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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)
KDK Private Wealth Management
8076
KDK Private Wealth Management
Texas
$121M +$11.3M +10% 9.05% – 62 11.29% 1.4
Mission Financial Group
8077
Mission Financial Group
Nevada
$121M – – 13.5% – 158 – 3.3
Viaable
8078
Viaable
Pennsylvania
$121M – – 2.91% – 36 – 0
Morangie Management
8079
Morangie Management
Florida
$120M +$11.8M +11% 15.3% – 35 5.71% 1.3
Helium Advisors
8080
Helium Advisors
Washington
$120M +$15.3M +15% 15.1% – 110 18.18% 1
Mirabaud Asset Management
8081
Mirabaud Asset Management
United Kingdom
$120M -$1.16M -1% 25.5% – 53 47.17% 1.2
RHL Group
8082
RHL Group
Michigan
$120M +$3.1M +3% 15.9% – 297 28.96% 0.3
Blom & Howell Financial Planning
8083
Blom & Howell Financial Planning
California
$120M +$18.2M +18% 16.3% – 67 8.96% 0.4
PC
8084
Payne Capital
Oregon
$120M +$11.1M +10% 11.1% – 59 6.78% 0.6
Blue Line Capital
8085
Blue Line Capital
Illinois
$120M +$31.5M +36% 30.3% – 98 40.82% 0.3
Investment Management Corporation
8086
Investment Management Corporation
Virginia
$120M +$3.37M +3% 11.2% – 56 17.86% 1.1
January Capital Advisors
8087
January Capital Advisors
California
$120M +$45.5M +61% 13.1% – 58 15.52% 1.4
Cypress Capital Management (Wyoming)
8088
Cypress Capital Management (Wyoming)
Wyoming
$120M +$11.5M +11% 13.6% 161% 220 10% 3.8
Grand Central Investment Group
8089
Grand Central Investment Group
Florida
$120M -$15.6M -12% 8.09% – 45 13.33% 3.2
ETF Store
8090
ETF Store
Kansas
$120M +$16.9M +16% 11.6% 61% 119 20.17% 2.6
Heffernan Advisory
8091
Heffernan Advisory
Arizona
$120M +$11.7M +11% 9.52% – 43 44.19% 0.3
Mann Financial Group
8092
Mann Financial Group
Minnesota
$120M +$13.3M +13% 10.8% – 35 14.29% 0.7
Baer Investment Advisory
8093
Baer Investment Advisory
California
$119M +$19.4M +19% 15.5% – 43 11.63% 0.9
1015 Capital Partners
8094
1015 Capital Partners
Pennsylvania
$119M +$16.5M +16% 20.8% – 630 8.57% 0.5
Ankerstar Wealth
8095
Ankerstar Wealth
Texas
$119M +$24.5M +26% 9.27% – 1,068 17.88% 0.4
Red Mountain Financial
8096
Red Mountain Financial
Colorado
$119M +$13M +12% 7.21% – 88 17.05% 1.8
DBK Financial Counsel
8097
DBK Financial Counsel
Ohio
$119M -$12.9M -10% 12% 58.1% 61 11.48% 3.1
Bannerstone Capital Management
8098
Bannerstone Capital Management
Minnesota
$119M +$11.5M +11% 36.5% – 127 34.65% 0.3
Oakmont Advisory Group
8099
Oakmont Advisory Group
New Mexico
$119M +$20.9M +21% 11.5% – 513 77.58% 0.1
Finhabits Advisors
8100
Finhabits Advisors
New York
$119M +$10.6M +10% 6.41% – 15 0% 0.5