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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)
Pickering Energy Partners
6551
Pickering Energy Partners
Texas
$126M +$117M +1,197% 13.9% 26.4% 33 30.3% 0.4
Mainsail Asset Management
6552
Mainsail Asset Management
Alabama
$126M +$3.4M +3% 3.7% 90.4% 59 15.25% 0.4
Priebe Wealth Holdings
6553
Priebe Wealth Holdings
Minnesota
$126M -$2.1M -2% 2.46% – 64 18.75% 0.4
Whalen Wealth Management
6554
Whalen Wealth Management
Nevada
$126M -$8.82M -7% 3.59% 90.2% 139 46.76% 0.3
Frazier Financial Advisors
6555
Frazier Financial Advisors
Ohio
$126M +$4.14M +3% 0.52% – 1,065 17.28% 0.4
Segra Capital Management
6556
Segra Capital Management
Florida
$126M -$4.84M -4% 8.57% 19% 7 57.14% 1
Wolff Wiese Magana
6557
Wolff Wiese Magana
California
$126M +$9.8M +8% 5.02% 149% 808 14.11% 2.2
MontVue Capital Management
6558
MontVue Capital Management
Virginia
$126M +$12.6M +11% 1.92% 76% 59 22.03% 0.4
Aegon USA Investment Management
6559
Aegon USA Investment Management
Iowa
$126M -$22.6M -15% 1.9% 39.9% 36 2.78% 2.3
Indie Asset Partners
6560
Indie Asset Partners
Indiana
$126M +$13.2M +12% 9.44% 119% 103 18.45% 2.3
Providence Wealth Advisors
6561
Providence Wealth Advisors
Illinois
$125M +$8.3M +7% 4.63% 112% 84 9.52% 4.2
ICMP
6562
Integrated Capital Management (Pennsylvania)
Pennsylvania
$125M +$3.07M +3% 0.33% 39.7% 82 7.32% 2.1
Primoris Wealth Advisors
6563
Primoris Wealth Advisors
Florida
$125M +$143K +0.1% 6.09% 182% 111 26.13% 1.4
Berry Wealth Group
6564
Berry Wealth Group
Texas
$125M +$4.68M +4% 2.67% – 92 20.65% 0.4
Cove Private Wealth
6565
Cove Private Wealth
New York
$125M +$8.05M +7% 7.14% – 77 5.19% 0.5
Copperleaf Capital
6566
Copperleaf Capital
North Carolina
$125M +$9.5M +8% 1.44% 102% 95 11.58% 1.8
QVIDTVM Management
6567
QVIDTVM Management
Texas
$125M +$819K +0.7% 5.41% 19.5% 10 30% 1
PIS
6568
POM Investment Strategies
North Carolina
$125M +$2.86M +2% 3.09% 67.9% 332 27.11% 0.4
Crew Capital Management
6569
Crew Capital Management
Ohio
$125M +$1.59M +1% 3.7% 104% 125 15.2% 1.5
White Wing Wealth Management
6570
White Wing Wealth Management
Texas
$125M +$4.48M +4% 1.93% – 32 15.63% 0.4
SHFP
6571
Second Half Financial Partners
Florida
$125M -$100M -44% 0.45% 36.8% 70 50% 1.1
Lionsbridge Wealth Management
6572
Lionsbridge Wealth Management
Florida
$125M -$4.45M -3% 0.37% 66% 66 31.82% 1.3
Northern Financial Advisors
6573
Northern Financial Advisors
Michigan
$125M -$3.41M -3% 2.93% 109% 114 9.65% 1.4
Greycroft
6574
Greycroft
New York
$125M -$18.1M -13% 0.81% 20% 8 12.5% 0.9
Tevis Investment Management
6575
Tevis Investment Management
Texas
$124M +$6.88M +6% 2.21% 58.7% 94 11.7% 1.8