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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)
Sandler Capital Management
6551
Sandler Capital Management
New York
$201M +$8.31M +4% 30.2% 325% 176 60.23% 0.6
Nierenberg Investment Management Company
6552
Nierenberg Investment Management Company
Washington
$201M -$41.7K -0% 1.59% 135% 49 34.69% 1.8
Williamson Legacy Group
6553
Williamson Legacy Group
Indiana
$201M +$68M +51% 79.2% – 106 52.83% 0.6
LAM Group
6554
LAM Group
Oregon
$201M +$19.4M +11% 9.8% 61.8% 138 2.17% 1.8
Beacon Financial Strategies
6555
Beacon Financial Strategies
North Carolina
$201M +$25M +14% 11.3% 54.2% 213 18.78% 1.1
Two West Capital Advisors
6556
Two West Capital Advisors
Kansas
$201M +$12.4M +7% 9.85% – 110 20.91% 1.3
CoreFirst Bank & Trust
6557
CoreFirst Bank & Trust
Kansas
$201M +$12.5M +7% 10.3% 61.4% 292 5.14% 2.5
Element Squared
6558
Element Squared
Minnesota
$201M +$23.7M +13% 15.5% – 60 48.33% 0.4
Dutch Asset Corp
6559
Dutch Asset Corp
New York
$201M +$52.2M +35% 37.8% – 119 23.53% 0.4
Marest Capital
6560
Marest Capital
California
$201M +$28M +16% 12% 84.5% 37 40.54% 1.1
Principia Wealth Advisory
6561
Principia Wealth Advisory
Texas
$201M +$24.3M +14% 9.83% – 1,099 7.83% 1.2
Virginia Wealth Management Group
6562
Virginia Wealth Management Group
Virginia
$201M +$14M +7% 4.25% 49.4% 58 10.34% 3.2
Wealth Forward LLC
6563
Wealth Forward LLC
North Dakota
$201M +$23.6M +13% 10.3% 48.8% 51 19.61% 1.7
Greater Midwest Financial Group
6564
Greater Midwest Financial Group
Minnesota
$201M +$14.5M +8% 42.7% 157% 70 14.29% 1.6
Counterweight Ventures
6565
Counterweight Ventures
North Carolina
$201M +$22.4M +13% 19% – 81 1.23% 2
J. H. Whitney Equity Partners VI
6566
J. H. Whitney Equity Partners VI
Connecticut
$201M -$126M -39% 0.34% – 1 0% 0.5
Capasso Planning Partners
6567
Capasso Planning Partners
South Carolina
$201M +$15.2M +8% 10.7% 51.6% 86 15.12% 2.4
Michael S. Ryan Inc
6568
Michael S. Ryan Inc
New York
$200M +$28.6M +17% 15.6% 63.3% 61 16.39% 1.8
Fortress Financial Group
6569
Fortress Financial Group
Minnesota
$200M +$65.1M +48% 14.7% – 93 21.51% 1.1
Scholtz & Company
6570
Scholtz & Company
Connecticut
$200M +$4.83M +2% 15.8% 89.2% 60 38.33% 2.2
McDonough Capital Management
6571
McDonough Capital Management
Florida
$200M +$17.2M +9% 12.1% 98.1% 56 17.86% 3.1
TDB
6572
Thompson David Blair
$200M +$25.4M +15% 18.2% – 224 30.36% 0.7
Brindle & Bay Financial Advisors
6573
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% – 88 26.14% 0.4
Disciplined Investors
6574
Disciplined Investors
Texas
$200M +$32M +19% 16.6% – 158 20.25% 1.1
Guardian Wealth Advisors (Minnesota)
6575
Guardian Wealth Advisors (Minnesota)
Minnesota
$200M +$25.9M +15% 13.4% 62.6% 66 3.03% 4.2