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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)
Kerntke Otto McGlone Wealth Management Group
7151
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$126M +$11.7M +10% 7.53% 64.9% 88 12.5% 2.6
Legacy Advisory Services
7152
Legacy Advisory Services
Pennsylvania
$126M +$7.7M +7% 5.21% 59.4% 54 24.07% 1.1
Emmett Investment Management
7153
Emmett Investment Management
New York
$126M +$16.6M +15% 12.1% – 30 43.33% 0.3
CVFG LLC
7154
CVFG LLC
Indiana
$126M +$16.1M +15% 9.34% – 98 8.16% 0.4
DRP
7155
Decade Renewable Partners
Texas
$126M -$4.92M -4% 12.3% – 36 52.78% 0.5
Koa Wealth Management
7156
Koa Wealth Management
California
$126M +$2.09M +2% 1.97% 74.8% 55 12.73% 1.2
Instrumental Wealth
7157
Instrumental Wealth
Florida
$126M +$15.4M +14% 9.48% 38.2% 62 14.52% 1.4
Illumine Investment Management
7158
Illumine Investment Management
Washington
$126M +$3.6M +3% 11.6% – 95 13.68% 0.5
Wallace Hart
7159
Wallace Hart
Kentucky
$126M +$85.9M +216% 18.2% – 61 75.41% 0.4
Acuitas Investments
7160
Acuitas Investments
Washington
$126M +$8.29M +7% 20.3% 145% 78 47.44% 1.5
EJF Capital
7161
EJF Capital
Virginia
$126M -$32M -20% 7.19% 127% 81 17.28% 2.1
Life Planning Partners
7162
Life Planning Partners
Florida
$126M +$15.2M +14% 8.08% – 67 11.94% 2.8
Muirfield Wealth Advisors
7163
Muirfield Wealth Advisors
North Carolina
$126M +$7.88M +7% 7.52% – 76 18.42% 1.2
Coastwise Capital Group
7164
Coastwise Capital Group
California
$126M +$6.76M +6% 7.68% 88.8% 129 9.3% 2.4
J2 Capital Management
7165
J2 Capital Management
Michigan
$125M +$16.7M +15% 5.02% – 131 32.06% 1.5
Elevate Capital Advisors
7166
Elevate Capital Advisors
Colorado
$125M +$17.3M +16% 8.38% – 74 31.08% 0.4
CAM
7167
Crown Advisors Management
California
$125M +$11.9M +10% 17.7% 284% 45 31.11% 2.5
denkapparat Operations
7168
denkapparat Operations
Germany
$125M +$30.8M +33% 9.56% – 272 32.35% 0.3
Sequent Asset Management
7169
Sequent Asset Management
Texas
$125M -$54.3M -30% 10.6% 51.3% 84 23.81% 3.9
MCM
7170
Magnolia Capital Management
New York
$125M +$8.56M +7% 9.55% 85.9% 76 6.58% 3.8
Centricity Wealth Management
7171
Centricity Wealth Management
Ohio
$125M +$15M +14% 7.97% – 457 7.66% 0.5
Robinson Smith Wealth Advisors
7172
Robinson Smith Wealth Advisors
Maine
$125M +$5.66M +5% 6.64% 62.6% 96 16.67% 1.2
PUREfi Wealth
7173
PUREfi Wealth
Massachusetts
$125M +$25.1M +25% 10.3% – 166 23.49% 0.4
Birch Financial Group
7174
Birch Financial Group
New Hampshire
$125M +$12.8M +11% 6.54% – 124 20.97% 0.4
White & Co Financial Planning
7175
White & Co Financial Planning
Washington
$125M +$8.99M +8% 6.96% – 19 0% 0.5