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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)
Midwest Heritage Bank
5901
Midwest Heritage Bank
Iowa
$128M +$24.5M +24% 3.82% 52.2% 72 33.33% 0.2
SWM Advisors
5902
SWM Advisors
Florida
$127M +$13.1M +12% 5.45% – 34 17.65% 0.2
Long Walk Management
5903
Long Walk Management
Connecticut
$127M -$19.1M -13% 18.7% 302% 5 20% 0.5
ETF Store
5904
ETF Store
Kansas
$127M -$5.42M -4% 3.15% 61% 87 12.64% 0.2
Consilio Wealth Advisors
5905
Consilio Wealth Advisors
Washington
$127M -$1.81M -1% 5.4% 66.4% 48 39.58% 0.2
Aufman Associates
5906
Aufman Associates
Pennsylvania
$127M -$8.3M -6% 4.91% 136% 55 16.36% 1.6
Stegner Investment Associates
5907
Stegner Investment Associates
Kentucky
$127M -$13.6M -10% 6.72% 84.8% 23 13.04% 1.4
Leverty Financial Group
5908
Leverty Financial Group
Wisconsin
$127M -$2.89M -2% 5.68% 57.3% 135 83.7% 0.2
Shelton Wealth Management
5909
Shelton Wealth Management
Texas
$127M -$306K -0.2% 1.09% 89.4% 76 17.11% 0.2
MMA Asset Management
5910
MMA Asset Management
Pennsylvania
$127M -$14.7M -10% 2.32% 54.3% 117 35.9% 0.8
Kellett Wealth Advisors
5911
Kellett Wealth Advisors
Ohio
$127M -$3.99M -3% 0.52% 76.3% 76 21.05% 0.2
Palmer Knight Company
5912
Palmer Knight Company
Florida
$127M -$87.2M -41% 9.12% 78.9% 29 6.9% 2.6
Hudson Canyon Capital Management
5913
Hudson Canyon Capital Management
New York
$127M -$11.1M -8% 6.33% 160% 58 5.17% 1.1
Key Client Fiduciary Advisors
5914
Key Client Fiduciary Advisors
New Jersey
$127M +$5.44M +4% 4.25% 107% 144 21.53% 0.2
swisspartners
5915
swisspartners
Liechtenstein
$126M -$14.8M -10% 3.04% – 89 16.85% 0.9
Caldwell Investment Management
5916
Caldwell Investment Management
Ontario, Canada
$126M -$1.65M -1% 1.21% 162% 39 30.77% 0.2
Starfox Financial Services
5917
Starfox Financial Services
Texas
$126M +$11.6M +10% 4.06% – 28 39.29% 0.2
Aspire Wealth Management
5918
Aspire Wealth Management
Massachusetts
$126M +$2.93M +2% 4.34% 26% 186 11.83% 0.2
Meros Investment Management
5919
Meros Investment Management
Texas
$126M -$10.4M -8% 8.35% 102% 40 15% 0.2
KC
5920
Kenfarb & Co
Kentucky
$126M -$10.6M -8% 4.88% – 173 4.62% 0.2
Cottonwood Capital Advisors
5921
Cottonwood Capital Advisors
Utah
$126M -$3.06M -2% 3.96% 79% 112 10.71% 0.2
Adamsbrown Wealth Consultants
5922
Adamsbrown Wealth Consultants
Kansas
$126M +$15.3M +14% 3.14% 60.6% 94 19.15% 0.2
Hazlett, Burt & Watson
5923
Hazlett, Burt & Watson
West Virginia
$126M – – 2.69% 97.1% 588 – 0
Act Two Investors
5924
Act Two Investors
California
$126M -$742K -0.6% 3.12% 53% 28 17.86% 2.4
Viewpoint Investment Partners
5925
Viewpoint Investment Partners
Alberta, Canada
$126M -$50.8M -29% 5.67% 38.4% 10 0% 1.8