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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)
Narus Financial Partners
4776
Narus Financial Partners
Utah
$184M +$11.2M +6% 4.76% 85.3% 121 14.05% 3
Client 1st Advisory Group
4777
Client 1st Advisory Group
Florida
$184M +$13.3M +8% 5.51% 64.5% 96 10.42% 1.9
Interchange Capital Partners
4778
Interchange Capital Partners
Pennsylvania
$184M +$86.3M +88% 7.42% 106% 230 48.7% 0.7
DHJJ Financial Advisors
4779
DHJJ Financial Advisors
Illinois
$184M +$9.9M +6% 6.63% 62.5% 139 5.04% 1.8
Sterling Financial Planning
4780
Sterling Financial Planning
New Jersey
$184M +$16.7M +10% 4.58% 59.3% 95 5.26% 1.8
Highland Financial Advisors
4781
Highland Financial Advisors
New Jersey
$184M +$14.4M +8% 5.38% 70% 49 18.37% 0.6
Total Clarity Wealth Management
4782
Total Clarity Wealth Management
Illinois
$184M -$12.2M -6% 3.26% 73.2% 255 43.53% 1.5
PK
4783
Pflug Koory
Nebraska
$184M +$4.1M +2% 4.11% – 428 2.1% 4.6
EAM
4784
Eukles Asset Management
Ohio
$184M +$12.6M +7% 10.3% 87.9% 227 0.44% 3.2
Atom Investors
4785
Atom Investors
Texas
$184M -$16.3M -8% 2.68% 83.4% 336 61.9% 0.4
Hitchwood Capital Management
4786
Hitchwood Capital Management
New York
$184M -$549M -75% 35.8% 275% 31 74.19% 0.5
Goodman Advisory Group
4787
Goodman Advisory Group
Massachusetts
$184M +$11.8M +7% 7.8% 101% 182 31.32% 0.7
CNBT
4788
Cornerstone National Bank & Trust
Illinois
$184M +$4.5M +3% 4.45% 38.5% 60 8.33% 2.9
Bond Capital Management
4789
Bond Capital Management
California
$184M +$41.4M +29% 40.2% 47.5% 5 0% 1
TPB Wealth Advisors
4790
TPB Wealth Advisors
Texas
$183M -$11.2M -6% 6.65% – 49 30.61% 1.3
Shayne & Jacobs LLC
4791
Shayne & Jacobs LLC
Tennessee
$183M +$3M +2% 1.72% 79.4% 37 8.11% 5.7
Arista Wealth Management
4792
Arista Wealth Management
Nevada
$183M +$24.9M +16% 4.82% 67% 66 9.09% 0.2
Houlihan Financial Resource Group
4793
Houlihan Financial Resource Group
Virginia
$183M +$10M +6% 5.18% 50.6% 92 5.43% 2.6
TCM
4794
Trybe Capital Management
Connecticut
$183M +$79.2M +76% 39% 681% 13 30.77% 1.4
GWM
4795
Gray Wealth Management
Maine
$183M +$10.7M +6% 4.76% 22.1% 127 11.81% 2.2
TPG Financial Advisors
4796
TPG Financial Advisors
Oregon
$183M +$18.2M +11% 3.96% – 50 14% 2.5
Taylor Frigon Capital Management
4797
Taylor Frigon Capital Management
Arizona
$183M +$6.71M +4% 10.2% 152% 89 3.37% 3.7
Tiemann Investment Advisors
4798
Tiemann Investment Advisors
California
$183M +$12.2M +7% 8.48% 77% 197 6.6% 5.9
RDST Capital
4799
RDST Capital
Washington
$183M +$19.2M +12% 10.9% 43% 18 16.67% 1
Eagle Bay Advisors
4800
Eagle Bay Advisors
New York
$183M +$4.27M +2% 5.87% 85% 991 8.58% 1