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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)
Baron Wealth Management
5401
Baron Wealth Management
Michigan
$188M +$5.79M +3% 6.75% 88.6% 192 14.06% 0.9
Orion Capital Management
5402
Orion Capital Management
California
$188M +$17.5M +10% 9.55% 75.3% 535 9.72% 1
Virtus ETF Advisers
5403
Virtus ETF Advisers
New York
$188M +$30.7M +19% 10.7% 177% 495 28.69% 2.2
Porter White Investment Advisors
5404
Porter White Investment Advisors
Alabama
$188M +$27.6M +17% 7.47% 58% 31 6.45% 1
RCM
5405
Ratan Capital Management
Florida
$188M +$34.9M +23% 36.4% 616% 61 67.21% 1.6
Tactive Advisors
5406
Tactive Advisors
Florida
$188M +$32.6M +21% 12.3% – 148 54.73% 0.4
Proathlete Wealth Management
5407
Proathlete Wealth Management
Florida
$188M +$19M +11% 8.52% 73.9% 57 8.77% 0.2
Caliber Wealth Management (Utah)
5408
Caliber Wealth Management (Utah)
Utah
$188M +$17.8M +10% 7.23% 36.5% 61 11.48% 1.9
Grunden Financial Advisory
5409
Grunden Financial Advisory
Texas
$188M +$10.1M +6% 5.49% – 26 11.54% 0.2
MFG
5410
Monumental Financial Group
Maryland
$188M +$20.3M +12% 6.49% 18.2% 44 15.91% 1.6
Baugh & Associates
5411
Baugh & Associates
Georgia
$188M +$13.9M +8% 7.34% 98.8% 40 7.5% 4.6
Eudaimonia Advisors
5412
Eudaimonia Advisors
Tennessee
$188M +$33.2M +21% 9.34% – 167 17.37% 1.6
Phoenix Asset Management Partners
5413
Phoenix Asset Management Partners
$188M +$18.1M +11% 16.8% 139% 13 0% 1.1
Eaton-Cambridge
5414
Eaton-Cambridge
Arizona
$188M +$22.5M +14% 5.31% – 33 12.12% 0.2
Thrive Capital Management (Pennsylvania)
5415
Thrive Capital Management (Pennsylvania)
Pennsylvania
$188M +$734K +0.4% 8.66% 65.3% 216 72.22% 0.8
Rise Advisors
5416
Rise Advisors
New York
$188M +$44.7M +31% 8.03% 62.8% 1,289 54% 0.9
Resurgent Financial Advisors
5417
Resurgent Financial Advisors
Georgia
$188M +$24.8M +15% 9.87% 86.4% 504 62.7% 1.7
Pinnacle Family Advisors
5418
Pinnacle Family Advisors
Missouri
$188M +$17.5M +10% 10.6% 85.8% 115 32.17% 2
Compass Financial Group (Florida)
5419
Compass Financial Group (Florida)
Florida
$188M +$9.9M +6% 5.56% 47.5% 36 2.78% 3.5
Seneca Financial Advisors
5420
Seneca Financial Advisors
New York
$188M +$15.2M +9% 6.02% 50.9% 60 10% 2.1
RA
5421
Ransom Advisory
Rhode Island
$187M – – 10.5% – 341 – 0
Kennedy Investment Group
5422
Kennedy Investment Group
New Jersey
$187M +$8.44M +5% 8.14% 95.4% 126 7.94% 1.1
Cora Capital Advisors
5423
Cora Capital Advisors
New Jersey
$187M +$17.5M +10% 9.03% 80.3% 99 8.08% 1.1
Bond Capital Management
5424
Bond Capital Management
California
$187M +$30.6M +20% 26.7% 47.5% 5 0% 2
Lindenwold Advisors
5425
Lindenwold Advisors
Pennsylvania
$187M +$11M +6% 6.95% 75% 128 19.53% 1.7