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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)
Red Tortoise LLC
5451
Red Tortoise LLC
Georgia
$201M +$15.2M +8% 6.97% 43.7% 577 2.77% 1.5
Taylor Frigon Capital Management
5452
Taylor Frigon Capital Management
Arizona
$201M -$9.41M -4% 9.23% 152% 94 13.83% 4.3
Physician Wealth Solutions
5453
Physician Wealth Solutions
Nevada
$201M +$60.4M +43% 5.93% 43.6% 41 0% 0.7
FOCUS Wealth Advisors
5454
FOCUS Wealth Advisors
Texas
$201M +$5.68M +3% 6.03% 68.7% 60 1.67% 2.2
Powers Advisory Group
5455
Powers Advisory Group
Illinois
$200M +$17.1M +9% 6.72% 49.8% 101 7.92% 2.2
Agate Pass Investment Management
5456
Agate Pass Investment Management
Washington
$200M +$12.4M +7% 7.74% 76% 96 4.17% 2.3
Hillcrest Wealth Advisors
5457
Hillcrest Wealth Advisors
New Jersey
$200M +$14.6M +8% 6.65% 58.7% 48 4.17% 4.5
Ridgewood Investments
5458
Ridgewood Investments
New Jersey
$200M +$406K +0.2% 7.78% – 823 15.07% 1.1
1492 Capital Management
5459
1492 Capital Management
Wisconsin
$200M +$23.3M +13% 21.9% 332% 113 26.55% 1.6
Sitrin Capital Management
5460
Sitrin Capital Management
California
$200M +$12M +6% 5.88% 139% 44 6.82% 3.5
Fortress Wealth Management
5461
Fortress Wealth Management
California
$200M +$4.68M +2% 5.61% 52.1% 72 6.94% 1.8
Choice Wealth Advisors
5462
Choice Wealth Advisors
Maine
$200M +$11.6M +6% 5.65% 60.3% 31 9.68% 1.7
Private Wealth Group
5463
Private Wealth Group
Florida
$200M +$9.6M +5% 6.42% 52.9% 67 17.91% 3
Members Advisory Group
5464
Members Advisory Group
New York
$200M +$16.8M +9% 5.7% 70.6% 36 19.44% 1.3
Magnolia Capital Advisors
5465
Magnolia Capital Advisors
Mississippi
$200M +$21.3M +12% 6.73% 78.7% 153 29.41% 0.8
Bridger Management
5466
Bridger Management
New York
$200M +$5.58M +3% 8.3% 103% 34 32.35% 1.6
Lodestone Wealth Management
5467
Lodestone Wealth Management
Washington
$200M +$10.1M +5% 5.75% 87.1% 157 12.1% 1.4
ORC
5468
O'Rourke & Company
Massachusetts
$200M +$22.2M +12% 8.48% 71.9% 152 9.21% 2
EL
5469
EQ LLC
Washington
$200M +$32.8M +20% 5.96% 72.9% 64 25% 2.1
Signet Investment Advisory Group
5470
Signet Investment Advisory Group
Rhode Island
$200M +$13.3M +7% 8.04% 59.6% 72 8.33% 4.4
Trellis Wealth Advisors
5471
Trellis Wealth Advisors
California
$200M +$17.6M +10% 5.89% 62.2% 31 6.45% 1.3
GSI Capital Advisors
5472
GSI Capital Advisors
California
$200M +$30.3M +18% 15.7% 39.7% 35 34.29% 1.7
Porter White Investment Advisors
5473
Porter White Investment Advisors
Alabama
$200M +$13M +7% 6.67% 58% 33 3.03% 1.4
Woodward Financial Advisors
5474
Woodward Financial Advisors
North Carolina
$199M +$23.8M +14% 5.87% 55% 55 7.27% 2
Ballentine Capital Advisors
5475
Ballentine Capital Advisors
South Carolina
$199M +$11.3M +6% 5.95% 48.8% 30 6.67% 0.7