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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)
LifePlan Investment Advisors
5401
LifePlan Investment Advisors
North Carolina
$254M +$8.95M +4% 0.38% 60.9% 130 16.92% 1.8
1776 Wealth
5402
1776 Wealth
Georgia
$254M -$11.3M -4% 7.27% 90.4% 149 7.38% 3.2
TSM
5403
Two Star Manager
Florida
$254M -$34.5M -12% 13.8% – 13 15.38% 1.4
Beach Point Capital Management
5404
Beach Point Capital Management
California
$254M -$4.4M -2% 13.1% 84.1% 19 57.89% 1.5
Wealth Quarterback
5405
Wealth Quarterback
New Jersey
$254M -$23.7M -9% 0.24% 109% 167 11.98% 2.8
LI
5406
LHM Inc
Utah
$254M -$14.8M -6% 2.75% – 22 0% 1.4
Selby Wealth Management
5407
Selby Wealth Management
California
$254M +$5.85M +2% 1.62% – 84 3.57% 0.3
MAS
5408
Madden Advisory Services
Florida
$254M +$5.2M +2% 1.06% 52.3% 112 9.82% 5.7
Sellwood Investment Partners
5409
Sellwood Investment Partners
Oregon
$254M -$2.27M -0.9% 1.92% – 60 3.33% 1
Eagle Capital Management (Louisiana)
5410
Eagle Capital Management (Louisiana)
Louisiana
$254M -$21.3M -8% 0.38% 103% 53 15.09% 4.2
MorganRosel Wealth Management
5411
MorganRosel Wealth Management
Colorado
$254M -$146M -37% 0.1% 67.5% 124 27.42% 3.1
TL Private Wealth
5412
TL Private Wealth
Texas
$253M -$6.43M -2% 1.89% 50.6% 46 4.35% 4.4
Shore Point Advisors
5413
Shore Point Advisors
New Jersey
$253M +$16.9M +7% 1.65% 54.6% 79 8.86% 2.6
Phoenix Wealth Advisors
5414
Phoenix Wealth Advisors
North Carolina
$253M -$6.81M -3% 1.43% 68.8% 131 6.87% 3.1
5T Wealth
5415
5T Wealth
California
$253M +$2.72M +1% 1.25% – 138 14.49% 0.9
Avos Capital Management
5416
Avos Capital Management
Washington
$253M +$24.2M +11% 3.61% – 68 61.76% 1
Jupiter Wealth Management
5417
Jupiter Wealth Management
Colorado
$253M +$28.4M +13% 2.65% 99.2% 95 16.84% 3.1
DLK Investment Management
5418
DLK Investment Management
California
$253M -$15.8M -6% 3.1% 80.4% 103 25.24% 1.6
Naspers
5419
Naspers
South Africa
$253M -$210M -45% 0.97% 88.2% 3 0% 4.3
Shira Ridge Wealth Management
5420
Shira Ridge Wealth Management
California
$253M +$3.78M +2% 2.61% 72.8% 85 9.41% 2.4
FP
5421
FFG Partners
Florida
$253M -$92.2M -27% 0.87% 277% 50 50% 1.1
ORC
5422
O'Rourke & Company
Massachusetts
$253M -$4.48M -2% 2.28% 71.9% 177 8.47% 2.9
Stonehearth Capital Management
5423
Stonehearth Capital Management
Massachusetts
$252M -$17.8M -7% 2.17% 87.5% 103 13.59% 3.4
Ruggaard & Associates
5424
Ruggaard & Associates
Ohio
$252M -$1.61M -0.6% 0.46% 47.6% 126 7.14% 2.3
Lodestone Wealth Management
5425
Lodestone Wealth Management
Washington
$252M +$6.77M +3% 1.89% 87.1% 825 8.85% 0.7