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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)
Warren Street Wealth Advisors
5426
Warren Street Wealth Advisors
California
$152M +$11.2M +8% 4.78% 75.7% 78 7.69% 1.1
New England Capital Financial Advisors
5427
New England Capital Financial Advisors
Connecticut
$152M +$10M +7% 6.02% 55.6% 449 15.14% 0.5
New Potomac Partners
5428
New Potomac Partners
Maryland
$152M +$7.36M +5% 6.59% 37.2% 73 6.85% 3.7
Alhambra Investment Management
5429
Alhambra Investment Management
Florida
$152M +$5.89M +4% 3.87% 67.7% 156 14.1% 2.3
TTP Investments
5430
TTP Investments
California
$152M +$22.6M +17% 12.8% 197% 49 36.73% 1.1
Signet Investment Advisory Group
5431
Signet Investment Advisory Group
Rhode Island
$151M +$6.57M +5% 6.35% 59.6% 65 1.54% 3.8
Brandywine Managers
5432
Brandywine Managers
Delaware
$151M +$10.8M +8% 2.05% 96.3% 48 0% 2.8
Resurgent Financial Advisors
5433
Resurgent Financial Advisors
Georgia
$151M +$1.21M +0.8% 6.37% 86.4% 532 13.35% 0.7
ACT Advisors
5434
ACT Advisors
North Carolina
$151M -$3.76M -2% 5.94% 75.4% 31 19.35% 1.5
Gunderson Capital Management
5435
Gunderson Capital Management
South Carolina
$151M +$16.7M +12% 17.8% 961% 54 42.59% 0.4
Tilt Investment Management Holdings
5436
Tilt Investment Management Holdings
New York
$151M +$16.1M +12% 10.2% – 160 13.75% 0.4
Ridgecrest Wealth Partners
5437
Ridgecrest Wealth Partners
California
$151M +$10.9M +8% 9.02% 103% 108 14.81% 1.7
Summit Investment Advisory Services
5438
Summit Investment Advisory Services
Minnesota
$151M +$10.7M +8% 7.03% 68.3% 57 7.02% 0.5
Financial Avengers
5439
Financial Avengers
California
$151M +$20.6M +16% 15.5% 108% 182 13.19% 2.1
Banyan Capital Management
5440
Banyan Capital Management
Georgia
$151M +$14M +10% 11.6% 42.5% 16 0% 4.1
Nine27 Capital Management
5441
Nine27 Capital Management
New York
$151M +$59.3M +65% 5.33% – 25 88% 0
Powers Advisory Group
5442
Powers Advisory Group
Illinois
$151M +$7.75M +5% 3.38% 49.8% 94 5.32% 1.4
Sterling Financial Group
5443
Sterling Financial Group
California
$151M +$20.4M +16% 4.67% 49.6% 70 40% 0.4
Kanen Wealth Management
5444
Kanen Wealth Management
Florida
$151M +$3.92M +3% 3.45% 328% 23 39.13% 1
BCFD
5445
Boit C.F. David
$151M +$4.33M +3% 6.24% 75.4% 110 1.82% 1.8
Seneca Financial Advisors
5446
Seneca Financial Advisors
New York
$151M -$4.96M -3% 5.03% 47.3% 57 12.28% 1.7
H&H Retirement Design & Management
5447
H&H Retirement Design & Management
Nevada
$151M -$6.53M -4% 1.72% 38.4% 58 5.17% 1.2
Bessemer Securities
5448
Bessemer Securities
New York
$151M -$63.5M -30% 9.91% 45% 136 7.35% 2.6
Cora Capital Advisors
5449
Cora Capital Advisors
New Jersey
$150M +$16.2M +12% 6.82% 70.5% 98 13.27% 0.4
Trellis Wealth Advisors
5450
Trellis Wealth Advisors
California
$150M +$14.3M +11% 6.23% 62.2% 32 9.38% 0.4