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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)
Keeler & Nadler Financial Planning & Wealth Management
6376
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$109M – – 6.75% 72.1% 50 – 0
PM
6377
Ponoi Management
California
$108M -$4.17M -4% 4.92% – 4 0% 1
Von Berge Wealth Management Group
6378
Von Berge Wealth Management Group
California
$108M – – 8.06% 60.5% 63 – 0
Steward Financial Group
6379
Steward Financial Group
Texas
$108M – – 8.73% – 304 – 0
Kolinsky Wealth Management
6380
Kolinsky Wealth Management
New Jersey
$108M – – 11.6% 44.6% 149 – 0
Warren Street Wealth Advisors
6381
Warren Street Wealth Advisors
California
$108M – – 4.69% 84.6% 56 – 0
AWH Capital
6382
AWH Capital
Texas
$108M +$12.8M +13% 12.4% 183% 27 14.81% 1.7
River Oaks Capital
6383
River Oaks Capital
Minnesota
$108M – – 6.52% – 55 – 2.5
CNO Financial Group
6384
CNO Financial Group
Indiana
$108M -$740K -0.7% 0.6% – 10 20% 1.1
Absolute Capital Management
6385
Absolute Capital Management
Pennsylvania
$108M – – 7.34% 98.2% 546 – 0
McDonald Partners
6386
McDonald Partners
Ohio
$108M -$318M -75% 7.34% 102% 739 85.66% 0.2
Cypress Point Wealth Management
6387
Cypress Point Wealth Management
Texas
$108M -$32.3M -23% 14.1% 255% 174 84.48% 0.8
Vericrest Private Wealth
6388
Vericrest Private Wealth
Pennsylvania
$108M – – 4.15% – 39 – 0
Crown Wealth Group
6389
Crown Wealth Group
North Carolina
$108M – – 5.53% 98.2% 67 – 0
HST Ventures
6390
HST Ventures
Utah
$108M – – 7.15% 8.24% 19 – 0
Smallwood Wealth Investment Management
6391
Smallwood Wealth Investment Management
New Jersey
$107M – – 10.3% 78% 54 – 0
Miller Equity Capital Advisors
6392
Miller Equity Capital Advisors
Texas
$107M +$5.8M +6% 6.77% 23.7% 47 4.26% 1.7
Counterpoint Mutual Funds
6393
Counterpoint Mutual Funds
California
$107M +$7.4M +7% 0.61% 74.3% 268 83.21% 0.1
Mission Financial Group
6394
Mission Financial Group
Nevada
$107M – – 6.91% – 143 – 0
Roberts Capital Advisors
6395
Roberts Capital Advisors
Colorado
$107M – – 13.9% – 95 – 0
Pine Haven Investment Counsel
6396
Pine Haven Investment Counsel
Massachusetts
$107M – – 11.9% 86.3% 105 – 0
Silphium Asset Management
6397
Silphium Asset Management
United Kingdom
$107M -$149M -58% 7.98% 118% 110 58.18% 0.4
MF
6398
Meridian Financial
Massachusetts
$107M – – 6.95% 58.5% 99 – 0
AFA
6399
Atlas Financial Advisors
California
$107M – – 3.2% 5.34% 15 – 0
Andrew Hill Investment Advisors
6400
Andrew Hill Investment Advisors
Florida
$107M – – 12% 269% 227 – 0