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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
5376
Collaborative Wealth Management
Florida
$229M +$15.4M +7% 5.19% 41.6% 188 11.17% 3.1
Cherokee Insurance
5377
Cherokee Insurance
Michigan
$229M +$2.92M +1% 1.36% – 124 2.42% 0.5
Register Financial Advisors
5378
Register Financial Advisors
Georgia
$229M +$36.9M +19% 16.3% 130% 347 15.85% 1.7
Wittenberg Investment Management
5379
Wittenberg Investment Management
Massachusetts
$229M +$7.21M +3% 4.82% 89.9% 80 12.5% 5.3
BC
5380
Bayforest Capital
United Kingdom
$229M -$725K -0.3% 10.6% – 939 48.35% 0.3
Game Plan Financial Advisors
5381
Game Plan Financial Advisors
Ohio
$229M +$22.9M +11% 13.3% – 398 24.37% 1.7
Pragma Gestao de Patrimonio
5382
Pragma Gestao de Patrimonio
Brazil
$229M +$42.1M +23% 15.9% 75.2% 23 26.09% 1
Viola Ventures VC Management 4
5383
Viola Ventures VC Management 4
Israel
$229M +$30.1M +15% 59.1% 79.1% 4 25% 2.5
Arcadia Wealth Management (New Hampshire)
5384
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229M +$26.2M +13% 9.07% 55.5% 66 15.15% 1.7
PIP
5385
Palisades Investment Partners
California
$229M +$29.5M +15% 25.1% – 42 11.9% 0.8
Holistic Financial Partners
5386
Holistic Financial Partners
Indiana
$228M +$21M +10% 6.47% 95.7% 135 14.07% 3.4
Decatur Capital Management
5387
Decatur Capital Management
Georgia
$228M +$35.6M +18% 21.9% 135% 42 9.52% 4
Curio Wealth
5388
Curio Wealth
Maryland
$228M +$36.3M +19% 6.99% – 409 16.38% 0.4
HIS
5389
Horizon Investment Services
Indiana
$228M +$22.4M +11% 19.1% 250% 130 21.54% 3.2
SCM
5390
Stonehill Capital Management
New York
$228M -$100M -30% 14.6% 117% 17 47.06% 0.7
Luken Investment Analytics
5391
Luken Investment Analytics
Tennessee
$228M +$14.6M +7% 8.66% 47.6% 153 7.19% 2.9
Verde Servicos Internacionais
5392
Verde Servicos Internacionais
Brazil
$228M +$53.1M +30% 19.4% 130% 50 66% 0.4
Vantage Point Financial
5393
Vantage Point Financial
Illinois
$228M +$29.5M +15% 9.35% – 153 17.65% 0.4
Scholtz & Company
5394
Scholtz & Company
Connecticut
$228M +$25.8M +13% 15.2% 89.2% 54 9.26% 2.2
MB, Levis & Associates
5395
MB, Levis & Associates
Pennsylvania
$228M +$12.2M +6% 4.83% 43.1% 286 8.04% 2.3
Vivid Wealth Management
5396
Vivid Wealth Management
Iowa
$228M +$27.8M +14% 18.3% 107% 67 16.42% 1
Eagle Capital Management (Louisiana)
5397
Eagle Capital Management (Louisiana)
Louisiana
$227M +$1.57M +0.7% 12.3% 103% 45 13.33% 4.8
HFM Investment Advisors
5398
HFM Investment Advisors
New Jersey
$227M +$21.3M +10% 7.3% – 1,329 13.69% 0.2
Lind Value II ApS
5399
Lind Value II ApS
Denmark
$227M +$1.98M +0.9% 16.9% – 12 41.67% 0.5
Powers Advisory Group
5400
Powers Advisory Group
Illinois
$227M +$17.5M +8% 5.01% 49.8% 116 8.62% 2.5