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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
6376
Sowa Financial Group
Rhode Island
$152M -$7.45M -5% 1.21% 100% 31 9.68% 3.4
HAM
6377
Hedges Asset Management
Nevada
$152M +$737K +0.5% 3.87% – 113 7.08% 2.5
Claris Financial
6378
Claris Financial
Virginia
$152M $0 0% 2.86% – 153 0% 0.3
Sebold Capital Management
6379
Sebold Capital Management
Illinois
$152M +$2.95M +2% 1.08% – 77 12.99% 1.8
Washburn Capital Management
6380
Washburn Capital Management
Florida
$152M -$9.41M -6% 4.55% 123% 60 23.33% 2.5
National Wealth Management Group
6381
National Wealth Management Group
Ohio
$152M +$1.84M +1% 2.05% 128% 186 43.55% 1.4
Pandora Wealth
6382
Pandora Wealth
Illinois
$152M – – 1.9% – 266 – 0
Fidelity D&D Bancorp
6383
Fidelity D&D Bancorp
Pennsylvania
$152M +$1.67M +1% 0.8% 63.8% 110 8.18% 1.7
Avos Capital Management
6384
Avos Capital Management
Washington
$152M +$25.3M +20% 2.39% – 41 34.15% 0.2
LAMC
6385
Longview Asset Management (California)
California
$152M +$2.67M +2% 0.21% – 135 5.19% 0.2
First National Bank of Hutchinson
6386
First National Bank of Hutchinson
Kansas
$151M -$13.9M -8% 3.93% 121% 97 16.49% 4.4
Forthright Family Wealth Advisory
6387
Forthright Family Wealth Advisory
Texas
$151M -$2.49M -2% 0.71% 60.2% 60 8.33% 1
Avory & Company
6388
Avory & Company
Florida
$151M -$27.1M -15% 12.2% 74.9% 36 33.33% 1.9
McClarren Financial Advisors
6389
McClarren Financial Advisors
Pennsylvania
$151M +$116M +325% 3.48% 63% 380 64.74% 0.8
Pensionfund DSM Netherlands
6390
Pensionfund DSM Netherlands
Netherlands
$151M -$9.8M -6% 1.72% 36.9% 71 4.23% 7.5
RFMS
6391
RWQ Financial Management Services
Florida
$151M -$104M -41% 9.2% 446% 31 51.61% 1.4
Lakeside Advisors
6392
Lakeside Advisors
Washington
$151M -$152K -0.1% 1.89% 83.7% 64 3.13% 2.9
TI-Trust
6393
TI-Trust
Illinois
$151M +$1.68M +1% 2.23% 88.8% 127 2.36% 3.9
Renasant Bank
6394
Renasant Bank
Mississippi
$151M -$3.35M -2% 2.21% 72.3% 175 15.43% 2.5
Vernal Point Advisors
6395
Vernal Point Advisors
California
$151M +$5.4M +4% 0.16% – 19 0% 1.2
Everstar Asset Management
6396
Everstar Asset Management
North Carolina
$151M +$9.6M +7% 1.2% – 199 16.58% 0.4
Harper Investing
6397
Harper Investing
California
$151M +$15.2M +11% 5.15% 58.7% 53 20.75% 1.3
Motiv8 Investments
6398
Motiv8 Investments
Florida
$151M +$8.22M +6% 0.22% – 101 15.84% 0.9
Valley Financial Group
6399
Valley Financial Group
Pennsylvania
$151M +$6.92M +5% 0.33% – 60 6.67% 1.2
Legion Partners Asset Management
6400
Legion Partners Asset Management
California
$151M -$20.8M -12% 18.8% 206% 7 0% 3.3