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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)
Boulder Wealth Advisors
6026
Boulder Wealth Advisors
Colorado
$172M -$22.2M -11% 3.99% – 28 10.71% 1.6
Tower View Wealth Management
6027
Tower View Wealth Management
Wisconsin
$172M -$17.5M -9% 2.86% 135% 216 23.15% 3.4
Tull Financial Group
6028
Tull Financial Group
Virginia
$172M +$5.91M +4% 0.38% – 28 3.57% 0.4
Campbell Capital Management
6029
Campbell Capital Management
Florida
$172M -$84M -33% 10.3% – 93 38.71% 1.5
Values First Advisors
6030
Values First Advisors
Tennessee
$171M -$10.2M -6% 1.34% 87.6% 237 28.69% 2.6
Yarger Wealth Strategies
6031
Yarger Wealth Strategies
Ohio
$171M -$1.93M -1% 3.3% 55.1% 100 14% 1.8
AFT
6032
Alpha Family Trust
California
$171M -$6.75M -4% 6.02% 215% 187 26.2% 1.5
Cobblestone Asset Management
6033
Cobblestone Asset Management
Virginia
$171M +$18M +12% 1.44% 60.6% 67 31.34% 0.8
Lunate Capital
6034
Lunate Capital
United Arab Emirates
$171M – – 14.6% – 4 – 0
MFG
6035
MTM Financial Group
Pennsylvania
$171M +$3.69M +2% 0.94% 36.5% 76 7.89% 1.9
JCFM
6036
JBR Co Financial Management
Oklahoma
$171M +$6.89M +4% 4.96% 126% 117 17.95% 0.9
Pointe Capital Management
6037
Pointe Capital Management
Michigan
$171M -$3.18M -2% 0.56% 62.6% 162 7.41% 5.2
RWIA
6038
Roger Wittlin Investment Advisory
California
$171M -$7.67M -4% 2.81% 61.3% 43 0% 2
Madison International Realty Holdings
6039
Madison International Realty Holdings
New York
$171M -$27.8M -14% 2.26% – 2 0% 6.3
Buttonwood Financial Group
6040
Buttonwood Financial Group
Missouri
$171M -$10M -6% 3.54% 77.9% 32 25% 1.6
Meritas Wealth Management
6041
Meritas Wealth Management
California
$171M +$4.28M +3% 2.66% 69.4% 54 9.26% 1.8
Nipun Capital
6042
Nipun Capital
California
$170M +$15.6M +10% 4.39% 30.2% 10 20% 0.8
LCM Capital Management
6043
LCM Capital Management
Illinois
$170M -$6.97M -4% 4.74% 128% 104 9.62% 3.1
Meros Investment Management
6044
Meros Investment Management
Texas
$170M -$53M -24% 19.2% 102% 46 23.91% 1.7
Capital Square
6045
Capital Square
Tennessee
$170M -$5.72M -3% 0.48% 62.5% 202 11.88% 2.2
MN Wealth Advisors
6046
MN Wealth Advisors
Kansas
$170M -$7.47M -4% 1.31% 68.3% 114 19.3% 1
Sage Advisory Services
6047
Sage Advisory Services
Texas
$170M +$1.65M +1% 0.11% 37.8% 44 11.36% 3.4
Private Wealth Group
6048
Private Wealth Group
Florida
$170M -$34.4M -17% 1.38% 52.9% 70 24.29% 3
Aegis Wealth Management (Maryland)
6049
Aegis Wealth Management (Maryland)
Maryland
$170M +$22.2M +15% 0.44% – 126 19.05% 0.2
Western Standard LLC
6050
Western Standard LLC
California
$170M +$20M +13% 4.22% 83.7% 36 55.56% 0.5