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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)
Wayfinding Financial
5676
Wayfinding Financial
Washington
$107M -$6.7M -6% 5.58% 68.3% 94 27.66% 0.6
Wealth Advisors of Iowa
5677
Wealth Advisors of Iowa
Iowa
$107M -$77.6M -42% 5.83% 60.9% 63 25.4% 1.4
AIFAIM
5678
American Institute for Advanced Investment Management
Arizona
$107M -$7.09M -6% 3.14% 72.8% 113 12.39% 2.2
Walker Financial Services
5679
Walker Financial Services
Kentucky
$107M +$4.31M +4% 5.28% 18.9% 25 20% 0.4
Woodward Financial Advisors
5680
Woodward Financial Advisors
North Carolina
$107M -$1.18M -1% 5.03% 55% 47 8.51% 0.6
Asset Planning Corporation
5681
Asset Planning Corporation
Tennessee
$107M -$8.24M -7% 5.62% 44.5% 36 11.11% 1.5
Baker Hughes Holdings
5682
Baker Hughes Holdings
Texas
$107M -$51.2M -32% 31.5% 38.6% 1 0% 1.8
LAI
5683
Legal Advantage Investments
California
$107M +$4.14M +4% 4.42% 116% 83 19.28% 1.2
Northland Capital Management
5684
Northland Capital Management
Minnesota
$107M -$2.1M -2% 6.96% 37.5% 30 50% 0.3
Cadence Wealth Management
5685
Cadence Wealth Management
Massachusetts
$106M +$10M +10% 8.52% 56.4% 38 31.58% 1.2
Legend Financial Advisors
5686
Legend Financial Advisors
Pennsylvania
$106M +$9.6M +10% 3.72% 117% 236 88.14% 0.2
PACK Private Wealth
5687
PACK Private Wealth
Minnesota
$106M -$3.26M -3% 5.78% 52.8% 35 0% 0.7
Camelot Portfolios
5688
Camelot Portfolios
Ohio
$106M -$60.1M -36% 6.28% 41.3% 220 29.09% 3.7
Palmer Knight Company
5689
Palmer Knight Company
Florida
$106M +$765K +0.7% 2.38% 78.9% 29 10.34% 2.9
Stevard LLC
5690
Stevard LLC
Illinois
$106M – – 10.4% – 49 – 2
H&H Retirement Design & Management
5691
H&H Retirement Design & Management
Nevada
$106M -$30.8M -22% 6.42% 38.4% 73 4.11% 1.2
AFG Fiduciary Services
5692
AFG Fiduciary Services
Massachusetts
$106M -$8.95M -8% 3.5% 72.4% 92 23.91% 0.5
SWM Advisors
5693
SWM Advisors
Florida
$106M -$3.65M -3% 4.5% – 29 31.03% 0.6
Aspire Wealth Management
5694
Aspire Wealth Management
Massachusetts
$106M -$2.47M -2% 5.3% 26% 189 13.23% 0.7
CEDRUS
5695
CEDRUS
Colorado
$106M +$3.45M +3% 4.48% 19.8% 139 14.39% 0.6
Costello Asset Management
5696
Costello Asset Management
Pennsylvania
$106M -$9.6M -8% 4.44% 65.9% 241 10.37% 2
Morris Capital Advisors
5697
Morris Capital Advisors
Pennsylvania
$106M -$6.04M -5% 3.01% 72.9% 53 1.89% 4.9
BWIA
5698
Bryant Woods Investment Advisors
New York
$106M +$46K +0% 4.96% 66.3% 41 14.63% 0.6
Michael & Susan Dell Foundation
5699
Michael & Susan Dell Foundation
New York
$106M -$24.3M -19% 15.6% 238% 4 0% 1.6
Insight Wealth Partners
5700
Insight Wealth Partners
Texas
$106M -$27.1M -20% 1.78% 63.2% 61 8.2% 1.9