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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)
Vann Equity Management
7176
Vann Equity Management
Texas
$165M +$24.3M +17% 29% – 188 26.6% 0.2
Gaddis Premier Wealth Advisors
7177
Gaddis Premier Wealth Advisors
Oklahoma
$165M +$29M +21% 14.7% – 106 26.42% 0.4
Atala Financial
7178
Atala Financial
California
$165M +$15.6M +10% 13.9% – 126 11.11% 1.3
Forerunner Ventures Management
7179
Forerunner Ventures Management
California
$164M -$4.68M -3% 9.34% – 1 0% 0.5
McGinn Penninger Investment Management
7180
McGinn Penninger Investment Management
Virginia
$164M +$11.5M +8% 7.2% 51.9% 39 15.38% 3.2
Cannon Advisors
7181
Cannon Advisors
North Carolina
$164M +$29.5M +22% 15.5% – 120 50% 0.9
JDH Wealth Management
7182
JDH Wealth Management
California
$164M +$16M +11% 13.1% – 62 14.52% 1.1
Hemming & Wealth Management
7183
Hemming & Wealth Management
Michigan
$164M +$21M +15% 19.7% – 17 17.65% 0.4
Winebrenner Capital Management
7184
Winebrenner Capital Management
Kentucky
$164M +$8.52M +5% 5.89% – 158 15.19% 1.1
Velan Capital Investment Management
7185
Velan Capital Investment Management
Georgia
$164M +$4.56M +3% 19.9% 2,395% 56 21.43% 1
Paradigm Strategies in Wealth Management
7186
Paradigm Strategies in Wealth Management
Minnesota
$164M +$16.7M +11% 10.2% 41.2% 65 21.54% 2.8
Interactive Financial Advisors
7187
Interactive Financial Advisors
Illinois
$164M +$11.2M +7% 11% 47.6% 79 7.59% 7.5
SC
7188
Simcoe Capital
Washington
$164M +$55M +50% 28.1% – 38 23.68% 0.4
Family Legacy Financial Solutions
7189
Family Legacy Financial Solutions
North Carolina
$164M +$40.3M +33% 51.6% – 67 37.31% 0.6
Sippican Capital Advisors
7190
Sippican Capital Advisors
Massachusetts
$164M +$17.8M +12% 12.9% 81.1% 114 8.77% 6.2
Breakout Capital Partners
7191
Breakout Capital Partners
New York
$164M -$10M -6% 1.38% – 10 40% 1.2
Campion Asset Management
7192
Campion Asset Management
Virginia
$164M +$16.4M +11% 11.9% 70.2% 85 5.88% 4.3
Piedmont Capital Management (North Carolina)
7193
Piedmont Capital Management (North Carolina)
North Carolina
$164M +$13.9M +9% 18.5% – 134 19.4% 0.4
S&A Financial Services
7194
S&A Financial Services
Kansas
$164M +$18.2M +13% 11.5% – 93 11.83% 0.2
Meadow Creek Wealth Advisors
7195
Meadow Creek Wealth Advisors
Georgia
$164M +$9.26M +6% 15% 101% 153 20.92% 3.4
Broadview Financial Management
7196
Broadview Financial Management
Wisconsin
$164M +$17.3M +12% 12.5% 52.4% 43 6.98% 6.4
Apex Wealth Management
7197
Apex Wealth Management
New Hampshire
$164M +$18M +12% 13.9% – 64 12.5% 1
Holistic Financial Partners
7198
Holistic Financial Partners
Indiana
$164M -$105M -39% 15.2% 95.7% 150 22.67% 4.1
Arbor Wealth Advisors
7199
Arbor Wealth Advisors
Michigan
$164M +$21M +15% 13.4% 58.7% 60 6.67% 1.9
Aurora Investment Managers
7200
Aurora Investment Managers
Florida
$164M +$27.6M +20% 13.7% 74.4% 55 50.91% 1.7