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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)
Antonelli Financial Advisors
6926
Antonelli Financial Advisors
Michigan
$147M +$8.68M +6% 8.64% – 48 8.33% 0.7
Sagace Wealth Management
6927
Sagace Wealth Management
Florida
$147M +$13.4M +10% 4.53% – 73 26.03% 0.9
SC
6928
Settian Capital
New York
$147M +$5.25M +4% 4.48% 62.5% 23 0% 2.5
Zeit Capital
6929
Zeit Capital
Colorado
$147M +$7.23M +5% 5.83% 56.5% 28 3.57% 4
Chico Wealth RIA
6930
Chico Wealth RIA
California
$147M +$20.7M +16% 7.3% 74.7% 39 30.77% 2
Wernau Asset Management
6931
Wernau Asset Management
Massachusetts
$147M +$3.23M +2% 12.1% – 49 6.12% 0.7
Accelerate Investment Advisors
6932
Accelerate Investment Advisors
California
$147M +$12.6M +9% 6.93% – 126 12.7% 0.7
Accordant Advisory Group
6933
Accordant Advisory Group
Maryland
$147M +$12.7M +9% 16.5% – 185 21.62% 1
Parsonex Advisory Services
6934
Parsonex Advisory Services
Colorado
$147M +$27M +22% 7.71% – 105 13.33% 0.2
A.D. Beadell Investment Counsel
6935
A.D. Beadell Investment Counsel
Wisconsin
$147M +$15.7M +12% 13.3% 83.3% 98 16.33% 4.8
Aegon USA Investment Management
6936
Aegon USA Investment Management
Iowa
$147M +$13.3M +10% 4.01% 44.9% 45 4.44% 1.8
Horizons Wealth Management
6937
Horizons Wealth Management
North Carolina
$147M +$6.53M +5% 4.42% – 182 8.24% 2.8
CogentBlue Wealth Advisors
6938
CogentBlue Wealth Advisors
Tennessee
$147M +$16.2M +12% 8.34% – 79 11.39% 0.6
BF
6939
Baring Financial
Washington
$147M +$12.8M +10% 7.47% – 67 1.49% 0.7
MidAtlantic Capital Management
6940
MidAtlantic Capital Management
Virginia
$147M +$5.58M +4% 6.39% – 80 2.5% 1.7
Chartist Inc
6941
Chartist Inc
California
$146M – – 4.66% – 21 – 6.5
Cravens & Co Advisors
6942
Cravens & Co Advisors
Tennessee
$146M +$12.5M +9% 4.53% 70.4% 59 8.47% 2.1
Laraway Financial Advisors
6943
Laraway Financial Advisors
Minnesota
$146M +$14.6M +11% 9.28% 92.3% 127 3.94% 3.1
WFA of San Diego
6944
WFA of San Diego
California
$146M +$10.6M +8% 8.8% – 436 6.65% 2.2
Milestones Private Investment Advisors
6945
Milestones Private Investment Advisors
New York
$146M +$11.3M +8% 6.77% – 122 2.46% 0.2
AV
6946
Alamea Verwaltungs
New Jersey
$146M +$13.5M +10% 12.5% – 121 41.32% 0.3
Cyr Financial
6947
Cyr Financial
Illinois
$146M +$16.9M +13% 5.43% – 64 17.19% 0.8
AIM
6948
AHL Investment Management
Florida
$146M -$3.55M -2% 6.48% 57.7% 74 13.51% 2.8
LIC
6949
Laurus Investment Counsel
Canada
$146M -$6.88M -4% 3.09% 14.1% 47 10.64% 3.4
Copley Financial Group
6950
Copley Financial Group
California
$146M +$11.3M +8% 7.97% – 129 39.53% 0.7