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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)
Greenberg Financial Group
5626
Greenberg Financial Group
Arizona
$243M -$42.6M -15% 1.08% – 160 43.75% 0.6
CWMG
5627
Compass Wealth Management (Georgia)
Georgia
$243M +$17M +8% 1.98% – 66 6.06% 0.5
Threadgill Financial
5628
Threadgill Financial
Texas
$243M +$36.5M +18% 0.09% 49.3% 64 35.94% 1.5
WFA
5629
WMG Financial Advisors
Tennessee
$243M -$57M -19% 2.41% 73.8% 220 51.82% 2.2
PCG
5630
PFC Capital Group
California
$243M +$4.69M +2% 3.83% 118% 90 7.78% 1.5
Element Wealth
5631
Element Wealth
Mississippi
$243M +$12.5M +5% 2.6% 59.6% 214 14.02% 3.2
BancFirst Trust & Investment Management
5632
BancFirst Trust & Investment Management
Oklahoma
$243M -$20.4M -8% 3.77% 44.1% 42 11.9% 2.6
Vernal Point Advisors
5633
Vernal Point Advisors
California
$243M +$10.6M +5% 1.84% – 23 4.35% 1.5
Quad-Cities Investment Group
5634
Quad-Cities Investment Group
Iowa
$242M +$7.47M +3% 2.04% 67.3% 198 8.59% 4.2
Burford Brothers
5635
Burford Brothers
Texas
$242M +$8.29M +4% 3.36% 97.4% 183 14.21% 1.5
Security Benefit Life Insurance Company
5636
Security Benefit Life Insurance Company
Kansas
$242M -$6.38M -3% 0.07% 61.7% 19 0% 3
Ariadne Wealth Management
5637
Ariadne Wealth Management
California
$242M +$18.9M +8% 7.57% – 284 21.83% 0.9
Investors Asset Management of Georgia
5638
Investors Asset Management of Georgia
Georgia
$242M +$6.85M +3% 3.96% 118% 189 7.94% 6.4
Deane Retirement Strategies
5639
Deane Retirement Strategies
Louisiana
$242M +$9.19M +4% 3.12% 73.4% 83 30.12% 3.2
HMS Capital Management
5640
HMS Capital Management
Tennessee
$242M +$3.87M +2% 4.25% 140% 110 9.09% 3.3
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
5641
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$241M +$7.47M +3% 3.2% – 2 0% 0.8
TTA
5642
Thor Trading Advisors
Pennsylvania
$241M +$44.6M +23% 2.66% – 14 14.29% 0.5
Clarus Wealth Advisors
5643
Clarus Wealth Advisors
Arizona
$241M +$15.2M +7% 2.02% 89.7% 92 13.04% 2.9
Zeno Equity Partners
5644
Zeno Equity Partners
United Kingdom
$241M +$26.1M +12% 1.61% – 11 18.18% 1.4
Abbot Financial Management
5645
Abbot Financial Management
Massachusetts
$241M +$7.08M +3% 3.58% 102% 139 9.35% 5.5
DCM Advisors
5646
DCM Advisors
New York
$241M +$3.78M +2% 1.52% 99.3% 39 5.13% 3.9
Mitchell & Pahl Private Wealth
5647
Mitchell & Pahl Private Wealth
Oklahoma
$241M +$2.47M +1% 1.26% 82.3% 145 2.07% 4.4
Pavion Blue Capital
5648
Pavion Blue Capital
California
$241M +$6.21M +3% 4.24% 87.8% 110 10.91% 4.2
JNE Partners
5649
JNE Partners
United Kingdom
$241M +$5.8M +2% 8.45% 100% 8 12.5% 1.3
Dravo Bay
5650
Dravo Bay
Delaware
$241M +$14.2M +6% 1.74% 45.2% 53 13.21% 2.6