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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)
Hiley Hunt Wealth Management
6001
Hiley Hunt Wealth Management
Nebraska
$153M +$17.4M +13% 5.66% 48.4% 37 5.41% 0.2
McGinn Penninger Investment Management
6002
McGinn Penninger Investment Management
Virginia
$153M +$14.9M +11% 8.54% 51.9% 25 0% 2.9
Burford Brothers
6003
Burford Brothers
Texas
$152M +$10.9M +8% 8.89% 97.4% 157 9.55% 0.2
Significant Wealth Partners
6004
Significant Wealth Partners
Illinois
$152M +$15M +11% 4.3% – 207 57% 0.1
Lauterbach Financial Advisors
6005
Lauterbach Financial Advisors
Texas
$152M +$8.83M +6% 8.51% 76.5% 69 7.25% 1.7
OR
6006
Olympiad Research
Connecticut
$152M +$25.2M +20% 4.99% 187% 502 69.12% 0.2
Obsidian Personal Planning Solutions
6007
Obsidian Personal Planning Solutions
Maryland
$152M +$20.9M +16% 5.41% 58.2% 105 28.57% 0.9
Orleans Capital Management
6008
Orleans Capital Management
Louisiana
$152M +$3.42M +2% 8.65% 94.6% 86 18.6% 3.1
Plan Group Financial
6009
Plan Group Financial
Oklahoma
$152M +$38.3M +34% 5.96% 63.4% 98 31.63% 0.6
Finer Wealth Management
6010
Finer Wealth Management
Massachusetts
$152M +$18M +13% 15.3% 175% 83 12.05% 1.9
West Bancorporation
6011
West Bancorporation
Iowa
$152M -$2.76M -2% 6.33% 72.5% 110 20% 2.7
Corrado Advisors
6012
Corrado Advisors
New Jersey
$152M +$29.9M +24% 5.2% 73.1% 108 29.63% 2.4
4Thought Financial Group
6013
4Thought Financial Group
New York
$152M +$13.7M +10% 4.63% 40.8% 114 5.26% 2.2
Clarity Capital Partners
6014
Clarity Capital Partners
California
$152M +$9.44M +7% 16.2% – 137 21.9% 0.2
Pension & Wealth Management Advisors
6015
Pension & Wealth Management Advisors
Massachusetts
$152M -$6.68M -4% 6.89% 49.9% 381 25.98% 0.8
Gray Private Wealth
6016
Gray Private Wealth
Massachusetts
$152M – – 8.39% – 37 – 0
MA
6017
McBroom & Associates
Nevada
$152M +$14.7M +11% 18.6% 148% 34 5.88% 1.9
Sightline Wealth Advisors
6018
Sightline Wealth Advisors
Connecticut
$152M +$20.3M +15% 5.6% 48.5% 80 13.75% 1.8
Financial Designs
6019
Financial Designs
California
$152M +$29.4M +24% 5.92% 49% 19 57.89% 0.1
BCM
6020
BML Capital Management
Indiana
$152M +$19.6M +15% 18% 376% 38 23.68% 0.7
Black Diamond Capital Management
6021
Black Diamond Capital Management
Connecticut
$152M +$12.1M +9% 0.78% 28.3% 13 15.38% 2.2
Brogan Financial
6022
Brogan Financial
Tennessee
$151M +$16M +12% 7.51% 46.4% 51 31.37% 0.9
Palouse Capital Management
6023
Palouse Capital Management
Washington
$151M +$10M +7% 6.5% 67.8% 153 60.13% 1.6
H&H Retirement Design & Management
6024
H&H Retirement Design & Management
Nevada
$151M -$7.31M -5% 3.53% 38.4% 88 35.23% 1.2
LAM
6025
LifePro Asset Management
California
$151M +$22.1M +17% 8.89% 49% 148 43.24% 0.9