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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)
Ascension Capital Advisors
5751
Ascension Capital Advisors
Texas
$155M -$18.8M -11% 11.3% 59.3% 42 33.33% 2.8
ETF Store
5752
ETF Store
Kansas
$155M +$15M +11% 8.38% 61% 106 14.15% 1.6
PWP
5753
Pursue Wealth Partners
California
$155M +$13.5M +10% 17.3% 108% 103 23.3% 1.4
Iams Wealth Management
5754
Iams Wealth Management
Nebraska
$155M +$10.1M +7% 7.96% 57.7% 130 30.77% 0.2
Eudaimonia Advisors
5755
Eudaimonia Advisors
Tennessee
$155M +$12.3M +9% 10.6% – 147 6.12% 1.6
Riverstone Advisors
5756
Riverstone Advisors
Texas
$155M +$9.9M +7% 12.1% 104% 51 29.41% 2.3
Financial Connections Group
5757
Financial Connections Group
California
$154M +$73.4M +91% 9.91% 44.4% 243 46.5% 0.9
Long Walk Management
5758
Long Walk Management
Connecticut
$154M +$19.1M +14% 20.8% 302% 10 20% 1.1
Legacy Bridge
5759
Legacy Bridge
Iowa
$154M +$14M +10% 13.8% 236% 303 8.58% 3.8
Continuum Wealth Advisors
5760
Continuum Wealth Advisors
New York
$154M +$12.3M +9% 7.63% 69% 55 23.64% 0.8
AIM
5761
Athena Investment Management
California
$154M +$14.5M +10% 10.2% 80.6% 139 2.88% 1.6
Graphene Investments SAS
5762
Graphene Investments SAS
France
$154M +$11.6M +8% 13.5% 103% 49 16.33% 0.8
Axiom Financial Strategies
5763
Axiom Financial Strategies
Indiana
$154M +$5.09M +3% 9.2% 54.5% 37 18.92% 2.5
Arisaig Partners (Asia)
5764
Arisaig Partners (Asia)
Singapore
$154M -$11.9M -7% 14% – 8 0% 1.8
Arthedge Capital Management
5765
Arthedge Capital Management
New York
$154M +$35.8M +30% 24% 80.7% 14 21.43% 2.3
Optimist Retirement Group
5766
Optimist Retirement Group
Washington
$154M – – 12.3% 92.2% 71 – 0
PWM
5767
Prosperity Wealth Management
California
$154M -$1.5M -1% 18.2% 175% 195 51.79% 0.5
Aurora Investment Counsel
5768
Aurora Investment Counsel
Georgia
$154M +$2.56M +2% 8.36% 31.7% 127 22.83% 1.3
IMPACTfolio
5769
IMPACTfolio
Colorado
$154M +$15M +11% 10.3% 58.8% 53 30.19% 0.9
Alternative Investment Advisors
5770
Alternative Investment Advisors
Florida
$154M +$10.5M +7% 11% 78.6% 58 27.59% 0.2
My Personal CFO LLC
5771
My Personal CFO LLC
Washington
$154M +$29.8M +24% 12.9% 83.4% 93 13.98% 1.3
22NW LP
5772
22NW LP
Washington
$154M +$13.2M +9% 23.7% 138% 15 13.33% 2.6
Resolute Capital Asset Partners
5773
Resolute Capital Asset Partners
Colorado
$153M +$11.7M +8% 19.2% 657% 54 68.52% 0.4
Avaii Wealth Management
5774
Avaii Wealth Management
Wisconsin
$153M +$21.3M +16% 11% 100% 159 20.75% 1.1
Blue Investment Partners
5775
Blue Investment Partners
California
$153M +$27.6M +22% 12.3% – 35 25.71% 0.7