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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)
CM Wealth Advisors
4651
CM Wealth Advisors
Ohio
$233M -$26.8M -10% 13.2% 64.7% 84 17.86% 0.9
SL
4652
SWF LLC
Nebraska
$233M +$23.4M +11% 1.85% 82.9% 3 66.67% 3
Financial Life Advisors
4653
Financial Life Advisors
Texas
$232M +$31.8K +0% 8.76% 47% 63 20.63% 2.4
Adirondack Trust Company
4654
Adirondack Trust Company
New York
$232M +$32M +16% 10.7% 96.7% 523 12.43% 5.3
WHGC
4655
Wealth High Governance Capital
Brazil
$232M -$55.4M -19% 17.3% 622% 35 85.71% 0.1
IC
4656
Immersion Capital
United Kingdom
$232M -$951K -0.4% 21.2% 63.4% 9 22.22% 1.8
Sectoral Asset Management
4657
Sectoral Asset Management
Quebec, Canada
$232M -$281M -55% 16.1% 168% 133 29.32% 2.1
TTP Investments
4658
TTP Investments
California
$232M +$80.5M +53% 14.3% 232% 33 18.18% 1.4
Camarda Financial Advisors
4659
Camarda Financial Advisors
Florida
$232M +$77.2M +50% 12.6% 196% 82 28.05% 1.2
Benchmark Financial Wealth Advisors
4660
Benchmark Financial Wealth Advisors
Florida
$232M +$19.3M +9% 11.2% 81.6% 81 19.75% 2.4
Vert Asset Management
4661
Vert Asset Management
California
$232M +$34.6M +18% 18.1% 43.1% 42 2.38% 1.8
ABLE Financial Group
4662
ABLE Financial Group
Arizona
$231M +$31.2M +16% 9.83% 64.2% 156 17.95% 0.6
CPA
4663
Capital Performance Advisors
California
$231M +$34.9M +18% 11.5% 77.1% 80 31.25% 1.1
Intergy Private Wealth
4664
Intergy Private Wealth
Colorado
$231M +$31.4M +16% 11.1% 73.8% 75 8% 1.5
Stonepine Capital Management
4665
Stonepine Capital Management
Oregon
$231M -$69.8M -23% 11.3% 231% 23 30.43% 1.4
Robinswood Financial
4666
Robinswood Financial
Washington
$231M +$21.5M +10% 8.25% 43.2% 272 15.81% 0.4
Insight Folios
4667
Insight Folios
North Carolina
$231M +$26.5M +13% 7.66% 32.9% 120 8.33% 2.2
FNWM
4668
Financial Network Wealth Management
Utah
$231M +$26.1M +13% 10.9% – 116 19.83% 2
Mount Capital
4669
Mount Capital
United Kingdom
$231M -$2.62M -1% 12.6% 34.4% 19 10.53% 1.7
Sterling Financial Planning
4670
Sterling Financial Planning
New Jersey
$231M +$35.7M +18% 9.89% 59.3% 102 8.82% 2.3
Peloton Wealth Strategists
4671
Peloton Wealth Strategists
Indiana
$231M +$14M +6% 10.4% 51.3% 97 13.4% 3.1
Peoples Financial Services Corp
4672
Peoples Financial Services Corp
Pennsylvania
$231M +$18.4M +9% 11.3% 104% 260 3.46% 7.6
Retirement Capital Strategies
4673
Retirement Capital Strategies
California
$231M +$17.1M +8% 10.2% 59% 76 32.89% 1.8
IAA
4674
Ironsides Asset Advisors
North Carolina
$231M +$11M +5% 8.96% 49.3% 94 18.09% 2.6
Delta Financial Advisors
4675
Delta Financial Advisors
Louisiana
$231M +$8.81M +4% 10.2% 107% 124 8.87% 3.8