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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)
AG
6026
ASO Group
$236M -$1.24M -0.5% 9.87% – 57 3.51% 0.5
CMG Global Holdings
6027
CMG Global Holdings
Texas
$236M +$25.9M +12% 14.9% 80.8% 104 11.54% 3.7
EPIQ Partners
6028
EPIQ Partners
Minnesota
$236M +$21.8M +10% 10.5% 49.6% 99 17.17% 3.1
FFC
6029
Frederick Financial Consultants
Maryland
$236M +$34.7M +17% 15.8% – 125 16% 1.1
APSI
6030
Asset Planning Services Inc
Louisiana
$236M +$7.55M +3% 9.81% 138% 36 2.78% 6.1
LWM
6031
Latko Wealth Management
Illinois
$236M +$30.5M +15% 14.8% – 39 12.82% 1.4
TFG
6032
Team Financial Group
California
$236M +$15.2M +7% 8.14% 42.4% 274 79.93% 1.9
BostonPremier Wealth
6033
BostonPremier Wealth
Massachusetts
$235M +$41.9M +22% 19.8% – 79 11.39% 1.1
Allodium Investment Consultants
6034
Allodium Investment Consultants
Minnesota
$235M +$26.6M +13% 10.2% – 57 8.77% 1.3
DLK Investment Management
6035
DLK Investment Management
California
$235M -$17.8M -7% 5.17% 80.4% 126 50.79% 1.5
Plan A Wealth
6036
Plan A Wealth
Nebraska
$235M +$26.3M +13% 10.8% – 209 22.01% 0.9
Prepared Retirement Institute
6037
Prepared Retirement Institute
Pennsylvania
$235M +$33.4M +17% 9.74% – 96 19.79% 1.7
MN Wealth Advisors
6038
MN Wealth Advisors
Kansas
$235M +$29.3M +14% 14.2% 68.3% 141 17.02% 1.5
BOCM
6039
Bontempo Ohly Capital Management
Maryland
$235M +$13.2M +6% 8.07% 49.6% 34 2.94% 4.4
AMANSA Capital
6040
AMANSA Capital
Singapore
$235M +$48.2M +26% 27.7% 32% 2 0% 3
Crestview Partners II
6041
Crestview Partners II
New York
$235M -$106M -31% 27.8% 157% 3 0% 7.7
Peregrine Investment Management
6042
Peregrine Investment Management
Ontario, Canada
$235M +$108M +85% 78.3% – 31 51.61% 0.6
Core Wealth Partners
6043
Core Wealth Partners
California
$235M +$19.6M +9% 15.3% 63.8% 205 19.02% 2.1
Long Path Partners
6044
Long Path Partners
Connecticut
$235M +$14.5M +7% 7.95% 9.18% 10 10% 1.7
Serenity Investment Advisors
6045
Serenity Investment Advisors
Illinois
$235M +$20.9M +10% 13.4% – 79 10.13% 0.4
Trevian Wealth Management
6046
Trevian Wealth Management
Massachusetts
$235M +$32M +16% 15.1% 94.1% 45 4.44% 1.8
KIM
6047
Kane Investment Management
California
$235M +$40.2M +21% 27.3% – 113 23.89% 1.1
Northern Capital Management (Washington)
6048
Northern Capital Management (Washington)
Washington
$235M +$35.1M +18% 17.4% 80% 56 10.71% 2.9
NI Acquisitions Company
6049
NI Acquisitions Company
Pennsylvania
$234M – – 12.1% – 112 – 0
Cura Wealth Advisors
6050
Cura Wealth Advisors
Illinois
$234M +$10.8M +5% 8.16% – 146 17.81% 1