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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)
Kennon-Green & Company
7251
Kennon-Green & Company
Ohio
$129M +$3.81M +3% 4.73% 58.4% 43 11.63% 2.6
Entruity Wealth
7252
Entruity Wealth
California
$129M +$11.2M +10% 6.81% – 42 2.38% 0.7
Grizzlyrock Capital
7253
Grizzlyrock Capital
Illinois
$129M -$18M -12% 0.29% – 26 26.92% 0.8
Farnam Financial
7254
Farnam Financial
Arizona
$129M +$17.5M +16% 6.33% – 52 9.62% 0.9
Clear Point Advisors
7255
Clear Point Advisors
New York
$129M +$10M +8% 5.87% 56.7% 114 5.26% 1.6
BC
7256
Bulwark Capital
Florida
$129M +$9.8M +8% 4.33% – 101 5.94% 0.2
Andrew Hill Investment Advisors
7257
Andrew Hill Investment Advisors
Florida
$129M +$4.2M +3% 14.6% 269% 57 29.82% 1.3
Momentum Wealth Planning
7258
Momentum Wealth Planning
Florida
$129M +$11.1M +9% 10.9% – 49 34.69% 0.2
Centerpoint Advisory Group
7259
Centerpoint Advisory Group
Kansas
$128M +$13.2M +11% 8.06% – 111 12.61% 0.6
Michels Family Financial
7260
Michels Family Financial
Texas
$128M +$11.1M +9% 7.58% – 142 16.9% 0.6
Clifford Group
7261
Clifford Group
Massachusetts
$128M +$6.67M +5% 8.29% 67.9% 85 7.06% 2.1
Innovative Wealth Building
7262
Innovative Wealth Building
Maryland
$128M +$7.68M +6% 6.72% – 55 7.27% 0.6
Paladin Advisory Group
7263
Paladin Advisory Group
Iowa
$128M -$2.69M -2% 7.87% 71.9% 258 10.47% 2.1
Twin City Private Wealth
7264
Twin City Private Wealth
North Carolina
$128M +$5.72M +5% 4.22% – 106 9.43% 1.3
Piscataqua Savings Bank
7265
Piscataqua Savings Bank
New Hampshire
$128M +$8.32M +7% 9.96% 96.8% 372 6.99% 3.8
Spartan Planning & Wealth Management
7266
Spartan Planning & Wealth Management
North Carolina
$128M +$11.3M +10% 9.46% – 88 27.27% 1.4
Flywheel Private Wealth
7267
Flywheel Private Wealth
California
$128M +$3.41M +3% 7.18% – 88 11.36% 0.7
Bright Futures Wealth Management
7268
Bright Futures Wealth Management
New York
$128M – – 7.6% – 144 – 0.9
Challenger Wealth Management
7269
Challenger Wealth Management
California
$128M -$16.3M -11% 8.58% – 111 44.14% 0.7
Delta Wealth Advisors
7270
Delta Wealth Advisors
Indiana
$128M +$8.4M +7% 5.27% – 46 2.17% 1.1
Winnow Wealth
7271
Winnow Wealth
Texas
$128M -$6.52M -5% 6.18% – 663 87.93% 0.1
Pollock Investment Advisors
7272
Pollock Investment Advisors
Michigan
$128M +$4.98M +4% 4.35% – 41 2.44% 0.7
Cushing Capital Partners
7273
Cushing Capital Partners
Wisconsin
$128M +$9.32M +8% 5.81% – 90 13.33% 0.6
Richwood Investment Advisors
7274
Richwood Investment Advisors
Ohio
$128M +$5.85M +5% 6.14% 71.9% 103 5.83% 3.4
RIP
7275
Reliant Investment Partners
North Carolina
$128M +$12.9M +11% 13.5% – 115 9.57% 0.7