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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)
FACT Capital
5651
FACT Capital
New York
$210M -$222K -0.1% 22.7% 227% 21 28.57% 1.1
Richards, Merrill & Peterson
5652
Richards, Merrill & Peterson
Washington
$210M +$18M +9% 10.2% – 500 61.2% 0.5
Mid-American Wealth Advisory Group
5653
Mid-American Wealth Advisory Group
Missouri
$210M +$23.8M +13% 1.8% 14.4% 342 85.96% 0.2
Eagle Bluffs Wealth Management
5654
Eagle Bluffs Wealth Management
Missouri
$210M +$21M +11% 12.8% 95.5% 78 6.41% 2.6
SGL Investment Advisors
5655
SGL Investment Advisors
Montana
$210M +$16.5M +9% 8.36% – 127 14.17% 0.6
FMB Wealth Management
5656
FMB Wealth Management
California
$210M +$29.3M +16% 9.66% 71.1% 87 17.24% 1.7
StoneCrest Wealth Management
5657
StoneCrest Wealth Management
Arizona
$210M +$52.5M +33% 19.6% – 76 19.74% 0.9
Chicago Wealth Management
5658
Chicago Wealth Management
Illinois
$210M +$19M +10% 11.1% 134% 54 22.22% 2.3
Symmetry Peak Management
5659
Symmetry Peak Management
Pennsylvania
$210M +$123M +141% 34.8% 320% 119 86.55% 0.1
CIS
5660
Custom Index Systems
New York
$210M +$12.3M +6% 14.2% – 300 31.67% 0.7
Trust Company of Kansas
5661
Trust Company of Kansas
Kansas
$210M +$21.8M +12% 11.8% 87% 61 14.75% 3
Lifeyrissjodur Verzlunarmanna
5662
Lifeyrissjodur Verzlunarmanna
$210M +$42.7M +26% 1.59% – 1 0% 0.3
Vermillion Wealth Management
5663
Vermillion Wealth Management
Minnesota
$209M -$131M -39% 6.99% – 1,362 63.29% 0.5
Verity Asset Management
5664
Verity Asset Management
North Carolina
$209M -$36.4M -15% 8.04% 79.7% 218 20.18% 2.8
Sellwood Investment Partners
5665
Sellwood Investment Partners
Oregon
$209M +$17.7M +9% 6.77% – 49 20.41% 0.4
Ariadne Wealth Management
5666
Ariadne Wealth Management
California
$209M +$17.6M +9% 12.9% – 251 26.69% 0.6
Postrock Partners
5667
Postrock Partners
Oregon
$209M +$7.07M +3% 6.09% – 84 7.14% 0.5
TradeWell Securities
5668
TradeWell Securities
Indiana
$209M +$27.6M +15% 13.2% – 47 10.64% 0.4
Napa Wealth Management
5669
Napa Wealth Management
California
$209M +$31.4M +18% 7.96% – 196 51.53% 0.6
Burrus Financial Services
5670
Burrus Financial Services
Utah
$209M +$12.3M +6% 4.74% 31.3% 10 0% 2.6
Mitchell Sinkler & Starr
5671
Mitchell Sinkler & Starr
Pennsylvania
$209M -$148M -42% 8.94% 85.6% 158 12.66% 5
Altus Wealth Management
5672
Altus Wealth Management
Kentucky
$209M -$4.64M -2% 10.1% 73% 42 30.95% 3.4
Melia Wealth
5673
Melia Wealth
Oklahoma
$209M +$14.9M +8% 2.51% – 21 9.52% 1.2
Greykasell Wealth Strategies
5674
Greykasell Wealth Strategies
California
$209M +$21.3M +11% 10.5% – 362 19.06% 0.3
Hamilton Capital Partners
5675
Hamilton Capital Partners
Georgia
$209M +$50.8M +32% 27.1% – 29 34.48% 0.4