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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)
WA
5226
Wealthstar Advisors
Texas
$230M – – 0.59% – 130 – 0.3
Spreng Capital Management
5227
Spreng Capital Management
Ohio
$230M +$15.1M +7% 2.11% 72.5% 78 10.26% 3.7
Unique Wealth Strategies
5228
Unique Wealth Strategies
Illinois
$230M -$7.11M -3% 4.24% 96.9% 242 39.67% 0.6
TPG Financial Advisors
5229
TPG Financial Advisors
Oregon
$230M +$7.76M +3% 1.8% – 70 14.29% 3.1
BWM Planning
5230
BWM Planning
Texas
$230M +$4.47M +2% 1.65% – 78 5.13% 0.2
Pines Wealth Management
5231
Pines Wealth Management
North Carolina
$230M – – 1.96% – 205 – 0
14B Capital Management
5232
14B Capital Management
California
$230M +$6.69M +3% 6.19% – 10 0% 0.9
Peak XV Partners Operations
5233
Peak XV Partners Operations
Mauritius
$230M +$51.4M +29% 38.9% – 4 50% 0.6
BAM
5234
Bosun Asset Management
Illinois
$230M +$19.7M +9% 21% 278% 226 34.51% 1
Laidlaw Wealth Management
5235
Laidlaw Wealth Management
New York
$230M +$27.3M +14% 14.9% 150% 205 21.95% 2.6
MKT Advisors
5236
MKT Advisors
California
$230M +$16.3M +8% 0.84% 55.5% 161 10.56% 2.3
Ascension Capital Advisors
5237
Ascension Capital Advisors
Texas
$229M +$15.1M +7% 1.68% 59.3% 42 21.43% 2.6
Freemont Management
5238
Freemont Management
Switzerland
$229M +$25.1M +12% 4.61% 102% 88 18.18% 1.8
CCM
5239
Consolidated Capital Management
California
$229M +$209K +0.1% 1.93% 166% 36 2.78% 4.1
WealthCare Investment Partners
5240
WealthCare Investment Partners
Rhode Island
$229M +$1.1M +0.5% 0.46% 67.6% 150 9.33% 2
FACT Capital
5241
FACT Capital
New York
$229M -$28.6M -11% 4.95% 227% 22 27.27% 1
Investment Management Associates
5242
Investment Management Associates
Colorado
$229M -$26.7M -10% 3.54% 50.4% 35 22.86% 2.6
IPA
5243
Investment Planning Advisors
Georgia
$229M +$33M +17% 0.08% – 66 15.15% 0.4
MMA Asset Management
5244
MMA Asset Management
Pennsylvania
$229M -$146M -39% 0.97% 61.2% 151 33.11% 2.1
Alta Wealth Advisors
5245
Alta Wealth Advisors
Massachusetts
$229M +$9.7M +4% 3.61% 120% 145 17.24% 2.5
Hi-Line Capital Management
5246
Hi-Line Capital Management
South Dakota
$229M +$24.9M +12% 3.84% 57.5% 42 40.48% 2
Sustainable Insight Capital Management
5247
Sustainable Insight Capital Management
New York
$229M +$7.9M +4% 5.81% 168% 93 44.09% 1.7
Demars Financial Group
5248
Demars Financial Group
Washington
$228M +$9.23M +4% 0.75% 69.1% 79 26.58% 2.4
Solitude Financial Services
5249
Solitude Financial Services
Virginia
$228M -$5.82M -2% 1.25% 62.4% 37 16.22% 2.6
AAFMAA Wealth Management & Trust
5250
AAFMAA Wealth Management & Trust
North Carolina
$228M +$1.39M +0.6% 0.92% 62.3% 67 1.49% 1.6