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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)
Palliser Capital (UK)
7126
Palliser Capital (UK)
United Kingdom
$136M -$831K -0.6% 10.7% 57% 8 62.5% 0.4
Wall Street Financial Group
7127
Wall Street Financial Group
Illinois
$136M +$25.4M +23% 10.6% – 103 24.27% 0.5
Jacksonville Wealth Management
7128
Jacksonville Wealth Management
Florida
$136M +$11.8M +9% 7.28% – 68 4.41% 0.6
Cornerstone Select Advisors
7129
Cornerstone Select Advisors
Missouri
$136M +$22.4M +20% 12.4% – 115 8.7% 0.7
SWM
7130
SpringVest Wealth Management
Texas
$136M +$12.5M +10% 4.45% – 67 11.94% 0.6
SageOak Financial
7131
SageOak Financial
Oklahoma
$136M +$11M +9% 4.64% – 33 6.06% 0.7
Schubert & Co
7132
Schubert & Co
Texas
$136M -$5.44M -4% 0.63% 47.3% 72 11.11% 1.9
DW
7133
Durante & Waters
New York
$136M +$8.88M +7% 7.11% 59.1% 33 3.03% 1.5
Wallace Hart
7134
Wallace Hart
Kentucky
$136M +$10.3M +8% 8.84% – 60 51.67% 0.5
BGI
7135
B Group Inc
Texas
$136M +$6.01M +5% 4.02% – 21 23.81% 0.6
Moon Capital Management
7136
Moon Capital Management
New York
$136M +$4.41M +3% 19.3% 76.3% 16 50% 4
Amara Financial
7137
Amara Financial
California
$136M +$22.2M +20% 6.98% – 48 12.5% 0.8
Diamant Asset Management
7138
Diamant Asset Management
Connecticut
$136M +$4.46M +3% 10.9% 66.9% 72 2.78% 5.9
Bannerman Wealth Management Group
7139
Bannerman Wealth Management Group
Texas
$136M +$5.38M +4% 6.58% – 36 13.89% 0.7
Morey & Quinn Wealth Partners
7140
Morey & Quinn Wealth Partners
Nebraska
$136M +$10.7M +9% 8.46% – 134 5.97% 0.7
HFG Advisors
7141
HFG Advisors
Ohio
$136M +$9.34M +7% 6.2% 69.7% 110 16.36% 2.3
Ridgeline Wealth
7142
Ridgeline Wealth
Arizona
$135M +$12.9M +10% 7.02% – 53 13.21% 0.6
Systrade
7143
Systrade
Liechtenstein
$135M +$47.1M +53% 35% 152% 14 21.43% 1
BTC
7144
Bank & Trust Company
Illinois
$135M +$9M +7% 8.26% – 302 9.6% 1.2
CAG
7145
Cypress Advisory Group
Arizona
$135M +$6.28M +5% 6.54% – 69 5.8% 0.7
Barrier Capital Management
7146
Barrier Capital Management
California
$135M -$11.4M -8% 2.42% 216% 16 37.5% 0.9
Pacific Financial Group
7147
Pacific Financial Group
Washington
$135M +$6.92M +5% 6.82% 61.1% 63 6.35% 6.8
FFG
7148
Floyd Financial Group
Missouri
$135M +$26.8M +25% 8.39% – 61 18.03% 0.6
Eschler Asset Management
7149
Eschler Asset Management
United Kingdom
$135M +$2.31M +2% 31.2% 274% 84 52.38% 0.5
Muirfield Wealth Advisors
7150
Muirfield Wealth Advisors
North Carolina
$135M +$9.23M +7% 6.27% – 76 11.84% 1.4