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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)
SM
6501
Salzhauer Michael
$118M +$23.7M +25% 27.3% 98% 93 21.51% 3.9
ASFA
6502
All Season Financial Advisors
Colorado
$118M +$18.8M +19% 8.78% 33.8% 115 40.87% 0.9
Thompson Davis & Co
6503
Thompson Davis & Co
Virginia
$118M +$36.7M +45% 60.7% 188% 143 46.15% 2.5
Wrenne Financial Planning
6504
Wrenne Financial Planning
Kentucky
$117M – – 10.8% 54.3% 26 – 0
BluePath Capital Management
6505
BluePath Capital Management
Georgia
$117M +$8.61M +8% 7.29% 106% 342 71.05% 0.2
LFGH
6506
Lee Financial Group Hawaii
Hawaii
$117M +$8.48M +8% 8.05% 12.9% 32 12.5% 1.9
Mayfair Advisory Group
6507
Mayfair Advisory Group
Alabama
$117M +$13.8M +13% 8.33% 71.5% 140 17.86% 1.9
Plustick Management
6508
Plustick Management
Virginia
$117M -$9.8M -8% 8.93% 1,667% 23 30.43% 1.1
Waypoint Wealth Counsel
6509
Waypoint Wealth Counsel
Georgia
$117M +$11.3M +11% 10.8% 111% 101 11.88% 0.8
Briaud Financial Planning
6510
Briaud Financial Planning
Texas
$117M -$6.16M -5% 10.4% 113% 178 94.94% 2.3
Monument Group Wealth Advisors
6511
Monument Group Wealth Advisors
Massachusetts
$117M – – 10.6% 68.6% 43 – 0
KA
6512
Kearns & Associates
California
$117M +$11.2M +11% 11.2% 78.7% 45 11.11% 1.2
Abel Hall LLC
6513
Abel Hall LLC
Louisiana
$117M – – 10.8% 133% 122 – 0
Dean Jacobson Financial Services
6514
Dean Jacobson Financial Services
Texas
$117M +$8.89M +8% 12.5% 59.6% 15 40% 1.1
SFI Advisors
6515
SFI Advisors
New Jersey
$117M +$14.8M +14% 12.4% 95.9% 110 42.73% 1.1
Perkins Capital Management
6516
Perkins Capital Management
Minnesota
$117M +$16.2M +16% 19.7% 389% 101 11.88% 4.8
Evergreen Wealth Solutions
6517
Evergreen Wealth Solutions
Pennsylvania
$117M +$17.9M +18% 9.78% 70.9% 115 11.3% 1.5
Washington Capital Management
6518
Washington Capital Management
Washington
$117M +$7.99M +7% 11.2% 81.8% 117 23.93% 2.9
MSK
6519
Melissa S. Kampmann
$117M +$13.1M +13% 13.6% 82.1% 40 2.5% 0.2
Magnolia Wealth Management
6520
Magnolia Wealth Management
Alabama
$117M +$9.2M +9% 9.78% 48.7% 12 16.67% 1.6
PWAM
6521
Pinnacle West Asset Management
Wyoming
$117M +$14.6M +14% 10.6% 100% 100 3% 0.7
Zeit Capital
6522
Zeit Capital
Colorado
$117M +$8.77M +8% 9.4% 56.5% 30 0% 2.7
Spectrum Strategic Capital Management
6523
Spectrum Strategic Capital Management
Oregon
$117M – – 10.9% 85.6% 24 – 0
Lowery Thomas LLC
6524
Lowery Thomas LLC
California
$116M +$11.9M +11% 10.9% 74.7% 49 8.16% 1.5
VERITY Wealth Advisors
6525
VERITY Wealth Advisors
United States
$116M +$10.1M +9% 10% 59.9% 73 12.33% 3.3