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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)
LI
5726
Latash Investments
Alaska
$123M -$1.55M -1% 3.17% 110% 23 8.7% 2.5
Boyar Asset Management
5727
Boyar Asset Management
New York
$123M +$1.22M +1% 12% 75.5% 86 12.79% 6
MMA Asset Management
5728
MMA Asset Management
Pennsylvania
$123M +$6.8M +6% 7.97% 54.3% 110 22.73% 1.3
Covestor
5729
Covestor
United Kingdom
$123M +$9.13M +8% 10.4% 136% 2,894 10.95% 0.8
Provence Wealth Management Group
5730
Provence Wealth Management Group
California
$123M +$45.9M +60% 7.32% – 122 59.84% 0.4
Dravo Bay
5731
Dravo Bay
Delaware
$122M +$12.3M +11% 7.44% 45.2% 45 13.33% 0.8
Wealth Advisors of Iowa
5732
Wealth Advisors of Iowa
Iowa
$122M +$15.3M +14% 9.24% 60.9% 68 23.53% 1.3
Lederer & Associates Investment Counsel
5733
Lederer & Associates Investment Counsel
California
$122M +$3.96M +3% 8.44% 92.7% 88 2.27% 4.9
Element Wealth
5734
Element Wealth
Mississippi
$122M +$13.9M +13% 7.48% 59.6% 222 22.07% 2
Garrison Point Advisors
5735
Garrison Point Advisors
California
$122M +$10.2M +9% 10.5% 81.5% 142 4.23% 3.3
Financial Avengers
5736
Financial Avengers
California
$122M -$126K -0.1% 3.06% 108% 190 24.21% 1.4
Fulcrum Equity Management
5737
Fulcrum Equity Management
Texas
$122M +$3.92M +3% 7.92% 116% 81 34.57% 1.1
Ravenstone Capital Management
5738
Ravenstone Capital Management
$122M +$7.91M +7% 8.16% 63% 38 7.89% 1.3
Lakeside Advisors
5739
Lakeside Advisors
Washington
$122M +$10.2M +9% 10.9% 83.7% 58 3.45% 0.9
Howard Wealth Management
5740
Howard Wealth Management
Connecticut
$122M -$19.3M -14% 5.4% 69.9% 123 17.07% 1.4
Retirement Guys Formula
5741
Retirement Guys Formula
Ohio
$122M +$26.9M +28% 8.83% 75.7% 143 33.57% 0.7
RiverTree Advisors
5742
RiverTree Advisors
Florida
$122M -$359K -0.3% 5.81% 25.4% 47 65.96% 0.4
Sebold Capital Management
5743
Sebold Capital Management
Illinois
$122M – – 8.35% – 69 – 0
Brooktree Capital Management
5744
Brooktree Capital Management
Michigan
$122M +$267K +0.2% 2.96% 82.9% 33 0% 2.4
Cassia Capital Partners
5745
Cassia Capital Partners
North Carolina
$122M +$12.5M +11% 5.85% 55% 83 54.22% 0.5
MYeCFO
5746
MYeCFO
California
$122M – – 6.55% 58.5% 43 – 0
LAI
5747
Legal Advantage Investments
California
$122M +$14.9M +14% 12.6% 116% 90 13.33% 1.3
Shore Point Advisors
5748
Shore Point Advisors
New Jersey
$122M +$19.1M +19% 10% 54.6% 49 32.65% 0.6
Koesten Hirschmann & Crabtree
5749
Koesten Hirschmann & Crabtree
Kansas
$122M – – 9.85% 68.7% 163 – 0
Destiny Capital
5750
Destiny Capital
Colorado
$122M – – 4.14% – 44 – 0