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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)
Patrick M. Sweeney & Associates
7001
Patrick M. Sweeney & Associates
Illinois
$174M +$18.1M +12% 15.6% 90.4% 178 11.24% 2
PIA
7002
Prakash Investment Advisors
Massachusetts
$174M +$45.6M +35% 64.7% – 107 23.36% 0.7
NWA
7003
Northwest Wealth Advisors
Washington
$174M +$34M +24% 15% – 67 5.97% 0.5
6SA
7004
6th Street Advisors
Alabama
$174M +$15.1M +10% 9.99% – 65 15.38% 0.2
Pacific Wealth Strategies Group
7005
Pacific Wealth Strategies Group
California
$174M +$13.8M +9% 11.8% 75.5% 64 10.94% 4
KCM
7006
Kalehua Capital Management
Texas
$174M +$32.6M +23% 45.2% – 33 45.45% 0.3
Cedar Point Capital Partners
7007
Cedar Point Capital Partners
Iowa
$174M +$19.9M +13% 10.1% 55.4% 78 10.26% 1.7
MontVue Capital Management
7008
MontVue Capital Management
Virginia
$174M +$27M +18% 15.5% 76% 78 14.1% 1.8
M.E. Allison & Co
7009
M.E. Allison & Co
Texas
$174M +$22.9M +15% 18.3% – 205 10.73% 1.2
Capstone Triton Financial Group
7010
Capstone Triton Financial Group
Oklahoma
$174M +$116M +203% 30.9% – 129 75.19% 0.8
Melia Wealth
7011
Melia Wealth
Oklahoma
$174M -$32.9M -16% 2.8% – 23 4.35% 2
Strategent Financial
7012
Strategent Financial
Virginia
$174M +$26.4M +18% 14.3% – 41 0% 1.3
Livet Wealth
7013
Livet Wealth
Utah
$173M +$16.1M +10% 9.25% – 131 17.56% 0.4
Ehrenkranz Partners
7014
Ehrenkranz Partners
New York
$173M +$46.8M +37% 25.1% – 54 22.22% 0.6
PVG Asset Management
7015
PVG Asset Management
Colorado
$173M +$3.83M +2% 37.6% – 139 15.11% 0.7
Natixis Investment Managers
7016
Natixis Investment Managers
Massachusetts
$173M +$96.3M +125% 2.43% – 4 50% 0.3
SwitchPoint Financial Planning
7017
SwitchPoint Financial Planning
Utah
$173M +$25.7M +17% 11.8% – 72 12.5% 1.2
Covestor
7018
Covestor
United Kingdom
$173M +$28.8M +20% 27.7% 134% 2,923 7.29% 3.5
Stage Harbor Financial
7019
Stage Harbor Financial
Massachusetts
$173M +$22.3M +15% 10.9% – 66 10.61% 1.7
AIFAIM
7020
American Institute for Advanced Investment Management
Arizona
$173M +$18.7M +12% 14.6% 72.8% 162 7.41% 3.6
Gutierrez Wealth Advisory
7021
Gutierrez Wealth Advisory
Arkansas
$173M +$12.1M +8% 11.7% – 73 8.22% 1.1
Kuhn & Co Investment Counsel
7022
Kuhn & Co Investment Counsel
Illinois
$173M +$17.8M +11% 15.6% 88.7% 155 12.26% 1.9
Teton Advisors
7023
Teton Advisors
New York
$173M +$30.8M +22% 41.5% 139% 163 9.82% 9
Concorde Asset Management
7024
Concorde Asset Management
Michigan
$173M -$31.1M -15% 22.1% – 231 44.59% 2.3
Archvest Wealth Advisors
7025
Archvest Wealth Advisors
California
$173M +$17.8M +12% 11.3% 53.1% 81 18.52% 2.1