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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)
Sara-Bay Financial
4676
Sara-Bay Financial
Florida
$334M -$23.3M -7% 2.82% 233% 87 16.09% 2.9
CWM
4677
Cedar Wealth Management
California
$334M +$7.99M +2% 2.73% 68.1% 255 12.94% 3.9
CJM Wealth Advisers
4678
CJM Wealth Advisers
Virginia
$334M +$8.85M +3% 2.38% 76.8% 75 2.67% 2.8
Family Legacy Inc
4679
Family Legacy Inc
South Carolina
$334M +$6.94M +2% 3.98% 89% 124 4.03% 5.9
First National Bank Sioux Falls
4680
First National Bank Sioux Falls
South Dakota
$334M +$13.3M +4% 2.86% 70.3% 142 4.93% 4.9
BCWM LLC
4681
BCWM LLC
Kansas
$334M -$2.13K -0% 0.06% – 57 5.26% 4.7
SCM
4682
Stonehill Capital Management
New York
$334M +$53.4M +19% 9.99% 117% 23 39.13% 0.7
Joule Financial
4683
Joule Financial
Kentucky
$334M -$47.3K -0% 1.15% 55.5% 118 9.32% 2.3
Palo Duro Investment Partners
4684
Palo Duro Investment Partners
Illinois
$333M +$18.1M +6% 1.7% 62.8% 24 20.83% 1.1
DoubleLine ETF Adviser
4685
DoubleLine ETF Adviser
Florida
$333M +$1.62M +0.5% 0.5% 51.6% 196 38.27% 0.8
Watershed Private Wealth
4686
Watershed Private Wealth
Illinois
$333M +$17M +5% 1.81% 80.3% 119 9.24% 2.1
Arohi Asset Management
4687
Arohi Asset Management
Singapore
$333M -$61.9M -16% 7.72% – 7 57.14% 0.9
WealthBridge Investment Counsel
4688
WealthBridge Investment Counsel
Alberta, Canada
$333M +$8.89M +3% 3.81% 106% 47 12.77% 4.6
Wright Investors Service
4689
Wright Investors Service
Connecticut
$333M -$12.3M -4% 5.37% 161% 159 15.72% 4.3
VSM Wealth Advisory
4690
VSM Wealth Advisory
Maryland
$333M +$11.4M +4% 1.94% – 500 21.6% 0.9
Untitled Investments
4691
Untitled Investments
New York
$333M -$37.5M -10% 3.19% 79.6% 19 15.79% 1.5
Presidio Capital Management
4692
Presidio Capital Management
California
$333M +$47.7M +17% 1.74% 56.1% 82 21.95% 1.7
SVF Sponsor III
4693
SVF Sponsor III
California
$333M -$157M -32% 10.4% 133% 1 0% 3
Hibernia Wealth Partners
4694
Hibernia Wealth Partners
Louisiana
$332M +$176M +113% 1.62% 40.6% 110 57.27% 0.7
Portland Investment Counsel
4695
Portland Investment Counsel
Ontario, Canada
$332M -$33.3M -9% 4.77% 108% 55 9.09% 2.7
Courage Miller Partners
4696
Courage Miller Partners
Virginia
$332M -$1.47M -0.4% 1.18% 43.5% 85 1.18% 8.2
Pure Portfolios Holdings
4697
Pure Portfolios Holdings
Oregon
$332M +$12.2M +4% 2.56% – 107 6.54% 1.1
Equita Financial Network
4698
Equita Financial Network
Pennsylvania
$332M +$36M +12% 1.82% 50.5% 98 10.2% 1.5
Sterling Financial Planning
4699
Sterling Financial Planning
New Jersey
$332M +$14.7M +5% 2.85% 59.3% 121 4.96% 3.6
Aspen Investment Management
4700
Aspen Investment Management
Michigan
$332M +$73M +28% 2.92% 92.6% 182 20.88% 5.7