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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)
Weitzel Financial Services
5376
Weitzel Financial Services
Iowa
$210M -$2.46M -1% 0.06% 46.3% 41 7.32% 3.1
LWMI
5377
Landmark Wealth Management (Illinois)
Illinois
$210M +$4.22M +2% 0.11% 42.4% 49 8.16% 0.7
Discipline Wealth Solutions
5378
Discipline Wealth Solutions
South Carolina
$210M -$6.38M -3% 0.99% 45.9% 79 11.39% 0.6
Firethorn Wealth Partners
5379
Firethorn Wealth Partners
Georgia
$210M +$8.2M +4% 1.8% 75.1% 178 13.48% 2.2
Honeycomb Asset Management
5380
Honeycomb Asset Management
New York
$209M -$58.6M -22% 7.92% 49% 41 87.8% 0.1
Saiph Capital
5381
Saiph Capital
New Jersey
$209M -$10.9M -5% 4.41% 52.4% 53 15.09% 2.1
Alexis Investment Partners
5382
Alexis Investment Partners
Texas
$209M +$4.68M +2% 2.63% – 93 56.99% 0.2
BCH
5383
Berkshire Capital Holdings
California
$209M -$67.6M -24% 5.1% 2,748% 102 11.76% 2.9
Guardian Financial Partners
5384
Guardian Financial Partners
California
$209M +$40.7M +24% 1% 53.9% 57 15.79% 1.4
Kinloch Capital
5385
Kinloch Capital
Virginia
$209M +$9.46M +5% 4.27% 63.4% 85 17.65% 2.8
MBE Wealth Management
5386
MBE Wealth Management
Wisconsin
$209M +$31.5M +18% 1.85% 66.5% 129 27.13% 2.2
DA
5387
DCF Advisers
Connecticut
$209M +$2.2M +1% 0.57% 379% 111 44.14% 1.9
Five Oceans Advisors
5388
Five Oceans Advisors
California
$209M -$9.29M -4% 0.29% 85.3% 192 16.67% 2.3
ShoreHaven Wealth Partners
5389
ShoreHaven Wealth Partners
New Jersey
$209M -$2.97M -1% 1.44% 72.4% 94 13.83% 2.1
Bull Street Advisors
5390
Bull Street Advisors
Georgia
$209M +$1.33M +0.6% 2.3% 48.5% 91 4.4% 5.1
Cora Capital Advisors
5391
Cora Capital Advisors
New Jersey
$209M +$1.17M +0.6% 3.41% 80.3% 112 10.71% 1.7
Corundum Group
5392
Corundum Group
Colorado
$209M -$59.3M -22% 1.46% 89.5% 104 9.62% 5.1
Next Capital Management
5393
Next Capital Management
New York
$208M -$38.6M -16% 2.6% 61.3% 151 28.48% 3.1
Spectrum Wealth Advisory Group
5394
Spectrum Wealth Advisory Group
California
$208M -$3.73M -2% 3.77% 76.1% 60 11.67% 2.4
STF Management
5395
STF Management
Texas
$208M -$14.6M -7% 5.98% 208% 101 0% 2
Peoples Financial Services Corp
5396
Peoples Financial Services Corp
Pennsylvania
$208M -$7.69M -4% 0.64% 104% 262 3.05% 8.2
Findell Capital Management
5397
Findell Capital Management
New York
$208M -$36.5M -15% 2.21% – 19 47.37% 0.6
BWIA
5398
Bryant Woods Investment Advisors
New York
$208M +$1.51M +0.7% 4.27% 74.4% 50 4% 2.3
Parker Financial
5399
Parker Financial
Washington
$208M +$4.33M +2% 0.23% 49.7% 37 5.41% 1.9
LifeWealth Investments
5400
LifeWealth Investments
Florida
$208M +$57M +38% 1.2% – 183 49.73% 0.2