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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
5326
Collaborative Wealth Management
Florida
$214M -$6.53M -3% 1.57% 46.6% 180 5% 3.1
Bluestem Financial Advisors
5327
Bluestem Financial Advisors
Illinois
$214M +$1.34M +0.6% 1.1% 42.2% 28 3.57% 4.3
SI
5328
Saxon Interests
Texas
$214M -$13.4M -6% 1.9% 81.2% 209 21.05% 1.1
OM
5329
OV Management
Minnesota
$214M -$1.69M -0.8% 7.6% – 60 11.67% 1.1
Luken Investment Analytics
5330
Luken Investment Analytics
Tennessee
$214M -$2.35M -1% 3.09% 51% 161 23.6% 2.7
Altus Wealth Management
5331
Altus Wealth Management
Kentucky
$214M -$10M -4% 3.56% 73% 41 0% 3.3
Altus Wealth Group
5332
Altus Wealth Group
Colorado
$214M -$12.5M -6% 3.81% 76.7% 148 13.51% 2.7
Lifelong Wealth Advisors
5333
Lifelong Wealth Advisors
Minnesota
$213M -$9.03M -4% 4.13% – 71 11.27% 0.2
VU
5334
Valence8 US
Massachusetts
$213M +$5.11M +2% 0.44% 76.6% 10 0% 1.8
Potentia Wealth
5335
Potentia Wealth
California
$213M -$11.7M -5% 2.4% – 98 9.18% 0.2
Arbor Trust Wealth Advisors
5336
Arbor Trust Wealth Advisors
Michigan
$213M -$266K -0.1% 0.4% 63.8% 97 6.19% 3.8
MKT Advisors
5337
MKT Advisors
California
$213M -$16.3M -7% 1.23% 55.5% 153 9.8% 2.6
Berkeley Inc
5338
Berkeley Inc
Idaho
$213M +$19.8M +10% 1.28% 49.4% 72 19.44% 2.9
Heights Capital Management
5339
Heights Capital Management
California
$213M +$10.8M +5% 14.4% – 165 33.33% 0.3
Maltin Wealth Management
5340
Maltin Wealth Management
New Jersey
$213M +$9.41M +5% 0.92% 58.2% 137 10.95% 2.9
Stevens Capital Partners
5341
Stevens Capital Partners
Nebraska
$213M -$8M -4% 5.46% 76.3% 67 13.43% 1.8
IAMH
5342
IvyRock Asset Management (HK)
Hong Kong
$213M -$13.7M -6% 13.3% 64.5% 25 36% 0.9
PWM
5343
Prosperity Wealth Management
California
$213M -$30.3M -12% 6.38% 175% 267 38.95% 0.9
Red Spruce Capital
5344
Red Spruce Capital
Pennsylvania
$213M -$12.6M -6% 2.45% 98.4% 94 8.51% 3.6
Whitefort Capital Management
5345
Whitefort Capital Management
New York
$213M +$3.57M +2% 1.13% 243% 19 26.32% 1.9
Great Mountain Partners
5346
Great Mountain Partners
Connecticut
$212M -$192M -47% 45% 98.7% 2 50% 4.8
OIA
5347
Optimum Investment Advisors
Illinois
$212M -$14.2M -6% 2.36% 125% 652 7.36% 6
AAG
5348
Avalon Advisory Group
Pennsylvania
$212M -$6.74M -3% 1.36% 46% 16 6.25% 2.9
CCAM
5349
Codex Capital Asset Management
Texas
$212M -$13.9M -6% 3.97% – 36 11.11% 0.7
OGF
5350
Orin Green Financial
California
$212M -$15.5M -7% 1.46% 59.1% 76 100% 0