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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)
Certior Financial Group
6976
Certior Financial Group
Pennsylvania
$134M +$10.4M +8% 7.39% – 124 12.1% 0.4
Cravens & Co Advisors
6977
Cravens & Co Advisors
Tennessee
$134M +$5.29M +4% 9.61% 70.4% 59 10.17% 2
Fingerlakes Wealth Management
6978
Fingerlakes Wealth Management
New York
$134M +$16.4M +14% 11.7% 80.2% 93 8.6% 2.8
Three Cord True Wealth Management
6979
Three Cord True Wealth Management
Pennsylvania
$134M +$17.3M +15% 8.89% – 32 28.13% 0.4
BF
6980
Baring Financial
Washington
$134M +$14.8M +12% 9.27% – 67 2.99% 0.5
Charter Research & Investment Group
6981
Charter Research & Investment Group
Connecticut
$134M +$3.18M +2% 5.42% 82.3% 83 4.82% 7.1
Ampfield Management
6982
Ampfield Management
New York
$134M +$48.9M +58% 26.2% 56.9% 5 20% 2.2
PP
6983
Pingora Partners
Wyoming
$134M -$938K -0.7% 3.58% – 210 4.29% 1.3
Massar Capital Management
6984
Massar Capital Management
Connecticut
$134M +$44.4M +50% 14.3% – 171 69.01% 0.1
Sagace Wealth Management
6985
Sagace Wealth Management
Florida
$134M +$1.37M +1% 7.86% – 69 18.84% 0.8
Schulz Wealth
6986
Schulz Wealth
Texas
$134M +$2.66M +2% 7.04% – 68 10.29% 1.2
Financial Harvest
6987
Financial Harvest
Florida
$134M +$12.5M +10% 7.93% – 105 98.1% 0
WealthTrust Asset Management
6988
WealthTrust Asset Management
Florida
$134M -$1.17M -0.9% 12.6% 102% 96 31.25% 1.8
JWM
6989
JP Wealth Management
South Carolina
$134M +$9.6M +8% 9.59% – 17 23.53% 0.4
OmniStar Financial Group
6990
OmniStar Financial Group
North Carolina
$134M +$6.75M +5% 2.99% 67.1% 124 19.35% 1.2
Valley Brook Capital Group
6991
Valley Brook Capital Group
Pennsylvania
$134M +$6.21M +5% 11.6% 106% 116 5.17% 3.4
Aegon USA Investment Management
6992
Aegon USA Investment Management
Iowa
$133M +$7.63M +6% 7.29% 39.9% 46 6.52% 1.6
Norwood Investment Partners
6993
Norwood Investment Partners
California
$133M +$21.4M +19% 14.7% 25.2% 18 38.89% 1.4
Genesis Wealth Advisors
6994
Genesis Wealth Advisors
Massachusetts
$133M +$9.8M +8% 7.01% – 64 7.81% 5.8
Campion Asset Management
6995
Campion Asset Management
Virginia
$133M +$3.95M +3% 7.33% 70.2% 85 8.24% 3.7
Northern Financial Advisors
6996
Northern Financial Advisors
Michigan
$133M +$12.1M +10% 13.2% 109% 109 5.5% 2.1
Forge Financial Services
6997
Forge Financial Services
Oklahoma
$133M +$20M +18% 10.5% – 22 13.64% 0.5
MSK
6998
Melissa S. Kampmann
$133M +$6.66M +5% 10.7% 70.4% 43 11.63% 1.6
HFAS
6999
Hummer Financial Advisory Services
Illinois
$133M +$10M +8% 7.42% 71.8% 117 11.11% 3.7
EMB
7000
Elefante Mark B
$133M +$6.93M +5% 7.61% – 62 16.13% 4.2