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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)
Optivise Advisory Services
5626
Optivise Advisory Services
Tennessee
$190M +$4.83M +3% 3.72% – 192 21.35% 0.2
Carl P. Sherr & Co
5627
Carl P. Sherr & Co
Massachusetts
$190M +$10.7M +6% 7.14% 68.8% 120 8.33% 3.2
New Insight Wealth Advisors
5628
New Insight Wealth Advisors
California
$190M +$20.1M +12% 6.97% – 93 12.9% 0.6
Arcadia Wealth Management (New Hampshire)
5629
Arcadia Wealth Management (New Hampshire)
New Hampshire
$190M +$14.9M +9% 5.57% 55.5% 65 9.23% 1.2
Envision Financial Planning
5630
Envision Financial Planning
Tennessee
$190M +$59M +45% 5.17% 32.1% 38 26.32% 0.7
Tandem Capital Management
5631
Tandem Capital Management
New Jersey
$190M +$7.35M +4% 8.12% 128% 118 7.63% 2.8
Patrick Mauro Investment Advisor
5632
Patrick Mauro Investment Advisor
Illinois
$190M +$17.5M +10% 8.95% 31.7% 44 4.55% 1.8
Discipline Wealth Solutions
5633
Discipline Wealth Solutions
South Carolina
$189M +$62.8M +50% 5.29% 45.9% 70 62.86% 0.2
Plan Group Financial
5634
Plan Group Financial
Oklahoma
$189M +$25.9M +16% 6.69% 63.4% 120 22.5% 0.9
Hansen & Associates Financial Group
5635
Hansen & Associates Financial Group
California
$189M +$265K +0.1% 4.54% – 23 73.91% 0.2
Axiom Financial Strategies
5636
Axiom Financial Strategies
Indiana
$189M +$35.5M +23% 6.62% 54.5% 45 42.22% 2
D. Scott Neal
5637
D. Scott Neal
Kentucky
$189M +$9.43M +5% 8.88% 105% 67 19.4% 3.5
FCFC
5638
First Citizens Financial Corp
Iowa
$189M +$20.1M +12% 6.55% 72.9% 121 5.79% 3
Holowesko Partners
5639
Holowesko Partners
Bahamas
$189M +$1.55M +0.8% 8.39% 51.1% 27 14.81% 3.3
Financial Freedom LLC
5640
Financial Freedom LLC
Ohio
$189M +$12.9M +7% 4.86% 72% 372 4.3% 1.6
Solstein Capital
5641
Solstein Capital
California
$189M +$35.6M +23% 5.21% 91.4% 323 5.26% 2.8
Element Wealth
5642
Element Wealth
Mississippi
$189M +$11.1M +6% 6.05% 59.6% 306 12.09% 2.7
Integrated Capital Management (Michigan)
5643
Integrated Capital Management (Michigan)
Michigan
$189M – – 5.18% – 59 – 0
SHFP
5644
Second Half Financial Partners
Florida
$189M +$63.8M +51% 7.83% 36.8% 100 67% 0.5
S.A. Mason
5645
S.A. Mason
Michigan
$189M +$12.8M +7% 6.36% 116% 332 6.33% 3.7
Quantitative Strategies
5646
Quantitative Strategies
California
$189M +$13.4M +8% 6.23% – 21 14.29% 1.2
Sterling Group Wealth Management
5647
Sterling Group Wealth Management
California
$189M +$14.4M +8% 5.85% 67.7% 63 7.94% 0.3
Acorn Creek Capital
5648
Acorn Creek Capital
Colorado
$189M +$21M +13% 5.78% – 76 17.11% 0.6
Summit Investment Advisory Services
5649
Summit Investment Advisory Services
Minnesota
$189M +$103M +122% 7.29% 68.3% 100 89% 0.2
CHB Investment Group
5650
CHB Investment Group
Pennsylvania
$188M – – 7.53% – 73 – 0