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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)
Adaptive Financial Consulting
5101
Adaptive Financial Consulting
Ohio
$241M -$4.45M -2% 1.32% 33.4% 21 9.52% 3.9
Investment Research & Advisory Group
5102
Investment Research & Advisory Group
Georgia
$241M +$4.11M +2% 3.12% 105% 219 9.59% 3.1
Tema ETFs
5103
Tema ETFs
New York
$241M – – 1.1% – 148 – 0
Financial Partners Group (Tennessee)
5104
Financial Partners Group (Tennessee)
Tennessee
$241M -$25.8M -10% 1.37% – 102 11.76% 1.5
BIMC
5105
Benson Investment Management Company
Virginia
$241M -$12.3M -5% 0.44% 99.8% 60 41.67% 1.7
Cobalt Capital Management
5106
Cobalt Capital Management
New Jersey
$241M +$15.7M +7% 11% 235% 40 67.5% 0.8
SST
5107
S Squared Technology
New York
$241M +$6.28M +3% 18.3% 223% 36 11.11% 3.3
Aikya Investment Management
5108
Aikya Investment Management
United Kingdom
$240M -$8.86M -4% 0.75% 11.1% 3 0% 1
Biltmore Wealth Management
5109
Biltmore Wealth Management
Arizona
$240M -$3.31M -1% 0.96% 59.8% 56 3.57% 3.8
AC
5110
ASB Consultores
Florida
$240M -$13.4M -5% 2.87% 91% 234 19.66% 1.2
Kathleen S. Wright Associates
5111
Kathleen S. Wright Associates
Pennsylvania
$240M -$2.3M -0.9% 0.14% 66% 300 14.33% 1.7
Peak Planning Group
5112
Peak Planning Group
Colorado
$240M +$11.9M +5% 3.72% 105% 118 10.17% 2.2
IGYL
5113
I.G.Y. Ltd
United Kingdom
$240M +$13.2M +6% 8.38% 80.5% 3 0% 4.8
KKM Financial
5114
KKM Financial
Illinois
$240M +$37.8M +19% 1.14% – 160 18.13% 0.8
Cache Advisors
5115
Cache Advisors
California
$240M – – 19% – 78 – 0
Kensington Investment Counsel
5116
Kensington Investment Counsel
California
$240M +$270K +0.1% 1.9% 81.9% 112 16.07% 3.1
ICW Investment Advisors
5117
ICW Investment Advisors
Arizona
$240M -$708K -0.3% 2.66% 58.6% 144 6.94% 4.2
Power Wealth Management
5118
Power Wealth Management
Georgia
$239M +$5.22M +2% 0.46% 41.8% 99 13.13% 0.9
Weinberger Asset Management
5119
Weinberger Asset Management
California
$239M +$4.78M +2% 1.86% 89.6% 82 1.22% 2.4
Gitterman Wealth Management
5120
Gitterman Wealth Management
New Jersey
$239M -$471K -0.2% 2.06% 33% 160 40.63% 1.2
DLK Investment Management
5121
DLK Investment Management
California
$239M -$21.8M -8% 9.56% 80.4% 118 28.81% 0.9
Creative Capital Management Investments
5122
Creative Capital Management Investments
California
$239M -$60.2K -0% 2.6% 53.6% 293 26.28% 1.3
Theory Financial
5123
Theory Financial
Colorado
$239M +$12.2M +5% 0.17% 54.5% 77 18.18% 1.4
White Knight Strategic Wealth Advisors
5124
White Knight Strategic Wealth Advisors
New Jersey
$239M +$129M +117% 7.31% 111% 111 28.83% 1.4
ODFS
5125
O'Donnell Financial Services
California
$239M -$7.18M -3% 0.31% 61% 44 15.91% 1.5