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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)
Arcadia Wealth Management (New Hampshire)
5326
Arcadia Wealth Management (New Hampshire)
New Hampshire
$252M +$23.3M +10% 6.04% 55.5% 65 15.38% 1.8
AAFMAA Wealth Management & Trust
5327
AAFMAA Wealth Management & Trust
North Carolina
$252M +$10.2M +4% 4.6% 62.3% 82 0% 1.8
OIA
5328
Optimum Investment Advisors
Illinois
$252M +$21.8M +9% 11.4% 125% 631 5.55% 6.5
Wittenberg Investment Management
5329
Wittenberg Investment Management
Massachusetts
$252M +$23M +10% 15.9% 89.9% 78 6.41% 5.5
Landmark Wealth Management (New York)
5330
Landmark Wealth Management (New York)
New York
$252M +$17M +7% 4.76% 42.7% 89 6.74% 1.9
Decatur Capital Management
5331
Decatur Capital Management
Georgia
$252M +$23.5M +10% 14.1% 135% 43 18.6% 4.3
Fedenia Advisers
5332
Fedenia Advisers
Wisconsin
$252M +$40.2M +19% 14.2% – 186 37.63% 0.4
Vivid Wealth Management
5333
Vivid Wealth Management
Iowa
$252M +$24M +11% 8.75% 107% 71 18.31% 1.1
Kennedy Investment Group
5334
Kennedy Investment Group
New Jersey
$252M +$16.1M +7% 8.23% 95.4% 144 9.72% 2
DI
5335
Disciplined Investments
Oklahoma
$251M +$15.1M +6% 5.15% 51.4% 132 7.58% 3.8
Deepwater Asset Management
5336
Deepwater Asset Management
Minnesota
$251M -$1.36M -0.5% 6.21% 142% 33 45.45% 1
Sellwood Investment Partners
5337
Sellwood Investment Partners
Oregon
$251M +$41.9M +20% 5.35% – 107 54.21% 0.3
Powers Advisory Group
5338
Powers Advisory Group
Illinois
$251M +$23.7M +10% 4.9% 49.8% 121 4.96% 2.6
Summit Investment Advisory Services
5339
Summit Investment Advisory Services
Minnesota
$251M +$21.1M +9% 7.01% 74.2% 77 9.09% 1.1
SLA
5340
Silver Lake Advisory
Utah
$251M +$16.3M +7% 6.92% 76.7% 109 9.17% 4.3
ECP ControlCo
5341
ECP ControlCo
New Jersey
$251M +$35.7M +17% 12.8% 42.5% 4 0% 2.9
Dover Advisors
5342
Dover Advisors
Virginia
$251M +$23.8M +10% 7.29% 65% 175 12.57% 1.6
Spreng Capital Management
5343
Spreng Capital Management
Ohio
$251M +$8.85M +4% 7.21% 72.5% 79 7.59% 4.2
Argentarii
5344
Argentarii
Ohio
$251M +$32.7M +15% 11.6% – 174 15.52% 0.6
Arrowroot Family Office
5345
Arrowroot Family Office
California
$251M +$27.5M +12% 5.9% – 149 12.75% 1.8
Elevation Capital Advisory
5346
Elevation Capital Advisory
Oregon
$250M +$899K +0.4% 6.38% – 82 59.76% 0.5
OGF
5347
Orin Green Financial
California
$250M +$13.9M +6% 6.28% 59.1% 88 11.36% 0.4
Adaptive Financial Consulting
5348
Adaptive Financial Consulting
Ohio
$250M +$10.7M +4% 4.13% 33.4% 21 9.52% 4.6
Abound Financial
5349
Abound Financial
California
$250M +$22.7M +10% 7.43% – 72 9.72% 0.7
Shaker Investments
5350
Shaker Investments
Ohio
$250M +$5.49M +2% 10.9% 205% 112 26.79% 2.1