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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)
TI-Trust
6676
TI-Trust
Illinois
$149M -$1.8M -1% 6.72% 88.8% 131 6.11% 4.1
Gutierrez Wealth Advisory
6677
Gutierrez Wealth Advisory
Arkansas
$149M +$26M +21% 9.27% – 63 33.33% 0.3
Insight Inv LLC
6678
Insight Inv LLC
California
$149M +$3.72M +3% 8.01% 136% 136 16.91% 2.6
PBK
6679
Peoples Bank (Kansas)
Kansas
$149M +$1.64M +1% 6.26% 74.5% 336 65.48% 1.6
Zynergy Retirement Planning
6680
Zynergy Retirement Planning
New Jersey
$149M +$8.11M +6% 5.48% – 115 78.26% 1
Farrell Financial
6681
Farrell Financial
New York
$149M +$11.7M +8% 7.61% 57.8% 68 10.29% 1.4
Graney & King
6682
Graney & King
New York
$149M +$14.7M +11% 8.22% – 353 3.4% 0.5
Fischer Investment Strategies
6683
Fischer Investment Strategies
California
$149M +$13.2M +10% 10.6% 81% 40 25% 0.7
RiverTree Advisors
6684
RiverTree Advisors
Florida
$149M -$474K -0.3% 2.74% 25.4% 65 32.31% 1.2
Bush Investment Group
6685
Bush Investment Group
Georgia
$149M +$16.2M +12% 10.1% – 39 17.95% 1.1
Cottonwood Capital Advisors
6686
Cottonwood Capital Advisors
Utah
$149M +$12.9M +9% 9.09% 79% 135 11.11% 2.3
AMAL
6687
Asset Management Advisors LLC
Oklahoma
$149M +$2.11M +1% 1.34% 125% 17 5.88% 4.6
VERITY Wealth Advisors
6688
VERITY Wealth Advisors
United States
$149M +$13.9M +10% 9.6% 59.9% 75 4% 4.4
InTrack Investment Management
6689
InTrack Investment Management
Vermont
$149M +$38.8M +35% 11.4% 99.2% 119 31.09% 2.1
Richardson Financial Services
6690
Richardson Financial Services
Massachusetts
$149M +$17.5M +13% 8.23% – 648 13.12% 1.1
Wealth Forward LLC
6691
Wealth Forward LLC
North Dakota
$149M +$8.29M +6% 6.22% 48.8% 34 8.82% 1.3
GA
6692
Gagnon Advisors
New York
$149M +$7.03M +5% 16.9% 129% 29 20.69% 5.8
Salus Financial Advisors
6693
Salus Financial Advisors
Colorado
$149M +$16.6M +13% 9.27% – 37 18.92% 0.4
Fort Henry Capital
6694
Fort Henry Capital
West Virginia
$149M +$9.5M +7% 5.53% 39.3% 16 12.5% 3.6
Keynote Financial Services
6695
Keynote Financial Services
Connecticut
$149M +$8.7M +6% 4.05% – 165 6.06% 1.1
Industrial Alliance Investment Management
6696
Industrial Alliance Investment Management
Quebec, Canada
$149M +$23.3M +19% 14.4% 81.5% 6 0% 3.1
FourWorld Capital Management
6697
FourWorld Capital Management
New York
$149M -$7.01M -5% 10.4% 132% 31 51.61% 0.9
Stonekeep Investments
6698
Stonekeep Investments
New Mexico
$149M +$12.9M +10% 9.38% – 65 7.69% 0.8
Pensionfund DSM Netherlands
6699
Pensionfund DSM Netherlands
Netherlands
$148M -$2.82M -2% 1.8% 36.9% 71 0% 7.8
Kopion Asset Management
6700
Kopion Asset Management
Texas
$148M +$19.8M +15% 16.1% 80.5% 21 9.52% 3.9