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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)
Beaton Management Company
5801
Beaton Management Company
Massachusetts
$225M -$2.41M -1% 1.73% 95.9% 151 4.64% 5.9
PHM
5802
Prospect Hill Management
New Jersey
$224M -$23.1M -9% 9.17% 85.1% 14 7.14% 4.3
FA
5803
FAI Advisors
Michigan
$224M -$2.19M -1% 0.71% – 181 17.13% 1.1
EAM
5804
Eukles Asset Management
Ohio
$224M -$32.9M -13% 1.26% 87.9% 254 15.75% 4.5
626 Financial
5805
626 Financial
Michigan
$224M -$8.18M -4% 2.24% 81.1% 129 12.4% 3.3
Tandem Wealth Advisors
5806
Tandem Wealth Advisors
Arizona
$224M +$1.26M +0.6% 0.21% 43.1% 49 8.16% 2.4
93 Financial Group
5807
93 Financial Group
Massachusetts
$224M -$5.37M -2% 1.42% – 9 0% 0.3
CP
5808
CPV Partners
Connecticut
$224M -$8.6M -4% 0.02% 105% 4 0% 5.1
MCF
5809
MKA Charitable Fund
California
$224M -$27.7M -11% 6.96% 17.1% 1 0% 2.3
Keyes Stange & Wooten Wealth Management
5810
Keyes Stange & Wooten Wealth Management
Florida
$224M +$13M +6% 1.6% 61.3% 79 17.72% 1.7
Tull Financial Group
5811
Tull Financial Group
Virginia
$224M -$9.5M -4% 2.17% – 32 3.13% 1.3
LLWM
5812
Life Line Wealth Management
California
$224M -$115M -34% 0.93% – 39 12.82% 1.6
Aspect Management
5813
Aspect Management
California
$224M -$76.9M -26% 25.6% – 1 0% 0.3
Regency Capital Management
5814
Regency Capital Management
Hawaii
$224M -$16.9M -7% 4.08% 92.1% 77 41.56% 1.6
Cura Wealth Advisors
5815
Cura Wealth Advisors
Illinois
$223M -$40.4M -15% 7.3% – 154 26.62% 0.9
Catherine Avery Investment Management
5816
Catherine Avery Investment Management
Florida
$223M +$56.5M +34% 5.18% – 159 32.08% 1.2
Family CFO
5817
Family CFO
California
$223M -$338K -0.2% 1.49% 89.6% 92 60.87% 2.8
Ironwood Wealth Management (West Virginia)
5818
Ironwood Wealth Management (West Virginia)
West Virginia
$223M +$244K +0.1% 0.06% 38.1% 32 31.25% 3
Azarias Capital Management
5819
Azarias Capital Management
Pennsylvania
$223M -$5.28M -2% 5.28% 58.2% 28 25% 2.3
Advantage Trust Company
5820
Advantage Trust Company
Kansas
$223M +$1.12M +0.5% 1.42% 77.6% 125 4% 2
EntreWealth
5821
EntreWealth
Texas
$223M +$1.2M +0.5% 0.4% – 109 16.51% 0.8
Elite Financial
5822
Elite Financial
Idaho
$223M +$3.2M +1% 0.1% – 54 0% 1.2
Vista Investment Partners II
5823
Vista Investment Partners II
Indiana
$223M -$9.31M -4% 0.24% – 177 26.55% 0.9
Mainsail Asset Management
5824
Mainsail Asset Management
Alabama
$223M -$10.7M -5% 2.63% 90.4% 125 25.6% 1.1
DFS
5825
Dixon Fnancial Services
California
$223M -$2.82M -1% 1.27% 76.6% 47 8.51% 2.4