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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)
Castleview Partners
5551
Castleview Partners
Texas
$179M +$36.4M +25% 6.32% 61.3% 955 15.92% 1.6
Inspire Trust Company
5552
Inspire Trust Company
Nevada
$179M +$82.1M +85% 6.32% 64.4% 110 20% 0.2
Red Tortoise LLC
5553
Red Tortoise LLC
Georgia
$179M +$2.31M +1% 5.72% 43.7% 575 11.83% 1.1
Wealth Quarterback
5554
Wealth Quarterback
New Jersey
$179M +$15.2M +9% 9.43% 109% 126 12.7% 2.5
Strait & Sound Wealth Management
5555
Strait & Sound Wealth Management
California
$179M +$18.7M +12% 8.09% 74% 131 5.34% 1
LPC
5556
Lion Point Capital
New York
$179M -$20.9M -10% 4.39% 319% 38 36.84% 1.2
APSI
5557
Asset Planning Services Inc
Louisiana
$179M +$14.5M +9% 17.3% 138% 36 2.78% 4.7
HF Advisory Group
5558
HF Advisory Group
Maryland
$179M +$22.2M +14% 8.42% 73.2% 160 8.75% 1.1
SCMS
5559
Serenity Capital Management (Singapore)
Singapore
$179M +$4.35M +2% 3.61% 21% 4 25% 0.9
LAI
5560
Legal Advantage Investments
California
$179M +$12.4M +7% 11.5% 116% 108 12.04% 1.9
CCM
5561
Conway Capital Management
California
$179M +$23.9M +15% 22.5% 139% 46 17.39% 2.1
CAM
5562
CPA Asset Management
Florida
$179M +$14.2M +9% 5.33% 53.3% 78 7.69% 1
NCM
5563
NCM Capital Management
New Jersey
$178M +$13.6M +8% 13% 105% 172 15.12% 1.8
Mader & Shannon Wealth Management
5564
Mader & Shannon Wealth Management
Missouri
$178M +$2.5M +1% 3.74% 62.5% 11 0% 3.7
Solano Wealth Management
5565
Solano Wealth Management
California
$178M +$12.8M +8% 6.35% – 32 15.63% 0.8
Alan N. Hoffman Investment Management
5566
Alan N. Hoffman Investment Management
Massachusetts
$178M -$359K -0.2% 4.14% 114% 14 0% 2.5
Silver Oak Advisory Group
5567
Silver Oak Advisory Group
Oregon
$178M +$7.9M +5% 2.38% 28.9% 65 7.69% 1.8
Straight Path Wealth Management
5568
Straight Path Wealth Management
Michigan
$178M +$7.66M +4% 0.65% 70.4% 102 23.53% 1.2
Melia Wealth
5569
Melia Wealth
Oklahoma
$178M -$12.2M -6% 3.38% – 24 58.33% 0.1
Moneda SA Administradora General de Fondos
5570
Moneda SA Administradora General de Fondos
Chile
$178M -$44.5M -20% 5.48% 34.5% 27 11.11% 2.6
LaSalle St. Investment Advisors
5571
LaSalle St. Investment Advisors
Illinois
$178M +$28.8M +19% 6.08% 61.9% 141 14.18% 0.8
PCA Investment Advisory Services
5572
PCA Investment Advisory Services
Ohio
$178M +$26.5M +17% 9% 71.4% 137 13.87% 0.8
Maltin Wealth Management
5573
Maltin Wealth Management
New Jersey
$178M +$20.7M +13% 5.87% 58.2% 127 13.39% 2.4
AAF Wealth Management
5574
AAF Wealth Management
Massachusetts
$178M +$6.75M +4% 8.13% 75.1% 54 20.37% 1.8
Consilium Wealth Advisory
5575
Consilium Wealth Advisory
Texas
$178M +$11.5M +7% 11.6% 126% 88 9.09% 1.8