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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)
New Millennium Group
5751
New Millennium Group
Utah
$219M +$38.2M +21% 15.5% 176% 570 37.72% 1
Cobblestone Asset Management
5752
Cobblestone Asset Management
Virginia
$219M +$28.5M +15% 8.01% 60.6% 78 16.67% 1
Resolute Wealth Strategies
5753
Resolute Wealth Strategies
Mississippi
$219M +$31.9M +17% 12.9% 105% 108 9.26% 1.9
Strategic Financial Partners
5754
Strategic Financial Partners
Oregon
$218M +$2.92M +1% 6.44% 54.8% 83 12.05% 3.6
Johnson & White Wealth Management
5755
Johnson & White Wealth Management
Pennsylvania
$218M +$19.8M +10% 7.14% 85.1% 113 10.62% 1.3
Elite Financial
5756
Elite Financial
Idaho
$218M +$15.1M +7% 6.7% – 54 3.7% 0.7
New England Professional Planning Group
5757
New England Professional Planning Group
Rhode Island
$218M -$1.28M -0.6% 6.59% 64.1% 48 8.33% 4.6
Ironwood Wealth Management (West Virginia)
5758
Ironwood Wealth Management (West Virginia)
West Virginia
$218M +$6.46M +3% 4.34% 38.1% 22 0% 3.8
Bluesphere Advisors
5759
Bluesphere Advisors
Pennsylvania
$218M +$17.6M +9% 10.1% 105% 99 13.13% 2.4
Infusive Asset Management
5760
Infusive Asset Management
New York
$218M -$6.23M -3% 8.46% 33.8% 38 31.58% 1.5
Yarger Wealth Strategies
5761
Yarger Wealth Strategies
Ohio
$218M +$26.7M +14% 7.81% 55.1% 121 8.26% 1.8
CIA
5762
Citadel Investment Advisory
Ohio
$218M +$11.6M +6% 7.22% 66.1% 83 1.2% 4.2
Burrus Financial Services
5763
Burrus Financial Services
Utah
$218M +$9.01M +4% 4.27% 31.3% 10 0% 2.8
WealthCollab
5764
WealthCollab
Washington
$218M +$39M +22% 15.5% – 998 7.52% 1.3
Forge First Asset Management
5765
Forge First Asset Management
Canada
$218M -$58.6M -21% 10.1% 112% 57 70.18% 0.5
Core Wealth Partners
5766
Core Wealth Partners
California
$218M +$20.8M +11% 7.56% 75.7% 191 12.04% 1.7
Tribridge Partners Financial
5767
Tribridge Partners Financial
Maryland
$218M +$47.3M +28% 5.36% – 74 22.97% 0.2
NERM
5768
New England Research & Management
Illinois
$218M +$7.19M +3% 7.9% 65% 178 35.39% 4.1
BCM
5769
Birmingham Capital Management
Alabama
$218M -$8.53M -4% 7.93% 103% 99 8.08% 9.6
Wealthcare Capital Partners
5770
Wealthcare Capital Partners
Pennsylvania
$218M +$18.7M +9% 5.94% – 151 7.28% 0.6
Cobalt Capital Management
5771
Cobalt Capital Management
New Jersey
$218M +$4.5M +2% 7.46% 235% 35 62.86% 1
Howard Wealth Management
5772
Howard Wealth Management
Connecticut
$218M +$19.7M +10% 6.74% 69.9% 134 11.94% 2.6
INCA Investments
5773
INCA Investments
Florida
$217M -$40.2M -16% 1.29% 128% 10 10% 6
Bellevue Asset Management
5774
Bellevue Asset Management
Washington
$217M +$11.8M +6% 6.51% 56.7% 504 9.72% 4.1
New Vernon Capital Holdings II
5775
New Vernon Capital Holdings II
New Jersey
$217M +$8.92M +4% 3.38% 114% 86 26.74% 1.1