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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)
MA
6051
McBroom & Associates
Nevada
$177M +$13.3M +8% 8.59% 148% 37 13.51% 2.3
Watchtower Advisors
6052
Watchtower Advisors
Connecticut
$177M -$39.1M -18% 13.4% 384% 17 29.41% 0.7
Kaizen Financial Strategies
6053
Kaizen Financial Strategies
California
$177M +$4.27M +2% 5.57% 126% 151 21.19% 1.9
Compass Financial Services
6054
Compass Financial Services
Iowa
$177M – – 0.28% – 205 – 0
Militia Capital Partners
6055
Militia Capital Partners
Nevada
$177M – – 12.3% – 147 – 0
Aflac Inc
6056
Aflac Inc
Georgia
$177M +$19.3M +12% 14.6% 13.4% 4 25% 2.3
Masterton Capital Management
6057
Masterton Capital Management
New York
$176M +$26.5M +18% 5.32% 1.94% 27 40.74% 0.6
Capital Wealth Alliance
6058
Capital Wealth Alliance
Arizona
$176M +$4.54M +3% 3.91% 124% 84 15.48% 2.5
Cooper/Haims Advisors
6059
Cooper/Haims Advisors
New York
$176M -$5.54M -3% 2.99% 58.8% 88 14.77% 4.2
Strengthening Families & Communities LLC
6060
Strengthening Families & Communities LLC
Massachusetts
$176M -$214M -55% 3.03% 116% 583 42.02% 1.5
Financial Futures
6061
Financial Futures
New Jersey
$176M +$1.6M +0.9% 0.11% 48.5% 57 12.28% 1.8
Index Venture Growth Associates IV
6062
Index Venture Growth Associates IV
Jersey
$176M – – 1.85% – 1 – 0
Highlander Partners
6063
Highlander Partners
Texas
$176M +$6.84M +4% 13% 241% 42 7.14% 1.5
Capital Square
6064
Capital Square
Tennessee
$176M +$11.3M +7% 1.1% 62.5% 197 18.27% 2
Brentview Investment Management
6065
Brentview Investment Management
Illinois
$176M – – 0.66% – 41 – 0
Rockbridge Capital Management
6066
Rockbridge Capital Management
Virginia
$176M – – 1.43% – 24 – 0
Birchbrook
6067
Birchbrook
Maine
$176M -$4.47M -2% 1.67% 49.1% 305 17.7% 0.8
Whipplewood Advisors
6068
Whipplewood Advisors
Colorado
$176M – – 2.15% – 1,183 – 0
Loudon Investment Management
6069
Loudon Investment Management
New Hampshire
$176M -$6.63M -4% 1.51% 72.5% 101 8.91% 5.8
Summit Place Financial Advisors
6070
Summit Place Financial Advisors
New Jersey
$176M -$3.45M -2% 0.67% 111% 96 11.46% 3
Wrenne Financial Planning
6071
Wrenne Financial Planning
Kentucky
$176M +$7.95M +5% 2.63% 54.3% 45 8.89% 0.8
Mills Wealth Advisors
6072
Mills Wealth Advisors
Texas
$176M +$30.5M +21% 1.2% 37.9% 67 25.37% 1.2
Exane Asset Management
6073
Exane Asset Management
France
$176M +$50.8M +41% 0.32% 74.5% 34 67.65% 0.4
PFG Private Wealth Management
6074
PFG Private Wealth Management
Florida
$176M +$3.17M +2% 0.08% 52.6% 255 12.94% 2.6
Accent Capital Management
6075
Accent Capital Management
Ohio
$176M +$1.39M +0.8% 6.19% – 226 24.34% 0.6