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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)
Ironwood Wealth Management (West Virginia)
5651
Ironwood Wealth Management (West Virginia)
West Virginia
$192M -$10.8M -5% 1.12% 38.1% 23 8.7% 3.3
Nutshell Asset Management
5652
Nutshell Asset Management
United Kingdom
$192M +$33.6M +21% 8.26% – 38 55.26% 0.2
Blue Barn Wealth
5653
Blue Barn Wealth
Utah
$192M +$2.1M +1% 0.64% 46.4% 162 17.28% 2.1
Tumwater Wealth Management
5654
Tumwater Wealth Management
Idaho
$192M +$1.02M +0.5% 0.27% – 33 9.09% 0.2
Donald L. Hagan LLC
5655
Donald L. Hagan LLC
Florida
$192M -$904K -0.5% 2.06% 47.9% 99 16.16% 3.1
IFS
5656
Intelligent Financial Strategies
Minnesota
$192M +$11.1M +6% 7.84% 63.5% 83 6.02% 2.7
Sellwood Investment Partners
5657
Sellwood Investment Partners
Oregon
$192M +$5.53M +3% 0.87% – 55 29.09% 0.3
Ariadne Wealth Management
5658
Ariadne Wealth Management
California
$192M -$27M -12% 0.09% – 248 26.21% 0.5
WFA Asset Management
5659
WFA Asset Management
Wisconsin
$191M +$6.24M +3% 0.83% 60% 266 27.07% 2.2
Leicht Financial Planning & Wealth Management
5660
Leicht Financial Planning & Wealth Management
New Jersey
$191M -$4.24M -2% 1.82% 50.2% 19 15.79% 3
Tandem Wealth Advisors
5661
Tandem Wealth Advisors
Arizona
$191M -$4.77M -2% 0.7% 43.1% 54 5.56% 1.8
Mirabaud Asset Management
5662
Mirabaud Asset Management
United Kingdom
$191M -$23.8M -11% 3.79% – 43 0% 1.1
Melone Private Wealth
5663
Melone Private Wealth
Michigan
$191M -$1.86M -1% 0.84% 30.4% 52 9.62% 2.9
Creekside Partners
5664
Creekside Partners
California
$191M -$1.93M -1% 1.14% – 167 2.99% 0.7
Ridgecrest Wealth Partners
5665
Ridgecrest Wealth Partners
California
$191M +$6.55M +4% 3.71% 103% 117 12.82% 2.8
DCM
5666
Dudley Capital Management
Virginia
$191M -$7.6M -4% 0.32% 129% 143 14.69% 1.7
Chicago Wealth Management
5667
Chicago Wealth Management
Illinois
$191M -$1.66M -0.9% 1.34% 134% 53 15.09% 2.3
Compass Capital Corp
5668
Compass Capital Corp
Massachusetts
$191M -$65.7M -26% 2.4% – 210 15.71% 0.2
Moser Wealth Advisors
5669
Moser Wealth Advisors
Washington
$191M -$1.33M -0.7% 2.14% – 171 25.73% 3
Walker Financial Services
5670
Walker Financial Services
Kentucky
$191M +$18.8M +11% 2.05% 20.8% 36 22.22% 1.7
Aventura Private Wealth
5671
Aventura Private Wealth
Florida
$191M +$5.03M +3% 3.33% – 813 10.7% 0.2
GSI Capital Advisors
5672
GSI Capital Advisors
California
$191M +$1.68M +0.9% 2.18% 39.7% 38 36.84% 1.8
Cornercap Investment Counsel
5673
Cornercap Investment Counsel
Georgia
$191M -$120M -39% 1.3% 55.4% 470 69.36% 2.7
Bay Rivers Group
5674
Bay Rivers Group
Virginia
$191M -$15.6M -8% 5.87% 166% 88 13.64% 3.2
Whitebark Investors
5675
Whitebark Investors
Nevada
$191M -$25.1M -12% 1.88% – 11 36.36% 0.2