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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
5576
Red Tortoise LLC
Georgia
$240M +$4.56M +2% 1.37% 43.7% 617 7.62% 2.6
Carolina Wealth Advisors
5577
Carolina Wealth Advisors
South Carolina
$240M +$15.8M +7% 2.2% 62% 340 38.24% 2.4
Hengistbury Investment Partners
5578
Hengistbury Investment Partners
United Kingdom
$240M +$17.4M +8% 8.39% 108% 4 25% 4.6
QTR Family Wealth
5579
QTR Family Wealth
Florida
$240M +$13M +6% 1.61% – 324 25.93% 0.6
DMKC Advisory Services
5580
DMKC Advisory Services
Iowa
$240M +$12.2M +5% 2.94% – 86 5.81% 1
Bay Rivers Group
5581
Bay Rivers Group
Virginia
$240M -$7.21M -3% 2.31% 166% 111 14.41% 3.1
Groupe Bruxelles Lambert
5582
Groupe Bruxelles Lambert
Belgium
$240M -$125M -34% 34.2% – 1 0% 2.3
Mainsail Financial Group
5583
Mainsail Financial Group
Washington
$240M -$369K -0.2% 0.89% 61.9% 64 4.69% 2.4
TTP Investments
5584
TTP Investments
California
$240M -$66.7M -22% 4.26% 232% 52 55.77% 1.6
Ironwood Investment Management
5585
Ironwood Investment Management
Massachusetts
$240M +$1.98M +0.8% 4.85% 164% 185 10.27% 6.4
WFA
5586
WMG Financial Advisors
Tennessee
$240M -$3.03M -1% 1.12% 73.8% 118 19.49% 2.5
SmartHarvest Portfolios
5587
SmartHarvest Portfolios
Washington
$240M -$48M -17% 0.98% – 435 26.9% 0.2
Cadence Wealth Management
5588
Cadence Wealth Management
Massachusetts
$240M +$32.6M +16% 12.6% 56.4% 59 5.08% 2.6
MB, Levis & Associates
5589
MB, Levis & Associates
Pennsylvania
$240M +$2.13M +0.9% 0.17% 43.1% 256 12.89% 2.8
Strategic Investment Management
5590
Strategic Investment Management
Virginia
$239M +$42.2M +21% 2.34% 53.4% 15 20% 5.3
Abbot Financial Management
5591
Abbot Financial Management
Massachusetts
$239M -$1.73M -0.7% 0.48% 102% 143 12.59% 5.4
Heritage Wealth Architects
5592
Heritage Wealth Architects
Minnesota
$239M +$25.4M +12% 1.59% – 80 17.5% 0.7
New England Professional Planning Group
5593
New England Professional Planning Group
Rhode Island
$239M +$652K +0.3% 0.61% 64.1% 50 4% 4.7
HF Capital
5594
HF Capital
Tennessee
$239M +$71.5M +43% 1.9% – 5 20% 0.2
Gunderson Capital Management
5595
Gunderson Capital Management
South Carolina
$239M +$17.3M +8% 25.4% 961% 65 67.69% 0.5
I2I
5596
Insight 2811 Inc
Illinois
$239M +$12.4M +5% 0.62% 31.3% 105 9.52% 4.7
Mendel Money Management
5597
Mendel Money Management
Illinois
$239M +$79.3K +0% 0.18% 88.8% 147 6.8% 4.5
MYeCFO
5598
MYeCFO
California
$239M +$3.41M +1% 1.27% 58.5% 69 11.59% 2.4
Forefront Wealth Partners
5599
Forefront Wealth Partners
Texas
$239M +$27.7M +13% 2.44% – 171 23.98% 0.7
Robinson Capital Management
5600
Robinson Capital Management
Michigan
$239M -$5.8M -2% 1.75% 7.8% 144 40.28% 0.9