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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)
Transcendent Capital Group
5751
Transcendent Capital Group
Oklahoma
$257M +$37.7M +17% 16.5% 82.3% 138 26.09% 1.5
Untitled Investments
5752
Untitled Investments
New York
$257M -$11.6M -4% 22.3% 79.6% 19 21.05% 1.6
NERM
5753
New England Research & Management
Illinois
$257M +$20.3M +9% 13.5% 65% 167 34.13% 4.5
Guardian Financial Partners
5754
Guardian Financial Partners
California
$257M +$20.1M +8% 11.9% 50.2% 74 16.22% 2.1
HMV Wealth Advisors
5755
HMV Wealth Advisors
Louisiana
$257M +$44M +21% 11.8% – 89 8.99% 1.2
Leslie Global Wealth
5756
Leslie Global Wealth
Illinois
$257M +$67M +35% 13.9% – 92 21.74% 1.3
626 Financial
5757
626 Financial
Michigan
$257M +$32.4M +14% 13.4% 71.3% 133 13.53% 3.3
Miller Capital Partners
5758
Miller Capital Partners
Michigan
$257M +$48.6M +23% 34.4% – 266 4.51% 0.5
Birchcreek Wealth Management
5759
Birchcreek Wealth Management
Ohio
$257M +$49M +24% 23.7% 80.7% 138 15.94% 3.2
Daily Journal Corp
5760
Daily Journal Corp
California
$257M +$16M +7% 7.97% 109% 4 0% 10.7
CNB Bank
5761
CNB Bank
Pennsylvania
$257M +$18.9M +8% 14% 91.6% 534 5.24% 4.7
NBZ Investment Advisors
5762
NBZ Investment Advisors
Tennessee
$256M +$27.4M +12% 12.3% – 87 17.24% 1
IVC Wealth Advisors
5763
IVC Wealth Advisors
Pennsylvania
$256M +$26.1M +11% 15.9% 81.9% 185 10.81% 3.3
Davidson Trust Company
5764
Davidson Trust Company
Washington
$256M +$24.4M +11% 11.8% 77% 193 10.36% 3.5
Kiker Wealth Management
5765
Kiker Wealth Management
Georgia
$256M +$46.8M +22% 1.88% – 189 44.97% 0.2
My Personal CFO LLC
5766
My Personal CFO LLC
Washington
$256M +$27.8M +12% 16.9% 83.4% 92 5.43% 1.4
SCM
5767
Sage Capital Management
New Jersey
$256M +$43.3M +20% 22.1% 94.3% 178 14.61% 2
Byrne Financial Freedom
5768
Byrne Financial Freedom
Massachusetts
$256M +$47.2M +23% 37.2% – 124 20.97% 1
Meritas Wealth Management
5769
Meritas Wealth Management
California
$256M +$34.9M +16% 10.8% 69.4% 67 16.42% 2.5
Vestia Personal Wealth Advisors
5770
Vestia Personal Wealth Advisors
Indiana
$256M +$43.2M +20% 10.5% – 112 11.61% 1.5
Punch Card Management
5771
Punch Card Management
Florida
$256M -$14.7M -5% 10.5% 41% 5 0% 3.6
WMS
5772
Wealth Management Strategies
Pennsylvania
$256M +$34.9M +16% 10.9% – 46 15.22% 1.2
Yoder Wealth Management
5773
Yoder Wealth Management
California
$256M +$36.5M +17% 15.3% 69.3% 133 9.77% 2.3
Causey Wealth LLC
5774
Causey Wealth LLC
Colorado
$256M +$20.3M +9% 9.13% – 87 11.49% 1.1
1248 Management
5775
1248 Management
Missouri
$256M +$40.1M +19% 20.8% – 162 17.9% 1