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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)
Aspen Wealth Strategies
6301
Aspen Wealth Strategies
Colorado
$180M +$14.1M +9% 7.95% 65.8% 88 9.09% 1.8
Ryan Investment Management
6302
Ryan Investment Management
Colorado
$180M +$23.4M +15% 6.46% – 53 66.04% 0.2
RWIA
6303
Roger Wittlin Investment Advisory
California
$180M +$495K +0.3% 6.76% 61.3% 44 9.09% 2.3
Brookmont Capital Management
6304
Brookmont Capital Management
Texas
$180M +$5.44M +3% 5.52% 32.2% 58 10.34% 7.2
West Bancorporation
6305
West Bancorporation
Iowa
$180M +$21.6M +14% 7.12% 72.5% 116 21.55% 3
Sage Private Wealth Group
6306
Sage Private Wealth Group
Illinois
$180M +$23.7M +15% 11.4% 72.3% 93 11.83% 2.1
WFG
6307
Wormser Freres Gestion
France
$180M +$11.8M +7% 2.98% 67.4% 50 6% 1.4
Kingsman Wealth Management
6308
Kingsman Wealth Management
Florida
$180M +$19.2M +12% 11.2% – 77 28.57% 0.4
KilterHowling LLC
6309
KilterHowling LLC
Colorado
$180M +$11.7M +7% 5.9% 51.3% 47 4.26% 2.9
Davidson Kahn Capital Management
6310
Davidson Kahn Capital Management
California
$179M +$23.5M +15% 9.31% – 60 3.33% 0.7
Armor Advisors
6311
Armor Advisors
New York
$179M -$11.4M -6% 21.6% 78.5% 19 21.05% 1.9
Jim Saulnier & Associates
6312
Jim Saulnier & Associates
Colorado
$179M +$32.8M +22% 3.82% – 136 17.65% 0.7
Treasure Coast Financial Planning
6313
Treasure Coast Financial Planning
Florida
$179M +$7.67M +4% 4% 35.5% 45 8.89% 2.3
Visionary Horizons
6314
Visionary Horizons
Tennessee
$179M +$21.2M +13% 7.45% 69.2% 123 30.08% 1
Ballew Advisors
6315
Ballew Advisors
Mississippi
$179M +$10.7M +6% 9.37% 68% 127 15.75% 3.6
SFC
6316
Sprinkle Financial Consultants
Colorado
$179M +$15.5M +9% 6.39% 64.1% 86 6.98% 1.4
Secured Retirement Advisors
6317
Secured Retirement Advisors
Minnesota
$179M +$11.3M +7% 10.1% – 125 10.4% 0.9
Yardley Wealth Management
6318
Yardley Wealth Management
Pennsylvania
$179M -$3.86M -2% 5.75% – 41 12.2% 1
Washburn Capital Management
6319
Washburn Capital Management
Florida
$179M +$8.41M +5% 8.92% 123% 58 13.79% 2.5
Salvus Wealth Management
6320
Salvus Wealth Management
New Jersey
$179M +$7.66M +4% 8.58% 108% 137 10.95% 2.8
Cetera Trust Company
6321
Cetera Trust Company
Minnesota
$179M +$11.1M +7% 9.39% – 366 5.46% 1.6
Washington University
6322
Washington University
Missouri
$179M +$57.1M +47% 19.1% 44% 5 60% 2.5
Renaissance Capital
6323
Renaissance Capital
Connecticut
$178M +$35M +24% 9.59% 392% 33 21.21% 1.1
Omni 360 Wealth
6324
Omni 360 Wealth
New Jersey
$178M +$17.3M +11% 6.72% 59.9% 122 7.38% 1.4
Walker Asset Management
6325
Walker Asset Management
Missouri
$178M +$5.07M +3% 5.18% 87.6% 152 15.79% 2.4