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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)
Higgins & Schmidt Wealth Strategies
6301
Higgins & Schmidt Wealth Strategies
Colorado
$139M +$3.09M +2% 1.51% – 45 0% 0.5
Strategic Financial Planning
6302
Strategic Financial Planning
Texas
$139M +$5.02M +4% 0.11% 47.5% 36 5.56% 3.6
MFFIA
6303
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$139M +$947K +0.7% 0.34% 136% 67 2.99% 1.3
SIA
6304
Schear Investment Advisers
Ohio
$138M +$14M +11% 7.28% 241% 81 2.47% 1.3
CRCM LP
6305
CRCM LP
California
$138M +$5.35M +4% 6.91% – 7 28.57% 0.2
Lederer & Associates Investment Counsel
6306
Lederer & Associates Investment Counsel
California
$138M -$5.68M -4% 4.59% 92.7% 90 7.78% 5.5
Benchmark Investment Advisors
6307
Benchmark Investment Advisors
Illinois
$138M +$11.4M +9% 13.3% – 98 17.35% 1.6
SeaTown Holdings
6308
SeaTown Holdings
Singapore
$138M -$19.9M -13% 9% 220% 22 63.64% 1.6
MF
6309
Meridian Financial
Massachusetts
$138M +$4.07M +3% 0.13% 58.5% 125 7.2% 1.8
VitalStone Financial
6310
VitalStone Financial
Texas
$138M +$7.06M +5% 3.71% – 606 31.35% 0.9
Lantern Wealth Advisors
6311
Lantern Wealth Advisors
New York
$138M -$4.41M -3% 2.11% – 139 14.39% 0.4
Cladis Investment Advisory
6312
Cladis Investment Advisory
Montana
$138M +$1.6M +1% 4.76% 131% 147 13.61% 1.9
ROI Financial Advisors
6313
ROI Financial Advisors
Oregon
$138M +$10.6M +8% 10.5% 165% 66 7.58% 0.5
Kerusso Capital Management
6314
Kerusso Capital Management
North Carolina
$138M – – 1.79% – 54 – 0
KPCB DGF II Associates
6315
KPCB DGF II Associates
California
$138M -$21.4M -13% 13.4% 2.08% 2 0% 0.8
BWIA
6316
Bryant Woods Investment Advisors
New York
$137M -$32M -19% 2.75% 66.3% 48 16.67% 2.1
McDonough Capital Management
6317
McDonough Capital Management
Florida
$137M +$10.7M +8% 8.83% 98.1% 46 8.7% 2.2
Traction Financial Partners
6318
Traction Financial Partners
Wyoming
$137M +$9.3M +7% 0.39% – 57 7.02% 0.5
Broadview Financial Management
6319
Broadview Financial Management
Wisconsin
$137M -$22.3K -0% 0.2% 52.4% 41 4.88% 5
Endowment Wealth Management
6320
Endowment Wealth Management
Wisconsin
$137M +$3.71M +3% 0.41% 66.3% 136 7.35% 1.8
Lowery Thomas LLC
6321
Lowery Thomas LLC
California
$137M +$6.43M +5% 3.74% 74.7% 47 4.26% 1.9
13D Management
6322
13D Management
New York
$137M -$26.7M -16% 6.45% 157% 31 41.94% 1.6
Greenhouse Wealth Management
6323
Greenhouse Wealth Management
Connecticut
$137M +$3.54M +3% 2.98% 87.2% 60 6.67% 2.9
WealthTrust Asset Management
6324
WealthTrust Asset Management
Florida
$137M +$5.62M +4% 6.01% 102% 99 25.25% 1.4
MSK
6325
Melissa S. Kampmann
$137M -$2.17M -2% 0.43% 70.4% 40 2.5% 0.7