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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)
Gibson Wealth Advisors
7276
Gibson Wealth Advisors
Texas
$146M +$5.26M +4% 1.6% – 34 5.88% 3.3
CVFG LLC
7277
CVFG LLC
Indiana
$146M +$7.41M +5% 3.5% – 106 8.49% 0.9
Rolek Wealth Management
7278
Rolek Wealth Management
Pennsylvania
$146M +$12.7M +10% 2.08% – 21 23.81% 0.7
JDH Wealth Management
7279
JDH Wealth Management
California
$146M +$4.98M +4% 3.41% – 52 3.85% 0.9
Northern Lights Advisors
7280
Northern Lights Advisors
Washington
$146M – – 1.78% – 54 – 0
WinCap Financial
7281
WinCap Financial
Massachusetts
$146M +$926K +0.6% 3.63% – 86 5.81% 0.8
Avant Capital
7282
Avant Capital
Louisiana
$146M +$3.52M +2% 1.25% – 79 0% 2.8
Menard Financial Group
7283
Menard Financial Group
Texas
$146M -$3.1M -2% 0.78% 141% 88 15.91% 2.5
Koa Wealth Management
7284
Koa Wealth Management
California
$146M +$10.8M +8% 4.69% 74.8% 65 23.08% 1.4
Dentgroup
7285
Dentgroup
Louisiana
$146M -$9.09M -6% 1.75% 53.6% 98 9.18% 2.5
HCM
7286
Helios Capital Management
Singapore
$146M -$1.86M -1% 0.81% 124% 37 2.7% 2.2
M37 Management
7287
M37 Management
California
$146M – – 13.5% – 12 – 0
Milestones Private Investment Advisors
7288
Milestones Private Investment Advisors
New York
$145M -$976K -0.7% 1.95% – 123 3.25% 0.5
Hunting Hill Global Capital
7289
Hunting Hill Global Capital
New York
$145M -$214M -60% 6.84% 132% 160 50.63% 1
Phoenix Asset Management Partners
7290
Phoenix Asset Management Partners
$145M +$29.1M +25% 2.63% 139% 10 10% 2.2
Davis Capital Management
7291
Davis Capital Management
Florida
$145M +$1.01M +0.7% 2.37% – 663 16.29% 2.1
9823 Capital
7292
9823 Capital
Texas
$145M – – 5.84% – 59 – 0
Clark & Stuart Inc
7293
Clark & Stuart Inc
Maine
$145M +$5.23M +4% 2.63% – 55 12.73% 0.8
EL
7294
ES4 LLC
California
$145M – – 2.93% – 32 – 0
Seek First
7295
Seek First
California
$145M +$6.02M +4% 4.98% – 61 6.56% 0.7
Comprehensive Money Management Services
7296
Comprehensive Money Management Services
Florida
$145M +$3.76M +3% 2.63% – 192 4.17% 0.9
Seed Wealth Management
7297
Seed Wealth Management
Illinois
$145M +$202K +0.1% 1.27% 62% 119 18.49% 2.4
Penbrook Management
7298
Penbrook Management
New York
$145M +$1.75M +1% 5.36% 107% 109 15.6% 6
Ecofi Investissements
7299
Ecofi Investissements
France
$145M +$61.7M +74% 0.82% – 36 50% 0.7
Accordant Advisory Group
7300
Accordant Advisory Group
Maryland
$145M -$2.08M -1% 8.7% – 198 30.3% 1