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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)
Cypress Asset Management
3851
Cypress Asset Management
Texas
$455M +$15.4M +4% 5.07% 141% 108 5.56% 7.1
RPg Family Wealth Advisory
3852
RPg Family Wealth Advisory
Massachusetts
$455M -$1.77M -0.4% 0.29% 117% 128 9.38% 1.9
Landaas & Company
3853
Landaas & Company
Wisconsin
$455M +$14.5M +3% 2.6% 68.3% 134 14.18% 3.1
DecisionPoint Financial
3854
DecisionPoint Financial
Arizona
$454M +$25.6M +6% 1.82% 48% 749 15.49% 1
Almitas Capital
3855
Almitas Capital
California
$454M +$17.3M +4% 1.45% 86.1% 123 60.16% 0.6
Garden State Investment Advisory Services
3856
Garden State Investment Advisory Services
New Jersey
$454M +$4.64M +1% 2.04% 94% 361 23.55% 1.6
Eldridge Investment Advisors
3857
Eldridge Investment Advisors
New Hampshire
$454M +$14.9M +3% 1.65% 50.9% 165 9.09% 4
Horiko Capital Management
3858
Horiko Capital Management
New York
$454M +$31.7M +8% 11.2% 275% 17 0% 5
Reverence Capital Partners
3859
Reverence Capital Partners
New York
$453M +$37.4M +9% 9% 5.38% 1 0% 1.8
Bridgewealth Advisory Group
3860
Bridgewealth Advisory Group
California
$453M +$21.5M +5% 1.35% 39.1% 139 15.83% 1.1
Shakespeare Wealth Management
3861
Shakespeare Wealth Management
Wisconsin
$453M +$13.1M +3% 1.78% 55.5% 108 7.41% 4.2
Nitorum Capital
3862
Nitorum Capital
New York
$452M -$117M -21% 1.75% 87.1% 28 14.29% 4.4
CMAI
3863
Capital Management Associates Inc
Minnesota
$452M +$82.3M +22% 4.22% 75.6% 164 19.51% 1.1
Winch Advisory Services
3864
Winch Advisory Services
Wisconsin
$452M +$7.68M +2% 2.1% 80.8% 532 5.45% 5.2
Aries Wealth Management
3865
Aries Wealth Management
Maine
$452M +$29M +7% 3.04% 87.7% 242 8.26% 2.8
RS
3866
Retirement Solution
Washington
$451M +$32.2M +8% 2.25% 77.3% 60 20% 1.6
Scott Capital Advisors
3867
Scott Capital Advisors
Oregon
$451M +$9.6M +2% 0.99% 50.9% 54 5.56% 2.8
Beacon Harbor Wealth Advisors
3868
Beacon Harbor Wealth Advisors
Virginia
$451M +$23.1M +5% 8.13% 143% 86 37.21% 2
Waller Financial Planning Group
3869
Waller Financial Planning Group
Ohio
$450M +$14.5M +3% 1.64% 47.5% 78 12.82% 4.4
IAM Advisory
3870
IAM Advisory
Pennsylvania
$450M +$5.33M +1% 2.5% 74.5% 115 20.87% 2.2
Marion Wealth Management
3871
Marion Wealth Management
Pennsylvania
$450M +$28.3M +7% 1.21% 51.7% 146 8.22% 2.5
Wiser Wealth Management
3872
Wiser Wealth Management
Georgia
$450M +$12.4M +3% 1.31% 53% 57 8.77% 2.4
Capital City Trust
3873
Capital City Trust
Florida
$450M +$40.9M +10% 1.57% 98.5% 118 9.32% 7.2
Aspire Private Capital
3874
Aspire Private Capital
North Carolina
$450M -$5.4M -1% 1.87% 55.3% 184 13.59% 4
Long Walk Management
3875
Long Walk Management
Connecticut
$449M -$45.3M -9% 9.25% 302% 10 10% 1.3