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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)
Johnson & White Wealth Management
6251
Johnson & White Wealth Management
Pennsylvania
$165M +$49.1M +42% 0.97% 85.1% 99 46.46% 0.8
Von Berge Wealth Management Group
6252
Von Berge Wealth Management Group
California
$165M +$3.6M +2% 0.16% 60.5% 68 8.82% 2.4
Armstrong Fleming & Moore
6253
Armstrong Fleming & Moore
District of Columbia
$165M -$6.48M -4% 1.26% 135% 102 9.8% 1.3
Ananym Capital Management
6254
Ananym Capital Management
New York
$165M – – 0.64% – 9 – 0
BostonPremier Wealth
6255
BostonPremier Wealth
Massachusetts
$165M – – 2.11% – 59 – 0
Mendel Capital Management
6256
Mendel Capital Management
Arkansas
$165M +$2.02M +1% 0.52% – 96 5.21% 2.2
BWG
6257
Boomfish Wealth Group
Georgia
$165M +$1.72M +1% 0.46% 86% 95 8.42% 0.9
DHK Financial Advisors
6258
DHK Financial Advisors
New Hampshire
$165M +$1.67M +1% 0.76% 46.1% 93 15.05% 0.9
Lauterbach Financial Advisors
6259
Lauterbach Financial Advisors
Texas
$165M +$367K +0.2% 0.21% 76.5% 77 12.99% 2.1
Destiny Capital
6260
Destiny Capital
Colorado
$165M +$3.36M +2% 0.42% 60.5% 49 2.04% 1.7
SCH
6261
Shengqi Capital (HK)
Hong Kong
$165M +$30.8M +23% 10.4% – 7 57.14% 0.1
VFG
6262
V2 Financial group
Illinois
$165M +$9.6M +6% 1.92% 63.3% 85 11.76% 2.5
H&H Retirement Design & Management
6263
H&H Retirement Design & Management
Nevada
$165M -$5.1M -3% 2.82% 38.4% 79 7.59% 1.6
Blue Oak Capital
6264
Blue Oak Capital
California
$165M – – 2.53% – 73 – 0
Pacific Point Advisors
6265
Pacific Point Advisors
California
$165M – – 1.87% – 117 – 0
SA
6266
Sunesis Advisors
Kansas
$165M -$1.32M -0.8% 0.5% – 43 6.98% 3.3
C.M. Bidwell & Associates
6267
C.M. Bidwell & Associates
Hawaii
$165M +$994K +0.6% 0.84% 70.6% 544 18.93% 2.9
RedJay Asset Management
6268
RedJay Asset Management
Ontario, Canada
$164M -$17.6M -10% 7.43% – 23 26.09% 0.7
AGP Franklin
6269
AGP Franklin
Tennessee
$164M – – 6.1% – 80 – 0
FCG Investment Company
6270
FCG Investment Company
Tennessee
$164M +$11.9M +8% 4.42% – 93 8.6% 0.7
Quartz Partners
6271
Quartz Partners
New York
$164M +$4.67M +3% 3.38% – 156 13.46% 0.2
Elyxium Wealth
6272
Elyxium Wealth
California
$164M -$17.5M -10% 5.16% – 135 46.67% 0.2
JCFM
6273
JBR Co Financial Management
Oklahoma
$164M +$11.2M +7% 4.5% 126% 109 12.84% 0.9
ALAM
6274
Asahi Life Asset Management
Japan
$164M -$1.16M -0.7% 4.2% 133% 224 58.04% 1.7
David J. Yvars Group
6275
David J. Yvars Group
Florida
$164M +$2.43M +2% 6.19% 143% 87 18.39% 2.5