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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)
Brown Financial Advisory
6726
Brown Financial Advisory
Alabama
$141M -$561K -0.4% 0.63% 73.2% 40 20% 2.6
Avid Wealth Partners
6727
Avid Wealth Partners
Texas
$141M -$555K -0.4% 0.06% 93.7% 49 20.41% 0.7
Ehrlich Financial Group
6728
Ehrlich Financial Group
California
$141M +$463K +0.3% 0.83% 56.2% 123 26.02% 0.7
MGO Private Wealth
6729
MGO Private Wealth
California
$141M +$67K +0% 0.54% 51.5% 67 23.88% 1.6
McAlister Sweet & Associates
6730
McAlister Sweet & Associates
Texas
$141M +$19.5M +16% 1.35% 83.6% 32 43.75% 1.9
Erickson Financial Group
6731
Erickson Financial Group
Pennsylvania
$140M +$914K +0.7% 0.87% 69.3% 26 0% 2.3
Meriwether Wealth & Planning
6732
Meriwether Wealth & Planning
Louisiana
$140M – – 0.48% – 117 – 0
Lee-Kelleher Wealth Management
6733
Lee-Kelleher Wealth Management
Maryland
$140M – – 0.96% – 40 – 0
AI
6734
Arrien Investments
Idaho
$140M +$1.77M +1% 3.72% 46% 40 17.5% 1.5
Turn8 Private Wealth
6735
Turn8 Private Wealth
$140M – – 2.11% – 45 – 0
LAM Group
6736
LAM Group
Oregon
$140M -$1.05M -0.7% 3.43% 61.8% 134 2.24% 1.7
Guardian Investment Management
6737
Guardian Investment Management
California
$140M +$24M +21% 2.37% 103% 60 13.33% 6.3
Norwood Investment Partners
6738
Norwood Investment Partners
California
$140M -$8.12M -5% 5.06% 25.2% 13 15.38% 1.7
RiverGlades Family Offices
6739
RiverGlades Family Offices
Florida
$140M +$392K +0.3% 0.71% – 86 10.47% 4
Tacita Capital
6740
Tacita Capital
Ontario, Canada
$140M -$13.2M -9% 1.25% 72.3% 213 9.39% 2.8
First Community Trust
6741
First Community Trust
Iowa
$140M +$17.6M +14% 1.13% 128% 329 8.21% 2.3
Farrell Financial
6742
Farrell Financial
New York
$140M -$1.71M -1% 0.1% 57.8% 69 5.8% 0.9
Keyvantage Wealth
6743
Keyvantage Wealth
Pennsylvania
$140M – – 0.17% – 95 – 0
Shorepath Capital Management
6744
Shorepath Capital Management
Utah
$140M +$3.31M +2% 2.91% – 24 8.33% 0.9
CIG
6745
Cascade Investment Group
Colorado
$140M +$3.39M +2% 2.98% 93.2% 137 6.57% 1.6
Broadview Financial Management
6746
Broadview Financial Management
Wisconsin
$140M -$7.93M -5% 2.39% 52.4% 42 2.38% 5.3
HB
6747
Hauser Brothers
Germany
$140M +$9.6M +7% 17.7% – 10 0% 0.9
Fort Henry Capital
6748
Fort Henry Capital
West Virginia
$140M -$7.15M -5% 2.4% 39.3% 16 12.5% 3.7
PWAM
6749
Pinnacle West Asset Management
Wyoming
$140M +$184K +0.1% 0.96% 100% 116 4.31% 1.5
M3 Advisory Group
6750
M3 Advisory Group
Massachusetts
$140M +$3.51M +3% 3.66% – 158 12.03% 0.8