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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)
Rezny Wealth Management
3776
Rezny Wealth Management
Florida
$464M -$31.6M -6% 5.12% 99.6% 46 34.78% 1.9
RWC Asset Advisors
3777
RWC Asset Advisors
Florida
$464M -$63.5M -12% 16.2% 267% 15 20% 2.1
Cypress Point Wealth Management
3778
Cypress Point Wealth Management
Texas
$464M +$6.11M +1% 5.48% 255% 132 38.64% 1.5
DI
3779
DDFG Inc
California
$464M +$7.2M +2% 0.21% 56.3% 90 7.78% 2.5
Curtis Advisory Group
3780
Curtis Advisory Group
California
$464M -$12.8M -3% 3.69% 79.8% 122 8.2% 3.3
DecisionPoint Financial
3781
DecisionPoint Financial
Arizona
$464M +$9.4M +2% 0.29% 48% 741 10.53% 1.3
Wiser Wealth Management
3782
Wiser Wealth Management
Georgia
$464M +$14M +3% 2.21% 53% 61 14.75% 2.5
First National Bank & Trust Co of Newtown
3783
First National Bank & Trust Co of Newtown
Pennsylvania
$464M -$81.9M -15% 1.35% 55.7% 148 10.14% 8.6
FNBOMD
3784
First National Bank of Mount Dora
Florida
$463M +$5.25M +1% 0.22% 96.2% 134 11.94% 6.1
CWWM
3785
Clear Wave Wealth Management
New Jersey
$463M – – 1.3% – 176 – 0
Richard P. Slaughter Associates
3786
Richard P. Slaughter Associates
Texas
$463M -$14.4M -3% 1.12% 55.7% 114 17.54% 2.8
Hussman Strategic Advisors
3787
Hussman Strategic Advisors
Maryland
$463M +$48.8M +12% 0.56% 43.1% 349 51% 1.7
Coalescence Partners Investment Management
3788
Coalescence Partners Investment Management
New York
$463M +$38.1M +9% 10% – 16 50% 1
Smith & Howard Wealth Management
3789
Smith & Howard Wealth Management
Georgia
$462M +$17.8M +4% 0.62% 43.8% 103 25.24% 4.8
Sanchez Wealth Management Group
3790
Sanchez Wealth Management Group
Florida
$462M -$5.25M -1% 2.86% 61.1% 53 3.77% 3.8
Alliance Wealth Advisors (Utah)
3791
Alliance Wealth Advisors (Utah)
Utah
$462M +$600K +0.1% 0.97% 70.7% 267 21.72% 2
NatWest Group
3792
NatWest Group
United Kingdom
$462M +$32.7M +8% 2.48% 207% 46 19.57% 2.4
ParaFi Capital
3793
ParaFi Capital
New York
$462M +$104M +29% 18.9% – 26 53.85% 0.4
Aristides Capital
3794
Aristides Capital
Kentucky
$462M -$103M -18% 0.92% 126% 308 56.49% 1.8
Castle Rock Wealth Management
3795
Castle Rock Wealth Management
California
$462M -$611K -0.1% 1.58% 115% 274 9.12% 3.2
Trinity Legacy Partners
3796
Trinity Legacy Partners
Texas
$462M +$25.9M +6% 1.63% 63.3% 109 13.76% 3.4
Pacific Ridge Capital Partners
3797
Pacific Ridge Capital Partners
Oregon
$462M +$6.26M +1% 4.97% 149% 144 9.03% 5.6
Gardner Lewis Asset Management
3798
Gardner Lewis Asset Management
Pennsylvania
$462M +$67.4M +17% 6.19% 240% 106 53.77% 2.1
DI
3799
DAGCO Inc
Ohio
$461M +$28.4M +7% 1.49% 75% 391 12.53% 1.5
Weaver Capital Management
3800
Weaver Capital Management
Georgia
$461M -$12.7M -3% 1.94% 79.4% 190 11.05% 1.7