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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)
WG
6276
Wealth Group
North Carolina
$139M +$6.9M +5% 5.17% – 154 8.44% 0.2
Barnett & Company
6277
Barnett & Company
Tennessee
$139M -$6.79M -5% 2.59% 65.9% 84 8.33% 4.1
Lake Hills Wealth Management
6278
Lake Hills Wealth Management
Texas
$139M +$28.2M +25% 0.9% 83.7% 52 25% 0.7
Advantage Trust Company
6279
Advantage Trust Company
Kansas
$139M +$3.65M +3% 2.36% 77.6% 177 7.34% 0.5
Cove Street Capital
6280
Cove Street Capital
California
$139M -$177M -56% 11.9% 84.2% 92 32.61% 3
HAM
6281
Hedges Asset Management
Nevada
$139M -$3.44M -2% 2.01% – 118 10.17% 1.9
Mosaic Financial Group
6282
Mosaic Financial Group
Illinois
$139M +$14.4M +12% 2.84% – 132 6.82% 0.2
WealthCollab
6283
WealthCollab
Washington
$139M +$3.71M +3% 1.57% – 917 13.3% 0.4
McAlister Sweet & Associates
6284
McAlister Sweet & Associates
Texas
$139M +$11.9M +9% 5.32% 83.6% 36 16.67% 1.5
Blantyre Capital
6285
Blantyre Capital
United Kingdom
$139M -$44.3M -24% 12.4% – 4 50% 0.4
OEP Capital Advisors
6286
OEP Capital Advisors
New York
$139M -$136M -49% 13% 23.2% 2 0% 3.5
Conscious Wealth Investments
6287
Conscious Wealth Investments
Florida
$139M +$7.6M +6% 1.98% – 48 2.08% 0.5
Islay Capital Management
6288
Islay Capital Management
Texas
$139M +$4.74M +4% 1.93% 72% 216 17.59% 3.1
Petra Financial Advisors
6289
Petra Financial Advisors
Colorado
$139M +$2.82M +2% 3.76% 129% 133 12.78% 1
BM
6290
Bislett Management
California
$139M -$20.6M -13% 9.65% 19.8% 16 6.25% 6.2
Stegner Investment Associates
6291
Stegner Investment Associates
Kentucky
$139M +$2.47M +2% 4.28% 84.8% 24 8.33% 2.7
Caitlin John
6292
Caitlin John
Michigan
$139M +$5.06M +4% 1.25% – 963 18.17% 0.4
Beacon Financial Strategies
6293
Beacon Financial Strategies
North Carolina
$139M +$182K +0.1% 0.44% 54.2% 36 13.89% 2.6
Fort Henry Capital
6294
Fort Henry Capital
West Virginia
$139M +$3.35M +2% 0.49% 39.3% 15 0% 3
Wallace Advisory Group
6295
Wallace Advisory Group
California
$139M +$5.8M +4% 0.81% 50.9% 204 28.92% 1.1
Charles Schwab Trust Bank
6296
Charles Schwab Trust Bank
Nevada
$139M -$7.89M -5% 3.57% – 1 0% 0.3
Richardson Financial Services
6297
Richardson Financial Services
Massachusetts
$139M -$3.03M -2% 2.57% – 655 15.88% 0.4
LifePlan Investment Advisors
6298
LifePlan Investment Advisors
North Carolina
$139M +$13.3M +11% 1.54% 60.9% 86 8.14% 0.7
Values Added Financial
6299
Values Added Financial
District of Columbia
$139M +$10.5M +8% 2.52% 58.3% 92 9.78% 0.8
Security National Bank of Sioux City Iowa
6300
Security National Bank of Sioux City Iowa
Iowa
$139M -$3.13M -2% 0.55% 61% 93 4.3% 6.3