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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)
MC
5426
Metavasi Capital
New York
$287M +$10.4M +4% 55.5% 840% 33 60.61% 0.6
SRWM
5427
Shira Ridge Wealth Management
California
$287M +$33.9M +13% 14.9% 72.8% 89 17.98% 2.4
ORC
5428
O'Rourke & Company
Massachusetts
$287M +$33.9M +13% 12.7% 71.9% 180 6.67% 3
AWMT
5429
AAFMAA Wealth Management & Trust
North Carolina
$286M +$28.7M +11% 14.9% 62.3% 101 10.89% 1.8
TWM
5430
Trueblood Wealth Management
Ohio
$286M +$30.8M +12% 15.5% – 272 9.93% 2
BFA
5431
Brown Financial Advisors
Ohio
$286M +$22.3M +8% 12.2% – 234 20.09% 1
SMTF
5432
Sphera Management Technology Funds
Israel
$286M +$109M +61% 46% – 94 50% 0.5
GCP
5433
Garda Capital Partners
Minnesota
$286M -$98.6M -26% 13.9% 9.15% 23 82.61% 0.1
LIA
5434
Luken Investment Analytics
Tennessee
$286M +$24.8M +10% 14.1% 47.6% 172 8.72% 3.3
PF
5435
Penney Financial
Texas
$286M +$25.4M +10% 9.09% – 55 16.36% 1.6
PHAM
5436
Palisades Hudson Asset Management
Florida
$286M +$29.2M +11% 13.7% 66.8% 114 10.53% 6.9
IIA
5437
ICW Investment Advisors
Arizona
$286M +$9.04M +3% 7.58% 50.1% 153 9.8% 5
BFA
5438
Bluestem Financial Advisors
Illinois
$286M +$26.6M +10% 9.97% 39.5% 35 8.57% 4.6
AFC
5439
Adaptive Financial Consulting
Ohio
$285M +$24.4M +9% 8.69% 33.4% 20 10% 5
LAM
5440
Lewis Asset Management
California
$285M +$40.9M +17% 20.1% 142% 228 16.67% 1.4
ALC
5441
Alexander Labrunerie & Co
Missouri
$285M +$17.9M +7% 17.2% – 136 18.38% 1.6
SSWM
5442
Strait & Sound Wealth Management
California
$285M +$16.6M +6% 11.8% 74% 188 15.96% 2.1
HIA
5443
HFM Investment Advisors
New Jersey
$285M +$25.1M +10% 10% – 1,330 12.26% 1.1
LAI
5444
Legal Advantage Investments
California
$285M +$91.6M +47% 9.19% 116% 89 24.72% 3.1
MFG
5445
Midwest Financial Group
Kansas
$285M +$50.6M +22% 31.9% 103% 142 15.49% 2.1
CWA
5446
Choice Wealth Advisors
Maine
$285M +$30.2M +12% 10.5% 52.3% 36 5.56% 2.5
MWM
5447
MBE Wealth Management
Wisconsin
$284M +$43.7M +18% 13% 60.9% 173 20.23% 2.4
FG
5448
Formula Growth
Quebec, Canada
$284M +$62.7M +28% 39.6% 118% 169 33.14% 2.8
ATC
5449
Advantage Trust Company
Kansas
$284M +$61.1M +27% 15.2% – 203 42.36% 1.3
VWM
5450
Vivid Wealth Management
Iowa
$284M +$37.1M +15% 15.7% – 76 17.11% 1.4