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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)
First National Bank of Hutchinson
6751
First National Bank of Hutchinson
Kansas
$171M -$18.3M -10% 3.41% 121% 102 19.61% 4.3
LWM Advisory Services
6752
LWM Advisory Services
Florida
$171M -$898K -0.5% 3.13% 64.9% 103 29.13% 2.2
SFM LLC
6753
SFM LLC
New Hampshire
$171M -$1.31M -0.8% 2.29% 67.5% 64 10.94% 1.6
OmniStar Financial Group
6754
OmniStar Financial Group
North Carolina
$171M +$5.52M +3% 3.96% 75.6% 119 22.69% 1.4
Martin Capital Advisors
6755
Martin Capital Advisors
Texas
$171M +$4.9M +3% 4.69% 140% 75 5.33% 3.2
Ariston Services Group
6756
Ariston Services Group
California
$170M +$4.55M +3% 2.98% 71.7% 72 4.17% 1.6
NEXTBio Capital Management
6757
NEXTBio Capital Management
California
$170M – – 76.5% – 23 – 0
Seros Financial
6758
Seros Financial
Arizona
$170M +$5.23M +3% 1.23% – 66 12.12% 0.8
Windward Management
6759
Windward Management
Florida
$170M – – 18.5% – 12 – 0
Daviman Financial
6760
Daviman Financial
Indiana
$170M – – 1.01% – 89 – 0
Petra Financial Advisors
6761
Petra Financial Advisors
Colorado
$170M -$1.26M -0.7% 2.43% 129% 152 17.11% 1.8
Nicholson Wealth Management Group
6762
Nicholson Wealth Management Group
South Carolina
$170M -$341K -0.2% 0.14% – 111 5.41% 1.1
GWMI
6763
Guardian Wealth Management (Illinois)
Illinois
$170M +$1000K +0.6% 0.84% 98.1% 68 11.76% 2.9
Connective Capital Management
6764
Connective Capital Management
California
$170M +$61.3M +56% 4.21% 188% 95 63.16% 0.9
Lakewood Asset Management
6765
Lakewood Asset Management
Illinois
$170M +$4.84M +3% 0.58% 69.3% 111 11.71% 2.5
Remedium Capital Partners
6766
Remedium Capital Partners
Florida
$170M – – 85.7% – 6 – 0
Taylor Financial Group
6767
Taylor Financial Group
Virginia
$170M -$3.63M -2% 0.24% 79% 105 2.86% 1.7
Islay Capital Management
6768
Islay Capital Management
Texas
$170M -$4.78M -3% 2.88% 72% 252 28.97% 3.5
Astra Wealth Partners
6769
Astra Wealth Partners
New Jersey
$170M +$19.8M +13% 2.75% – 108 17.59% 0.7
Cascade Investment Advisors
6770
Cascade Investment Advisors
Oregon
$170M +$4.97M +3% 3.23% 79.1% 118 6.78% 4.4
Millstone Evans Group
6771
Millstone Evans Group
Colorado
$170M +$12.6M +8% 2.76% – 877 7.18% 0.9
Herbst Group
6772
Herbst Group
Connecticut
$170M +$9.1M +6% 4.06% 142% 70 38.57% 1.8
Klein Pavlis & Peasley Financial
6773
Klein Pavlis & Peasley Financial
California
$170M +$6.8M +4% 4.14% 97.4% 104 25% 0.9
MQS Management
6774
MQS Management
New York
$170M -$1.77M -1% 3.37% 4.55% 664 81.02% 0.1
Farrell Financial
6775
Farrell Financial
New York
$170M +$10.1M +6% 1.88% 57.8% 75 8% 1.6