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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)
Prentiss Smith & Co
6851
Prentiss Smith & Co
Vermont
$182M +$10M +6% 13% 67.4% 69 8.7% 6.3
Magnolia Private Wealth
6852
Magnolia Private Wealth
Pennsylvania
$182M +$32.1M +21% 10.2% – 166 27.11% 0.9
Shotwell Rutter Baer
6853
Shotwell Rutter Baer
Michigan
$182M +$11.9M +7% 8.2% 45.5% 38 0% 2.1
Brewster Financial Planning
6854
Brewster Financial Planning
New York
$182M +$16.8M +10% 9.26% 44.3% 30 13.33% 2.6
First National Bank of Hutchinson
6855
First National Bank of Hutchinson
Kansas
$182M +$25.5M +16% 23.4% 121% 98 22.45% 4.3
CAM
6856
Crown Advisors Management
California
$182M +$31.5M +21% 38.7% 284% 45 15.56% 2.4
PUREfi Wealth
6857
PUREfi Wealth
Massachusetts
$182M +$29.4M +19% 16.1% – 222 21.62% 0.9
EQ Wealth Advisors
6858
EQ Wealth Advisors
Texas
$182M +$11M +6% 5.54% – 57 5.26% 1.3
FCP
6859
Fosse Capital Partners
United Kingdom
$182M +$46.6M +34% 11.8% 80% 3 33.33% 3.7
Taylor Financial Group
6860
Taylor Financial Group
Virginia
$182M +$16.9M +10% 13.8% – 105 7.62% 2.2
Elevate Capital Advisors
6861
Elevate Capital Advisors
Colorado
$182M +$27.3M +18% 8.14% – 93 39.78% 0.8
Lagoda Investment Management
6862
Lagoda Investment Management
New York
$182M +$19.7M +12% 27.2% 250% 25 0% 6.6
Wilkins Miller Wealth Management
6863
Wilkins Miller Wealth Management
Alabama
$182M +$16.5M +10% 9.49% – 96 8.33% 1.3
Perspective Wealth Advisors
6864
Perspective Wealth Advisors
Colorado
$182M +$27.6M +18% 13% – 76 35.53% 0.3
Ames National Corp
6865
Ames National Corp
Iowa
$182M +$15.1M +9% 10.2% – 70 5.71% 1.3
Charter Oak Advisors
6866
Charter Oak Advisors
New York
$182M +$16.8M +10% 12.3% – 15 20% 1.1
Dean Jacobson Financial Services
6867
Dean Jacobson Financial Services
Texas
$182M +$19M +12% 11.9% 59.6% 22 4.55% 1.4
BF
6868
Baring Financial
Washington
$182M +$18.2M +11% 13.2% – 87 18.39% 1.1
Fiduciary Wealth Partners
6869
Fiduciary Wealth Partners
Massachusetts
$182M +$28.9M +19% 13.3% – 70 15.71% 1.6
Hidden Cove Wealth Management
6870
Hidden Cove Wealth Management
Washington
$182M +$25.9M +17% 15.5% – 143 30.77% 0.8
Scalar Gauge Management
6871
Scalar Gauge Management
Texas
$182M +$77.9M +75% 66.7% – 40 67.5% 0.3
Security Benefit Life Insurance Company
6872
Security Benefit Life Insurance Company
Kansas
$182M -$8.81M -5% 2.74% 60.6% 20 10% 3.3
Fort Henry Capital
6873
Fort Henry Capital
West Virginia
$182M +$16.2M +10% 9.57% 39.3% 17 0% 4.4
Retirement Wealth Solutions
6874
Retirement Wealth Solutions
Wisconsin
$181M +$22.9M +14% 13% – 852 8.69% 0.9
Dominguez Wealth Management Solutions
6875
Dominguez Wealth Management Solutions
Virginia
$181M +$16.5M +10% 11.3% 59.7% 76 13.16% 2.7