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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)
Disciplined Equity Management
5926
Disciplined Equity Management
Florida
$146M +$26.1M +22% 10.9% 72.3% 103 48.54% 0.9
Capital Wealth Alliance
5927
Capital Wealth Alliance
Arizona
$146M +$13M +10% 8.54% 124% 106 15.09% 2.3
FCPV
5928
FS Capital Partners VI
California
$145M -$10M -6% 27.4% – 1 0% 2
Brooks Moore & Associates
5929
Brooks Moore & Associates
Tennessee
$145M +$13M +10% 8.15% 63.7% 87 10.34% 3.7
MGO Private Wealth
5930
MGO Private Wealth
California
$145M +$11.5M +9% 8.89% 51.5% 77 15.58% 0.9
ViaWealth
5931
ViaWealth
Kansas
$145M +$9.28M +7% 10.8% 77.2% 160 8.75% 0.9
Sandia Investment Management
5932
Sandia Investment Management
Massachusetts
$145M -$223M -60% 1.63% 20.5% 235 37.87% 0.4
Heartland Bank & Trust
5933
Heartland Bank & Trust
Illinois
$145M +$18.6M +15% 9.6% 105% 136 14.71% 1.5
Mizuho Markets Cayman
5934
Mizuho Markets Cayman
Cayman Islands
$145M -$103M -41% 26.9% 219% 77 44.16% 0.6
MN Wealth Advisors
5935
MN Wealth Advisors
Kansas
$145M – – 9.53% 68.3% 94 – 0
Norwood Investment Partners
5936
Norwood Investment Partners
California
$145M +$25.5M +21% 19.3% 25.2% 12 8.33% 1.5
Keating Wealth Management
5937
Keating Wealth Management
Colorado
$145M – – 10.4% – 42 – 0
WPEP
5938
Walnut Private Equity Partners
Nebraska
$145M +$14.6M +11% 9.26% 48% 17 5.88% 6.3
KAM
5939
Kinney Asset Management
Illinois
$145M +$10.1M +8% 20.6% 10.1% 5 20% 3.1
Allie Family Office
5940
Allie Family Office
Florida
$145M +$20.9M +17% 10.1% 59% 77 19.48% 1.5
LFWA
5941
LBJ Family Wealth Advisors
Texas
$145M +$11.3M +8% 11.5% 64.9% 23 4.35% 6.9
Integrity Wealth Solutions
5942
Integrity Wealth Solutions
Colorado
$144M – – 11.1% – 99 – 0
EP
5943
Elkhorn Partners
Nebraska
$144M -$8.38M -5% 4.18% 32.2% 54 16.67% 4.4
Singapore Technologies Telemedia
5944
Singapore Technologies Telemedia
Singapore
$144M -$29M -17% 16.7% 185% 1 0% 6.8
ADE LLC
5945
ADE LLC
Maryland
$144M +$11.8M +9% 8.27% 59.8% 83 8.43% 2.2
Income Research & Management
5946
Income Research & Management
Massachusetts
$144M +$16.5M +13% 0% 1.19% 12 16.67% 2.1
Elizabeth Park Capital Advisors
5947
Elizabeth Park Capital Advisors
Ohio
$144M +$22.6M +19% 25.6% 119% 51 17.65% 1.8
AA
5948
AlphaQ Advisors
Florida
$144M +$28.8M +25% 8.55% – 201 40.3% 0.7
Lanham O'Dell & Company
5949
Lanham O'Dell & Company
West Virginia
$144M +$22.6M +19% 6.19% 81% 31 45.16% 0.9
Prosperity Financial Group
5950
Prosperity Financial Group
California
$144M +$23M +19% 10.7% 121% 139 21.58% 0.7