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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)
Millstone Evans Group
6476
Millstone Evans Group
Colorado
$147M +$697K +0.5% 2.54% – 813 11.93% 0.2
Blackston Financial Advisory Group
6477
Blackston Financial Advisory Group
Florida
$147M -$53.4M -27% 3.24% 79.8% 139 36.69% 1.2
Hofer & Associates
6478
Hofer & Associates
California
$147M -$1.63M -1% 1.87% 61.7% 61 8.2% 2.6
Certus Wealth Management
6479
Certus Wealth Management
California
$147M -$2.1M -1% 2.28% – 57 7.02% 1.4
DIS
6480
Diversified Investment Strategies
Louisiana
$147M -$6.08M -4% 2.96% 93.8% 54 11.11% 4.7
West Bancorporation
6481
West Bancorporation
Iowa
$147M -$4.99M -3% 3.01% 72.5% 99 10.1% 3.3
Marshall & Sterling Wealth Advisors
6482
Marshall & Sterling Wealth Advisors
New York
$147M +$2.44M +2% 2.05% – 668 50.45% 0.1
Albert D. Mason Inc
6483
Albert D. Mason Inc
Massachusetts
$147M -$2.55M -2% 0.51% 83.4% 152 9.87% 6.1
Lugano Financial Advisors SA (LFA)
6484
Lugano Financial Advisors SA (LFA)
Switzerland
$147M -$5.87M -4% 0.12% 51.3% 209 16.27% 2.3
Eliot Finkel Investment Counsel
6485
Eliot Finkel Investment Counsel
California
$147M -$10M -6% 0.51% 85.5% 33 9.09% 5.1
Successful Portfolios
6486
Successful Portfolios
Florida
$147M -$2.43M -2% 0.99% 110% 163 4.29% 5
Channing Global Advisors
6487
Channing Global Advisors
Florida
$147M -$3.14M -2% 1.58% 128% 54 20.37% 1.9
Wolff Wiese Magana
6488
Wolff Wiese Magana
California
$147M -$4.12M -3% 0.79% 149% 1,043 12.85% 2.3
Seamount Financial Group
6489
Seamount Financial Group
Colorado
$147M +$2.11M +1% 1.64% 79.7% 102 6.86% 1.1
Forefront Wealth Partners
6490
Forefront Wealth Partners
Texas
$147M +$12.7M +9% 3.05% – 134 36.57% 0.2
FFG Retirement Advisors
6491
FFG Retirement Advisors
Colorado
$147M -$6.17M -4% 0.3% 43.4% 49 22.45% 1.5
AMAL
6492
Asset Management Advisors LLC
Oklahoma
$147M +$9.5M +7% 7.82% 125% 16 6.25% 4.6
Ables Iannone Moore & Associates
6493
Ables Iannone Moore & Associates
Georgia
$147M -$15.3M -9% 7% 116% 58 6.9% 1.1
Destiny Capital
6494
Destiny Capital
Colorado
$147M -$18.1M -11% 3.73% 60.5% 49 8.16% 2
Kiker Wealth Management
6495
Kiker Wealth Management
Georgia
$147M +$23.2M +19% 1.15% – 735 77.96% 0.1
RHDIC
6496
R.H. Dinel Investment Counsel
California
$147M -$3.24M -2% 0.94% 55.9% 42 0% 9.1
Palouse Capital Management
6497
Palouse Capital Management
Washington
$147M -$3.85M -3% 0.78% 67.8% 147 12.93% 2.3
Masterton Capital Management
6498
Masterton Capital Management
New York
$147M -$30M -17% 4.71% 1.94% 22 4.55% 0.9
Fee-Only Financial Planning
6499
Fee-Only Financial Planning
South Carolina
$146M -$8.33M -5% 3.48% 72.6% 41 2.44% 2
GGM Financials
6500
GGM Financials
Ohio
$146M +$52.6M +56% 3.65% – 62 12.9% 0.6