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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)
CIS
5726
Custom Index Systems
New York
$230M +$3.14M +1% 3.6% – 292 31.51% 1
Barnes Pettey Financial Advisors
5727
Barnes Pettey Financial Advisors
Mississippi
$229M +$27.2M +13% 1.36% 79.7% 163 16.56% 2.1
Allie Family Office
5728
Allie Family Office
Florida
$229M +$15.3M +7% 0.97% 59% 111 16.22% 2.6
Cloud Capital Management
5729
Cloud Capital Management
Washington
$229M +$17.7M +8% 1.02% – 118 23.73% 0.8
Cane Capital Partners
5730
Cane Capital Partners
Louisiana
$229M -$25.1M -10% 5.06% – 167 35.33% 0.2
Alternative Investment Advisors
5731
Alternative Investment Advisors
Florida
$229M -$3.19M -1% 3.5% 78.6% 81 27.16% 1.2
NerdWallet Wealth Partners
5732
NerdWallet Wealth Partners
New York
$229M +$6.11M +3% 1.72% – 73 35.62% 0.4
Harper Investing
5733
Harper Investing
California
$229M -$3.18M -1% 3.32% 58.7% 77 18.18% 1.5
Smith Shellnut Wilson
5734
Smith Shellnut Wilson
Mississippi
$229M -$31.7M -12% 0.93% 98.6% 150 8% 4.8
Granite Harbor Advisors
5735
Granite Harbor Advisors
Texas
$229M -$7.67M -3% 2.18% 61.5% 135 11.85% 1.9
NBZ Investment Advisors
5736
NBZ Investment Advisors
Tennessee
$229M -$722K -0.3% 2.31% – 77 16.88% 0.9
Two Point Capital Management
5737
Two Point Capital Management
New York
$229M -$17.8M -7% 3.22% – 28 10.71% 2.8
MI
5738
Moneywise Inc
Virginia
$229M -$11.4M -5% 0.21% 60.8% 92 21.74% 2.9
Abound Financial
5739
Abound Financial
California
$229M -$29.5M -11% 2.25% – 291 7.9% 0.5
Worth Financial Advisory Group
5740
Worth Financial Advisory Group
North Carolina
$229M +$22.4M +11% 4.24% 93.3% 202 86.14% 1.5
Carl Stuart Investment Advisor
5741
Carl Stuart Investment Advisor
Texas
$229M +$118M +107% 0.31% 84.4% 29 48.28% 1.6
One Wealth Capital Management
5742
One Wealth Capital Management
Arizona
$229M -$6.03M -3% 7.21% – 152 32.24% 0.8
IRON Financial
5743
IRON Financial
Illinois
$229M +$11.3M +5% 0.81% 60.6% 167 34.13% 3
CM
5744
Cosmic Management
California
$229M -$95.8M -30% 26.2% – 4 0% 0.3
FNY Investment Advisers
5745
FNY Investment Advisers
New York
$229M -$126M -35% 1.64% 386% 1,226 59.46% 0.7
GeoSphere Capital Management
5746
GeoSphere Capital Management
Florida
$229M -$75M -25% 36.4% 446% 62 67.74% 0.4
Shelton Wealth Management
5747
Shelton Wealth Management
Texas
$229M -$4.7M -2% 0.57% 89.4% 190 41.05% 2
My Personal CFO LLC
5748
My Personal CFO LLC
Washington
$228M -$11.3M -5% 2.78% 83.4% 98 15.31% 1.2
Alliance Wealth Advisors (Pennsylvania)
5749
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$228M -$1.66M -0.7% 0.42% 74.4% 160 4.38% 3.4
Chris Bulman
5750
Chris Bulman
California
$228M +$2.19M +1% 1.21% – 159 11.95% 1.1