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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)
TDB
6576
Thompson David Blair
$200M +$25.4M +15% 18.2% – 224 30.36% 0.7
Brindle & Bay Financial Advisors
6577
Brindle & Bay Financial Advisors
Texas
$200M +$37M +23% 11.6% – 88 26.14% 0.4
Disciplined Investors
6578
Disciplined Investors
Texas
$200M +$32M +19% 16.6% – 158 20.25% 1.1
Guardian Wealth Advisors (Minnesota)
6579
Guardian Wealth Advisors (Minnesota)
Minnesota
$200M +$25.9M +15% 13.4% 62.6% 66 3.03% 4.2
Battery Global Advisors
6580
Battery Global Advisors
Massachusetts
$200M +$13.6M +7% 13.8% – 157 1.91% 1.7
CastleKeep Investment Advisors
6581
CastleKeep Investment Advisors
Connecticut
$200M +$15.2M +8% 7.33% – 76 13.16% 1.9
SharpePoint
6582
SharpePoint
Arizona
$200M +$31.9M +19% 32% – 94 13.83% 0.8
Rose Capital Advisors
6583
Rose Capital Advisors
Florida
$200M – – 13% – 108 – 0
Independence Wealth Advisors (Ohio)
6584
Independence Wealth Advisors (Ohio)
Ohio
$199M +$11.7M +6% 10.3% – 96 17.71% 0.4
Cetera Trust Company
6585
Cetera Trust Company
Minnesota
$199M +$22.4M +13% 21.3% – 354 3.39% 2.3
SFC
6586
SEG Family Corp
$199M -$26M -12% 10.6% – 1 0% 1
All-Stars Investment
6587
All-Stars Investment
Hong Kong
$199M -$6.86M -3% 2.29% 30.1% 11 63.64% 0.7
Riverbend Wealth Management
6588
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% – 180 17.78% 1
Patrick Mauro Investment Advisor
6589
Patrick Mauro Investment Advisor
Illinois
$199M +$25K +0% 3.11% 31.7% 43 18.6% 3
DT
6590
DBA Trading
Florida
$199M -$2.39M -1% 42.7% – 40 5% 0.4
MA
6591
McBroom & Associates
Nevada
$199M +$19.3M +11% 18% 148% 40 17.5% 3
ViaWealth
6592
ViaWealth
Kansas
$199M +$19.1M +11% 14.3% 77.2% 171 9.36% 2.5
Park Avenue Institutional Advisers
6593
Park Avenue Institutional Advisers
New York
$199M -$514K -0.3% 0.18% – 5 60% 0.3
Milestone Asset Management Group
6594
Milestone Asset Management Group
Connecticut
$199M +$27.5M +16% 17.3% – 134 6.72% 1.2
Aozora Bank
6595
Aozora Bank
Japan
$199M +$155M +355% 0.07% 5.45% 1 0% 3.8
Hilton Head Capital Partners
6596
Hilton Head Capital Partners
South Carolina
$198M +$21.2M +12% 18.3% – 1,037 16.68% 0.5
AI
6597
Arrien Investments
Idaho
$198M +$13.9M +8% 7.12% 46% 48 12.5% 2.1
Walker Asset Management
6598
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 87.6% 157 10.83% 2.8
Oceanside Advisors
6599
Oceanside Advisors
South Carolina
$198M +$22.9M +13% 9.5% 52.4% 57 7.02% 2
OneAscent Family Office
6600
OneAscent Family Office
Alabama
$198M +$55M +38% 18.5% – 271 40.59% 0.6