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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)
Sowa Financial Group
6351
Sowa Financial Group
Rhode Island
$215M +$12.7M +6% 9.53% 100% 31 9.68% 3.6
Signature Wealth Management Partners
6352
Signature Wealth Management Partners
New Jersey
$214M +$15.1M +8% 16.1% 97.9% 128 14.06% 3.3
Praesidium Investment Management Company
6353
Praesidium Investment Management Company
New York
$214M -$204M -49% 22.2% 79% 12 0% 3.1
Vaughan & Co Securities
6354
Vaughan & Co Securities
New Jersey
$214M +$21.8M +11% 15.3% 70.7% 63 11.11% 4.3
Pinnacle Wealth Management Group
6355
Pinnacle Wealth Management Group
Michigan
$214M +$10.6M +5% 6.93% 64.3% 130 9.23% 2.5
KCM
6356
Knoll Capital Management
Florida
$214M +$34.1M +19% 2.82% 258% 38 5.26% 2.4
SF
6357
Sun Financial
Utah
$214M +$14.6M +7% 15.8% – 176 18.18% 0.4
Bayshore Capital Advisors
6358
Bayshore Capital Advisors
Florida
$214M -$22.8M -10% 17.7% – 47 23.4% 0.4
KA
6359
Kearns & Associates
California
$214M +$28.3M +15% 14.3% 78.7% 42 7.14% 3.2
Holos Integrated Wealth
6360
Holos Integrated Wealth
Pennsylvania
$214M +$16.5M +8% 7.4% – 424 13.92% 1.2
Fort Vancouver Investment Management
6361
Fort Vancouver Investment Management
Washington
$214M +$17.2M +9% 10% – 62 4.84% 1.4
Starwood Capital Group Management
6362
Starwood Capital Group Management
Florida
$214M +$26.3M +14% 14.2% 16.2% 6 0% 1.6
Successful Portfolios
6363
Successful Portfolios
Florida
$214M +$32.7M +18% 22.8% 110% 200 6.5% 4.8
Broadway Wealth Solutions
6364
Broadway Wealth Solutions
Texas
$214M +$20.7M +11% 9.62% – 105 21.9% 1.2
Mader & Shannon Wealth Management
6365
Mader & Shannon Wealth Management
Missouri
$214M -$2.01M -0.9% 0.06% 62.5% 21 4.76% 3.2
Econ Financial Services
6366
Econ Financial Services
Pennsylvania
$214M -$1.36M -0.6% 5.29% 16.9% 100 54% 0.8
Reflection Asset Management
6367
Reflection Asset Management
South Carolina
$214M +$50.5M +31% 33% – 162 23.46% 0.4
Cladis Investment Advisory
6368
Cladis Investment Advisory
Montana
$214M +$32.2M +18% 24.4% 131% 177 12.43% 2.6
Eliot Finkel Investment Counsel
6369
Eliot Finkel Investment Counsel
California
$214M +$30.1M +16% 24.8% 85.5% 34 8.82% 5.8
Birchview Capital
6370
Birchview Capital
Vermont
$214M +$38.2M +22% 47.9% 327% 87 33.33% 2.3
Tassel Capital Management
6371
Tassel Capital Management
North Carolina
$214M +$29.6M +16% 8.4% – 45 17.78% 1
Taylor Frigon Capital Management
6372
Taylor Frigon Capital Management
Arizona
$214M +$37.9M +22% 39.5% 152% 95 4.21% 4.6
Kingsman Wealth Management
6373
Kingsman Wealth Management
Florida
$214M +$35.4M +20% 31.1% – 83 24.1% 0.9
Fortis Advisors
6374
Fortis Advisors
Pennsylvania
$214M +$14M +7% 17.6% 72.8% 131 16.03% 3
Keynote Financial Services
6375
Keynote Financial Services
Connecticut
$214M +$25.5M +14% 26.4% – 193 13.99% 1.7