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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)
Alternative Investment Advisors
5701
Alternative Investment Advisors
Florida
$189M -$2.47M -1% 2.49% 78.6% 57 7.02% 1.1
Elite Financial
5702
Elite Financial
Idaho
$189M +$4.58M +2% 2.56% – 112 55.36% 0.1
PCA Investment Advisory Services
5703
PCA Investment Advisory Services
Ohio
$189M -$26.8M -12% 3.85% 71.4% 146 68.49% 1.7
LJCM
5704
Lee Johnson Capital Management
Texas
$189M -$421K -0.2% 2.98% 118% 43 41.86% 1
PFS Partners
5705
PFS Partners
New Jersey
$189M +$2.24M +1% 0.93% 65.2% 462 8.01% 2.4
Onyx Financial Advisors
5706
Onyx Financial Advisors
Idaho
$189M +$6.73M +4% 1.99% 57.8% 17 17.65% 1.4
MYeCFO
5707
MYeCFO
California
$189M +$3.7M +2% 0.57% 58.5% 59 5.08% 1.8
Shore Point Advisors
5708
Shore Point Advisors
New Jersey
$189M +$2.96M +2% 0.48% 54.6% 69 11.59% 2
MI
5709
Moneywise Inc
Virginia
$189M -$10.6M -5% 4.3% 60.8% 59 18.64% 3.4
Great Point Partners
5710
Great Point Partners
Connecticut
$189M -$23.4M -11% 12.8% 710% 36 38.89% 0.7
Dravo Bay
5711
Dravo Bay
Delaware
$189M -$17.6M -9% 0.41% 45.2% 52 13.46% 2.1
Genesis Private Wealth
5712
Genesis Private Wealth
Virginia
$189M +$7.1M +4% 0.37% – 157 21.66% 0.2
Robbins Farley
5713
Robbins Farley
New Hampshire
$188M -$21.6M -10% 3.86% 106% 161 4.97% 2.5
Granite Harbor Advisors
5714
Granite Harbor Advisors
Texas
$188M +$7.56M +4% 2.78% 61.5% 110 23.64% 1.4
Everpar Advisors
5715
Everpar Advisors
Oklahoma
$188M -$10M -5% 1.51% – 277 14.08% 1
Silver Oak Advisory Group
5716
Silver Oak Advisory Group
Oregon
$188M -$772K -0.4% 0.19% 28.9% 69 11.59% 2.5
Mills Wealth Advisors
5717
Mills Wealth Advisors
Texas
$188M +$12.5M +7% 0.93% 37.9% 72 26.39% 1.3
Wrenne Financial Planning
5718
Wrenne Financial Planning
Kentucky
$188M +$12.5M +7% 0.98% 54.3% 46 13.04% 1
Aviso Wealth Management
5719
Aviso Wealth Management
Washington
$188M -$7.88M -4% 2.9% 153% 145 7.59% 1.1
CHB Investment Group
5720
CHB Investment Group
Pennsylvania
$188M +$3.96M +2% 2.85% – 74 0% 0.5
Astor Investment Management
5721
Astor Investment Management
Illinois
$188M -$7.16M -4% 0.72% 23.3% 33 39.39% 1.2
Brentview Investment Management
5722
Brentview Investment Management
Illinois
$188M +$12M +7% 2.74% – 68 41.18% 0.1
Lodestone Wealth Management
5723
Lodestone Wealth Management
Washington
$188M -$11.4M -6% 1.56% 87.1% 159 9.43% 1.7
WD Rutherford
5724
WD Rutherford
Oregon
$188M -$23M -11% 4.26% 189% 80 20% 2.9
Econ Financial Services
5725
Econ Financial Services
Pennsylvania
$188M +$13.5M +8% 2.14% 16.9% 101 42.57% 0.7