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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)
Windle Wealth
5676
Windle Wealth
Oklahoma
$224M +$19M +9% 8.97% 73% 33 0% 2.4
Transcendent Capital Group
5677
Transcendent Capital Group
Oklahoma
$223M +$28.9M +15% 7.43% 82.3% 126 28.57% 1.1
New Perspectives Inc
5678
New Perspectives Inc
Mississippi
$223M +$21.2M +10% 6.97% – 41 14.63% 2.3
Penney Financial
5679
Penney Financial
Texas
$223M +$26.6M +14% 5.32% 54.8% 51 21.57% 1.1
Edge Financial Advisors
5680
Edge Financial Advisors
Illinois
$223M +$33.4M +18% 7.45% – 141 15.6% 0.8
Ariadne Wealth Management
5681
Ariadne Wealth Management
California
$223M +$14M +7% 10.1% – 261 18.01% 0.8
Financial Guidance Group
5682
Financial Guidance Group
Florida
$223M +$17.2M +8% 6.3% 58.7% 87 5.75% 2.2
Trail Ridge Investment Advisors
5683
Trail Ridge Investment Advisors
Colorado
$223M +$15.1M +7% 7.68% 83.9% 110 8.18% 2.8
Financial Symmetry
5684
Financial Symmetry
North Carolina
$223M +$29.4M +15% 7.25% 68.4% 54 11.11% 1.3
Silver Heights Capital Management
5685
Silver Heights Capital Management
Ontario, Canada
$223M -$39.2M -15% 21.6% 39.8% 4 0% 7.9
Alliance Wealth Advisors (Pennsylvania)
5686
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$223M +$27.4M +14% 9.66% 74.4% 155 7.74% 3.1
One Wealth Capital Management
5687
One Wealth Capital Management
Arizona
$223M +$9.9M +5% 7.04% – 129 20.16% 0.6
Compass Financial Group (Florida)
5688
Compass Financial Group (Florida)
Florida
$223M +$23.4M +12% 5.76% 44.1% 47 19.15% 3.8
DCM
5689
Dudley Capital Management
Virginia
$223M +$22.3M +11% 11.4% 129% 142 14.79% 2
PC
5690
Panoramic Capital
California
$223M +$90.4M +68% 29.6% – 54 44.44% 0.3
Lodestone Wealth Management
5691
Lodestone Wealth Management
Washington
$222M +$17.1M +8% 8.96% 87.1% 177 7.34% 1.9
Worth Asset Management
5692
Worth Asset Management
Texas
$222M +$19.7M +10% 7.79% 115% 204 43.63% 1
Mitchell Sinkler & Starr
5693
Mitchell Sinkler & Starr
Pennsylvania
$222M +$13.5M +6% 8.08% 85.6% 148 6.76% 5.1
Siligmueller & Norvid Wealth Advisors
5694
Siligmueller & Norvid Wealth Advisors
Illinois
$222M -$35.1M -14% 6% – 228 89.91% 0.1
Hillcrest Wealth Advisors
5695
Hillcrest Wealth Advisors
New Jersey
$222M +$9.7M +5% 7.69% 58.7% 54 11.11% 4.7
Evolution Advisers
5696
Evolution Advisers
Virginia
$222M +$18.4M +9% 5.08% 40.8% 162 5.56% 3
Omega Fund Management
5697
Omega Fund Management
Massachusetts
$222M +$67.9M +44% 48.9% 106% 14 21.43% 2.3
Investment Research Partners
5698
Investment Research Partners
Pennsylvania
$222M – – 7.65% – 224 – 0
SCM
5699
Sage Capital Management
New Jersey
$222M +$14.5M +7% 6.79% 94.3% 164 8.54% 1.5
Matisse Capital
5700
Matisse Capital
Oregon
$222M +$10.6M +5% 8.39% 73.3% 183 18.58% 2.3