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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)
Christensen King & Associates Investment Services
5551
Christensen King & Associates Investment Services
Washington
$233M +$14.5M +7% 6.39% 57.9% 107 6.54% 1.5
IAMH
5552
IvyRock Asset Management (HK)
Hong Kong
$233M +$16M +7% 25.3% 76% 24 62.5% 0.7
Mainsail Financial Group
5553
Mainsail Financial Group
Washington
$233M +$17.9M +8% 5.28% 61.9% 61 3.28% 2
Financial Avengers
5554
Financial Avengers
California
$233M +$17.1M +8% 11.7% 108% 143 4.2% 3.8
Deane Retirement Strategies
5555
Deane Retirement Strategies
Louisiana
$233M +$9.29M +4% 7.78% 73.4% 83 39.76% 3.2
Stash Investments
5556
Stash Investments
New York
$232M +$21.6M +10% 4.85% 40.7% 5 0% 1.8
Axiom Financial Strategies
5557
Axiom Financial Strategies
Indiana
$232M +$53.1M +30% 6.47% 54.5% 55 38.18% 1.8
RS
5558
R Squared
Hong Kong
$232M +$50.9M +28% 6.06% – 739 65.36% 0.2
Pragma Gestao de Patrimonio
5559
Pragma Gestao de Patrimonio
Brazil
$232M +$3.49M +2% 6.8% 75.2% 22 18.18% 1.1
Wayfinding Financial
5560
Wayfinding Financial
Washington
$232M +$8.66M +4% 6.46% 68.3% 157 10.19% 1
Boyd Wealth Management
5561
Boyd Wealth Management
California
$232M +$1.31M +0.6% 6.25% 56.8% 53 13.21% 2.8
Proactive Wealth Strategies
5562
Proactive Wealth Strategies
Georgia
$232M +$20.4M +10% 8.14% – 145 9.66% 0.8
Wheelhouse Advisory Group
5563
Wheelhouse Advisory Group
Missouri
$232M +$29.3M +14% 7.14% 67.9% 46 15.22% 1.4
Motive Wealth Advisors
5564
Motive Wealth Advisors
Michigan
$232M +$12.3M +6% 6.96% 73.4% 93 10.75% 2.2
Vernal Point Advisors
5565
Vernal Point Advisors
California
$232M +$60.5M +35% 5.34% – 23 21.74% 1.4
IMPACTfolio
5566
IMPACTfolio
Colorado
$232M +$20.9M +10% 6.42% 58.8% 43 27.91% 2
FWG Holdings
5567
FWG Holdings
Florida
$232M +$19.1M +9% 8.58% 91.6% 117 15.38% 2.4
Eagle Bluffs Wealth Management
5568
Eagle Bluffs Wealth Management
Missouri
$232M +$21.5M +10% 7.56% 95.5% 78 6.41% 2.7
Oakcliff Capital Partners
5569
Oakcliff Capital Partners
New York
$232M +$31.6M +16% 14.7% 133% 8 0% 5.3
Emprise Bank
5570
Emprise Bank
Kansas
$232M +$23.3M +11% 7.6% – 115 13.04% 1.2
M1 Capital Management
5571
M1 Capital Management
Michigan
$232M +$33.3M +17% 9.53% – 106 12.26% 0.6
Richards, Merrill & Peterson
5572
Richards, Merrill & Peterson
Washington
$232M +$21.3M +10% 7.67% – 218 9.63% 0.7
Buttonwood Financial Group
5573
Buttonwood Financial Group
Missouri
$232M +$34.6M +18% 8.69% 77.9% 34 20.59% 1.7
Exeter Financial
5574
Exeter Financial
Arizona
$232M +$6.86M +3% 5.56% 59.1% 92 1.09% 5.9
Carolina Wealth Advisors
5575
Carolina Wealth Advisors
South Carolina
$232M +$28.8M +14% 1.9% 62% 308 37.01% 2.6