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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)
Christian Investment Advisors
7076
Christian Investment Advisors
Texas
$170M +$11.4M +7% 8.01% – 15 26.67% 0.9
Nautilus Advisors
7077
Nautilus Advisors
California
$170M +$23.8M +16% 15.9% – 185 15.68% 1.1
Collar Capital Management
7078
Collar Capital Management
Wisconsin
$170M +$15.1M +10% 39.7% – 76 9.21% 1.2
Arsenal Capital Advisors
7079
Arsenal Capital Advisors
Pennsylvania
$169M +$31.8M +23% 14% – 113 17.7% 0.4
RiverTree Advisors
7080
RiverTree Advisors
Florida
$169M +$11.4M +7% 7.58% 25.4% 74 21.62% 1.5
Ellerson Group
7081
Ellerson Group
Maryland
$169M +$16.7M +11% 12.8% 148% 66 10.61% 2.2
Alan N. Hoffman Investment Management
7082
Alan N. Hoffman Investment Management
Massachusetts
$169M +$17.7M +12% 13.1% 114% 14 7.14% 4.1
Wilian Securities
7083
Wilian Securities
Minnesota
$169M +$129M +315% 13.2% – 93 43.01% 0.3
Palacios Wealth Management
7084
Palacios Wealth Management
Florida
$169M +$9.41M +6% 27.6% – 78 6.41% 1.2
JD6
7085
J Digital 6
Illinois
$169M +$29M +21% 6.6% – 3 33.33% 0.5
Foundation Wealth Management (Missouri)
7086
Foundation Wealth Management (Missouri)
Missouri
$169M +$21.1M +14% 15.1% 74.9% 52 21.15% 2.2
Davis Capital Management
7087
Davis Capital Management
Florida
$169M +$21.4M +14% 11.3% – 1,286 55.44% 1.2
DIG
7088
Daniel Investment Group
Michigan
$169M – – 7.08% – 33 – 0
Fairbanks Capital Management
7089
Fairbanks Capital Management
California
$169M +$9.09M +6% 14.8% 81.3% 52 11.54% 5.9
Marshall & Sterling Wealth Advisors
7090
Marshall & Sterling Wealth Advisors
New York
$169M +$16M +10% 11.3% – 356 8.15% 1.3
Processus Wealth & Capital Management
7091
Processus Wealth & Capital Management
Tennessee
$169M +$21.5M +15% 22.2% 160% 36 5.56% 2.2
Somnio Financial Group
7092
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 9.79% – 14 0% 1.9
North Dallas Bank & Trust
7093
North Dallas Bank & Trust
Texas
$169M +$20.9M +14% 17.2% – 119 13.45% 0.8
Granite Group Advisors
7094
Granite Group Advisors
Connecticut
$169M +$3.34M +2% 10.4% 74% 96 22.92% 1.6
AIM
7095
Athena Investment Management
California
$169M -$24.1M -13% 19% 80.6% 156 17.31% 3.6
Bravias Capital Group
7096
Bravias Capital Group
New Jersey
$168M +$15.5M +10% 9.7% – 101 8.91% 1.2
Sunrise Financial Services
7097
Sunrise Financial Services
Washington
$168M +$27.2M +19% 15.5% – 658 16.26% 0.4
Eight 31 Financial
7098
Eight 31 Financial
Texas
$168M +$2.61M +2% 3.56% – 75 16% 1.8
KLCM
7099
KG&L Capital Management
Louisiana
$168M +$28.6M +21% 16.5% 91.9% 150 23.33% 3.5
CF
7100
CBM Financial
Texas
$168M +$7.82M +5% 11.5% – 18 22.22% 1