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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)
Dean Jacobson Financial Services
7026
Dean Jacobson Financial Services
Texas
$158M +$20M +15% 1.97% 59.6% 19 21.05% 1.2
GA
7027
Gagnon Advisors
New York
$158M -$4.44M -3% 3.45% 214% 24 4.17% 6
IMG Wealth Management
7028
IMG Wealth Management
Florida
$157M +$9.6M +7% 2.74% – 659 27.31% 0.6
PIP
7029
PB Investment Partners
California
$157M +$10.2M +7% 7.66% 81.1% 9 11.11% 2.8
HWMC
7030
Heritage Wealth Management (California)
California
$157M +$8.12M +5% 1.7% 78.5% 99 17.17% 1.6
Fingerlakes Wealth Management
7031
Fingerlakes Wealth Management
New York
$157M +$3.97M +3% 2.77% 92.1% 100 5% 3.1
Sarver Vrooman Wealth Advisors
7032
Sarver Vrooman Wealth Advisors
Missouri
$157M +$1.72M +1% 0.13% – 139 7.91% 0.7
McGuire Capital Advisors
7033
McGuire Capital Advisors
Oklahoma
$157M – – 0.82% – 942 – 0
Richmond Brothers
7034
Richmond Brothers
Michigan
$157M -$1.27M -0.8% 1.4% 77.2% 36 5.56% 1.7
Innovative Advisory Group
7035
Innovative Advisory Group
Massachusetts
$157M -$5.4M -3% 5.39% – 271 14.02% 0.9
Emory University
7036
Emory University
Georgia
$157M +$10.8K +0% 1.52% – 7 0% 2
FWG Investments
7037
FWG Investments
Kentucky
$157M +$11.2M +8% 1.99% 67.5% 118 17.8% 0.8
Redwood Financial Network
7038
Redwood Financial Network
Ohio
$157M -$1.07M -0.7% 1.77% 82.2% 188 11.7% 2.3
Parsonex Advisory Services
7039
Parsonex Advisory Services
Colorado
$157M +$9.9M +7% 4.94% – 105 10.48% 0.5
LFG Wealth Partners
7040
LFG Wealth Partners
Kentucky
$157M – – 5.22% – 81 – 0
RiverTree Advisors
7041
RiverTree Advisors
Florida
$157M +$851K +0.5% 0.46% 25.4% 66 24.24% 1.4
Atala Financial
7042
Atala Financial
California
$157M -$2.91M -2% 3.25% – 132 10.61% 0.9
Archvest Wealth Advisors
7043
Archvest Wealth Advisors
California
$157M +$43.8M +39% 1.95% 53.1% 71 21.13% 2.1
KFO
7044
Kopp Family Office
Minnesota
$157M +$3.03M +2% 6.11% 47.9% 26 19.23% 2.9
Cedar Point Capital Partners
7045
Cedar Point Capital Partners
Iowa
$157M +$4.12M +3% 2.55% 55.4% 70 7.14% 1.6
VFS
7046
Valpey Financial Services
New Hampshire
$157M +$3.85M +3% 1.26% – 73 2.74% 0.5
Fidato Wealth
7047
Fidato Wealth
Ohio
$157M +$4.41M +3% 0.66% 61.1% 16 12.5% 2
Schwallier Wealth Management
7048
Schwallier Wealth Management
Michigan
$157M -$3.68M -2% 1.41% 42.3% 58 22.41% 1
BAS
7049
Breakthru Advisory Services
Wisconsin
$156M +$4.52M +3% 1.51% – 68 16.18% 0.3
Meadow Creek Wealth Advisors
7050
Meadow Creek Wealth Advisors
Georgia
$156M +$5.75M +4% 3.42% 101% 143 7.69% 3.3