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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)
Camarda Financial Advisors
5226
Camarda Financial Advisors
Florida
$222M -$44.5M -17% 1.63% 196% 124 44.35% 1.4
Veridan Wealth
5227
Veridan Wealth
Oregon
$221M +$7.83M +4% 6.8% – 84 7.14% 0.7
Spreng Capital Management
5228
Spreng Capital Management
Ohio
$221M -$9M -4% 3.03% 72.5% 80 12.5% 3.9
Harbour Investment Management
5229
Harbour Investment Management
Washington
$221M -$6.93M -3% 0.46% 58.8% 101 7.92% 6.2
GL
5230
GHE LLC
Tennessee
$221M -$31.3M -12% 8.5% 188% 56 0% 2.7
Act Wealth Management
5231
Act Wealth Management
Texas
$221M +$7.11M +3% 1.79% 70% 54 18.52% 2.3
Raleigh Capital Management
5232
Raleigh Capital Management
North Carolina
$221M -$38.6M -15% 2.09% 79.9% 1,094 56.12% 1.9
EnCap Energy Capital Fund X
5233
EnCap Energy Capital Fund X
Texas
$221M +$27.6M +14% 14.3% – 1 0% 0.5
Cumberland Advisors
5234
Cumberland Advisors
Florida
$221M -$30.1M -12% 2.56% 80.7% 52 11.54% 4.5
IMZ Advisory
5235
IMZ Advisory
Florida
$220M +$1.28M +0.6% 3.13% 73.1% 43 18.6% 1
MFC
5236
Mechanics Financial Corp
Ohio
$220M -$2.19M -1% 2.87% 82.7% 252 11.51% 2.4
Tiemann Investment Advisors
5237
Tiemann Investment Advisors
California
$220M -$4.58M -2% 1.33% 77% 198 6.06% 6.9
Mullooly Asset Management
5238
Mullooly Asset Management
New Jersey
$220M – – 1.41% – 47 – 0
Palisades Hudson Asset Management
5239
Palisades Hudson Asset Management
Florida
$220M -$17M -7% 2.3% 66.8% 107 8.41% 6.5
AAFMAA Wealth Management & Trust
5240
AAFMAA Wealth Management & Trust
North Carolina
$220M -$7.88M -3% 1.99% 62.3% 79 17.72% 1.5
Unique Wealth Strategies
5241
Unique Wealth Strategies
Illinois
$220M -$9.8M -4% 1.34% 96.9% 226 34.96% 0.8
New Insight Wealth Advisors
5242
New Insight Wealth Advisors
California
$220M +$20.6M +10% 4.94% – 96 8.33% 1
Medallion Wealth Advisors
5243
Medallion Wealth Advisors
Connecticut
$220M +$18.5M +9% 1.83% – 1,112 11.51% 0.2
Silver Heights Capital Management
5244
Silver Heights Capital Management
Ontario, Canada
$220M -$4.79M -2% 0.75% 39.8% 4 0% 7.4
Harraden Circle Investments
5245
Harraden Circle Investments
New York
$220M +$94.4M +75% 2.09% – 142 45.07% 0.2
Albar Capital Partners
5246
Albar Capital Partners
United Kingdom
$220M -$196M -47% 1.48% – 30 73.33% 0.1
Dunhill Financial
5247
Dunhill Financial
United Kingdom
$220M +$4.91M +2% 2.27% 58.6% 1,026 15.4% 1
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
5248
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$220M +$81.5M +59% 0.67% – 3 100% 0
Key Client Fiduciary Advisors
5249
Key Client Fiduciary Advisors
New Jersey
$220M -$7.01M -3% 1.97% 107% 206 11.65% 2.1
Soundwatch Capital
5250
Soundwatch Capital
Connecticut
$220M -$726M -77% 4.89% 79.6% 38 28.95% 1.3