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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)
InTrack Investment Management
5976
InTrack Investment Management
Vermont
$123M -$21.7M -15% 6.43% 99.2% 129 20.93% 0.9
Brown Financial Advisory
5977
Brown Financial Advisory
Alabama
$123M +$8.95M +8% 5.23% 66.3% 31 16.13% 1.1
MW
5978
Milestone Wealth
New York
$123M -$1.82M -1% 5.94% – 245 0% 0.3
Gouws Capital LLC
5979
Gouws Capital LLC
North Carolina
$123M -$884K -0.7% 3.34% 114% 54 9.26% 0.2
Resolute Financial
5980
Resolute Financial
Massachusetts
$123M -$10.9M -8% 3.45% – 122 12.3% 0.2
Paladin Advisory Group
5981
Paladin Advisory Group
Iowa
$123M -$269K -0.2% 4.89% 71.9% 556 99.64% 0
MQS Management
5982
MQS Management
New York
$123M +$60.5M +97% 5.55% 6.42% 439 82.92% 0.1
Trust Investment Advisors
5983
Trust Investment Advisors
Indiana
$123M -$4.06M -3% 1.72% 178% 96 16.67% 3.3
Apricus Wealth
5984
Apricus Wealth
South Carolina
$123M +$10.6M +9% 5.83% 80.6% 97 22.68% 0.2
Orca Investment Management
5985
Orca Investment Management
Oregon
$123M +$921K +0.8% 1.41% 122% 62 8.06% 4.9
Eagle Bay Advisors
5986
Eagle Bay Advisors
New York
$123M -$34.2M -22% 3.36% 85% 1,218 76.52% 0.7
Melone Private Wealth
5987
Melone Private Wealth
Michigan
$123M -$10.3M -8% 6.89% 30.4% 62 6.45% 0.2
Keene & Associates
5988
Keene & Associates
Texas
$123M +$6.83M +6% 4.03% 20.3% 83 4.82% 0.2
CMG Global Holdings
5989
CMG Global Holdings
Texas
$123M -$32.8M -21% 1.42% 80.8% 86 6.98% 1
Finer Wealth Management
5990
Finer Wealth Management
Massachusetts
$122M +$1.99M +2% 1.63% 175% 83 10.84% 0.2
Gordian Capital (Singapore)
5991
Gordian Capital (Singapore)
Singapore
$122M -$2.98M -2% 7.72% 321% 137 10.22% 0.2
SC
5992
Stephens Consulting
Michigan
$122M +$1.5M +1% 3.24% 50.1% 717 26.5% 0.2
Taylor & Morgan Wealth Management
5993
Taylor & Morgan Wealth Management
Michigan
$122M -$1.33M -1% 4.86% 85.9% 72 18.06% 0.2
Cook & Bynum Capital Management
5994
Cook & Bynum Capital Management
Alabama
$122M +$1.34M +1% 2.85% 46.8% 5 0% 4.7
Northern Capital Management (Washington)
5995
Northern Capital Management (Washington)
Washington
$122M -$3.2M -3% 5.36% 80% 46 13.04% 1.1
Verdad Advisers
5996
Verdad Advisers
Massachusetts
$122M -$25.5M -17% 1.45% – 49 44.9% 0.6
Altus Wealth Group
5997
Altus Wealth Group
Colorado
$122M +$811K +0.7% 1.5% 76.7% 123 13.01% 1.1
RFMS
5998
RWQ Financial Management Services
Florida
$122M -$36.8M -23% 6.95% 446% 28 42.86% 0.9
IF
5999
Integrity Financial
Wyoming
$122M -$13M -10% 3.52% 66.3% 230 13.91% 0.2
Perkins Capital Management
6000
Perkins Capital Management
Minnesota
$122M -$26.1M -18% 11.1% 303% 113 6.19% 3.5