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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)
Keystone Wealth Services
4126
Keystone Wealth Services
California
$244M +$15.2M +7% 6.17% 91.1% 200 11.5% 1
Oak Grove Capital
4127
Oak Grove Capital
New Hampshire
$244M +$45.4M +23% 19.1% 470% 60 18.33% 2
CWM
4128
Cedar Wealth Management
California
$244M +$41.8M +21% 4.1% 68.1% 317 10.73% 2.7
Concord Asset Management (Virginia)
4129
Concord Asset Management (Virginia)
Virginia
$244M +$96.1M +65% 3.68% 69% 117 54.7% 0.4
NovaPoint Capital
4130
NovaPoint Capital
Georgia
$244M +$15.3M +7% 3.37% 94% 132 8.33% 2.2
Kaydan Wealth Management
4131
Kaydan Wealth Management
Michigan
$244M -$6.14M -2% 2.55% 58% 89 5.62% 1.1
Aries Wealth Management
4132
Aries Wealth Management
Maine
$244M +$11.9M +5% 5.71% 87.7% 200 8% 1
Rothschild Capital Partners
4133
Rothschild Capital Partners
New York
$244M +$7.55M +3% 9.54% 90.8% 32 12.5% 5.2
LWA
4134
LWS Wealth Advisors
New Jersey
$244M +$5.19M +2% 4.08% 8.87% 61 8.2% 2.6
Baldrige Asset Management
4135
Baldrige Asset Management
Pennsylvania
$244M +$19.1M +8% 5.63% 43.5% 470 32.13% 1.4
Quattro Financial Advisors
4136
Quattro Financial Advisors
Texas
$244M -$6.7M -3% 8.67% 77.6% 90 18.89% 1.5
Cumberland Advisors
4137
Cumberland Advisors
Florida
$244M +$12.9M +6% 6.84% 80.7% 64 17.19% 3.4
Ballast Inc
4138
Ballast Inc
Kentucky
$244M +$15M +7% 4.24% 71.3% 112 6.25% 3.5
Searchlight Capital Partners
4139
Searchlight Capital Partners
New York
$244M -$46.9M -16% 9.34% 38.5% 5 0% 3.9
All Terrain Financial Advisors
4140
All Terrain Financial Advisors
Minnesota
$243M +$16.7M +7% 4.48% 71.1% 90 11.11% 3.4
Ignite Planners
4141
Ignite Planners
California
$243M +$4.42M +2% 8.45% 83.8% 266 12.03% 0.8
TM
4142
Tikvah Management
North Carolina
$243M +$33.9M +16% 13.5% 169% 23 0% 3.2
Bandera Partners
4143
Bandera Partners
New York
$243M +$31.8M +15% 13.7% 55.4% 17 17.65% 3.4
McLean Asset Management
4144
McLean Asset Management
Virginia
$243M -$50.6M -17% 5.78% 69.4% 140 12.14% 1.6
Sentry Investment Management
4145
Sentry Investment Management
Wisconsin
$243M +$16.4M +7% 10.2% 103% 505 14.85% 4.8
LPC
4146
Lion Point Capital
New York
$243M -$460M -65% 10.4% 319% 39 41.03% 1.2
Pivotal bioVenture Partners Investment Advisor
4147
Pivotal bioVenture Partners Investment Advisor
California
$243M +$12.9M +6% 23.3% 667% 11 9.09% 1.8
Investment Management Associates
4148
Investment Management Associates
Colorado
$243M +$3.74M +2% 1.12% 50.4% 44 18.18% 1.8
High Note Wealth
4149
High Note Wealth
Minnesota
$243M +$3.8M +2% 5.8% 82.8% 99 11.11% 1.6
Horan Capital Advisors
4150
Horan Capital Advisors
Ohio
$243M +$14.7M +6% 5.1% 26.6% 102 9.8% 4.2