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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)
Millington Financial Advisors
5626
Millington Financial Advisors
Illinois
$237M +$11.7M +5% 0.94% 77.5% 124 8.06% 1.7
Evolution Advisers
5627
Evolution Advisers
Virginia
$237M +$6.32M +3% 0.91% 44.8% 174 11.49% 3.4
TradeWell Securities
5628
TradeWell Securities
Indiana
$237M -$19.7M -8% 5.17% – 53 20.75% 1
FreeGulliver LLC
5629
FreeGulliver LLC
Louisiana
$237M -$34.5M -13% 3.15% – 136 37.5% 1
One Plus One Wealth Management
5630
One Plus One Wealth Management
Florida
$237M +$20.3M +9% 5.52% 71.9% 107 22.43% 2.6
AG
5631
ASO Group
$237M -$18.8M -7% 4.47% – 57 5.26% 0.2
Integrated Capital Management (Michigan)
5632
Integrated Capital Management (Michigan)
Michigan
$237M +$4.55M +2% 1.28% – 64 14.06% 1.2
Foresite Capital Management IV
5633
Foresite Capital Management IV
California
$237M +$7.37M +3% 0.68% 151% 8 12.5% 1.7
BCM
5634
Birmingham Capital Management
Alabama
$237M +$10.1M +4% 9.41% 103% 91 3.3% 9.9
Bayshore Capital Advisors
5635
Bayshore Capital Advisors
Florida
$237M +$36.7M +18% 14.9% – 44 29.55% 0.2
Gables Capital Management
5636
Gables Capital Management
Florida
$237M +$205K +0.1% 1.41% 173% 480 5% 4.6
Guardian Financial Partners
5637
Guardian Financial Partners
California
$237M -$264K -0.1% 0.01% 53.9% 72 9.72% 1.9
Palogic Value Management
5638
Palogic Value Management
Texas
$237M -$3M -1% 6.07% 31.3% 200 33% 1.9
Mid-American Wealth Advisory Group
5639
Mid-American Wealth Advisory Group
Missouri
$237M $0 0% 1.27% 14.4% 55 0% 1.6
Tekne Capital Management
5640
Tekne Capital Management
New York
$237M -$43.5M -16% 13.3% 516% 5 60% 1.5
Windle Wealth
5641
Windle Wealth
Oklahoma
$237M +$13.4M +6% 5.25% 73% 34 5.88% 3
NERM
5642
New England Research & Management
Illinois
$237M +$8.01M +4% 0.47% 65% 173 34.1% 4.3
Boyd Wealth Management
5643
Boyd Wealth Management
California
$236M +$658K +0.3% 1.85% 56.8% 51 11.76% 3.1
Kaizen Financial Strategies
5644
Kaizen Financial Strategies
California
$236M +$9.8M +4% 2.06% 126% 191 22.51% 2.1
StoneCrest Wealth Management
5645
StoneCrest Wealth Management
Arizona
$236M -$11.4M -5% 2.95% 168% 77 12.99% 1.4
Johnson & White Wealth Management
5646
Johnson & White Wealth Management
Pennsylvania
$236M +$6.57M +3% 1.97% 85.1% 113 7.96% 1.8
Sightline Wealth Advisors
5647
Sightline Wealth Advisors
Connecticut
$236M +$1.68M +0.7% 0.77% 48.5% 100 10% 2.7
Keeler Thomas Management
5648
Keeler Thomas Management
Utah
$236M +$26.4M +13% 2.32% 52.1% 147 53.06% 1.1
Raelipskie Partnership
5649
Raelipskie Partnership
Ontario, Canada
$236M -$2.28M -1% 0.56% – 128 16.41% 1.8
Foundry Financial
5650
Foundry Financial
California
$236M +$45.7M +24% 0.44% – 78 23.08% 0.2