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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)
Summa Corp
5551
Summa Corp
Texas
$242M +$8.75M +4% 5.17% 348% 88 18.18% 1.3
TKG Advisors
5552
TKG Advisors
Indiana
$242M -$6.05M -2% 5.27% 116% 98 17.35% 2
RA
5553
Resolute Advisors
California
$242M -$64.8M -21% 6.52% 36.7% 101 38.61% 2.1
McNaughton Wealth Management
5554
McNaughton Wealth Management
California
$242M -$1.08M -0.4% 2.21% 55.6% 73 6.85% 3.8
Dover Advisors
5555
Dover Advisors
Virginia
$242M -$16.4M -6% 0.66% 65% 169 8.28% 2
FMB Wealth Management
5556
FMB Wealth Management
California
$242M -$11.7M -5% 0.65% 71.1% 92 21.74% 2.3
Beta Wealth Group
5557
Beta Wealth Group
California
$242M -$7.02M -3% 0.5% 45.4% 122 13.93% 2.2
Tribridge Partners Financial
5558
Tribridge Partners Financial
Maryland
$242M +$3.28M +1% 2.09% – 81 6.17% 0.6
denkapparat Operations
5559
denkapparat Operations
Germany
$242M +$57.7M +31% 5.61% – 364 27.75% 0.7
Ballentine Capital Advisors
5560
Ballentine Capital Advisors
South Carolina
$242M +$4.14M +2% 0.34% 48.8% 27 7.41% 1.9
Physician Wealth Solutions
5561
Physician Wealth Solutions
Nevada
$242M +$5.78M +2% 1.01% 43.6% 45 0% 2.1
Dean Capital Management
5562
Dean Capital Management
Kansas
$241M +$6.69M +3% 10.3% 89.7% 127 20.47% 1.8
TTA
5563
Thor Trading Advisors
Pennsylvania
$241M +$72.2K +0% 1.25% – 13 7.69% 0.8
Altman Advisors
5564
Altman Advisors
Illinois
$241M -$24.1M -9% 1.28% 143% 99 26.26% 3
Paces Ferry Wealth Advisors
5565
Paces Ferry Wealth Advisors
Georgia
$241M -$5.15M -2% 2.66% 72% 143 13.99% 3.4
Continuum Wealth Advisors
5566
Continuum Wealth Advisors
New York
$241M -$17.8M -7% 3.42% 69% 84 23.81% 1.8
Sherborne Investors Management
5567
Sherborne Investors Management
New York
$241M -$142M -37% 37.1% 54.2% 1 0% 3.3
Onyx Financial Advisors
5568
Onyx Financial Advisors
Idaho
$241M +$4.95M +2% 0.68% 57.8% 18 5.56% 2.2
Rakuten Securities
5569
Rakuten Securities
Japan
$241M -$67.5M -22% 3.81% 999% 964 16.29% 1.5
MBE Wealth Management
5570
MBE Wealth Management
Wisconsin
$241M +$1.91M +0.8% 0.23% 66.5% 145 11.03% 2.7
GL
5571
GHE LLC
Tennessee
$241M -$61.1M -20% 5.14% 188% 56 5.36% 2.4
Daily Journal Corp
5572
Daily Journal Corp
California
$241M -$36M -13% 12.9% 109% 4 0% 10.4
Foronjy Financial
5573
Foronjy Financial
California
$241M +$1.06M +0.4% 2.28% – 105 8.57% 0.7
Advisortrust Partners
5574
Advisortrust Partners
North Carolina
$240M +$12.8M +6% 2.9% – 267 46.07% 0.1
Caerus Investment Advisors
5575
Caerus Investment Advisors
Texas
$240M -$68.5M -22% 1.28% 85% 382 45.03% 0.6