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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)
FWG Investments
6726
FWG Investments
Kentucky
$189M +$31.6M +20% 12.1% – 137 29.93% 1.1
Madrid Financial Services
6727
Madrid Financial Services
California
$189M +$19.6M +12% 10.3% – 28 14.29% 0.8
FFG Retirement Advisors
6728
FFG Retirement Advisors
Colorado
$189M +$17.1M +10% 9.42% 43.4% 48 20.83% 1.9
Councilmark Asset Management
6729
Councilmark Asset Management
Tennessee
$189M +$14.6M +8% 12.5% – 86 3.49% 2
Bauman Advisory Group
6730
Bauman Advisory Group
Nevada
$189M +$46.2M +32% 14.8% – 86 32.56% 0.3
SHC
6731
SALT Holding Corp
Delaware
$189M +$23.3M +14% 12.1% – 27 18.52% 0.7
Hanlon Investment Management
6732
Hanlon Investment Management
New Jersey
$189M +$7.21M +4% 16.4% 80.6% 252 27.78% 1.7
General Catalyst Group Management
6733
General Catalyst Group Management
Massachusetts
$189M +$4.95M +3% 19.2% 161% 16 37.5% 0.7
Cincinnati Casualty Company
6734
Cincinnati Casualty Company
Ohio
$188M -$2.99M -2% 7.81% 56% 25 8% 9.2
Mark Sheptoff Financial Planning
6735
Mark Sheptoff Financial Planning
Connecticut
$188M -$526K -0.3% 9.4% 92.4% 551 14.34% 4.6
Ledgewood Wealth Advisors
6736
Ledgewood Wealth Advisors
New Hampshire
$188M +$10.7M +6% 9.38% 42.8% 81 14.81% 2
ICM
6737
Isabella Capital Management
$188M +$53.4M +40% 0.05% – 9 33.33% 0.3
Traction Financial Partners
6738
Traction Financial Partners
Wyoming
$188M +$25.8M +16% 14% – 61 6.56% 1.9
Astra Wealth Partners
6739
Astra Wealth Partners
New Jersey
$188M +$20.5M +12% 15% – 112 22.32% 1
RMSCM
6740
R.M. Sincerbeaux Capital Management
New York
$188M +$16.5M +10% 11% 76.4% 39 2.56% 10.2
Inman Jager Wealth Management
6741
Inman Jager Wealth Management
Mississippi
$188M +$16.8M +10% 9.78% – 92 10.87% 1.3
PR
6742
PSP Research
Pennsylvania
$188M +$46.6M +33% 15.6% – 89 26.97% 0.4
Trivant Custom Portfolio Group
6743
Trivant Custom Portfolio Group
California
$188M +$5.39M +3% 15.3% 86.1% 91 19.78% 1.9
Kingstone Capital Partners Texas
6744
Kingstone Capital Partners Texas
Texas
$188M +$25.4M +16% 17.9% – 66 22.73% 1.1
Dynamic Wealth Strategies
6745
Dynamic Wealth Strategies
California
$188M +$14.9M +9% 10.7% 52.2% 295 3.73% 1.3
Ables Iannone Moore & Associates
6746
Ables Iannone Moore & Associates
Georgia
$188M +$19.5M +12% 13.3% 116% 63 7.94% 2
Nordflint Capital Partners Fondsmaeglerselskab
6747
Nordflint Capital Partners Fondsmaeglerselskab
Denmark
$188M -$12.5M -6% 0.22% – 1 0% 1.5
CFP
6748
Comprehensive Financial Planning
Pennsylvania
$188M +$43.2M +30% 36.3% – 444 16.67% 1.1
SLFPAM
6749
St. Louis Financial Planners Asset Management
Missouri
$188M +$11.1M +6% 36.9% 139% 45 60% 0.7
TCM
6750
Thoma Capital Management
Maryland
$188M +$18.4M +11% 14.4% – 59 16.95% 1.3