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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)
Dougherty Wealth Advisers
6976
Dougherty Wealth Advisers
Minnesota
$129M +$3.14M +2% 0.74% 76.1% 113 7.08% 5
Impact Investors
6977
Impact Investors
California
$129M – – 1.63% – 90 – 0
Mission Hills Financial Advisory
6978
Mission Hills Financial Advisory
California
$129M +$11.3M +10% 2.02% – 35 11.43% 0.2
Clark Wealth Partners
6979
Clark Wealth Partners
Illinois
$129M – – 0.33% – 528 – 0
Foundation Wealth Management (Missouri)
6980
Foundation Wealth Management (Missouri)
Missouri
$129M -$3M -2% 1.15% 74.9% 47 12.77% 1.4
Industrial Alliance Investment Management
6981
Industrial Alliance Investment Management
Quebec, Canada
$129M -$67.6M -34% 1.98% 88.8% 15 60% 2.6
Traction Financial Partners
6982
Traction Financial Partners
Wyoming
$129M +$1.21M +0.9% 0.5% – 60 10% 0.9
FWG Investments
6983
FWG Investments
Kentucky
$129M +$13M +11% 0.91% 67.5% 140 23.57% 0.7
RA
6984
Rovida Advisors
Florida
$129M -$189M -60% 0.54% 24.8% 26 65.38% 0.8
Aspetuck Financial Management
6985
Aspetuck Financial Management
Connecticut
$128M – – 2.74% – 201 – 0
Inman Jager Wealth Management
6986
Inman Jager Wealth Management
Mississippi
$128M – – 1.3% – 80 – 0
Mount Vernon Associates
6987
Mount Vernon Associates
Maryland
$128M +$2.27M +2% 6.07% 136% 53 5.66% 7.7
Coordinated Financial Services
6988
Coordinated Financial Services
Colorado
$128M – – 0.91% – 135 – 0.7
RCF Management
6989
RCF Management
Colorado
$128M – – 1.34% – 1 – 0
Canandaigua National Trust of Florida
6990
Canandaigua National Trust of Florida
New York
$128M +$11.8M +10% 1.48% – 116 19.83% 0.2
LI
6991
Latash Investments
Alaska
$128M +$19.5M +18% 22.5% 110% 17 5.88% 4.4
C.V. Starr & Co
6992
C.V. Starr & Co
New York
$128M – – 1.74% – 6 – 1.9
Bush Investment Group
6993
Bush Investment Group
Georgia
$128M +$3.06M +2% 0.21% – 33 6.06% 0.8
TA
6994
TPG Advisors
Illinois
$128M +$101K +0.1% 1.42% – 91 5.49% 0.5
LRT Capital Management
6995
LRT Capital Management
Texas
$128M +$20.4M +19% 2.26% 76.2% 105 40.95% 1.1
Paragon Capital Management (Utah)
6996
Paragon Capital Management (Utah)
Utah
$128M -$7.71M -6% 3.1% 72.3% 86 45.35% 1.3
Applied Fundamental Research
6997
Applied Fundamental Research
Massachusetts
$128M -$23.6M -16% 12.4% 44.6% 13 15.38% 2.7
CCA
6998
Cypress Capital Advisors
Tennessee
$128M – – 0.39% – 61 – 0
Salus Financial Advisors
6999
Salus Financial Advisors
Colorado
$128M – – 0.34% – 33 – 0
Virtus Investment Advisers
7000
Virtus Investment Advisers
Connecticut
$128M +$468K +0.4% 6.27% 172% 414 31.88% 0.8