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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)
Omni 360 Wealth
6526
Omni 360 Wealth
New Jersey
$150M +$4.71M +3% 0.57% 59.9% 114 7.02% 0.9
Fidelity D&D Bancorp
6527
Fidelity D&D Bancorp
Pennsylvania
$150M -$73.1K -0% 1.35% 63.8% 115 10.43% 1.4
National Wealth Management Group
6528
National Wealth Management Group
Ohio
$150M +$2.61M +2% 4.6% 128% 179 39.66% 1.3
Bank of Jackson Hole Trust
6529
Bank of Jackson Hole Trust
Wyoming
$150M – – 1.43% – 516 – 0
Apis Capital Advisors
6530
Apis Capital Advisors
New York
$150M +$6.4M +4% 38.9% 1,532% 38 36.84% 1
Channing Global Advisors
6531
Channing Global Advisors
Florida
$150M +$31.6M +27% 1.62% 128% 58 24.14% 1.6
Western Standard LLC
6532
Western Standard LLC
California
$150M +$43.5M +41% 1.54% 83.7% 28 42.86% 0.5
Williamson Legacy Group
6533
Williamson Legacy Group
Indiana
$150M +$413K +0.3% 6.04% – 135 37.04% 0.4
LeClair Wealth Partners
6534
LeClair Wealth Partners
Ohio
$150M – – 2.16% – 96 – 0
SA
6535
Stonebridge Advisors
Connecticut
$150M +$631K +0.4% 4.34% 0.03% 5 40% 2.3
Sectoral Asset Management
6536
Sectoral Asset Management
Quebec, Canada
$150M -$19.5M -12% 0.63% 168% 99 22.22% 2.6
Spectrum Investment Advisors
6537
Spectrum Investment Advisors
Wisconsin
$150M +$3.98M +3% 0.91% – 30 20% 0.8
RHDIC
6538
R.H. Dinel Investment Counsel
California
$150M -$10.3M -6% 4.91% 55.9% 42 0% 8.9
W.H. Cornerstone Investments
6539
W.H. Cornerstone Investments
Massachusetts
$150M +$1.72M +1% 0.36% 58.2% 129 14.73% 1.6
Argus Investors Counsel
6540
Argus Investors Counsel
New York
$150M -$3.53M -2% 2.98% 132% 118 6.78% 4.8
Andrews Lucia Wealth Management
6541
Andrews Lucia Wealth Management
California
$150M +$8.64M +6% 1.41% 64% 28 10.71% 2.5
McGinn Penninger Investment Management
6542
McGinn Penninger Investment Management
Virginia
$150M -$536K -0.4% 1.21% 51.9% 26 7.69% 3.4
Beacon Financial Strategies
6543
Beacon Financial Strategies
North Carolina
$150M +$2.92M +2% 0.51% 54.2% 36 8.33% 2.9
Albert D. Mason Inc
6544
Albert D. Mason Inc
Massachusetts
$150M -$6.49M -4% 1.2% 83.4% 151 7.28% 6
Objective Capital Management
6545
Objective Capital Management
Ohio
$150M -$20.6M -12% 5.07% – 158 18.99% 1.9
Nicholson Wealth Management Group
6546
Nicholson Wealth Management Group
South Carolina
$150M +$27.9M +23% 5.08% – 103 9.71% 0.2
Lauer Wealth
6547
Lauer Wealth
Indiana
$150M +$20.1M +16% 11.9% 89.4% 46 39.13% 1.1
Melfa Wealth Management
6548
Melfa Wealth Management
Massachusetts
$150M -$1.96M -1% 2.65% 49.9% 205 3.41% 1.5
Rainwater Charitable Foundation
6549
Rainwater Charitable Foundation
Texas
$150M -$65.5M -30% 2.33% 44% 4 0% 2.8
Kapitalo Investimentos
6550
Kapitalo Investimentos
Brazil
$149M -$261M -64% 2.15% 66.5% 365 81.64% 0.2