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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
$199M +$14.8M +8% 5.12% 46.6% 180 10.56% 2.3
Altus Wealth Group
5252
Altus Wealth Group
Colorado
$199M +$19M +11% 8.12% 76.7% 161 26.09% 2
Leisure Capital Management
5253
Leisure Capital Management
California
$199M +$14.3M +8% 8.52% 111% 144 18.06% 5
Ardent Capital Management
5254
Ardent Capital Management
Ohio
$199M +$8.36M +4% 10.5% 87.2% 47 6.38% 1.2
FIDELIS iM
5255
FIDELIS iM
Oregon
$199M +$13.4M +7% 4.56% 44.8% 18 11.11% 2.2
Towerpoint Wealth
5256
Towerpoint Wealth
California
$199M +$15.6M +9% 7.17% 67.7% 86 11.63% 3.5
WorthPointe
5257
WorthPointe
California
$199M +$2.06M +1% 7.76% 59.7% 88 42.05% 1.1
LifeGuide Financial Advisors
5258
LifeGuide Financial Advisors
Pennsylvania
$199M +$9.34M +5% 2.22% 35.4% 45 13.33% 1.5
Sittner & Nelson
5259
Sittner & Nelson
Oregon
$199M +$11.4M +6% 9.2% 88.1% 514 15.18% 2.4
Act Wealth Management
5260
Act Wealth Management
Texas
$198M +$13M +7% 6.69% 70% 50 22% 2
CNBT
5261
Cornerstone National Bank & Trust
Illinois
$198M +$11.6M +6% 3.92% 38.5% 62 4.84% 3.4
Claris Advisors
5262
Claris Advisors
Missouri
$198M +$17.6M +10% 7.08% 65.7% 59 15.25% 1.4
Acuitas Investments
5263
Acuitas Investments
Washington
$198M +$6.73M +4% 12.2% 120% 139 27.34% 0.7
Luken Investment Analytics
5264
Luken Investment Analytics
Tennessee
$198M +$12.8M +7% 4.41% 51% 136 8.09% 2.4
Boothe Investment Group
5265
Boothe Investment Group
Delaware
$198M -$23.3M -11% 5.38% 75.6% 38 13.16% 2
Silphium Asset Management
5266
Silphium Asset Management
United Kingdom
$198M +$10.2M +5% 14.6% 118% 55 43.64% 0.7
Weitzel Financial Services
5267
Weitzel Financial Services
Iowa
$198M +$11.6M +6% 4.9% 46.3% 43 13.95% 2.2
Foresite Capital Management IV
5268
Foresite Capital Management IV
California
$198M +$40.5K +0% 5.39% 151% 5 0% 3
APEIRON Capital Ltd
5269
APEIRON Capital Ltd
Hong Kong
$198M +$130M +191% 44.4% 362% 14 57.14% 0.8
Old West Investment Management
5270
Old West Investment Management
California
$198M +$3.25M +2% 3.29% 242% 55 32.73% 2.6
Hubbell Strickland Wealth Management
5271
Hubbell Strickland Wealth Management
Louisiana
$198M +$14.9M +8% 7.87% 64.8% 81 12.35% 3.1
Lanham O'Dell & Company
5272
Lanham O'Dell & Company
West Virginia
$198M +$53.5M +37% 13.7% 81% 36 36.11% 1.2
Game Plan Financial Advisors
5273
Game Plan Financial Advisors
Ohio
$198M +$23M +13% 12.6% – 486 19.55% 0.7
LFP
5274
Lakeshore Financial Planning
Michigan
$198M +$17.6M +10% 7.82% 65.4% 69 11.59% 0.4
Plum Street Advisors
5275
Plum Street Advisors
Louisiana
$197M +$47.3M +32% 5.44% – 85 31.76% 0.2