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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)
Darden Wealth Group
6126
Darden Wealth Group
Michigan
$191M +$25.5M +15% 15.4% – 149 21.48% 1.1
Resolute Capital Asset Partners
6127
Resolute Capital Asset Partners
Colorado
$191M -$219K -0.1% 41.8% 657% 70 75.71% 0.3
Signature Wealth Management Partners
6128
Signature Wealth Management Partners
New Jersey
$191M +$16.1M +9% 8.62% 97.9% 116 7.76% 3.1
Brown Financial Advisory
6129
Brown Financial Advisory
Alabama
$191M +$9.8M +5% 6.93% 66.3% 56 3.57% 2.1
Bullseye Asset Management
6130
Bullseye Asset Management
Colorado
$191M -$9.6M -5% 1.73% 81% 68 13.24% 3.4
Loudon Investment Management
6131
Loudon Investment Management
New Hampshire
$191M +$10.2M +6% 6.68% 61.6% 104 14.42% 5.8
Aurora Investment Counsel
6132
Aurora Investment Counsel
Georgia
$191M +$1.28M +0.7% 2.86% 31.7% 122 25.41% 1.3
Cadence Wealth Management
6133
Cadence Wealth Management
Massachusetts
$191M +$39.7M +26% 11.4% 56.4% 59 15.25% 2.1
Evergreen Wealth Management
6134
Evergreen Wealth Management
Michigan
$191M +$12.5M +7% 4.77% 62.1% 56 19.64% 2.1
NavPoint Financial
6135
NavPoint Financial
Minnesota
$191M +$25.2M +15% 6.86% 58.5% 66 10.61% 1.2
Mendel Capital Management
6136
Mendel Capital Management
Arkansas
$191M +$15.3M +9% 7.15% – 96 3.13% 2.8
Sage Advisory Services
6137
Sage Advisory Services
Texas
$191M +$7.08M +4% 4.4% 37.8% 46 10.87% 3.4
Smith Thornton Advisors
6138
Smith Thornton Advisors
Alabama
$191M +$16.7M +10% 7% – 139 10.07% 1.1
Northern Financial Advisors
6139
Northern Financial Advisors
Michigan
$191M +$57.3M +43% 6.56% 120% 130 22.31% 2
GWM
6140
Global Wealth Management
New Jersey
$190M +$8.14M +4% 5.22% – 35 8.57% 0.8
Patrick Mauro Investment Advisor
6141
Patrick Mauro Investment Advisor
Illinois
$190M +$13.7M +8% 4.44% 31.7% 42 11.9% 2.5
Foundry Financial Group
6142
Foundry Financial Group
New Hampshire
$190M +$14.7M +8% 5.99% 57.4% 66 6.06% 1.3
Novak & Powell Financial Services
6143
Novak & Powell Financial Services
Florida
$190M +$46M +32% 7.46% – 170 18.24% 1.4
Orser Capital Management
6144
Orser Capital Management
Texas
$190M +$49.8M +35% 8.57% 128% 74 41.89% 2.9
Blue Door Asset Management
6145
Blue Door Asset Management
Connecticut
$190M -$3.12M -2% 5.63% 127% 29 44.83% 1
Level Wealth Management
6146
Level Wealth Management
North Carolina
$190M +$18M +10% 5.46% – 64 9.38% 0.6
XC
6147
XY Capital
Hong Kong
$190M +$44.6M +31% 14.4% 52.8% 169 83.43% 0.1
W Advisors LLC
6148
W Advisors LLC
Tennessee
$190M +$15.5M +9% 8.64% 88.7% 139 10.07% 2.4
Cloud Capital Management
6149
Cloud Capital Management
Washington
$190M +$29.4M +18% 8.22% – 1,588 95.09% 0
Lugano Financial Advisors SA (LFA)
6150
Lugano Financial Advisors SA (LFA)
Switzerland
$190M +$20.9M +12% 5.87% 51.3% 257 15.56% 2.1