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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)
Conrad Siegel Investment Advisors
6051
Conrad Siegel Investment Advisors
Pennsylvania
$113M +$12.7M +13% 6.14% 64.9% 28 3.57% 0.9
BWM
6052
Bullock Wealth Management
Indiana
$113M +$11.9M +12% 6.15% 101% 616 13.47% 1.2
RCS Financial Planning
6053
RCS Financial Planning
Maryland
$113M +$9.8M +10% 4.79% 48.2% 53 13.21% 0.2
HF Advisory Group
6054
HF Advisory Group
Maryland
$113M +$13.8M +14% 5.83% 73.2% 134 2.24% 0.2
Tenret Company
6055
Tenret Company
Florida
$113M +$9.8M +9% 5.33% – 27 7.41% 1.5
Evergreen Wealth Management
6056
Evergreen Wealth Management
Michigan
$113M +$3.92M +4% 6.64% 68.8% 56 12.5% 0.2
Carson Advisory
6057
Carson Advisory
Georgia
$113M +$8.25M +8% 2.9% 70.9% 159 18.24% 0.9
A
6058
Atomvest
Hong Kong
$112M +$31.5M +39% 18.7% 90% 5 40% 1.2
Pioneer Wealth Management Group
6059
Pioneer Wealth Management Group
Texas
$112M +$6.24M +6% 3.85% – 33 6.06% 0.3
Calixto Global Investors
6060
Calixto Global Investors
Florida
$112M +$44.9M +67% 23.1% 180% 10 50% 0.7
HIA
6061
Harvest Investment Advisors
Florida
$112M +$5.88M +6% 5.76% 78.3% 57 14.04% 0.2
Johnson & White Wealth Management
6062
Johnson & White Wealth Management
Pennsylvania
$112M +$13M +13% 4.77% 85.1% 131 83.21% 0.1
Washington Capital Management
6063
Washington Capital Management
Washington
$112M +$3.7M +3% 3.1% 81.8% 116 20.69% 2.8
Westwood Wealth Management
6064
Westwood Wealth Management
California
$112M +$29M +35% 37.9% 495% 47 12.77% 1
Northwestern University
6065
Northwestern University
Illinois
$112M +$7.93M +8% 10.6% 28.2% 7 0% 2.3
LA
6066
Lane & Associates
New Jersey
$112M +$6.62M +6% 5.98% – 108 25.93% 0.2
Schubert & Co
6067
Schubert & Co
Texas
$112M +$2.51M +2% 12.4% 47.3% 1,700 5.53% 1.1
Kraft Asset Management
6068
Kraft Asset Management
Tennessee
$112M +$2.36M +2% 3.22% 41% 33 21.21% 0.8
Long Walk Management
6069
Long Walk Management
Connecticut
$112M +$19.3M +21% 35.6% 302% 9 33.33% 0.9
KC
6070
Kenfarb & Co
Kentucky
$112M -$766K -0.7% 4.81% – 230 8.7% 1
Von Berge Wealth Management Group
6071
Von Berge Wealth Management Group
California
$112M +$791K +0.7% 7.65% 60.5% 65 7.69% 1.1
Flagship Private Wealth
6072
Flagship Private Wealth
Massachusetts
$112M +$4.92M +5% 6.53% 70.2% 75 5.33% 1.9
RWIA
6073
Roger Wittlin Investment Advisory
California
$112M +$11.7M +12% 4.23% 61.3% 44 18.18% 0.5
Gouws Capital LLC
6074
Gouws Capital LLC
North Carolina
$112M +$5.58M +5% 6.66% 114% 48 6.25% 1.1
MA
6075
McBroom & Associates
Nevada
$112M +$19.7M +21% 15.9% 148% 37 8.11% 1