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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)
IF
6276
Integrity Financial
Wyoming
$197M -$12M -6% 2.32% 66.3% 316 17.09% 2.3
Tenret Company
6277
Tenret Company
Florida
$197M +$4.24M +2% 1.29% – 35 5.71% 3.6
PCMK
6278
Paragon Capital Management (Kansas)
Kansas
$197M -$9.7M -5% 2.64% 87.5% 61 8.2% 6.5
Allodium Investment Consultants
6279
Allodium Investment Consultants
Minnesota
$197M +$20.2M +11% 1.69% – 53 5.66% 0.9
Strategic Investment Management
6280
Strategic Investment Management
Virginia
$197M +$12.4M +7% 2.82% 53.4% 14 7.14% 5.5
KilterHowling LLC
6281
KilterHowling LLC
Colorado
$197M +$17.7M +10% 1.59% 51.3% 52 13.46% 2.8
Sheridan Capital Management
6282
Sheridan Capital Management
California
$197M +$7.89M +4% 1.15% – 36 5.56% 1.3
Matrix Private Capital Group
6283
Matrix Private Capital Group
New York
$197M +$8.48M +4% 0.6% 62.5% 135 5.19% 4.4
Cincinnati Casualty Company
6284
Cincinnati Casualty Company
Ohio
$197M +$407K +0.2% 1.66% 68.7% 24 0% 9.8
Enterprise Financial Services Corp (EFSC)
6285
Enterprise Financial Services Corp (EFSC)
Missouri
$197M +$2.97M +2% 2.48% 112% 173 13.87% 7.1
International City Management Association Retirement Corp
6286
International City Management Association Retirement Corp
District of Columbia
$197M +$1.17M +0.6% 0.61% 48.1% 6 0% 2.1
SFC
6287
Sprinkle Financial Consultants
Colorado
$197M +$17.7M +10% 1.56% 64.1% 90 8.89% 1.5
Vestia Personal Wealth Advisors
6288
Vestia Personal Wealth Advisors
Indiana
$197M +$24.3M +14% 3.47% – 104 10.58% 1.3
True Vision MN
6289
True Vision MN
Minnesota
$197M +$4.89M +3% 1.49% – 119 15.97% 1.2
Smith Thornton Advisors
6290
Smith Thornton Advisors
Alabama
$197M +$5.95M +3% 2.49% – 135 8.15% 1.3
H&H Retirement Design & Management
6291
H&H Retirement Design & Management
Nevada
$197M +$8.22M +4% 0.26% 38.4% 87 17.24% 2.3
Griffith & Werner
6292
Griffith & Werner
Georgia
$196M +$3.31M +2% 2.1% – 71 1.41% 0.9
Mithaq Capital SPC
6293
Mithaq Capital SPC
Saudi Arabia
$196M -$174M -47% 30.5% 27.4% 4 0% 2.5
Successful Portfolios
6294
Successful Portfolios
Florida
$196M +$24.9M +15% 3.8% 110% 200 16.5% 4.6
Clayton Financial Group
6295
Clayton Financial Group
Missouri
$196M +$59.2M +43% 2.32% 69.8% 674 69.73% 0.2
FDx Advisors
6296
FDx Advisors
Illinois
$196M -$138M -41% 1.31% 73.2% 188 53.72% 7.1
Flower City Capital
6297
Flower City Capital
New York
$196M +$10.1M +5% 2.59% 69.5% 46 10.87% 2.3
NRI Wealth Management
6298
NRI Wealth Management
California
$196M +$8.97M +5% 6.18% – 33 9.09% 1.4
Arta Finance Wealth Management
6299
Arta Finance Wealth Management
California
$196M – – 2.94% – 90 – 0
Capital Square
6300
Capital Square
Tennessee
$196M -$129K -0.1% 1.94% 62.5% 236 17.37% 2.3