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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)
PFG Private Wealth Management
5651
PFG Private Wealth Management
Florida
$236M +$7.27M +3% 1.36% 52.6% 86 27.91% 1.4
Armstrong Fleming & Moore
5652
Armstrong Fleming & Moore
District of Columbia
$236M +$19.1M +9% 4.42% 135% 112 9.82% 1
Causey Wealth LLC
5653
Causey Wealth LLC
Colorado
$236M +$15.4M +7% 0.8% – 83 15.66% 0.9
Pavaki Capital Management
5654
Pavaki Capital Management
Colorado
$235M -$19.8M -8% 0.76% – 162 22.84% 0.2
IMPACTfolio
5655
IMPACTfolio
Colorado
$235M -$2.82M -1% 2.61% 58.8% 37 8.11% 2.6
Taconic Capital Advisors
5656
Taconic Capital Advisors
New York
$235M -$117M -33% 16.5% 273% 34 70.59% 0.9
IGYL
5657
I.G.Y. Ltd
United Kingdom
$235M +$21.8K +0% 1.32% 80.5% 3 0% 6
J. R. Prunier Capital Management LLC
5658
J. R. Prunier Capital Management LLC
Massachusetts
$235M -$5.39M -2% 0.93% – 74 14.86% 0.2
ACT Advisors
5659
ACT Advisors
North Carolina
$235M -$18.5M -7% 1.01% 75.4% 82 25.61% 1.7
CNA Financial
5660
CNA Financial
Illinois
$235M +$29.4M +14% 5.87% 48.6% 19 47.37% 1.1
Elevation Capital Advisory
5661
Elevation Capital Advisory
Oregon
$235M -$9.9M -4% 1.09% – 89 55.06% 0.6
ECP
5662
Elemental Capital Partners
California
$235M +$46.9M +25% 32.3% – 13 61.54% 1.6
RGC
5663
Rubicon Global Capital
United Kingdom
$235M -$143M -38% 31.3% – 11 9.09% 1.2
Clarus Wealth Advisors
5664
Clarus Wealth Advisors
Arizona
$235M -$6.71M -3% 2.2% 89.7% 101 27.72% 2.9
Midwest Financial Group
5665
Midwest Financial Group
Kansas
$234M +$8.14M +4% 1.45% 103% 129 6.98% 2.1
Greenfield Savings Bank
5666
Greenfield Savings Bank
Massachusetts
$234M -$3.27M -1% 0.52% 108% 145 4.14% 3.1
Matisse Capital
5667
Matisse Capital
Oregon
$234M +$10.1M +4% 0.75% 73.3% 178 14.04% 2.5
Bernard Wealth Management
5668
Bernard Wealth Management
Michigan
$234M -$12.1M -5% 3.46% – 378 10.58% 1.1
CWMG
5669
Compass Wealth Management (Georgia)
Georgia
$234M -$8.73M -4% 2.13% – 76 18.42% 0.6
Heritage Wealth Management (Texas)
5670
Heritage Wealth Management (Texas)
Texas
$234M +$3.56M +2% 0.39% 55.9% 41 7.32% 2
SP
5671
Saranac Partners
$234M -$22M -9% 7% 69% 111 37.84% 0.9
Investmark Advisory Group
5672
Investmark Advisory Group
Connecticut
$234M -$1.12M -0.5% 0.21% 73.8% 148 12.84% 2.8
Accel Leaders 3 Associates
5673
Accel Leaders 3 Associates
California
$234M +$45.2M +24% 24% – 1 0% 0.3
Ardent Capital Management
5674
Ardent Capital Management
Ohio
$234M -$19.1M -8% 1.39% 87.2% 50 6% 2.6
J.H. Whitney Equity Partners VII
5675
J.H. Whitney Equity Partners VII
Connecticut
$233M -$62.7M -21% 21.2% 407% 1 0% 4.3