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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)
Pinnacle Wealth Management Group
6326
Pinnacle Wealth Management Group
Michigan
$161M +$2.09M +1% 0.02% 64.3% 121 6.61% 2.3
Fairbanks Capital Management
6327
Fairbanks Capital Management
California
$161M +$1.31M +0.8% 2.64% 81.3% 54 11.11% 5.2
Herbst Group
6328
Herbst Group
Connecticut
$160M -$1.04M -0.6% 3% 142% 62 9.68% 2.2
Higgins & Schmidt Wealth Strategies
6329
Higgins & Schmidt Wealth Strategies
Colorado
$160M +$5.44M +4% 1.6% 65.6% 63 42.86% 0.7
Passumpsic Savings Bank
6330
Passumpsic Savings Bank
Vermont
$160M +$7.99M +5% 5.95% – 89 17.98% 0.6
Bradley & Co Private Wealth Management
6331
Bradley & Co Private Wealth Management
Florida
$160M – – 8.09% – 187 – 2.8
Hager Investment Management Services
6332
Hager Investment Management Services
New Hampshire
$160M – – 10.3% – 286 – 0
Hamilton Capital Partners
6333
Hamilton Capital Partners
Georgia
$160M – – 13.7% – 31 – 0
Martin Worley Group
6334
Martin Worley Group
Utah
$160M – – 1.97% – 86 – 0
Capstone Triton Financial Group
6335
Capstone Triton Financial Group
Oklahoma
$160M +$3.7M +2% 3.57% – 113 7.96% 2.4
RGC
6336
Rubicon Global Capital
United Kingdom
$160M – – 6.58% – 9 – 0
Draper Asset Management
6337
Draper Asset Management
New York
$160M +$20.2M +14% 14.9% 187% 27 25.93% 1.7
Soviero Asset Management
6338
Soviero Asset Management
New York
$160M +$49.7M +45% 92.2% 676% 66 65.15% 0.3
Long Island Wealth Management
6339
Long Island Wealth Management
New York
$160M +$7.5M +5% 0.3% 58.2% 73 9.59% 0.9
Sowa Financial Group
6340
Sowa Financial Group
Rhode Island
$160M +$1.48M +0.9% 1.73% 100% 34 20.59% 3.2
Asset Planning Corporation
6341
Asset Planning Corporation
Tennessee
$160M +$6.46M +4% 3.3% 44.5% 46 10.87% 2.7
Covestor
6342
Covestor
United Kingdom
$160M +$166K +0.1% 3.69% 134% 2,896 6.22% 2.4
Muzinich & Co
6343
Muzinich & Co
New York
$160M +$17.9M +13% 4.35% 13.5% 65 29.23% 4.6
Valued Wealth Advisors
6344
Valued Wealth Advisors
Utah
$160M +$5.36M +3% 2.19% 62% 683 11.71% 0.8
Ventas Inc
6345
Ventas Inc
Illinois
$160M – – 7.07% – 1 – 0
Aurora Investment Managers
6346
Aurora Investment Managers
Florida
$159M +$3.28M +2% 0.45% 74.4% 47 6.38% 2.7
Birchcreek Wealth Management
6347
Birchcreek Wealth Management
Ohio
$159M +$6.61M +4% 0.78% 80.7% 130 16.92% 2.5
Bright Financial Advisors
6348
Bright Financial Advisors
Michigan
$159M +$1.89M +1% 0.34% – 57 10.53% 0.6
Eagle Bay Advisors
6349
Eagle Bay Advisors
New York
$159M -$102M -39% 3.38% 85% 1,405 32.46% 2.1
Petiole USA
6350
Petiole USA
New York
$159M +$6.03M +4% 7.23% 105% 42 14.29% 2.2