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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)
Pearl Planning
6901
Pearl Planning
Michigan
$164M – – 2.42% – 52 – 0
Widmann Financial Services
6902
Widmann Financial Services
Maryland
$163M +$4.43M +3% 2.36% 75.2% 120 11.67% 2.8
Daner Wealth Management
6903
Daner Wealth Management
Georgia
$163M +$9.34M +6% 1.98% – 105 18.1% 0.7
Inman Jager Wealth Management
6904
Inman Jager Wealth Management
Mississippi
$163M +$6.71M +4% 0.77% – 83 2.41% 1
Eliot Finkel Investment Counsel
6905
Eliot Finkel Investment Counsel
California
$163M -$3.06M -2% 3.51% 85.5% 33 0% 5.4
Fort Henry Capital
6906
Fort Henry Capital
West Virginia
$163M +$5.82M +4% 1% 39.3% 17 5.88% 4.1
Camelot Portfolios
6907
Camelot Portfolios
Ohio
$163M -$6.19M -4% 1.64% 41.3% 612 65.2% 1.1
EMB
6908
Elefante Mark B
$163M +$6.9M +4% 5.16% – 58 6.9% 4.7
Saxony Capital Management
6909
Saxony Capital Management
Missouri
$163M +$11.5M +8% 2.48% 90% 187 30.48% 1.1
BWM
6910
BCO Wealth Management
New Mexico
$163M +$11.5M +8% 1.78% – 41 9.76% 0.8
Panoramic Capital Partners
6911
Panoramic Capital Partners
Oregon
$163M +$7.41M +5% 2.22% – 67 19.4% 0.8
Columbia River Financial Group
6912
Columbia River Financial Group
Washington
$163M +$786K +0.5% 0.59% – 54 1.85% 1
Kastel Capital Advisors
6913
Kastel Capital Advisors
Massachusetts
$163M – – 1.49% – 55 – 0
Erickson Financial Group
6914
Erickson Financial Group
Pennsylvania
$163M +$3.61M +2% 2.26% 69.3% 26 3.85% 3.3
Obsido Oy
6915
Obsido Oy
$163M +$12.5M +8% 1.98% – 20 0% 1
Westco Advisory Services
6916
Westco Advisory Services
New York
$163M – – 4.26% – 93 – 0
Live Oak Investment Partners
6917
Live Oak Investment Partners
Texas
$163M +$11.8M +8% 2.28% – 96 27.08% 2
Brewster Financial Planning
6918
Brewster Financial Planning
New York
$163M +$3.71M +2% 1.28% 44.3% 27 3.7% 2.5
SLFPAM
6919
St. Louis Financial Planners Asset Management
Missouri
$163M +$7.6M +5% 6.38% 139% 52 46.15% 0.6
Arlington Capital Management
6920
Arlington Capital Management
Illinois
$163M +$6.08M +4% 6.23% 146% 129 37.21% 0.9
Caldwell Investment Management
6921
Caldwell Investment Management
Ontario, Canada
$163M +$10.3M +7% 5.06% 162% 35 42.86% 1.1
Lummis Asset Management
6922
Lummis Asset Management
Texas
$163M +$10.3M +7% 4% – 197 24.87% 1.4
English Capital Management
6923
English Capital Management
Michigan
$163M +$7.8M +5% 7.31% – 36 2.78% 1.6
Zynergy Retirement Planning
6924
Zynergy Retirement Planning
New Jersey
$163M +$3.97M +3% 0.8% – 29 10.34% 1.4
Paragon Financial Partners
6925
Paragon Financial Partners
California
$163M +$4.13M +3% 1.59% 90.6% 77 9.09% 3.3