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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)
WT Wealth Management
4251
WT Wealth Management
Arizona
$293M +$13.1M +5% 3.28% 72% 131 22.14% 2
Pineridge Advisors
4252
Pineridge Advisors
Missouri
$293M +$8.83M +3% 1.54% – 686 19.1% 0.4
D.B. Root & Company
4253
D.B. Root & Company
Pennsylvania
$293M -$2.78M -0.9% 1.9% 57.3% 197 17.26% 3.6
MBM Wealth Consultants
4254
MBM Wealth Consultants
Missouri
$293M +$8.76M +3% 1.96% 57.1% 107 4.67% 3.2
Roberts Wealth Advisors
4255
Roberts Wealth Advisors
California
$293M +$25.4M +10% 3.87% 81.1% 95 6.32% 1.5
Seafarer Capital Partners
4256
Seafarer Capital Partners
California
$293M -$49.1M -14% 15% 43% 6 0% 2.9
Enterprise Bank & Trust
4257
Enterprise Bank & Trust
Massachusetts
$293M +$1.49M +0.5% 4.16% 65.9% 126 5.56% 3
Defender Capital
4258
Defender Capital
North Carolina
$293M -$1.27M -0.4% 0.35% 101% 39 17.95% 2.7
Chapin Davis
4259
Chapin Davis
Maryland
$293M +$18.8M +7% 7.09% 339% 250 16% 1.1
Prosperity Planning
4260
Prosperity Planning
Missouri
$293M +$3.79M +1% 0.21% 43.5% 103 28.16% 2.2
Tillman Hartley LLC
4261
Tillman Hartley LLC
Colorado
$293M +$2.07M +0.7% 0.43% 46.6% 84 8.33% 1.3
TrueMark Investments
4262
TrueMark Investments
Illinois
$293M +$184M +168% 1.53% – 227 64.32% 0.2
NatWest Group
4263
NatWest Group
United Kingdom
$292M +$32.7M +13% 9.9% 207% 39 17.95% 3.3
Sea Cliff Partners Management
4264
Sea Cliff Partners Management
California
$292M -$12.2M -4% 7.48% – 17 29.41% 0.4
Argonautica Private Wealth Management
4265
Argonautica Private Wealth Management
Massachusetts
$292M +$13.4M +5% 4.94% 158% 212 14.15% 1.1
Sequent Planning
4266
Sequent Planning
Nebraska
$292M +$15.9M +6% 2.59% – 150 14% 0.2
Silverleafe Capital Partners
4267
Silverleafe Capital Partners
Tennessee
$292M +$42.1M +17% 1.32% 87.7% 84 30.95% 2
Triune Financial Partners
4268
Triune Financial Partners
Kansas
$292M +$3.82M +1% 0.29% 61.6% 34 5.88% 2.1
AFS
4269
Aft Forsyth & Sober
Florida
$292M +$7.97M +3% 4.02% 94.6% 83 7.23% 3.5
Core Wealth Advisors (Florida)
4270
Core Wealth Advisors (Florida)
Florida
$292M -$2.49M -0.8% 1.79% 59.7% 262 79.77% 2.5
Oak Family Advisors
4271
Oak Family Advisors
Illinois
$292M +$31.6M +12% 2.67% 81.9% 136 19.85% 2.1
Inclusive Capital Partners
4272
Inclusive Capital Partners
California
$292M -$38.6M -12% 14.4% 14.3% 3 0% 2.4
Meritech Capital Associates V
4273
Meritech Capital Associates V
California
$292M -$7.4M -2% 0.93% 133% 3 0% 3.4
Detalus Advisors
4274
Detalus Advisors
Missouri
$292M +$11.1M +4% 2.93% 75.7% 156 9.62% 2.7
Madison Wealth Partners
4275
Madison Wealth Partners
Wisconsin
$292M +$15.1M +5% 3.31% 66.9% 132 9.85% 1.9