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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)
LifePlan Investment Advisors
5601
LifePlan Investment Advisors
North Carolina
$246M +$7.16M +3% 1.44% 60.9% 119 8.4% 1.7
Metavasi Capital
5602
Metavasi Capital
New York
$245M -$85.6M -26% 8.45% 840% 45 62.22% 1
HighMark Wealth Management
5603
HighMark Wealth Management
Minnesota
$245M +$18.2M +8% 10.6% 110% 667 21.29% 3.1
Tumwater Wealth Management
5604
Tumwater Wealth Management
Idaho
$245M +$20.2M +9% 2.97% – 36 11.11% 0.9
SWMG
5605
Signature Wealth Management Group
Georgia
$245M -$12.4M -5% 0.24% – 120 16.67% 3.7
Financial Symmetry
5606
Financial Symmetry
North Carolina
$245M +$22.2M +10% 3.22% 68.4% 62 16.13% 1.3
AAG
5607
Avalon Advisory Group
Pennsylvania
$245M -$1.65M -0.7% 1.38% 46% 18 27.78% 3.8
Bayshore Asset Management
5608
Bayshore Asset Management
Florida
$245M +$11.8M +5% 3.09% 66.1% 41 2.44% 2.9
Dopkins Wealth Management
5609
Dopkins Wealth Management
New York
$245M +$7.77M +3% 2.93% 64.4% 82 4.88% 2
Elevation Capital Advisory
5610
Elevation Capital Advisory
Oregon
$245M -$5.59M -2% 1.02% – 86 56.98% 0.5
Bull Oak Capital
5611
Bull Oak Capital
California
$245M +$9.34M +4% 1.52% 62.1% 37 16.22% 1.2
Robinson Capital Management
5612
Robinson Capital Management
Michigan
$245M +$56.1M +30% 0.08% 7.8% 128 28.91% 1.2
Family Office Research
5613
Family Office Research
Maryland
$245M +$16M +7% 6.42% – 79 11.39% 0.8
Financial Guidance Group
5614
Financial Guidance Group
Florida
$244M +$21.4M +10% 1.65% 58.7% 91 8.79% 2.3
WealthCollab
5615
WealthCollab
Washington
$244M +$26.5M +12% 1.01% – 1,113 20.58% 1.4
CNB Bank
5616
CNB Bank
Pennsylvania
$244M +$4.32M +2% 3.28% 91.6% 523 6.69% 4.5
SM
5617
Salzhauer Michael
$244M +$35.9M +17% 6.99% 98% 106 23.58% 4
Financial Avengers
5618
Financial Avengers
California
$244M +$11.5M +5% 6.29% 108% 148 7.43% 3.8
Fiduciary Wealth Partners
5619
Fiduciary Wealth Partners
Massachusetts
$244M +$5.71M +2% 2.6% – 96 12.5% 1.2
Porter White Investment Advisors
5620
Porter White Investment Advisors
Alabama
$244M +$10.9M +5% 2.71% 58% 36 2.78% 2.4
Aristotle Pacific Capital
5621
Aristotle Pacific Capital
California
$244M +$38.4M +19% 0.47% 1.84% 6 16.67% 3.8
Glass Wealth Management
5622
Glass Wealth Management
Texas
$244M +$19.4M +9% 8.69% – 58 5.17% 1.6
Verisail Partners
5623
Verisail Partners
Georgia
$243M +$7.71M +3% 1.72% – 24 8.33% 0.9
Ananym Capital Management
5624
Ananym Capital Management
New York
$243M -$17M -7% 0.92% – 10 20% 0.9
McNaughton Wealth Management
5625
McNaughton Wealth Management
California
$243M +$5.76M +2% 1.54% 55.6% 77 11.69% 3.6