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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)
HFAS
6651
Hummer Financial Advisory Services
Illinois
$127M +$11.4M +10% 8.62% 71.8% 112 10.71% 3.4
Profit Investment Management
6652
Profit Investment Management
Maryland
$127M -$32.7M -20% 9.69% 101% 86 11.63% 6.2
Sage Private Wealth Group
6653
Sage Private Wealth Group
Illinois
$127M +$8.18M +7% 5.5% 72.3% 93 8.6% 1.7
SR
6654
Summer Road
Florida
$127M +$23.6M +23% 27% 130% 32 28.13% 0.5
SA
6655
Sage Advisors
Colorado
$127M +$3.94M +3% 3.61% – 27 14.81% 0.6
Merkkuri Wealth Advisors
6656
Merkkuri Wealth Advisors
New York
$127M +$18M +17% 5.05% – 83 4.82% 0.2
Lionsbridge Wealth Management
6657
Lionsbridge Wealth Management
Florida
$127M +$1.73M +1% 6.57% 65.5% 82 47.56% 1.2
Davis Capital Management
6658
Davis Capital Management
Florida
$126M +$11.3M +10% 8.26% – 348 12.64% 2.7
APS
6659
American Planning Services
Florida
$126M -$15.7M -11% 4.4% 23.8% 54 5.56% 1.3
IFS Advisors
6660
IFS Advisors
Kansas
$126M +$7.71M +6% 5.17% 54.2% 159 1.89% 2.2
Meadow Creek Wealth Advisors
6661
Meadow Creek Wealth Advisors
Georgia
$126M +$20.4M +19% 7.16% – 135 15.56% 2.5
Trademark Financial Management
6662
Trademark Financial Management
Minnesota
$126M +$3.27M +3% 5.31% 67.5% 102 24.51% 0.6
Mount Vernon Associates
6663
Mount Vernon Associates
Maryland
$126M +$13.2M +12% 6.17% 136% 56 10.71% 7.3
Grafton Street Partners
6664
Grafton Street Partners
Florida
$126M +$6.68M +6% 8.17% – 13 7.69% 0.7
SLFPAM
6665
St. Louis Financial Planners Asset Management
Missouri
$126M +$9.6M +8% 4.77% 139% 44 45.45% 0.7
Dougherty Wealth Advisers
6666
Dougherty Wealth Advisers
Minnesota
$126M +$11.4M +10% 7.33% 67.5% 113 6.19% 4.8
UHLMANN PRICE SECURITIES
6667
UHLMANN PRICE SECURITIES
Illinois
$126M – – 6.19% – 180 – 0
MCM
6668
Magnolia Capital Management
New York
$126M +$6.6M +6% 5.73% 85.9% 71 2.82% 3.4
Northwest Financial Advisors
6669
Northwest Financial Advisors
Virginia
$126M +$27.3M +28% 6.18% 67% 570 84.21% 0.1
Accordant Advisory Group
6670
Accordant Advisory Group
Maryland
$126M +$19.9M +19% 8.15% – 167 28.14% 0.4
Laraway Financial Advisors
6671
Laraway Financial Advisors
Minnesota
$125M +$8.34M +7% 6.55% 92.3% 116 4.31% 2.4
Catalys Pacific
6672
Catalys Pacific
Japan
$125M -$7.1M -5% 14.9% – 3 0% 0.8
Ridgepath Capital Management
6673
Ridgepath Capital Management
Tennessee
$125M +$23.5M +23% 7.82% – 48 18.75% 0.6
Gordian Advisors
6674
Gordian Advisors
Arizona
$125M +$21.6M +21% 5.65% – 41 36.59% 0.4
Barnes Pettey Financial Advisors
6675
Barnes Pettey Financial Advisors
Mississippi
$125M +$9.11M +8% 6.91% 79.7% 103 9.71% 2