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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)
Element Wealth
5651
Element Wealth
Mississippi
$108M +$7.94M +8% 5.24% 59.6% 206 11.17% 2
Cherrydale Wealth Management
5652
Cherrydale Wealth Management
New Jersey
$108M -$721K -0.7% 5.89% 80.8% 36 19.44% 0.6
William Allan Corp
5653
William Allan Corp
Colorado
$108M -$4.25M -4% 4.1% 94.2% 49 6.12% 0.7
Hapanowicz & Associates Financial Services
5654
Hapanowicz & Associates Financial Services
Pennsylvania
$108M -$20M -16% 4.36% 58.5% 31 19.35% 2.7
ECM
5655
EMC Capital Management
Texas
$108M -$8.98M -8% 3.47% – 314 14.33% 0.7
Peak Planning Group
5656
Peak Planning Group
Colorado
$108M -$11M -9% 3.9% 105% 89 25.84% 1.4
MCM
5657
McMillion Capital Management
North Carolina
$108M -$12.2M -10% 4.48% 59.3% 222 4.5% 2.2
MJB
5658
Mark J. Bradley
$108M -$2.46M -2% 2.12% – 46 2.17% 1.7
Safeguard Financial
5659
Safeguard Financial
Wisconsin
$108M +$24.2M +29% 5.07% 21.9% 53 26.42% 0.4
Birchcreek Wealth Management
5660
Birchcreek Wealth Management
Ohio
$108M -$3.52M -3% 4.97% 80.7% 124 12.9% 1.4
Mudita Advisors
5661
Mudita Advisors
United Kingdom
$108M -$16.6M -13% 2.05% 143% 20 10% 0.7
EC
5662
Euclidean Capital
New York
$108M -$9.9M -8% 3.16% 79.7% 10 0% 1.5
TAGStone Capital
5663
TAGStone Capital
North Carolina
$108M +$2.8M +3% 4% 58.3% 75 12% 0.7
CarsonAllaria Wealth Management
5664
CarsonAllaria Wealth Management
Illinois
$108M +$598K +0.6% 5.68% 51.7% 351 6.55% 0.7
Integrity Advisory
5665
Integrity Advisory
Kansas
$108M +$5.51M +5% 5.22% – 81 17.28% 0.4
Summit Place Financial Advisors
5666
Summit Place Financial Advisors
New Jersey
$108M -$11.6M -10% 4.01% 111% 103 15.53% 1.8
Firethorn Wealth Partners
5667
Firethorn Wealth Partners
Georgia
$108M -$15.7M -13% 5.96% 75.1% 140 17.14% 1.2
Kemper Corp Master Retirement Trust
5668
Kemper Corp Master Retirement Trust
Illinois
$107M -$67.5M -39% 9.65% 21.9% 2 0% 3.6
Savior LLC
5669
Savior LLC
Massachusetts
$107M -$1.58M -1% 5.49% 82.8% 213 18.78% 1.3
W Advisors LLC
5670
W Advisors LLC
Tennessee
$107M -$8.15M -7% 5.79% 73.8% 110 17.27% 0.7
Alliance Wealth Advisors (Pennsylvania)
5671
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$107M -$8.24M -7% 6.06% 74.4% 113 7.96% 1.5
Fairbanks Capital Management
5672
Fairbanks Capital Management
California
$107M -$7.46M -7% 5.55% 81.3% 51 3.92% 3.4
Rosenthal Henry Capital Advisors
5673
Rosenthal Henry Capital Advisors
Indiana
$107M – – 0.03% 91.9% 44 – 2.8
SCP Investment
5674
SCP Investment
California
$107M -$884K -0.8% 4.97% 32.8% 39 48.72% 1.1
Peterson Wealth Management
5675
Peterson Wealth Management
Nevada
$107M +$29.9M +39% 4.97% 78% 58 22.41% 1.4