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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)
Kilter Group
5501
Kilter Group
New York
$220M +$66.7M +44% 10.8% – 1,170 95.73% 0
Motive Wealth Advisors
5502
Motive Wealth Advisors
Michigan
$220M +$32.7M +17% 9.67% 73.4% 89 22.47% 2
AAF Wealth Management
5503
AAF Wealth Management
Massachusetts
$220M +$34.3M +18% 8.76% 75.1% 53 22.64% 2.6
New England Professional Planning Group
5504
New England Professional Planning Group
Rhode Island
$220M +$18.6M +9% 9.35% 59% 47 4.26% 4.6
Bull Oak Capital
5505
Bull Oak Capital
California
$219M +$36M +20% 9.2% 62.1% 32 28.13% 0.8
rebel Financial
5506
rebel Financial
Ohio
$219M – – 7.74% – 62 – 0
SCA
5507
Sander Capital Advisors
Washington
$219M +$29.3M +15% 22.7% 113% 15 13.33% 4.9
FreeGulliver LLC
5508
FreeGulliver LLC
Louisiana
$219M +$16.4M +8% 11.5% – 102 21.57% 1
ERFOTCOFW
5509
Employees Retirement Fund of the City of Fort Worth
Texas
$219M +$15.9M +8% 5.32% 31.5% 13 23.08% 1.9
Shira Ridge Wealth Management
5510
Shira Ridge Wealth Management
California
$219M +$18.4M +9% 10.2% 72.8% 86 16.28% 1.8
Bayshore Asset Management
5511
Bayshore Asset Management
Florida
$219M +$18.1M +9% 7.8% 62.3% 40 10% 2.6
WIA
5512
Wetzel Investment Advisors
Indiana
$219M +$20.3M +10% 8.51% 72.2% 137 21.17% 1.2
Bay Rivers Group
5513
Bay Rivers Group
Virginia
$219M +$27.9M +15% 18.9% 166% 91 12.09% 3.1
Quartz Partners
5514
Quartz Partners
New York
$219M +$53.9M +33% 15.9% – 190 32.11% 0.5
New England Capital Financial Advisors
5515
New England Capital Financial Advisors
Connecticut
$218M +$21.9M +11% 8.95% 55.6% 431 11.37% 2
Raelipskie Partnership
5516
Raelipskie Partnership
Ontario, Canada
$218M +$23.9M +12% 9.03% – 127 10.24% 1.3
GPC
5517
Guardian Point Capital
Virginia
$218M +$52.6M +32% 5.67% 142% 12 33.33% 2
RCM
5518
Ratan Capital Management
Florida
$218M -$91.6M -30% 33.7% 616% 36 25% 2.7
Caldwell Sutter Capital
5519
Caldwell Sutter Capital
California
$218M +$8.13M +4% 7.07% 79.5% 903 6.76% 2
Christensen King & Associates Investment Services
5520
Christensen King & Associates Investment Services
Washington
$218M +$7.41M +4% 7.21% 57.9% 103 7.77% 1.3
Mills Wealth Advisors
5521
Mills Wealth Advisors
Texas
$218M +$29.8M +16% 5.57% 37.9% 73 20.55% 1.4
Hutchens & Kramer Investment Management Group
5522
Hutchens & Kramer Investment Management Group
Indiana
$218M +$36.4M +20% 8.62% 83% 179 22.35% 1.8
Argentarii
5523
Argentarii
Ohio
$218M +$16.5M +8% 15.6% – 170 17.06% 0.4
Burford Brothers
5524
Burford Brothers
Texas
$218M +$11.9M +6% 9.73% 97.4% 174 16.67% 1.2
Garrison Point Advisors
5525
Garrison Point Advisors
California
$218M +$11.7M +6% 10.1% 81.5% 169 6.51% 4.4