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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)
Helen Stephens Group
6101
Helen Stephens Group
Texas
$125M – – 6.88% 53.4% 57 – 0
Wayfinding Financial
6102
Wayfinding Financial
Washington
$125M – – 10.7% 68.3% 86 – 0
Cladis Investment Advisory
6103
Cladis Investment Advisory
Montana
$125M – – 7.99% 131% 146 – 0
CCA
6104
Covey Capital Advisors
Georgia
$125M -$573K -0.5% 5.45% 118% 40 17.5% 2.9
Rain Capital Management
6105
Rain Capital Management
Oregon
$125M +$4.25M +4% 4.9% 18.2% 47 2.13% 3.1
VeriStar Capital Management
6106
VeriStar Capital Management
New York
$125M – – 12.5% 41% 10 – 0
PGM
6107
Parian Global Management
New York
$125M -$18.8M -13% 4.2% 65.2% 51 72.55% 0.3
Zeit Capital
6108
Zeit Capital
Colorado
$125M +$7.08M +6% 5.69% 56.5% 38 0% 1
Silverhawk Asset Management
6109
Silverhawk Asset Management
Arizona
$125M – – 4.63% – 28 – 0
Mid-American Wealth Advisory Group
6110
Mid-American Wealth Advisory Group
Missouri
$124M – – 4.88% 14.4% 74 – 0
Tilia Fiduciary Partners
6111
Tilia Fiduciary Partners
North Carolina
$124M – – 9% 101% 560 – 0
GG
6112
Golden Green
South Carolina
$124M -$3.91M -3% 10.1% 92.4% 171 46.2% 0.6
Palladiem
6113
Palladiem
Pennsylvania
$124M +$633K +0.5% 2.81% – 67 17.91% 1.7
Primoris Wealth Advisors
6114
Primoris Wealth Advisors
Florida
$124M – – 13.6% 206% 86 – 0
Vahanian & Associates Financial Planning
6115
Vahanian & Associates Financial Planning
New York
$124M – – 5.95% – 152 – 0
Gouws Capital LLC
6116
Gouws Capital LLC
North Carolina
$124M – – 11% 114% 53 – 0
Courant Investment Management
6117
Courant Investment Management
Tennessee
$124M +$5.33M +4% 5.31% 35.2% 12 8.33% 2.9
4Thought Financial Group
6118
4Thought Financial Group
New York
$124M +$8.65M +8% 3.45% 40.8% 102 4.9% 0.7
Nova R Wealth
6119
Nova R Wealth
Kansas
$124M – – 7.93% 60.7% 79 – 0
Taylor & Morgan Wealth Management
6120
Taylor & Morgan Wealth Management
Michigan
$124M – – 7.84% 85.9% 68 – 0
TPWM
6121
Twelve Points Wealth Management
Massachusetts
$123M – – 5.27% 56.8% 166 – 0
Washington Capital Management
6122
Washington Capital Management
Washington
$123M +$10.4M +9% 7.9% 81.8% 114 18.42% 2.4
Aspire Wealth Management
6123
Aspire Wealth Management
Massachusetts
$123M – – 7.45% 26% 175 – 0
Kinsale Capital Group
6124
Kinsale Capital Group
Virginia
$123M – – 8.64% 75.2% 2 – 0
Stone Summit Wealth
6125
Stone Summit Wealth
Florida
$123M – – 6.62% 67% 103 – 0