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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)
Strive Financial Group
6401
Strive Financial Group
Indiana
$189M – – 3.02% – 729 – 0
DAG Ventures
6402
DAG Ventures
California
$189M – – 4.27% – 3 – 1.3
PS
6403
Pennant Select
New Jersey
$189M +$30M +19% 17.5% – 13 7.69% 1.5
Bradley & Co Private Wealth Management
6404
Bradley & Co Private Wealth Management
Florida
$189M +$8.32M +5% 5.73% – 227 14.98% 3
MB Generational Wealth
6405
MB Generational Wealth
Washington
$189M +$31.5M +20% 3.08% – 71 12.68% 1.4
Hofer & Associates
6406
Hofer & Associates
California
$189M +$14.1M +8% 1.76% 61.7% 66 9.09% 2.5
Oasis Advisors
6407
Oasis Advisors
Iowa
$189M – – 0.88% – 75 – 0
Harbour Investment Management
6408
Harbour Investment Management
Washington
$189M -$41.4M -18% 1.73% 58.8% 109 11.93% 6.6
KTC
6409
Kentucky Trust Company
Kentucky
$189M +$3.8M +2% 2.8% – 310 7.1% 0.9
Rachor Investment Advisory Services
6410
Rachor Investment Advisory Services
Michigan
$188M – – 1.56% – 429 – 0
Accel Leaders 3 Associates
6411
Accel Leaders 3 Associates
California
$188M – – 25.4% – 1 – 0
Granville Capital
6412
Granville Capital
North Carolina
$188M – – 1.81% – 84 – 0
Treasure Coast Financial Planning
6413
Treasure Coast Financial Planning
Florida
$188M +$8.99M +5% 1.65% 35.5% 47 8.51% 2.4
Stegner Investment Associates
6414
Stegner Investment Associates
Kentucky
$188M +$5.81M +3% 1.6% 84.8% 34 14.71% 3.4
Spectrum Strategic Capital Management
6415
Spectrum Strategic Capital Management
Oregon
$188M -$7M -4% 1.79% 85.6% 82 52.44% 0.7
Lantern Wealth Advisors
6416
Lantern Wealth Advisors
New York
$188M -$719K -0.4% 2.72% – 175 16.57% 1.3
Buttonwood Financial Group
6417
Buttonwood Financial Group
Missouri
$188M -$43.5M -19% 2.11% 77.9% 34 11.76% 1.7
Yardley Wealth Management
6418
Yardley Wealth Management
Pennsylvania
$188M +$9.13M +5% 2.89% – 37 5.41% 1.2
Andrews Advisory Associates
6419
Andrews Advisory Associates
Hawaii
$188M – – 1.06% – 81 – 0
First Bancorp
6420
First Bancorp
Maine
$188M +$151K +0.1% 2.7% 80.3% 134 8.21% 3.6
LSP Investment Advisors
6421
LSP Investment Advisors
New York
$188M +$21.7M +13% 5.2% 79.5% 22 4.55% 3.5
Clark Financial Services Group
6422
Clark Financial Services Group
Missouri
$188M -$185K -0.1% 2.68% 116% 109 13.76% 2.3
Claris Financial
6423
Claris Financial
Virginia
$188M +$11.8M +7% 1.73% – 193 22.28% 0.7
ECP
6424
Elemental Capital Partners
California
$188M +$11.1M +6% 0.74% – 6 0% 3
Pelham Capital
6425
Pelham Capital
United Kingdom
$188M -$14.2M -7% 1.54% 135% 14 28.57% 1.5