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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)
Unionview LLC
6626
Unionview LLC
Washington
$121M +$9.5M +9% 8.29% 21.2% 95 14.74% 1.6
Dentgroup
6627
Dentgroup
Louisiana
$121M +$8.23M +7% 6.87% 53.6% 82 14.63% 1.8
Oceanside Advisors
6628
Oceanside Advisors
South Carolina
$121M +$7.52M +7% 5.43% 52.4% 49 12.24% 0.2
Encompass More Asset Management
6629
Encompass More Asset Management
California
$121M +$31.7M +36% 6.66% 80.4% 129 52.71% 0.2
ASFA
6630
All Season Financial Advisors
Colorado
$121M +$3.06M +3% 6.24% 33.8% 120 36.67% 1
FWM
6631
FMA Wealth Management
Massachusetts
$121M +$11M +10% 4.63% 40.8% 41 9.76% 0.2
Trademark Financial Management
6632
Trademark Financial Management
Minnesota
$121M -$15.6M -11% 7.81% 67.5% 92 23.91% 0.2
Echo Wealth Management
6633
Echo Wealth Management
Minnesota
$121M +$13.4M +13% 5.51% 42.9% 45 15.56% 1.9
GAA
6634
Guardian Asset Advisors
Pennsylvania
$121M +$14M +13% 8.64% 106% 105 12.38% 0.2
Berry Wealth Group
6635
Berry Wealth Group
Texas
$121M +$11.8M +11% 12.5% – 84 33.33% 0.2
Elizabeth Park Capital Advisors
6636
Elizabeth Park Capital Advisors
Ohio
$121M -$23.7M -16% 5.54% 119% 51 15.69% 2
White Wing Wealth Management
6637
White Wing Wealth Management
Texas
$120M +$11.8M +11% 6.02% – 31 25.81% 0.2
General Equity Holdings
6638
General Equity Holdings
New York
$120M +$34M +39% 53.7% 775% 5 20% 2.6
Cravens & Co Advisors
6639
Cravens & Co Advisors
Tennessee
$120M +$4.47M +4% 4.45% 70.4% 75 9.33% 1.1
Golden Road Advisors
6640
Golden Road Advisors
Florida
$120M +$15.8M +15% 9.48% – 38 10.53% 0.2
Courant Investment Management
6641
Courant Investment Management
Tennessee
$120M +$17.4M +17% 17.4% 35.2% 9 0% 5.1
TCM
6642
TAM Capital Management
Connecticut
$120M -$29.7M -20% 11.6% 4.15% 18 66.67% 1.3
Arlington Capital Management
6643
Arlington Capital Management
Illinois
$120M +$10.3M +9% 20.7% 146% 131 44.27% 0.4
Sound Financial Strategies Group
6644
Sound Financial Strategies Group
Mississippi
$120M +$1.54M +1% 3.19% 27.1% 69 1.45% 1.2
Atlantic Private Wealth
6645
Atlantic Private Wealth
North Carolina
$120M +$8.27M +7% 7.65% 55.7% 119 15.13% 1.1
Perkins Capital Management
6646
Perkins Capital Management
Minnesota
$120M +$2.84M +2% 7.64% 389% 96 10.42% 5
Fairfield University
6647
Fairfield University
Connecticut
$120M +$17.7M +17% 7.36% 61.9% 3 0% 6.6
Pacific Wealth Strategies Group
6648
Pacific Wealth Strategies Group
California
$120M +$15M +14% 11.4% 85.3% 50 10% 4.2
EDMP Inc
6649
EDMP Inc
Florida
$120M +$10M +9% 7.97% 78% 76 6.58% 3.6
Wallace Hart
6650
Wallace Hart
Kentucky
$120M – – 9.8% – 26 – 0