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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)
Midwest Capital Advisors
6101
Midwest Capital Advisors
Michigan
$209M +$1.31M +0.6% 1.72% – 228 23.25% 0.9
Sound Stewardship
6102
Sound Stewardship
Kansas
$209M +$253K +0.1% 2.81% 45.9% 69 13.04% 2.2
Private Wealth Group
6103
Private Wealth Group
Florida
$208M +$7.47M +4% 1.35% 52.9% 71 11.27% 3.2
Flatrock Wealth Partners
6104
Flatrock Wealth Partners
California
$208M – – 4.08% – 167 – 0
Strategic Value Partners
6105
Strategic Value Partners
Connecticut
$208M – – 7.91% – 1 – 0
Union Square Park Capital Management
6106
Union Square Park Capital Management
New York
$208M -$73.1M -26% 6.77% 75.8% 68 45.59% 0.9
ASBI
6107
American State Bank (Iowa)
Iowa
$208M +$11.7M +6% 3.4% 149% 138 5.8% 4.1
IFS
6108
Intelligent Financial Strategies
Minnesota
$208M +$2.5M +1% 1.78% 63.5% 75 6.67% 3.3
Meritas Wealth Management
6109
Meritas Wealth Management
California
$208M +$6M +3% 2.62% 69.4% 60 5% 2.2
Oxinas Partners Wealth Management
6110
Oxinas Partners Wealth Management
Indiana
$208M +$21.1M +11% 3.49% 91.4% 138 15.94% 2.7
Pacific Sun Financial
6111
Pacific Sun Financial
California
$208M +$705K +0.3% 1.24% 70.3% 207 7.73% 5
Lloyd Harbor Capital Management
6112
Lloyd Harbor Capital Management
New York
$208M -$49M -19% 1.41% 144% 25 52% 0.8
C
6113
Croban
Ohio
$207M +$57.4M +38% 1.47% – 85 10.59% 1.6
BAM
6114
Bosun Asset Management
Illinois
$207M +$12.8M +7% 5.04% 278% 82 17.07% 2.5
Beacon Financial Planning
6115
Beacon Financial Planning
Massachusetts
$207M +$14.2M +7% 1.8% 74.3% 57 17.54% 2
Cadence Wealth Management
6116
Cadence Wealth Management
Massachusetts
$207M +$16.2M +8% 7.21% 56.4% 61 11.48% 2.4
CWC Advisors
6117
CWC Advisors
Oregon
$207M +$2.89M +1% 3.21% – 154 7.79% 1
Resolute Capital Asset Partners
6118
Resolute Capital Asset Partners
Colorado
$207M +$15.8M +8% 20.3% 657% 71 69.01% 0.4
LCM Capital Management
6119
LCM Capital Management
Illinois
$207M -$1.56M -0.7% 2.1% 128% 116 7.76% 3.3
University of Chicago
6120
University of Chicago
Illinois
$207M +$2.14M +1% 2.3% 62.3% 12 8.33% 1.5
Eads & Heald Wealth Management
6121
Eads & Heald Wealth Management
Georgia
$207M -$2.75M -1% 3.08% 93.3% 144 5.56% 8.3
Finer Wealth Management
6122
Finer Wealth Management
Massachusetts
$207M +$6.01M +3% 6.53% 175% 91 14.29% 2.8
Murphy Middleton Hinkle & Parker
6123
Murphy Middleton Hinkle & Parker
Georgia
$207M +$2.12M +1% 0.73% 66.8% 228 81.14% 2.1
Sterling Investment Advisors (Missouri)
6124
Sterling Investment Advisors (Missouri)
Missouri
$207M +$4.7M +2% 0.47% 45.1% 40 5% 6.4
Sterling Group Wealth Management
6125
Sterling Group Wealth Management
California
$207M +$4.73M +2% 2.7% 75.9% 53 5.66% 1.4