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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)
Sunpointe
4976
Sunpointe
Missouri
$302M +$24.6M +9% 3.55% 122% 288 20.49% 1.1
BCR Wealth Strategies
4977
BCR Wealth Strategies
Alabama
$302M +$17.2M +6% 1.84% 45.1% 38 23.68% 2.1
Bourne Lent Asset Management
4978
Bourne Lent Asset Management
New York
$301M +$20M +7% 10.1% 95.1% 65 6.15% 7.6
LifeGuide Financial Advisors
4979
LifeGuide Financial Advisors
Pennsylvania
$301M +$29.8M +11% 0.29% 35.4% 52 17.31% 2.4
Peachtree Investment Partners
4980
Peachtree Investment Partners
Florida
$301M +$12.9M +4% 4.86% 111% 136 12.5% 3.7
Sonoma Allocations
4981
Sonoma Allocations
California
$301M +$26.3M +10% 3.02% – 154 27.92% 0.2
Richard W. Paul & Associates
4982
Richard W. Paul & Associates
Michigan
$301M +$8.24M +3% 1.76% 65.2% 330 15.15% 2.4
A
4983
Alongside
Texas
$301M – – 1.3% – 83 – 0
DHJJ Financial Advisors
4984
DHJJ Financial Advisors
Illinois
$301M +$6.25M +2% 2.04% 62.5% 1,046 4.78% 2.1
Hamilton Capital Partners
4985
Hamilton Capital Partners
Georgia
$301M +$40.5M +16% 1.68% – 36 41.67% 0.5
Beacon Bridge Wealth Partners
4986
Beacon Bridge Wealth Partners
Pennsylvania
$301M +$19.9M +7% 1.55% 52% 101 16.83% 1.9
Cooper Investors
4987
Cooper Investors
Australia
$301M -$65.3M -18% 5.08% 57.5% 49 34.69% 1.8
LJHT
4988
Laurie J. Hall Trustee
$301M -$5.16M -2% 4.41% 105% 116 9.48% 8.8
Punch Card Management
4989
Punch Card Management
Florida
$301M -$21.5M -7% 3.43% 41% 6 16.67% 3.1
Tulsa Wealth Advisors
4990
Tulsa Wealth Advisors
Oklahoma
$301M – – 1.73% – 110 – 0
Vert Asset Management
4991
Vert Asset Management
California
$301M +$3.24M +1% 2.99% 43.1% 47 6.38% 3.2
Hi-Line Capital Management
4992
Hi-Line Capital Management
South Dakota
$300M -$16.4M -5% 1.64% 57.5% 42 19.05% 2.3
OneAscent Wealth Management
4993
OneAscent Wealth Management
Alabama
$300M +$2.77M +0.9% 1.76% 50.6% 191 16.23% 1.5
Ketron Financial
4994
Ketron Financial
California
$300M – – 2.96% – 56 – 0
Wellington Group
4995
Wellington Group
Indiana
$300M – – 3.75% – 397 – 0
PWM
4996
Prosperity Wealth Management
California
$300M +$5.76M +2% 1.74% 175% 309 41.1% 1.1
Aspect Management
4997
Aspect Management
California
$300M – – 24.8% – 1 – 0
Buttonwood Financial Advisors
4998
Buttonwood Financial Advisors
Maryland
$300M +$9.5M +3% 3.8% 73.4% 106 4.72% 2.9
Ravenswood Partners
4999
Ravenswood Partners
Virginia
$300M -$16.4M -5% 0.31% – 37 10.81% 0.2
Front Row Advisors
5000
Front Row Advisors
California
$300M +$2.37M +0.8% 2.65% 142% 573 4.54% 5.2