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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)
Conrad N. Hilton Foundation
5751
Conrad N. Hilton Foundation
California
$228M +$150M +191% 3.89% – 2 50% 0.8
Financial Planning Navigators
5752
Financial Planning Navigators
Minnesota
$228M +$10.3M +5% 0.48% – 52 11.54% 0.2
Union Savings Bank
5753
Union Savings Bank
Connecticut
$228M -$2.72M -1% 0.36% – 329 5.17% 2.2
FCG Investment Company
5754
FCG Investment Company
Tennessee
$228M – – 0.91% – 100 – 1
Eagle Wealth Strategies
5755
Eagle Wealth Strategies
New Jersey
$228M +$13.3M +6% 0.51% 85% 123 14.63% 1.6
APSI
5756
Asset Planning Services Inc
Louisiana
$228M +$1.7M +0.8% 2.82% 138% 35 0% 6
Hippocratic Financial Advisors
5757
Hippocratic Financial Advisors
California
$228M +$11.1M +5% 1.09% – 34 20.59% 0.9
Ceera Investments
5758
Ceera Investments
Texas
$228M -$30.9M -12% 9.25% 56.1% 103 25.24% 2.3
Forte Asset Management
5759
Forte Asset Management
New York
$228M +$7.65M +3% 1.15% 57.7% 79 11.39% 2.2
BWA
5760
BlueChip Wealth Advisors
Georgia
$228M -$10.1M -4% 0.18% 62.2% 171 22.22% 1.5
Cascade Wealth Advisors
5761
Cascade Wealth Advisors
Washington
$228M +$10.9M +5% 2.49% – 60 5% 1.4
Financial Futures
5762
Financial Futures
New Jersey
$228M +$11.9M +6% 0.32% 48.5% 79 21.52% 2.2
Arbor Trust Wealth Advisors
5763
Arbor Trust Wealth Advisors
Michigan
$228M -$1.05M -0.5% 0.38% 63.8% 92 13.04% 4.1
eCIO Inc
5764
eCIO Inc
Wisconsin
$228M +$12.9M +6% 1.88% – 193 79.79% 0.9
Maripau Wealth Management
5765
Maripau Wealth Management
Indiana
$227M +$10M +5% 2.33% 55.6% 177 19.21% 1.3
Purkiss Capital Advisors
5766
Purkiss Capital Advisors
Connecticut
$227M +$14.1M +7% 0.59% – 178 12.92% 0.9
Brogan Financial
5767
Brogan Financial
Tennessee
$227M -$1.45M -0.6% 0.89% 46.4% 59 6.78% 2.4
GC
5768
Gratia Capital
California
$227M +$93M +69% 0.8% 42.4% 44 52.27% 0.8
Keyvantage Wealth
5769
Keyvantage Wealth
Pennsylvania
$227M -$6.75M -3% 1.17% – 104 16.35% 1.1
YRHAM
5770
Yong Rong (HK) Asset Management
Hong Kong
$227M -$103M -31% 23.9% 2,310% 26 73.08% 0.6
Grove Street Fiduciary
5771
Grove Street Fiduciary
New Hampshire
$227M -$12.2M -5% 2.44% – 79 10.13% 1.1
PCG
5772
PFC Capital Group
California
$227M -$15.8M -7% 4.16% 118% 92 5.43% 1.7
SIA
5773
Schear Investment Advisers
Ohio
$227M -$5.58M -2% 2.14% 241% 81 12.35% 2.5
Optimist Retirement Group
5774
Optimist Retirement Group
Washington
$227M +$8.47M +4% 2.71% 92.2% 130 26.15% 1.5
Hiley Hunt Wealth Management
5775
Hiley Hunt Wealth Management
Nebraska
$227M +$3.25M +1% 0.22% 48.4% 52 15.38% 1.8