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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)
William Allan Corp
5801
William Allan Corp
Colorado
$126M +$7.05M +6% 7.28% 94.2% 51 3.92% 1.1
First National Bank of Hutchinson
5802
First National Bank of Hutchinson
Kansas
$126M +$7.88M +7% 9.55% 121% 113 13.27% 3.7
Chicago Wealth Management
5803
Chicago Wealth Management
Illinois
$126M +$9.9M +8% 3.3% 134% 51 37.25% 1.3
PACK Private Wealth
5804
PACK Private Wealth
Minnesota
$126M +$9.26M +8% 5.04% 52.8% 37 8.11% 1.1
Fairbanks Capital Management
5805
Fairbanks Capital Management
California
$126M +$13.3M +12% 9.8% 81.3% 54 5.56% 3.8
Retirement Financial Solutions
5806
Retirement Financial Solutions
Tennessee
$126M +$8.09M +7% 4.94% 52.5% 279 89.61% 0.2
GBI
5807
GP Brinson Investments
Illinois
$126M -$2.15M -2% 6.71% 51.2% 16 6.25% 1.8
RFG Holdings
5808
RFG Holdings
Texas
$126M +$29.8M +31% 3.79% 74.2% 18 33.33% 1.3
Straight Path Wealth Management
5809
Straight Path Wealth Management
Michigan
$126M +$21.4M +20% 17.7% 70.4% 86 32.56% 0.8
TCM
5810
Tao Capital Management
California
$126M -$7.25M -5% 16.5% 314% 16 6.25% 1.9
Viewpoint Investment Partners
5811
Viewpoint Investment Partners
Alberta, Canada
$126M +$23.3M +23% 5.02% 38.4% 7 0% 2.8
Sterling Investment Management
5812
Sterling Investment Management
Arizona
$126M +$1.11M +0.9% 1.21% 45.3% 62 4.84% 4.5
First National Bank of South Miami
5813
First National Bank of South Miami
Florida
$126M -$8.12M -6% 4.66% 35.2% 277 5.78% 3.5
MG
5814
Meditor Group
Bermuda
$126M -$22.4M -15% 13% 41.1% 4 0% 7.3
Wells Financial Advisors
5815
Wells Financial Advisors
Massachusetts
$126M +$4.69M +4% 4.35% 58.9% 66 4.55% 1.8
BCR Wealth Strategies
5816
BCR Wealth Strategies
Alabama
$125M +$9.47M +8% 4.15% 45.1% 18 5.56% 1.1
XXEC Inc
5817
XXEC Inc
Oklahoma
$125M +$518K +0.4% 8.58% 30.1% 29 31.03% 1.5
Silver Rock Financial
5818
Silver Rock Financial
California
$125M -$191M -60% 2.99% 2.58% 186 44.62% 1.1
Piedmont Capital Management (Montana)
5819
Piedmont Capital Management (Montana)
Montana
$125M +$5.57M +5% 3.58% 94% 48 14.58% 1.5
Cooper/Haims Advisors
5820
Cooper/Haims Advisors
New York
$125M -$16M -11% 7% 58.8% 75 8% 3.2
Palo Alto Wealth Advisors
5821
Palo Alto Wealth Advisors
California
$125M +$7.5M +6% 11.3% 108% 44 9.09% 0.2
AAFMAA Wealth Management & Trust
5822
AAFMAA Wealth Management & Trust
North Carolina
$125M +$13.9M +12% 11.9% 62.3% 55 9.09% 1.4
Cassia Capital Partners
5823
Cassia Capital Partners
North Carolina
$125M +$2.89M +2% 0.99% 59.9% 75 4% 0.8
Dentgroup
5824
Dentgroup
Louisiana
$125M +$8.65M +7% 5.53% 53.6% 111 12.61% 0.9
Asset Planning Corporation
5825
Asset Planning Corporation
Tennessee
$124M +$4.35M +4% 2.48% 44.5% 39 7.69% 1.7