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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)
Jackson Wealth Management
7076
Jackson Wealth Management
Florida
$170M -$802M -83% 12.3% 72.1% 152 46.05% 2.5
PCM
7077
Park Capital Management
Wisconsin
$170M +$67.2M +65% 56.2% – 175 65.14% 0.5
Providence Wealth Advisors
7078
Providence Wealth Advisors
Illinois
$170M +$12.4M +8% 15.4% 121% 88 13.64% 5.3
Nicholson Wealth Management Group
7079
Nicholson Wealth Management Group
South Carolina
$170M -$2.1M -1% 5.83% – 120 12.5% 1.4
Community Bank of Raymore
7080
Community Bank of Raymore
Missouri
$170M +$20.4M +14% 14.2% 91.9% 77 5.19% 6.2
Christian Investment Advisors
7081
Christian Investment Advisors
Texas
$170M +$11.4M +7% 8.01% – 15 26.67% 0.9
Nautilus Advisors
7082
Nautilus Advisors
California
$170M +$23.8M +16% 15.9% – 185 15.68% 1.1
Collar Capital Management
7083
Collar Capital Management
Wisconsin
$170M +$15.1M +10% 39.7% – 76 9.21% 1.2
Arsenal Capital Advisors
7084
Arsenal Capital Advisors
Pennsylvania
$169M +$31.8M +23% 14% – 113 17.7% 0.4
RiverTree Advisors
7085
RiverTree Advisors
Florida
$169M +$11.4M +7% 7.58% 25.4% 74 21.62% 1.5
Ellerson Group
7086
Ellerson Group
Maryland
$169M +$16.7M +11% 12.8% 178% 66 10.61% 2.2
Alan N. Hoffman Investment Management
7087
Alan N. Hoffman Investment Management
Massachusetts
$169M +$17.7M +12% 13.1% 114% 14 7.14% 4.1
Wilian Securities
7088
Wilian Securities
Minnesota
$169M +$129M +315% 13.2% – 93 43.01% 0.3
Palacios Wealth Management
7089
Palacios Wealth Management
Florida
$169M +$9.41M +6% 27.6% – 78 6.41% 1.2
JD6
7090
J Digital 6
Illinois
$169M +$29M +21% 6.6% – 3 33.33% 0.5
Foundation Wealth Management (Missouri)
7091
Foundation Wealth Management (Missouri)
Missouri
$169M +$21.1M +14% 15.1% 74.9% 52 21.15% 2.2
Davis Capital Management
7092
Davis Capital Management
Florida
$169M +$21.4M +14% 11.3% – 1,286 55.44% 1.2
DIG
7093
Daniel Investment Group
Michigan
$169M – – 7.08% – 33 – 0
Fairbanks Capital Management
7094
Fairbanks Capital Management
California
$169M +$9.09M +6% 14.8% 81.3% 52 11.54% 5.9
Marshall & Sterling Wealth Advisors
7095
Marshall & Sterling Wealth Advisors
New York
$169M +$16M +10% 11.3% – 356 8.15% 1.3
Processus Wealth & Capital Management
7096
Processus Wealth & Capital Management
Tennessee
$169M +$21.5M +15% 22.2% 160% 36 5.56% 2.2
Somnio Financial Group
7097
Somnio Financial Group
Connecticut
$169M +$16.6M +11% 9.79% – 14 0% 1.9
North Dallas Bank & Trust
7098
North Dallas Bank & Trust
Texas
$169M +$20.9M +14% 17.2% – 119 13.45% 0.8
Granite Group Advisors
7099
Granite Group Advisors
Connecticut
$169M +$3.34M +2% 10.4% 74% 96 22.92% 1.6
AIM
7100
Athena Investment Management
California
$169M -$24.1M -13% 19% 80.6% 156 17.31% 3.6