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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)
Defined Wealth Management
6176
Defined Wealth Management
Oregon
$144M +$4.56M +3% 2.06% 78.1% 109 7.34% 2.5
Keyes Stange & Wooten Wealth Management
6177
Keyes Stange & Wooten Wealth Management
Florida
$144M +$30.2M +27% 0.4% – 68 8.82% 0.4
Laurel Wealth Planning
6178
Laurel Wealth Planning
Minnesota
$144M -$6.84M -5% 0.92% 53.1% 54 7.41% 2.8
Udine Wealth Management
6179
Udine Wealth Management
Florida
$144M -$1.47M -1% 6.33% 141% 30 30% 1.1
Robinson Value Management
6180
Robinson Value Management
Texas
$144M -$5.46M -4% 0.54% 79.3% 73 5.48% 3.1
Teca Partners
6181
Teca Partners
Texas
$144M -$14M -9% 1.41% 66% 13 15.38% 1.5
FFG Retirement Advisors
6182
FFG Retirement Advisors
Colorado
$143M +$1.49M +1% 0.83% 43.4% 48 10.42% 1
Lakewood Asset Management
6183
Lakewood Asset Management
Illinois
$143M -$3.66M -2% 1.02% 65.3% 121 9.09% 1.3
Prentiss Smith & Co
6184
Prentiss Smith & Co
Vermont
$143M +$1.16M +0.8% 0.84% 63.9% 71 8.45% 5.7
AFG Fiduciary Services
6185
AFG Fiduciary Services
Massachusetts
$143M +$8.19M +6% 1.78% 72.4% 89 23.6% 1.6
DHK Financial Advisors
6186
DHK Financial Advisors
New Hampshire
$143M +$2.06M +1% 0.55% 46.1% 103 57.28% 0.7
McClarren Financial Advisors
6187
McClarren Financial Advisors
Pennsylvania
$143M +$3.99M +3% 1.88% 63% 385 15.06% 1.6
BFS
6188
Burr Financial Services
California
$143M +$15.1M +12% 20.9% 478% 34 17.65% 0.5
Pring Turner Capital Group
6189
Pring Turner Capital Group
California
$143M +$6.07M +4% 1.27% 70.8% 72 13.89% 4
Spotlight Asset Group
6190
Spotlight Asset Group
Illinois
$143M +$3.42M +2% 4.62% – 267 6.37% 1.7
Successful Portfolios
6191
Successful Portfolios
Florida
$143M -$3.44M -2% 4.77% 110% 172 8.72% 4.5
OM
6192
OV Management
Minnesota
$143M +$5.21M +4% 6.04% – 65 12.31% 0.5
Andrews Lucia Wealth Management
6193
Andrews Lucia Wealth Management
California
$143M +$2.68M +2% 0.57% 59.7% 27 0% 2
Melfa Wealth Management
6194
Melfa Wealth Management
Massachusetts
$143M +$4.55M +3% 2.27% 42.9% 202 4.95% 1.1
Cadence Wealth Management
6195
Cadence Wealth Management
Massachusetts
$143M +$45.8M +47% 4.32% 56.4% 50 22% 1.4
DIS
6196
Diversified Investment Strategies
Louisiana
$143M -$5.54M -4% 0.13% 86% 51 7.84% 4.4
Presidio Capital Management
6197
Presidio Capital Management
California
$143M +$5.9M +4% 0.37% 56.1% 68 39.71% 1
Northland Capital Management
6198
Northland Capital Management
Minnesota
$143M -$10.8K -0% 0.33% 37.5% 32 9.38% 1.5
Lakehouse Capital
6199
Lakehouse Capital
Australia
$143M +$14.2M +11% 7.72% 87.4% 15 6.67% 3.1
CI
6200
Carroll Investors
South Carolina
$143M +$9.9M +7% 10.9% 241% 26 23.08% 1.7