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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)
Proathlete Wealth Management
4926
Proathlete Wealth Management
Florida
$243M +$31.5M +15% 5.92% 73.9% 59 3.39% 0.7
Blue Investment Partners
4927
Blue Investment Partners
California
$243M +$22M +10% 4.31% – 52 21.15% 1
Elmwood Wealth Management
4928
Elmwood Wealth Management
California
$243M +$18M +8% 4.42% 42.1% 132 11.36% 3.5
Goepper Burkhardt
4929
Goepper Burkhardt
South Carolina
$242M +$21.6M +10% 6.4% 50.4% 84 8.33% 2.5
Consilio Wealth Advisors
4930
Consilio Wealth Advisors
Washington
$242M +$19.5M +9% 5.02% 66.4% 76 19.74% 1.4
Mirabaud Asset Management
4931
Mirabaud Asset Management
United Kingdom
$242M +$25.2M +12% 6.64% – 53 28.3% 0.6
Kathleen S. Wright Associates
4932
Kathleen S. Wright Associates
Pennsylvania
$242M +$24.6M +11% 8.47% 66% 298 26.51% 1.4
Pacifica Partners
4933
Pacifica Partners
Canada
$242M +$9.2M +4% 5.14% 127% 552 12.86% 3
OnyxPoint Global Management
4934
OnyxPoint Global Management
New York
$242M -$157M -39% 4.23% 162% 23 47.83% 0.6
Warren Street Wealth Advisors
4935
Warren Street Wealth Advisors
California
$242M +$40.8M +20% 5.48% 75.7% 109 11.93% 1.6
SWMG LLC
4936
SWMG LLC
Texas
$242M +$17.5M +8% 5.74% 68.7% 130 35.38% 1.4
Christopher J. Hasenberg
4937
Christopher J. Hasenberg
Wisconsin
$242M +$21.4M +10% 6.87% – 188 33.51% 0.3
Bank OZK
4938
Bank OZK
Arkansas
$242M +$11.1M +5% 6.65% 112% 153 5.88% 5.7
Mindset Wealth Management
4939
Mindset Wealth Management
Indiana
$242M – – 4.02% – 128 – 0
Burkett Financial Services
4940
Burkett Financial Services
South Carolina
$242M +$47.1M +24% 5.78% 63.6% 228 17.54% 0.6
Houlihan Financial Resource Group
4941
Houlihan Financial Resource Group
Virginia
$242M +$95.2M +65% 5.33% 50.6% 107 42.06% 1.9
Long Walk Management
4942
Long Walk Management
Connecticut
$242M +$29.9M +14% 14.9% 302% 12 41.67% 1.1
Palo Alto Wealth Advisors
4943
Palo Alto Wealth Advisors
California
$242M +$96.9M +67% 0.7% 108% 52 23.08% 1.2
Armor Investment Advisors
4944
Armor Investment Advisors
North Carolina
$241M +$24.6M +11% 6.15% 62% 162 7.41% 4.4
Topel & Distasi Wealth Management
4945
Topel & Distasi Wealth Management
California
$241M +$13.6M +6% 6.22% 40% 78 2.56% 2.2
Tiller Private Wealth
4946
Tiller Private Wealth
Pennsylvania
$241M +$13.4M +6% 6.71% 60.2% 59 20.34% 3.2
Monte Financial Group
4947
Monte Financial Group
Connecticut
$241M +$14.7M +6% 8.47% 57.9% 85 7.06% 3.5
VU
4948
Valence8 US
Massachusetts
$241M +$49.2M +26% 6.13% 69.9% 62 85.48% 0.2
Luminvest Wealth Management
4949
Luminvest Wealth Management
Arizona
$241M +$28.1M +13% 5.7% 47.7% 36 11.11% 0.5
Lloyd Harbor Capital Management
4950
Lloyd Harbor Capital Management
New York
$241M +$77.7M +48% 6.66% 144% 32 75% 0.3