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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)
WFI
3551
West Family Investments
California
$352M -$14.9M -4% 12.3% 116% 360 30.83% 0.8
Orchard Capital Management
3552
Orchard Capital Management
Illinois
$352M +$10.8M +3% 5.58% 140% 54 24.07% 1
Walkner Condon Financial Advisors
3553
Walkner Condon Financial Advisors
Wisconsin
$352M +$198M +129% 3.9% 62.6% 223 49.78% 0.6
Bender Robert & Associates
3554
Bender Robert & Associates
California
$351M +$4.55M +1% 6.8% 146% 46 2.17% 6.5
Peninsula Wealth
3555
Peninsula Wealth
California
$351M -$20.7M -6% 5.93% 30% 70 10% 1.1
TFC Financial Management
3556
TFC Financial Management
Massachusetts
$351M +$21.1M +6% 4.46% 66.9% 610 12.46% 1.4
Nextech Invest
3557
Nextech Invest
Switzerland
$350M -$29.3M -8% 20.5% 982% 14 21.43% 0.2
Lineweaver Wealth Advisors
3558
Lineweaver Wealth Advisors
Ohio
$350M +$3M +0.9% 4.39% 68.4% 146 13.01% 1.4
Pacific Capital Wealth Advisors
3559
Pacific Capital Wealth Advisors
California
$350M +$2.6M +0.7% 4.71% 54.1% 96 10.42% 1.5
Inscription Capital
3560
Inscription Capital
Texas
$350M -$16.2M -4% 2.25% – 228 19.74% 1.3
Holloway Wealth Management
3561
Holloway Wealth Management
Florida
$350M -$730K -0.2% 0.29% 50.7% 349 0% 2.1
Gould Asset Management
3562
Gould Asset Management
California
$349M -$7.85M -2% 4.07% 42.8% 148 6.76% 4.5
CBTWT
3563
Community Bank & Trust (Waco, Texas)
Texas
$349M +$9.36M +3% 0.58% 124% 140 9.29% 4.3
Boston Standard Wealth Management
3564
Boston Standard Wealth Management
Massachusetts
$349M -$9.7M -3% 5.34% 47.1% 40 2.5% 3.9
Cartica Management
3565
Cartica Management
District of Columbia
$349M -$124M -26% 12.5% 92.9% 15 13.33% 1.1
Dixon Hughes Goodman Wealth Advisors
3566
Dixon Hughes Goodman Wealth Advisors
North Carolina
$349M +$41.7M +14% 2.05% – 1,119 29.58% 0.2
Regent Peak Wealth Advisors
3567
Regent Peak Wealth Advisors
Georgia
$349M -$19.2M -5% 3.78% – 172 8.72% 1.8
Summit Asset Management
3568
Summit Asset Management
Tennessee
$348M -$4.27M -1% 3.46% 48.9% 165 10.3% 4.5
Marathon Capital Management
3569
Marathon Capital Management
Maryland
$348M -$78.4M -18% 7.25% 74% 173 49.71% 3.2
IDG China Venture Capital Fund IV Associates
3570
IDG China Venture Capital Fund IV Associates
Hong Kong
$348M -$152M -30% 30% 59.2% 4 0% 1.9
AW
3571
Avion Wealth
Texas
$348M -$6.04M -2% 0.74% 45.4% 445 9.44% 1.5
Jackson Hole Capital Partners
3572
Jackson Hole Capital Partners
Oklahoma
$347M +$27.3M +9% 2.35% 71.4% 251 7.97% 2.2
Roberts, Glore & Co
3573
Roberts, Glore & Co
Illinois
$347M -$33.2M -9% 1.05% 72.3% 217 11.52% 4.5
Engine Capital Management
3574
Engine Capital Management
New York
$347M -$30.3M -8% 3.93% 21.1% 37 27.03% 1.2
WestHill Financial Advisors
3575
WestHill Financial Advisors
California
$347M -$7.15M -2% 5.76% 62.9% 134 15.67% 0.9