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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)
Gould Capital
5776
Gould Capital
Washington
$143M – – 5.14% 60.1% 210 – 0
Ironwood Wealth Management (West Virginia)
5777
Ironwood Wealth Management (West Virginia)
West Virginia
$143M +$8.03M +6% 5.64% 38.1% 23 8.7% 0.9
Tranquilli Financial Advisor
5778
Tranquilli Financial Advisor
New Jersey
$143M +$9.39M +7% 6.61% 55.1% 88 20.45% 0.8
CWM
5779
Capital Wealth Management
Rhode Island
$143M +$13.3M +10% 5.76% 51.3% 39 10.26% 2.1
Doheny Asset Management
5780
Doheny Asset Management
California
$143M +$2.81M +2% 15.9% 135% 100 12% 4.8
BetterWealth
5781
BetterWealth
California
$143M – – 11% 63.3% 42 – 0
Cruiser Capital Advisors
5782
Cruiser Capital Advisors
Connecticut
$143M +$20.6M +17% 15.8% 192% 92 44.57% 0.7
AFG Fiduciary Services
5783
AFG Fiduciary Services
Massachusetts
$142M – – 6.66% 72.4% 78 – 0
IFS Advisors
5784
IFS Advisors
Kansas
$142M -$13.7M -9% 5.18% 54.2% 140 80.71% 0.2
Invesco Senior Secured Management
5785
Invesco Senior Secured Management
New York
$142M -$50.1M -26% 2.11% 18.1% 18 38.89% 2
SCM
5786
Springhouse Capital Management
Connecticut
$142M +$36.2M +34% 0.85% 52% 37 40.54% 1
Ivy Lane Capital Management
5787
Ivy Lane Capital Management
Florida
$142M -$1.1M -0.8% 4.08% 101% 10 20% 0.8
Yost Capital Management
5788
Yost Capital Management
Texas
$142M +$43M +43% 6.82% 125% 13 38.46% 0.6
Powers Advisory Group
5789
Powers Advisory Group
Illinois
$142M – – 6.43% 49.8% 91 – 0
RCA
5790
Reitz Capital Advisors
Michigan
$142M +$8.18M +6% 5.38% 11% 52 15.38% 1.7
KL
5791
KCK Ltd
Bermuda
$142M – – 28% – 4 – 0
Newton One Investments
5792
Newton One Investments
Delaware
$142M +$7.44M +6% 4.2% 42% 137 8.03% 0.7
Lake Hills Wealth Management
5793
Lake Hills Wealth Management
Texas
$141M – – 7.84% 83.7% 56 – 0
MMA Asset Management
5794
MMA Asset Management
Pennsylvania
$141M +$10.5M +8% 5.53% 61.2% 101 16.83% 0.8
Objective Capital Management
5795
Objective Capital Management
Ohio
$141M – – 8.22% – 121 – 0
Innova Wealth Partners
5796
Innova Wealth Partners
Pennsylvania
$141M +$15.2M +12% 6.73% 72.5% 75 14.67% 0.8
New Perspectives Inc
5797
New Perspectives Inc
Mississippi
$141M +$5.94M +4% 6.87% – 24 12.5% 0.5
LifeSteps Financial
5798
LifeSteps Financial
California
$141M +$10.6M +8% 9.57% 98.4% 85 11.76% 1.7
Arbor Capital Management (Alaska)
5799
Arbor Capital Management (Alaska)
Alaska
$141M – – 11.7% 62.7% 103 – 0
swisspartners
5800
swisspartners
Liechtenstein
$141M +$12.2M +9% 7.61% – 86 18.6% 0.7