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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)
Clarity Wealth Advisors
3676
Clarity Wealth Advisors
California
$486M -$3.78M -0.8% 3.16% 94.1% 117 12.82% 3.5
PCM Encore
3677
PCM Encore
Colorado
$486M +$16.1M +3% 0.2% – 475 16.21% 0.2
Riggs Asset Management
3678
Riggs Asset Management
Pennsylvania
$486M -$10.2M -2% 4.98% 219% 144 22.92% 3.6
Stordahl Capital Management
3679
Stordahl Capital Management
Colorado
$486M -$300K -0.1% 0.18% 54% 65 6.15% 5.2
Legacy Capital Wealth Partners
3680
Legacy Capital Wealth Partners
Arkansas
$485M +$19.5M +4% 1.35% 70.4% 415 16.63% 1.4
Crusonia Wealth Advisors
3681
Crusonia Wealth Advisors
Colorado
$485M +$30M +7% 0.21% – 199 13.07% 0.2
Golden Reserve Retirement
3682
Golden Reserve Retirement
Ohio
$485M -$56.9M -11% 3.1% – 152 46.05% 0.3
Noble Family Wealth
3683
Noble Family Wealth
Florida
$484M +$10M +2% 1.85% 60% 81 7.41% 2.4
Wedgewood Partners
3684
Wedgewood Partners
Missouri
$484M -$51.2M -10% 5.55% 78.1% 23 13.04% 5.2
AW
3685
Avion Wealth
Texas
$484M +$7.18M +2% 0.64% 48.8% 1,679 14.71% 2.3
Old Second National Bank of Aurora
3686
Old Second National Bank of Aurora
Illinois
$484M -$16.1M -3% 0.16% 93.7% 294 6.8% 7.4
MWM
3687
Mascoma Wealth Management
New Hampshire
$484M +$17.5M +4% 1.48% 43.7% 544 14.52% 3.4
Lantz Financial
3688
Lantz Financial
Illinois
$484M +$9.8M +2% 0.88% 74.3% 258 11.63% 3.7
Montis Financial
3689
Montis Financial
Massachusetts
$484M -$22.4M -4% 1.57% 53.8% 162 11.11% 2.3
Basecamp Wealth Advisors
3690
Basecamp Wealth Advisors
Washington
$483M +$13.9M +3% 1.27% – 2,198 28.71% 0.2
BOCHK Asset Management
3691
BOCHK Asset Management
Hong Kong
$483M +$109M +29% 1.97% 503% 142 60.56% 0.4
Phraction Management
3692
Phraction Management
Connecticut
$483M +$108M +29% 0.16% 106% 74 21.62% 2.5
Net Worth Advisory Group
3693
Net Worth Advisory Group
Utah
$482M -$12.2M -2% 0.77% – 481 17.67% 1
Bridgewealth Advisory Group
3694
Bridgewealth Advisory Group
California
$482M +$29.2M +6% 0.98% 39.1% 136 5.15% 1.3
McRae Capital Management
3695
McRae Capital Management
New Jersey
$482M -$7.74M -2% 4.78% 78.2% 109 8.26% 6.5
Ithaka Group
3696
Ithaka Group
Virginia
$482M -$79.1M -14% 12.8% 143% 41 12.2% 4.3
Schwarz Dygos Wheeler Investment Advisors
3697
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$482M -$2.43M -0.5% 0.21% 74% 177 6.78% 4.2
Evernest Financial Advisors
3698
Evernest Financial Advisors
Indiana
$481M +$4.3M +0.9% 0.88% – 192 9.9% 2.7
MAM
3699
Morse Asset Management
Connecticut
$481M -$19.2M -4% 0.86% 222% 432 15.74% 2.1
Northwest Quadrant Wealth Management
3700
Northwest Quadrant Wealth Management
Oregon
$481M -$2.39M -0.5% 0.52% 45.6% 72 8.33% 5.3