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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)
Rubicon Founders
6026
Rubicon Founders
Tennessee
$199M -$13.3M -6% 1.97% – 3 0% 0.9
Axa
6027
Axa
France
$199M -$34.6B -99% 8.53% 101% 1,077 94.34% 10.1
Unconventional Investor
6028
Unconventional Investor
New Hampshire
$199M +$18.5M +10% 6.84% 62.7% 46 15.22% 2.4
Gate City Capital Management
6029
Gate City Capital Management
Illinois
$199M +$31.4M +19% 15% – 17 17.65% 1.1
Security National Bank of So Dak
6030
Security National Bank of So Dak
Iowa
$199M +$15.4M +8% 10.6% 67.7% 115 8.7% 6
Lauterbach Financial Advisors
6031
Lauterbach Financial Advisors
Texas
$199M +$17.1M +9% 7.89% 76.5% 84 5.95% 2.5
MOKAN Wealth Management
6032
MOKAN Wealth Management
Kansas
$199M +$19.9M +11% 6.69% – 103 24.27% 0.5
McDonough Capital Management
6033
McDonough Capital Management
Florida
$199M +$20.3M +11% 12.4% 98.1% 54 9.26% 2.8
Beaumont Asset Management
6034
Beaumont Asset Management
Texas
$199M +$12.5M +7% 7.17% 73.1% 73 17.81% 2.8
Maripau Wealth Management
6035
Maripau Wealth Management
Indiana
$199M +$170K +0.1% 6.19% 55.6% 166 21.08% 1.2
Ciovacco Capital Management
6036
Ciovacco Capital Management
Georgia
$199M +$14.8M +8% 9.12% 88.5% 31 29.03% 1.4
Pacific Wealth Management
6037
Pacific Wealth Management
California
$199M -$3.94M -2% 7.35% 72.8% 26 26.92% 1.5
LI
6038
Latigo Investments
Florida
$198M +$4.23M +2% 7.05% 62.6% 15 6.67% 3.4
GGM Financials
6039
GGM Financials
Ohio
$198M +$26.1M +15% 6.27% – 229 73.8% 0.3
Gray Private Wealth
6040
Gray Private Wealth
Massachusetts
$198M +$12.3M +7% 7.75% – 48 8.33% 1.2
Littlejohn & Co
6041
Littlejohn & Co
Connecticut
$198M -$12.2M -6% 16.5% 56.2% 22 13.64% 3.1
Decagon Asset Management
6042
Decagon Asset Management
United Kingdom
$198M +$44.7M +29% 14.1% – 84 63.1% 0.3
Kiker Wealth Management
6043
Kiker Wealth Management
Georgia
$198M +$20.6M +12% 11.7% – 678 74.63% 0.5
KLP
6044
Kent Lake PR
Puerto Rico
$198M -$28.8M -13% 2.61% – 58 60.34% 0.4
Aster Capital Management
6045
Aster Capital Management
United Arab Emirates
$198M -$243M -55% 4.69% – 1,452 68.87% 0.3
Higgins & Schmidt Wealth Strategies
6046
Higgins & Schmidt Wealth Strategies
Colorado
$198M +$17.3M +10% 7.3% 65.6% 57 14.04% 1.2
AmeriServ Wealth Advisors
6047
AmeriServ Wealth Advisors
Pennsylvania
$198M -$4.38M -2% 4.98% – 60 6.67% 3.3
ADE LLC
6048
ADE LLC
Maryland
$198M +$9.9M +5% 6.4% 59.8% 88 14.77% 3.3
4Thought Financial Group
6049
4Thought Financial Group
New York
$198M +$9.6M +5% 5.38% 40.8% 89 1.12% 3.9
Paul R. Ried Financial Group
6050
Paul R. Ried Financial Group
Washington
$198M +$32.4M +20% 14.6% – 35 5.71% 0.6