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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)
Collaborative Wealth Management
5251
Collaborative Wealth Management
Florida
$185M +$17M +10% 8.96% 46.6% 176 11.36% 2.2
NKCFO LLC
5252
NKCFO LLC
Illinois
$185M +$4.43M +2% 11.5% 237% 92 39.13% 1.6
Ausbil Investment Management
5253
Ausbil Investment Management
Australia
$185M +$23M +14% 12.6% 115% 62 24.19% 0.6
HWMA
5254
Heritage Wealth Management (Arizona)
Arizona
$185M – – 8.94% – 168 – 2.4
Napa Wealth Management
5255
Napa Wealth Management
California
$184M – – 8.13% – 109 – 0
Lipe & Dalton
5256
Lipe & Dalton
New York
$184M +$18.1M +11% 13.1% 101% 107 9.35% 5.1
DA
5257
DCF Advisers
Connecticut
$184M +$701K +0.4% 12.4% 379% 107 34.58% 1.7
Grand Wealth Management
5258
Grand Wealth Management
Michigan
$184M +$20.9M +13% 9.65% 54.1% 78 16.67% 1.3
Trellis Wealth Advisors
5259
Trellis Wealth Advisors
California
$184M +$25.2M +16% 10.9% 62.2% 38 15.79% 0.8
Donald L. Hagan LLC
5260
Donald L. Hagan LLC
Florida
$184M +$16.9M +10% 7.58% 47.9% 109 23.85% 2.3
Chartist Inc
5261
Chartist Inc
California
$184M +$15.3M +9% 14.4% – 28 10.71% 5.3
AW
5262
Atlas Wealth
Ohio
$184M -$351M -66% 5.92% 43.5% 223 65.02% 0.9
OnyxPoint Global Management
5263
OnyxPoint Global Management
New York
$184M -$71M -28% 3.78% 162% 14 35.71% 0.8
Buttonwood Financial Advisors
5264
Buttonwood Financial Advisors
Maryland
$183M +$25.6M +16% 10.4% 73.4% 103 7.77% 1.4
Towerpoint Wealth
5265
Towerpoint Wealth
California
$183M +$15M +9% 9.77% 67.7% 84 15.48% 3.5
Fortress Wealth Management
5266
Fortress Wealth Management
California
$183M +$28.8M +19% 7.89% 52.1% 72 27.78% 1.3
I2I
5267
Insight 2811 Inc
Illinois
$183M +$7.28M +4% 5.38% 31.3% 85 11.76% 4.2
Mezzasalma Advisors
5268
Mezzasalma Advisors
New Jersey
$183M +$21.2M +13% 11.8% 203% 97 17.53% 2.1
Deane Retirement Strategies
5269
Deane Retirement Strategies
Louisiana
$183M +$4.15M +2% 6.71% 73.4% 70 34.29% 2.9
Rainsberger Wealth Advisors
5270
Rainsberger Wealth Advisors
Colorado
$183M +$20.3M +12% 9.57% – 73 12.33% 1.6
SM
5271
Sciencast Management
New Jersey
$183M -$37.2M -17% 10.2% 72.5% 470 86.6% 0.1
LAM
5272
Lountzis Asset Management
Pennsylvania
$183M +$4.13M +2% 11.3% 124% 46 6.52% 2.3
WealthCare Investment Partners
5273
WealthCare Investment Partners
Rhode Island
$183M +$18.8M +11% 8.96% 67.6% 134 13.43% 1.4
WFA Asset Management
5274
WFA Asset Management
Wisconsin
$183M +$14.6M +9% 10% 60% 259 15.83% 1.6
AIC
5275
Anthracite Investment Company
Texas
$183M – – 9.81% – 79 – 0