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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)
Centurion Wealth Management
4226
Centurion Wealth Management
Virginia
$313M – – 5.66% – 217 – 1.2
LongView Wealth Management
4227
LongView Wealth Management
Georgia
$313M +$42.5M +16% 7.14% 60.8% 198 10.1% 0.6
Summit Wealth & Retirement Planning
4228
Summit Wealth & Retirement Planning
California
$313M +$19.6M +7% 5.5% 67.6% 69 8.7% 2.7
Peterson Wealth Services
4229
Peterson Wealth Services
Utah
$313M +$27M +9% 4.79% 160% 221 51.13% 0.8
WT Wealth Management
4230
WT Wealth Management
Arizona
$313M +$19.7M +7% 4.07% 72% 141 22.7% 2
Harvest Investment Services
4231
Harvest Investment Services
Illinois
$313M +$60.8M +24% 9.89% 282% 247 35.22% 1.3
L1 Capital International
4232
L1 Capital International
Australia
$313M +$62.8M +25% 9.58% – 20 10% 0.7
Vista Investment Partners
4233
Vista Investment Partners
Oklahoma
$312M +$12.4M +4% 9.55% 112% 170 18.24% 0.6
Proquility Private Wealth Partners
4234
Proquility Private Wealth Partners
Nevada
$312M +$19M +6% 7.45% 19.4% 90 7.78% 2.7
First International Bank & Trust
4235
First International Bank & Trust
North Dakota
$312M +$21.4M +7% 4.66% 38.6% 77 11.69% 2
Mayport LLC
4236
Mayport LLC
Massachusetts
$312M +$31.2M +11% 5.53% 57% 84 9.52% 2
Garden State Investment Advisory Services
4237
Garden State Investment Advisory Services
New Jersey
$312M +$21.9M +8% 5.92% 94% 279 15.41% 1.2
Core Wealth Advisors (Florida)
4238
Core Wealth Advisors (Florida)
Florida
$312M +$20M +7% 5.87% 59.7% 61 14.75% 2.5
TrueMark Investments
4239
TrueMark Investments
Illinois
$312M +$19.1M +7% 5.67% – 254 20.08% 0.4
Wittenberg Investment Management
4240
Wittenberg Investment Management
Massachusetts
$312M +$18M +6% 5.67% 89.9% 85 10.59% 4.7
Atticus Wealth Management
4241
Atticus Wealth Management
Florida
$311M +$5.5M +2% 5.59% 73.9% 560 11.79% 2.8
FCT
4242
Family Capital Trust
Massachusetts
$311M +$5.29M +2% 2.7% 39.1% 61 0% 6.7
AC
4243
Athos Capital
Hong Kong
$311M +$123M +65% 6.22% 110% 51 43.14% 0.7
Strata Wealth Advisors
4244
Strata Wealth Advisors
Texas
$311M +$20.7M +7% 6.49% 73.6% 82 19.51% 1
Arvin Capital Management
4245
Arvin Capital Management
Texas
$311M -$6.19M -2% 11.5% – 40 45% 0.4
Parus Finance (UK)
4246
Parus Finance (UK)
United Kingdom
$311M -$34.9M -10% 1.55% 199% 38 21.05% 3.4
Atwater Malick
4247
Atwater Malick
Pennsylvania
$311M +$20.4M +7% 6.83% 83.4% 78 3.85% 3.1
Total Clarity Wealth Management
4248
Total Clarity Wealth Management
Illinois
$311M +$22.5M +8% 4.8% 73.2% 294 27.89% 1.6
Enterprise Bank & Trust
4249
Enterprise Bank & Trust
Massachusetts
$310M +$17.7M +6% 5.75% 65.9% 132 10.61% 3
KM
4250
KP Management
Minnesota
$310M +$21.3M +7% 6.45% – 78 19.23% 0.6