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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)
WPA
6426
Wealth Preservation Advisors
Tennessee
$162M +$22.2M +16% 16.5% – 646 22.29% 0.2
Aufman Associates
6427
Aufman Associates
Pennsylvania
$162M +$16.7M +11% 12.5% 136% 65 13.85% 3.1
Peoples Bank (Ohio)
6428
Peoples Bank (Ohio)
Ohio
$162M +$9.41M +6% 7.91% 78.9% 100 9% 5.8
Mainsail Asset Management
6429
Mainsail Asset Management
Alabama
$162M +$15.7M +11% 10.8% 90.4% 66 10.61% 1.2
CNO Financial Group
6430
CNO Financial Group
Indiana
$162M +$42.2M +35% 0.73% – 10 10% 1.5
Defined Wealth Management
6431
Defined Wealth Management
Oregon
$162M +$12.9M +9% 10.2% 78.1% 112 8.93% 3.4
Kerusso Capital Management
6432
Kerusso Capital Management
North Carolina
$162M +$4.34M +3% 5.29% – 58 6.9% 0.9
Fee-Only Financial Planning
6433
Fee-Only Financial Planning
South Carolina
$162M +$15M +10% 10.1% 72.6% 43 9.3% 2.2
Tranquilli Financial Advisor
6434
Tranquilli Financial Advisor
New Jersey
$162M +$3.52M +2% 7.6% 55.1% 122 18.03% 2
Empirical Capital Management
6435
Empirical Capital Management
Tennessee
$162M +$20.7M +15% 22.3% – 17 35.29% 2.9
Wolff Wiese Magana
6436
Wolff Wiese Magana
California
$161M +$14.6M +10% 13.6% 149% 1,055 12.51% 2.4
QTR Family Wealth
6437
QTR Family Wealth
Florida
$161M +$28.8M +22% 13.5% – 198 24.24% 0.2
Hara Capital
6438
Hara Capital
Washington
$161M +$13.3M +9% 4.45% – 347 17.87% 0.9
Pivotal bioVenture Partners Investment Advisor
6439
Pivotal bioVenture Partners Investment Advisor
California
$161M +$37.8M +31% 42.9% 667% 12 8.33% 2.6
Gridiron Partners
6440
Gridiron Partners
Pennsylvania
$161M +$4.89M +3% 2.16% 15.5% 64 4.69% 1.5
Mission Hills Financial Advisory
6441
Mission Hills Financial Advisory
California
$161M +$17.1M +12% 2.48% – 47 34.04% 0.5
Omni 360 Wealth
6442
Omni 360 Wealth
New Jersey
$161M +$11.8M +8% 7.66% 59.9% 118 12.71% 1.3
FFC
6443
Frederick Financial Consultants
Maryland
$161M +$22.4M +16% 10% – 105 15.24% 0.4
HFS
6444
Hoge Financial Services
Pennsylvania
$161M +$17.8M +12% 8.63% – 64 12.5% 1.1
Ables Iannone Moore & Associates
6445
Ables Iannone Moore & Associates
Georgia
$161M +$14M +10% 11.6% 116% 58 5.17% 1.4
First National Bank of Hutchinson
6446
First National Bank of Hutchinson
Kansas
$161M +$9.28M +6% 15.4% 121% 94 15.96% 4.6
Hudson Canyon Capital Management
6447
Hudson Canyon Capital Management
New York
$161M +$18.7M +13% 19.1% 160% 57 15.79% 2.9
Independence Asset Advisors
6448
Independence Asset Advisors
Pennsylvania
$161M +$130M +421% 1.14% 20.3% 17 23.53% 0.5
Strategic Financial Planning
6449
Strategic Financial Planning
Texas
$161M +$15.6M +11% 9.14% 47.5% 38 7.89% 4.1
Broadway Wealth Solutions
6450
Broadway Wealth Solutions
Texas
$161M +$23.6M +17% 7.93% – 99 16.16% 0.4