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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)
CA
3901
Crumly & Associates
Illinois
$362M -$5.03M -1% 2.37% 58.1% 169 9.47% 2.2
Legacy Wealth Asset Management
3902
Legacy Wealth Asset Management
Minnesota
$362M -$5.5M -1% 1.03% 116% 368 13.32% 2.9
Waypoint Wealth Partners
3903
Waypoint Wealth Partners
California
$362M -$4.94M -1% 1.24% 52.1% 73 10.96% 2.5
Landaas & Company
3904
Landaas & Company
Wisconsin
$362M +$537K +0.1% 2.88% 68.3% 99 15.15% 3.5
LCM
3905
Lionstone Capital Management
New York
$362M -$29.1M -7% 6.87% 74.1% 11 0% 5.2
AXS Investments
3906
AXS Investments
New York
$362M +$2.44M +0.7% 0.83% 107% 243 27.98% 2
Convergence Investment Partners
3907
Convergence Investment Partners
Florida
$361M -$86.1M -19% 0.9% 304% 313 44.41% 3.1
Arjuna Capital
3908
Arjuna Capital
North Carolina
$361M -$14.5M -4% 2.98% 118% 124 29.03% 2.3
Wolff Financial Management
3909
Wolff Financial Management
Michigan
$361M +$647K +0.2% 0.32% 56.7% 99 7.07% 2.1
DI
3910
DDFG Inc
California
$361M +$14.3M +4% 0.18% 56.3% 79 5.06% 1.9
Clarity Wealth Advisors
3911
Clarity Wealth Advisors
California
$361M -$6.25M -2% 3.11% 94.1% 96 3.13% 3.2
Ashton Thomas Securities
3912
Ashton Thomas Securities
New York
$361M -$3.66M -1% 0.9% – 280 13.57% 0.6
FTV Management Company
3913
FTV Management Company
California
$360M +$26.3M +8% 8.25% 15.1% 1 0% 3.3
CWAG
3914
Compton Wealth Advisory Group
Virginia
$360M -$27.1M -7% 1.72% 76.1% 110 28.18% 4.3
Milestone Investment Advisors
3915
Milestone Investment Advisors
Wisconsin
$360M -$7.86M -2% 2.42% 56.9% 137 13.14% 1.9
Evergreen Advisors
3916
Evergreen Advisors
Tennessee
$360M -$5.58M -2% 0.63% – 20 15% 4
Precedent Wealth Partners
3917
Precedent Wealth Partners
Texas
$360M +$53.7M +18% 1.48% 61.1% 164 15.24% 1
Fruth Investment Management
3918
Fruth Investment Management
Texas
$360M -$2.88M -0.8% 1.17% 79.4% 223 6.28% 8.2
Cornerstone Wealth Advisors
3919
Cornerstone Wealth Advisors
Minnesota
$360M -$4.17M -1% 1.41% 46.1% 51 11.76% 3.2
Blue Zone Wealth Advisors
3920
Blue Zone Wealth Advisors
California
$360M +$13.1M +4% 1.16% 91.1% 109 10.09% 2.7
Monarch Capital Management
3921
Monarch Capital Management
Indiana
$360M -$5.35M -1% 0.97% 77% 117 4.27% 8.6
Outlook Wealth Advisors
3922
Outlook Wealth Advisors
Texas
$359M +$11.2M +3% 2.16% 76% 272 12.5% 2
Sollinda Capital Management
3923
Sollinda Capital Management
Florida
$359M -$4.43M -1% 0.65% – 76 22.37% 0.9
Rockline Wealth Management
3924
Rockline Wealth Management
New York
$359M -$14.9M -4% 4.95% 176% 103 10.68% 1.1
EPG Wealth Management
3925
EPG Wealth Management
Georgia
$359M -$20.2M -5% 2.18% 108% 446 11.66% 0.5