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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)
Founders Capital Management (Texas)
6101
Founders Capital Management (Texas)
Texas
$148M +$10.3M +7% 7.61% 131% 389 10.54% 4.1
Dogwood Wealth Management
6102
Dogwood Wealth Management
Kansas
$148M +$19.9M +16% 6.18% – 627 6.7% 0.2
VWM
6103
VCI Wealth Management
Missouri
$148M -$16.5M -10% 6.87% 86.3% 125 30.4% 0.2
Montz Harcus Wealth Management
6104
Montz Harcus Wealth Management
Louisiana
$148M +$16.8M +13% 10.1% 84.1% 73 26.03% 1.4
Evergreen Wealth Management
6105
Evergreen Wealth Management
Michigan
$148M +$11.8M +9% 9.46% 68.8% 55 0% 1.2
BCR Wealth Strategies
6106
BCR Wealth Strategies
Alabama
$148M +$8.25M +6% 4.96% 45.1% 21 9.52% 1.9
Thompson Davis & Co
6107
Thompson Davis & Co
Virginia
$148M +$30.1M +26% 20.6% 179% 144 43.75% 2.2
Matrix Private Capital Group
6108
Matrix Private Capital Group
New York
$148M +$15.1M +11% 9.28% 62.5% 150 8.67% 3.1
Mittelman Wealth Management
6109
Mittelman Wealth Management
Massachusetts
$148M – – 7.83% – 64 – 0
Hibernia Wealth Partners
6110
Hibernia Wealth Partners
Louisiana
$148M +$14.1M +11% 4.81% 40.6% 84 23.81% 0.4
Fairway Wealth
6111
Fairway Wealth
Ohio
$148M +$16.8M +13% 5.45% 51.5% 80 8.75% 0.2
Kaizen Financial Strategies
6112
Kaizen Financial Strategies
California
$147M +$15.5M +12% 8.89% 126% 141 24.11% 1.7
HBC Financial Services
6113
HBC Financial Services
Washington
$147M -$53K -0% 7.23% 12.6% 196 16.84% 2.4
Cobblestone Asset Management
6114
Cobblestone Asset Management
Virginia
$147M +$11.8M +9% 5.75% 60.6% 49 28.57% 0.4
Piedmont Capital Management (Montana)
6115
Piedmont Capital Management (Montana)
Montana
$147M +$10.1M +7% 8.63% 94% 48 4.17% 2.1
BCK Capital Management
6116
BCK Capital Management
Connecticut
$147M +$45.4M +45% 9.03% 161% 102 54.9% 0.7
Sivia Capital Partners
6117
Sivia Capital Partners
California
$147M +$15.9M +12% 13.3% – 200 12.5% 0.2
Lakewood Asset Management
6118
Lakewood Asset Management
Illinois
$147M +$18.4M +14% 10.8% 69.3% 118 10.17% 1.1
Platinum Equity
6119
Platinum Equity
California
$147M -$570K -0.4% 1.27% 52.7% 7 14.29% 1.9
Avory & Company
6120
Avory & Company
Florida
$147M +$3.98M +3% 0.08% 74.9% 30 10% 1.8
Kapstone Financial Advisors
6121
Kapstone Financial Advisors
Ohio
$147M +$19.3M +15% 22.8% 131% 102 4.9% 1
C.M. Bidwell & Associates
6122
C.M. Bidwell & Associates
Hawaii
$147M +$12M +9% 8.85% 70.6% 562 27.58% 2.5
Yarger Wealth Strategies
6123
Yarger Wealth Strategies
Ohio
$147M +$22.9M +19% 7.16% 55.1% 80 21.25% 1.3
SWG
6124
Summit Wealth Group
Vermont
$147M +$19M +15% 6.49% 53% 44 6.82% 1.7
Wells Financial Advisors
6125
Wells Financial Advisors
Massachusetts
$147M +$9.12M +7% 6.92% 58.9% 69 8.7% 2.4