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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)
L2 Asset Management
4751
L2 Asset Management
Massachusetts
$110M +$21.4M +24% 27.1% 128% 80 35% 0.4
Orser Capital Management
4752
Orser Capital Management
Texas
$110M +$39.4M +56% 20.8% 128% 66 27.27% 1.5
Meridian Financial Partners
4753
Meridian Financial Partners
Virginia
$110M +$17.8M +19% 14.6% 80.8% 64 28.13% 1.1
Sunburst Financial Group
4754
Sunburst Financial Group
Alabama
$110M +$15.8M +17% 17.1% 55.7% 57 10.53% 0.4
Corrado Advisors
4755
Corrado Advisors
New Jersey
$110M +$3.5M +3% 13.2% 64% 85 25.88% 1.9
Ocean Arete
4756
Ocean Arete
Hong Kong
$110M – – 22.4% – 12 – 0.1
Guardian Investment Management
4757
Guardian Investment Management
California
$110M +$12.7M +13% 18.7% 103% 59 15.25% 4
WFWM
4758
Wechter Feldman Wealth Management
New Jersey
$110M +$69.4M +169% 13.1% 53.8% 25 28% 1.9
GCM
4759
Garland Capital Management
Washington
$110M +$368K +0.3% 11.4% 55.7% 32 6.25% 4.6
REMS
4760
Real Estate Management Services
$110M +$18.5M +20% 21.6% 67.2% 33 12.12% 2.5
Seelaus Asset Management
4761
Seelaus Asset Management
New Jersey
$110M +$25.3M +30% 24% 134% 162 25.93% 1.4
StrongBox Wealth
4762
StrongBox Wealth
Missouri
$110M +$21.6M +24% 14% 57.8% 88 20.45% 0.2
Newport Wealth Strategies
4763
Newport Wealth Strategies
California
$110M +$3.35M +3% 18.6% 51.5% 99 26.26% 1.6
LPWM LLC
4764
LPWM LLC
Minnesota
$110M +$17.8M +19% 18.3% 59.4% 48 12.5% 0.4
Kerntke Otto McGlone Wealth Management Group
4765
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$110M +$20.3M +23% 15.3% 64.9% 107 17.76% 0.4
C.M. Bidwell & Associates
4766
C.M. Bidwell & Associates
Hawaii
$110M +$14.7M +16% 22.4% 70.6% 477 45.7% 1.2
Market Street Wealth Management Advisors
4767
Market Street Wealth Management Advisors
Indiana
$110M +$16.8M +18% 18.4% 44% 44 4.55% 1.1
EPIQ Partners
4768
EPIQ Partners
Minnesota
$110M +$19.2M +21% 18.7% 49.6% 63 6.35% 0.5
Squadra Investments
4769
Squadra Investments
Brazil
$109M +$65.1M +147% 101% 1.55% 2 0% 0.4
SWG
4770
Summit Wealth Group
Vermont
$109M +$10.7M +11% 11.7% 53% 28 3.57% 0.5
Bluestem Financial Advisors
4771
Bluestem Financial Advisors
Illinois
$109M +$16.4M +18% 13.8% 42.2% 25 28% 0.4
SVB Investment Services
4772
SVB Investment Services
Utah
$109M -$6.14M -5% 14.2% – 59 6.78% 0.5
Wealth Quarterback
4773
Wealth Quarterback
New Jersey
$109M +$118K +0.1% 15.6% 109% 974 88.19% 0.5
LCH
4774
Lee Capital Holdings
New York
$109M -$12M -10% 32.5% 34.4% 65 44.62% 1.2
Total Clarity Wealth Management
4775
Total Clarity Wealth Management
Illinois
$109M +$44.2M +68% 24.9% 69.7% 132 32.58% 0.4