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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)
Spectrum Asset Management (California)
5001
Spectrum Asset Management (California)
California
$300M +$15.4M +5% 2.14% 68.3% 126 26.19% 3.3
Barrett & Company
5002
Barrett & Company
Rhode Island
$300M +$8.11M +3% 2.05% 83.6% 679 8.98% 2.5
SA
5003
Skyline Advisors
Washington
$300M +$9.3M +3% 0.62% 52% 105 9.52% 1.5
TPG Financial Advisors
5004
TPG Financial Advisors
Oregon
$300M +$31.1M +12% 0.92% – 78 17.95% 3.2
Sustainable Insight Capital Management
5005
Sustainable Insight Capital Management
New York
$300M -$18.7M -6% 2.9% 168% 89 33.71% 1.5
Argyle Capital Management
5006
Argyle Capital Management
Pennsylvania
$300M +$10.3M +4% 4.17% 106% 139 4.32% 8.9
Denver PWM
5007
Denver PWM
Colorado
$299M -$21.3M -7% 0.97% 48.6% 78 2.56% 3.1
AlphaGrep UK
5008
AlphaGrep UK
$299M – – 2.09% – 657 – 0
Carlton Hofferkamp & Jenks Wealth Management
5009
Carlton Hofferkamp & Jenks Wealth Management
Texas
$299M +$1.59M +0.5% 3.25% 63.9% 145 6.21% 6.5
Alta Wealth Advisors
5010
Alta Wealth Advisors
Massachusetts
$299M +$20.1M +7% 3.52% 120% 181 21.55% 2
Hassell Wealth Management
5011
Hassell Wealth Management
Louisiana
$299M +$10.8M +4% 1.79% 49.7% 26 0% 2.5
Demars Financial Group
5012
Demars Financial Group
Washington
$299M +$10.2M +4% 1.95% 69.1% 99 15.15% 2.4
Marks Wealth
5013
Marks Wealth
Maryland
$299M -$25M -8% 5.06% 165% 36 75% 0.5
Flagstar Advisors
5014
Flagstar Advisors
New York
$299M -$28M -9% 1.46% 81.9% 186 9.14% 3.1
ACM
5015
Ariose Capital Management
Hong Kong
$299M +$322K +0.1% 14.7% 2,106% 39 74.36% 0.5
LCNB Corp
5016
LCNB Corp
Ohio
$298M +$12.6M +4% 3.87% 75.2% 190 5.79% 5.4
Financial Insights
5017
Financial Insights
Washington
$298M -$3.63M -1% 1.5% 82.1% 146 14.38% 3.3
Turas Capital Management
5018
Turas Capital Management
Massachusetts
$298M – – 1.31% – 63 – 0
Harmony Asset Management
5019
Harmony Asset Management
Arizona
$298M +$7.85M +3% 4.6% 138% 188 13.3% 1.4
44 Wealth Management
5020
44 Wealth Management
Oregon
$298M +$3.36M +1% 3.41% – 213 14.55% 2.5
Corundum Group
5021
Corundum Group
Colorado
$298M +$54.6M +22% 2.09% 89.5% 119 18.49% 4.7
NIA Impact Advisors
5022
NIA Impact Advisors
California
$298M -$9.8M -3% 2.76% – 105 7.62% 2.2
Lazari Capital Management
5023
Lazari Capital Management
California
$298M +$1.39M +0.5% 2.61% 145% 174 9.77% 1.8
Veridan Wealth
5024
Veridan Wealth
Oregon
$298M +$7.19M +2% 1.46% – 81 4.94% 1.3
Medallion Wealth Advisors
5025
Medallion Wealth Advisors
Connecticut
$298M +$16M +6% 1.45% – 1,148 6.45% 0.9