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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)
Secured Retirement Advisors
6326
Secured Retirement Advisors
Minnesota
$168M +$12.7M +8% 10.9% – 128 19.53% 0.7
Gate City Capital Management
6327
Gate City Capital Management
Illinois
$168M -$5.64M -3% 4.27% – 18 27.78% 0.8
Hager Investment Management Services
6328
Hager Investment Management Services
New Hampshire
$168M +$24.6M +17% 21.5% – 315 12.06% 0.5
Clarity Asset Management
6329
Clarity Asset Management
Iowa
$168M +$12.2M +8% 9.15% 51.8% 268 26.49% 1
Cetera Trust Company
6330
Cetera Trust Company
Minnesota
$167M +$10.6M +7% 9.1% – 377 5.84% 1.4
Anabranch Capital Management
6331
Anabranch Capital Management
Connecticut
$167M +$12.9M +8% 25.3% 139% 7 14.29% 3.4
AUA Capital Management
6332
AUA Capital Management
Pennsylvania
$167M +$13.8M +9% 11.1% 70.2% 80 8.75% 6.7
Cape Ann Savings Bank
6333
Cape Ann Savings Bank
Massachusetts
$167M +$7.94M +5% 8.47% 72.7% 95 9.47% 5.7
Symphony Financial Services
6334
Symphony Financial Services
Ohio
$167M +$14.3M +9% 8.79% – 95 12.63% 0.8
Camelot Portfolios
6335
Camelot Portfolios
Ohio
$167M +$5.49M +3% 6.81% 41.3% 223 15.7% 3
Pettee Investors
6336
Pettee Investors
Connecticut
$167M -$638K -0.4% 6.86% 96.1% 117 12.82% 6.9
Bey-Douglas LLC
6337
Bey-Douglas LLC
Georgia
$167M +$57.6M +53% 13.4% – 47 12.77% 1.1
Wafra Inc
6338
Wafra Inc
New York
$167M +$21.4M +15% 15.6% 45.9% 2 0% 3.3
AlpenGlobal Capital
6339
AlpenGlobal Capital
California
$167M +$28.5M +21% 18.5% – 33 15.15% 0.4
Kestrel Investment Management
6340
Kestrel Investment Management
California
$167M +$3.26M +2% 4.65% 89.2% 42 7.14% 1.7
Strategic Planning Inc
6341
Strategic Planning Inc
Ohio
$167M -$10.3M -6% 5.09% – 58 13.79% 0.2
Herbst Group
6342
Herbst Group
Connecticut
$167M +$25.6M +18% 19.1% 142% 60 18.33% 2
Founders Capital Management (Texas)
6343
Founders Capital Management (Texas)
Texas
$167M +$12.3M +8% 8.73% 131% 394 8.88% 4.4
Aegis Wealth Management (Maryland)
6344
Aegis Wealth Management (Maryland)
Maryland
$167M -$3.27M -2% 5.93% – 119 4.2% 0.5
Vision One Management Partners
6345
Vision One Management Partners
Florida
$167M -$6.19M -4% 4.55% – 10 30% 0.9
Legion Partners Asset Management
6346
Legion Partners Asset Management
California
$166M +$15.7M +10% 11.5% 206% 7 0% 3.5
Seven Mile Advisory
6347
Seven Mile Advisory
New Jersey
$166M +$16.5M +11% 16% 146% 188 11.17% 1.5
Holos Integrated Wealth
6348
Holos Integrated Wealth
Pennsylvania
$166M +$13.8M +9% 8.92% – 319 5.02% 0.5
Cassia Capital Partners
6349
Cassia Capital Partners
North Carolina
$166M +$5.97M +4% 6.74% 55% 56 0% 2.5
Strive Asset Management
6350
Strive Asset Management
Ohio
$166M +$22.3M +15% 16.4% – 118 30.51% 0.5