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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)
Lokken Investment Group
5526
Lokken Investment Group
Delaware
$123M -$2.66M -2% 11.7% 65.3% 132 18.18% 1.2
Financial Avengers
5527
Financial Avengers
California
$123M -$36.5M -23% 23.3% 108% 162 6.17% 1.3
WCM
5528
Westerly Capital Management
California
$123M -$12.2M -9% 11.6% 116% 56 44.64% 0.6
Firethorn Wealth Partners
5529
Firethorn Wealth Partners
Georgia
$123M -$8.89M -7% 13.4% 75.1% 148 23.65% 1
Colorado Capital Management
5530
Colorado Capital Management
Colorado
$123M -$16M -12% 14% 60.4% 79 1.27% 4.9
Capital Today Evergreen Fund
5531
Capital Today Evergreen Fund
Cayman Islands
$123M +$36.5M +42% 47.2% 23.7% 3 0% 0.4
Independent Order of Foresters
5532
Independent Order of Foresters
Ontario, Canada
$123M -$47.4M -28% 16.6% 66.3% 13 0% 1.8
A
5533
Atomvest
Hong Kong
$123M +$36.4M +42% 21.1% 90% 4 25% 0.8
Chico Wealth RIA
5534
Chico Wealth RIA
California
$123M -$1.72M -1% 11% 74.7% 26 26.92% 0.2
LFS Asset Management
5535
LFS Asset Management
California
$123M – – 4.96% – 57 – 0
FP
5536
Factorial Partners
New York
$123M -$22.5M -15% 13.3% 88.7% 102 18.63% 2.3
SC
5537
Stephens Consulting
Michigan
$123M +$622K +0.5% 12.4% 50.1% 579 10.71% 0.5
McCarthy Asset Management
5538
McCarthy Asset Management
California
$123M -$20.7M -14% 10.4% – 340 90% 1.4
WF
5539
Williams Financial
Vermont
$123M -$9.34M -7% 5.58% 33.1% 40 70% 0.8
Qualcomm Inc
5540
Qualcomm Inc
California
$123M -$112M -48% 30.9% – 13 15.38% 1.1
KerberRose Wealth Management
5541
KerberRose Wealth Management
Wisconsin
$123M – – 10.8% – 115 – 0
New Perspectives Inc
5542
New Perspectives Inc
Mississippi
$123M -$16M -12% 13.4% – 24 8.33% 0.9
Ramiah Investment Group
5543
Ramiah Investment Group
Wisconsin
$123M -$21.8M -15% 12.3% 62.2% 76 9.21% 1.6
Renasant Bank
5544
Renasant Bank
Mississippi
$123M -$26.1M -18% 10.2% 65% 206 20.39% 1.2
Evolution Advisers
5545
Evolution Advisers
Virginia
$122M -$12.6M -9% 11.4% 40.8% 151 5.96% 0.4
Pinnacle Family Advisors
5546
Pinnacle Family Advisors
Missouri
$122M -$65.3M -35% 15.1% 85.8% 124 39.52% 1.5
Boyd Wealth Management
5547
Boyd Wealth Management
California
$122M -$11.3M -8% 10.5% 56.8% 46 23.91% 0.4
ETF Store
5548
ETF Store
Kansas
$122M -$4.76M -4% 9.91% 61% 84 5.95% 0.5
Summit Rock Advisors
5549
Summit Rock Advisors
New York
$122M -$41.1M -25% 10.9% – 9 22.22% 0.7
Horizons Wealth Management
5550
Horizons Wealth Management
North Carolina
$122M – – 11.3% – 166 – 0