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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)
Hixon Zuercher
4526
Hixon Zuercher
Ohio
$284M +$23.7M +9% 0.76% 101% 85 12.94% 3.1
TriaGen Wealth Management
4527
TriaGen Wealth Management
California
$284M -$13.2M -4% 0.18% 132% 196 29.08% 2.3
Rockport Wealth
4528
Rockport Wealth
Ohio
$283M +$58.4M +26% 0.24% – 77 58.44% 0.7
Cisco Systems
4529
Cisco Systems
California
$283M -$70.3M -20% 5.37% 210% 4 50% 1.7
FNWM
4530
Financial Network Wealth Management
Utah
$283M +$3.39M +1% 2.46% – 322 64.29% 0.6
DG Capital Management
4531
DG Capital Management
New York
$283M -$14.5M -5% 1.63% 76.7% 29 41.38% 1.2
Sandbox Financial Partners
4532
Sandbox Financial Partners
Maryland
$283M -$16.6M -6% 4.32% 69.6% 117 15.38% 2.4
CJM Wealth Advisers
4533
CJM Wealth Advisers
Virginia
$283M -$13.6M -5% 4.11% 76.8% 72 11.11% 2.4
Field & Main Bank
4534
Field & Main Bank
Kentucky
$283M -$1.08M -0.4% 1.88% 107% 259 7.72% 6.6
Rede Wealth
4535
Rede Wealth
Virginia
$283M +$22.1M +8% 9.65% 84.4% 107 6.54% 2.8
Accretive Wealth Partners
4536
Accretive Wealth Partners
New Jersey
$283M +$47.6M +20% 0.13% 64.4% 146 18.49% 2.7
Quaker Wealth Management
4537
Quaker Wealth Management
New Jersey
$283M – – – – 916 – 0
Advyzon Investment Management
4538
Advyzon Investment Management
Illinois
$283M +$23.7M +9% 0.76% – 311 34.41% 0.2
Gilliland Jeter Wealth Management
4539
Gilliland Jeter Wealth Management
Arkansas
$283M -$13.4M -5% 2.3% 128% 182 8.24% 1.1
BDA
4540
Borer Denton & Associates
Pennsylvania
$283M -$4.78M -2% 2.29% 44.2% 61 4.92% 2.6
WJ Wealth Management
4541
WJ Wealth Management
Arizona
$283M -$7.7M -3% 3.28% 95.6% 86 20.93% 2
Mint Tower Capital Management
4542
Mint Tower Capital Management
Netherlands
$283M -$122M -30% 1.08% 40% 188 41.49% 0.8
Farmers & Merchants Trust Co of Chambersburg PA
4543
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$282M +$18M +7% 1.03% 65.5% 417 10.55% 4.5
Avanda Investment Management
4544
Avanda Investment Management
Singapore
$282M -$31.9M -10% 0.74% – 26 11.54% 1
Glassy Mountain Advisors
4545
Glassy Mountain Advisors
Maryland
$282M -$9.9M -3% 3.54% 91.5% 63 9.52% 1.4
Permit Capital
4546
Permit Capital
Pennsylvania
$282M -$8.25M -3% 3.98% 121% 32 40.63% 4.3
Custos Family Office
4547
Custos Family Office
Texas
$282M -$3.88M -1% 0.53% 57.4% 72 9.72% 1.6
Whitegate Investment Counselors
4548
Whitegate Investment Counselors
New Hampshire
$282M -$9.9M -3% 0.77% 51% 71 14.08% 6.7
Pacifica Capital Investments
4549
Pacifica Capital Investments
Texas
$282M -$29M -9% 2.34% 69.8% 14 0% 7.9
Walled Lake Planning & Wealth Management
4550
Walled Lake Planning & Wealth Management
Illinois
$282M +$12.8M +5% 0.34% 62.6% 138 8.7% 2.3