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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)
Good Steward Wealth Advisors
7126
Good Steward Wealth Advisors
Tennessee
$128M +$17.7M +16% 4.63% – 134 35.07% 0.2
Clio Asset Management
7127
Clio Asset Management
Virginia
$128M +$1.81M +1% 6.6% 60.6% 15 6.67% 1.5
Haven Global Partners
7128
Haven Global Partners
Georgia
$127M +$32M +34% 14.5% – 10 0% 0.5
Farley Capital
7129
Farley Capital
New York
$127M +$19.5M +18% 13.2% 105% 18 16.67% 5.3
Balanced Rock Investment Advisors
7130
Balanced Rock Investment Advisors
Massachusetts
$127M +$2M +2% 6.91% – 99 13.13% 1.2
Pine Haven Investment Counsel
7131
Pine Haven Investment Counsel
Massachusetts
$127M +$8.13M +7% 9.51% 72.1% 116 6.9% 2.8
Steadtrust
7132
Steadtrust
Texas
$127M – – 9.8% – 115 – 0
Barnett & Company
7133
Barnett & Company
Tennessee
$127M +$7.48M +6% 3.17% 65.9% 86 16.28% 3.8
DW
7134
Durante & Waters
New York
$127M +$8.09M +7% 6.87% – 32 6.25% 1.3
TCM
7135
TAM Capital Management
Connecticut
$127M +$7.86M +7% 7.71% 4.15% 5 40% 0.5
CFP
7136
Comprehensive Financial Planning
Pennsylvania
$127M +$24.2M +24% 15.5% – 355 12.11% 0.5
Seneschal Advisors
7137
Seneschal Advisors
Washington
$127M +$10.3M +9% 6.23% – 39 15.38% 0.4
Finward Bancorp
7138
Finward Bancorp
Indiana
$127M +$11.2M +10% 11.4% – 106 6.6% 0.5
Processus Wealth & Capital Management
7139
Processus Wealth & Capital Management
Tennessee
$127M +$9.11M +8% 15.7% 160% 35 5.71% 1.4
Rydar Equities
7140
Rydar Equities
Texas
$127M – – 12.1% – 95 – 0
Cook & Bynum Capital Management
7141
Cook & Bynum Capital Management
Alabama
$127M -$1.62M -1% 0.26% 46.8% 6 0% 6.7
Perissos Private Wealth Management
7142
Perissos Private Wealth Management
Oklahoma
$126M +$16.8M +15% 6.69% – 81 22.22% 1
Chico Wealth RIA
7143
Chico Wealth RIA
California
$126M +$11.2M +10% 10.1% 74.7% 33 9.09% 1.9
Generation Capital Management
7144
Generation Capital Management
New York
$126M +$15.3M +14% 11.2% – 87 34.48% 0.4
BTC
7145
Bank & Trust Company
Illinois
$126M +$3.59M +3% 4.72% – 291 1.72% 1
Exchange Bank
7146
Exchange Bank
California
$126M +$2.38M +2% 5.56% 75.2% 121 7.44% 1.7
Ategra Capital Management
7147
Ategra Capital Management
Virginia
$126M -$2.28M -2% 6.29% 114% 27 40.74% 2.1
Blue Water Life Science Advisors
7148
Blue Water Life Science Advisors
California
$126M +$25.4M +25% 31.4% 503% 8 12.5% 2.1
Tide Cove Capital Partners
7149
Tide Cove Capital Partners
California
$126M +$11.4M +10% 6.71% – 11 0% 0.5
HFG Advisors
7150
HFG Advisors
Ohio
$126M +$9.2M +8% 8.14% 69.7% 107 21.5% 2.3