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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)
Vannoy Advisory Group
6476
Vannoy Advisory Group
Texas
$128M +$6.45M +5% 5.41% 52.5% 28 3.57% 0.3
Values Added Financial
6477
Values Added Financial
District of Columbia
$128M +$6.06M +5% 6.11% 65.9% 86 6.98% 0.7
BFS
6478
Burr Financial Services
California
$128M -$2.61M -2% 46.3% 478% 35 8.57% 0.2
SRN Advisors
6479
SRN Advisors
Pennsylvania
$128M +$16.7M +15% 16.9% 146% 92 3.26% 1.8
Northern Financial Advisors
6480
Northern Financial Advisors
Michigan
$128M +$9.31M +8% 11.5% 120% 118 6.78% 1.1
Traction Financial Partners
6481
Traction Financial Partners
Wyoming
$128M -$21M -14% 6.96% – 64 18.75% 0.2
Andina Capital Management
6482
Andina Capital Management
Utah
$128M +$11.8M +10% 3.76% 38.9% 141 66.67% 0.1
PBK
6483
Peoples Bank (Kansas)
Kansas
$128M +$3.09M +2% 8.57% 74.5% 281 8.19% 0.5
LFGH
6484
Lee Financial Group Hawaii
Hawaii
$128M +$10.4M +9% 8.68% 12.9% 31 12.9% 2.2
Petiole USA
6485
Petiole USA
New York
$128M -$7.47M -6% 2.17% 105% 40 7.5% 1.8
BlueSky Wealth Advisors
6486
BlueSky Wealth Advisors
North Carolina
$128M -$410M -76% 3.7% 45.9% 72 55.56% 4.3
Cambridge Capital Management
6487
Cambridge Capital Management
Illinois
$128M +$9.6M +8% 6.08% 55.9% 33 3.03% 0.2
Index Venture Growth Associates III
6488
Index Venture Growth Associates III
Jersey
$128M +$32.3M +34% 57% 740% 2 0% 2.3
Masterton Capital Management
6489
Masterton Capital Management
New York
$128M +$11.9M +10% 1.12% 1.94% 17 35.29% 0.6
Darden Wealth Group
6490
Darden Wealth Group
Michigan
$128M +$23.6M +23% 22.1% 243% 115 18.26% 0.2
SFI Advisors
6491
SFI Advisors
New Jersey
$128M +$10.4M +9% 5.48% 95.9% 103 36.89% 1.4
Erickson Financial Group
6492
Erickson Financial Group
Pennsylvania
$128M +$7.19M +6% 6.89% 69.3% 23 0% 2
Bain Capital Public Equity
6493
Bain Capital Public Equity
Massachusetts
$128M -$5.73M -4% 19.6% 169% 35 34.29% 0.5
Martin Capital Advisors
6494
Martin Capital Advisors
Texas
$127M +$9.06M +8% 11.5% 140% 67 0% 1.9
MB Generational Wealth
6495
MB Generational Wealth
Washington
$127M +$20.9M +20% 7.65% – 62 24.19% 0.2
In-Depth Partners
6496
In-Depth Partners
Florida
$127M +$12.9M +11% 10.3% 157% 12 0% 2.2
RCWM
6497
Royal Capital Wealth Management
Indiana
$127M +$11.8M +10% 11.8% 83.8% 99 12.12% 1.7
McAlister Sweet & Associates
6498
McAlister Sweet & Associates
Texas
$127M +$19.6M +18% 10.3% 83.6% 34 11.76% 1.4
Main Line Retirement Advisors
6499
Main Line Retirement Advisors
Montana
$127M +$12.1M +11% 4.82% 47.6% 38 7.89% 0.6
GIM
6500
Greenwich Investment Management
Connecticut
$127M -$6.03M -5% 2.86% – 40 10% 4.3