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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)
Boulder Wealth Advisors
5726
Boulder Wealth Advisors
Colorado
$171M +$9.9M +6% 3.7% – 24 4.17% 1
Cairn Investment Group
5727
Cairn Investment Group
Washington
$171M -$2.84M -2% 1.07% 61.3% 67 5.97% 3.2
Leslie Global Wealth
5728
Leslie Global Wealth
Illinois
$171M – – 1.97% – 52 – 0
Triton Wealth Management
5729
Triton Wealth Management
Arizona
$171M +$26.7M +18% 4.68% – 87 16.09% 2.6
Glass Wealth Management
5730
Glass Wealth Management
Texas
$171M +$7.13M +4% 5.99% – 63 11.11% 0.2
Grandview Asset Management
5731
Grandview Asset Management
Pennsylvania
$171M -$49.4M -22% 15.9% 200% 109 44.95% 2.9
Radcliff Management
5732
Radcliff Management
New York
$171M -$60.8M -26% 3.95% 47.6% 2 50% 2.5
AFT
5733
Alpha Family Trust
California
$171M +$5.29M +3% 6.41% 198% 162 11.73% 1.2
Woodward Diversified Capital
5734
Woodward Diversified Capital
California
$171M +$9.5M +6% 4.39% 118% 170 17.65% 2.1
GA
5735
Greytown Advisors
Florida
$170M -$7.22M -4% 1.25% 14.1% 78 10.26% 4.3
Aurora Investment Counsel
5736
Aurora Investment Counsel
Georgia
$170M -$4.2M -2% 3.65% 31.7% 118 18.64% 1.4
Patron Partners
5737
Patron Partners
Texas
$170M +$5.86M +4% 3.62% 90.2% 181 9.94% 2.5
Working Capital Advisors (UK)
5738
Working Capital Advisors (UK)
United Kingdom
$170M +$47.2M +38% 36.6% 24.8% 3 0% 2
Loudon Investment Management
5739
Loudon Investment Management
New Hampshire
$170M -$4.11M -2% 1.08% 61.6% 100 6% 5.5
Pine Harbor Wealth Management
5740
Pine Harbor Wealth Management
Maryland
$170M +$11M +7% 3.19% – 101 8.91% 0.5
New Insight Wealth Advisors
5741
New Insight Wealth Advisors
California
$170M +$9.7M +6% 3.12% – 90 14.44% 0.4
Mainsail Financial Group
5742
Mainsail Financial Group
Washington
$170M +$24.7M +17% 1.48% 61.9% 54 3.7% 1.3
Hanwha Asset Management
5743
Hanwha Asset Management
South Korea
$170M +$19.6M +13% 13.1% – 1 0% 1.5
BWA
5744
BlueChip Wealth Advisors
Georgia
$170M +$14.7M +9% 0.78% – 145 21.38% 0.4
Coombe, Bender & Co
5745
Coombe, Bender & Co
New York
$170M +$5.25M +3% 1.62% – 82 17.07% 1.6
Fairway Wealth
5746
Fairway Wealth
Ohio
$170M +$22.2M +15% 0.3% – 365 78.36% 0.1
Legacy Bridge
5747
Legacy Bridge
Iowa
$170M -$1.29M -0.8% 3.63% 225% 326 15.03% 3.8
McCarthy Asset Management
5748
McCarthy Asset Management
California
$170M +$7.18M +4% 1.98% – 40 5% 2.6
RCS Financial Planning
5749
RCS Financial Planning
Maryland
$170M +$7.1M +4% 1.12% 48.2% 71 5.63% 1.1
LA
5750
Lane & Associates
New Jersey
$170M +$10.7M +7% 1.74% – 118 9.32% 1.2