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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)
Summit Investment Advisors
7251
Summit Investment Advisors
Maryland
$121M +$8.92M +8% 4.85% – 56 3.57% 0.5
Shorepath Capital Management
7252
Shorepath Capital Management
Utah
$121M -$11.2M -8% 10.9% – 24 8.33% 1.4
AGH Wealth Advisors
7253
AGH Wealth Advisors
Kansas
$121M +$17.7M +17% 12.4% – 134 16.42% 0.4
PMG Wealth Management
7254
PMG Wealth Management
Illinois
$121M +$27M +29% 7.34% – 54 24.07% 0.4
Lauer Wealth
7255
Lauer Wealth
Indiana
$121M -$8.81M -7% 13.6% 89.4% 73 50.68% 0.7
Avantra Family Wealth
7256
Avantra Family Wealth
Pennsylvania
$121M +$16.9M +16% 11.5% – 167 32.34% 0.4
Galaxy Digital Capital Management
7257
Galaxy Digital Capital Management
New York
$121M +$32.9M +37% 68.4% – 57 59.65% 0.3
Boreal Capital Management
7258
Boreal Capital Management
Florida
$121M – – 9.67% – 488 – 0
Cathy Pareto & Associates
7259
Cathy Pareto & Associates
Florida
$121M +$7.95M +7% 6.48% – 89 8.99% 0.4
Eagle Bay Advisors
7260
Eagle Bay Advisors
New York
$121M +$2.99M +3% 9.08% 85% 119 10.08% 3.3
Hickory Asset Management
7261
Hickory Asset Management
Ohio
$121M +$8.38M +7% 9.66% – 94 8.51% 0.5
Persium Advisors
7262
Persium Advisors
Georgia
$121M +$15.3M +15% 9.04% – 65 16.92% 0.4
Anchor Capital Management Company
7263
Anchor Capital Management Company
North Carolina
$121M +$20.7M +21% 11.6% – 11 27.27% 0.8
LifePlan Financial
7264
LifePlan Financial
Minnesota
$121M +$6M +5% 5.66% 69.9% 95 12.63% 1.2
Gilbert Capital Group
7265
Gilbert Capital Group
Maine
$121M – – 8.78% – 48 – 0
Innovative Wealth Building
7266
Innovative Wealth Building
Maryland
$121M +$12.1M +11% 8.64% – 55 16.36% 0.4
DQRIM
7267
Dale Q Rice Investment Management
Washington
$121M -$73M -38% 23.6% – 95 31.58% 0.5
Rexford Capital
7268
Rexford Capital
Texas
$121M – – 7.49% – 280 – 0
WealthGarden F.S.
7269
WealthGarden F.S.
California
$120M +$16.5M +16% 10.8% – 142 17.61% 0.8
Elm3 Financial Group
7270
Elm3 Financial Group
Georgia
$120M +$6.48M +6% 16.3% – 117 21.37% 0.4
Ally Bridge Group
7271
Ally Bridge Group
New York
$120M +$9.25M +8% 17.4% 844% 37 59.46% 0.6
Mountain Lake Investment Management
7272
Mountain Lake Investment Management
Florida
$120M +$13.9M +13% 4.24% 64% 34 32.35% 1.8
Hartmann Taylor Wealth Management
7273
Hartmann Taylor Wealth Management
Texas
$120M +$8.5M +8% 9.32% – 57 19.3% 0.2
Womack Financial
7274
Womack Financial
Texas
$120M +$10.8M +10% 8.38% – 66 3.03% 0.5
Parsonex Advisory Services
7275
Parsonex Advisory Services
Colorado
$120M – – 17% – 96 – 0