06% 86.3% 145 21.38% 1.5
Cane Capital Partners
5505
Cane Capital Partners
Louisiana
$254M – – 3.01% – 144 – 0
Flagship Private Wealth
5506
Flagship Private Wealth
Massachusetts
$254M +$5.54M +2% 2.38% 70.2% 119 11.76% 2.9
Aubrey Capital Management
5507
Aubrey Capital Management
United Kingdom
$254M -$63.1M -20% 2.2% 319% 67 43.28% 1.1
Ruggaard & Associates
5508
Ruggaard & Associates
Ohio
$254M -$13.3M -5% 1.63% 47.6% 128 11.72% 2.1
RA
5509
Ransom Advisory
Rhode Island
$254M +$31.9M +14% 4.92% – 442 33.94% 1.1
Shrier Wealth Management
5510
Shrier Wealth Management
California
$254M – – 3.69% – 126 – 0
Howard Bailey Securities
5511
Howard Bailey Securities
Indiana
$254M -$97.5M -28% 1.77% – 163 25.15% 0.9
Evergreen Private Wealth
5512
Evergreen Private Wealth
Colorado
$254M +$7M +3% 2.58% 80.2% 238 61.76% 1.9
ACT Advisors
5513
ACT Advisors
North Carolina
$254M +$5.95M +2% 2.14% 75.4% 77 20.78% 1.8
Mills Wealth Advisors
5514
Mills Wealth Advisors
Texas
$254M +$7.76M +3% 2.29% 37.9% 75 12% 1.7
FMB Wealth Management
5515
FMB Wealth Management
California
$253M +$17.3M +7% 3.64% 71.1% 96 12.5% 2
Luken Investment Analytics
5516
Luken Investment Analytics
Tennessee
$253M -$2.53M -1% 1.23% 51% 401 64.34% 1.2
VarCov Co
5517
VarCov Co
Connecticut
$253M – – 0.45% – 436 – 0
Global Trust Asset Management
5518
Global Trust Asset Management
Florida
$253M +$32.2M +15% 7.62% 178% 555 27.75% 4.1
Greykasell Wealth Strategies
5519
Greykasell Wealth Strategies
California
$253M +$15.8M +7% 3.45% – 501 20.76% 0.6
Choice Wealth Advisors
5520
Choice Wealth Advisors
Maine
$253M +$19.6M +8% 1.64% 60.3% 34 8.82% 2.3
S.A. Mason
5521
S.A. Mason
Michigan
$253M +$26.3M +12% 2.64% 116% 273 10.99% 4.5
Meridian Financial Partners
5522
Meridian Financial Partners
Virginia
$253M +$12.1M +5% 3.22% 80.8% 122 10.66% 2.2
Integrity Wealth Solutions
5523
Integrity Wealth Solutions
Colorado
$253M +$28.6M +13% 2.41% – 131 12.21% 1.4
Ardent Capital Management
5524
Ardent Capital Management
Ohio
$253M +$16.8M +7% 5.31% 87.2% 51 1.96% 2.4
Towerpoint Wealth
5525
Towerpoint Wealth
California
$253M +$8.14M +3% 2.6% 67.7% 94 9.57% 4.1