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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)
Friedenthal Financial
5776
Friedenthal Financial
New Jersey
$153M +$5.86M +4% 15.7% 105% 273 78.75% 0.9
WFA
5777
WMG Financial Advisors
Tennessee
$153M +$35.6M +30% 11.1% 73.8% 132 30.3% 1.2
Prairie Sky Financial Group
5778
Prairie Sky Financial Group
Illinois
$153M +$11.2M +8% 9.83% – 81 9.88% 0.5
Cox Capital Management
5779
Cox Capital Management
Massachusetts
$153M +$11M +8% 10.4% 106% 107 36.45% 3.2
Ampfield Management
5780
Ampfield Management
New York
$153M +$41.4M +37% 29.5% 56.9% 5 40% 1.7
RCM
5781
Ratan Capital Management
Florida
$153M +$21.1M +16% 23.9% 616% 48 45.83% 1.4
HTG Investment Advisors
5782
HTG Investment Advisors
Connecticut
$153M +$28.3M +23% 11.1% 57.4% 61 14.75% 0.8
Maxwell Wealth Strategies
5783
Maxwell Wealth Strategies
California
$153M – – 10% – 91 – 0
TAGStone Capital
5784
TAGStone Capital
North Carolina
$153M +$17M +12% 10.5% 58.3% 83 10.84% 1.6
Summit Place Financial Advisors
5785
Summit Place Financial Advisors
New Jersey
$153M +$12.4M +9% 10.5% 111% 93 11.83% 2.5
RCS Financial Planning
5786
RCS Financial Planning
Maryland
$153M +$22M +17% 8.57% 48.2% 66 13.64% 0.7
Brendel Financial Advisors
5787
Brendel Financial Advisors
New Hampshire
$153M +$85.4M +127% 9.24% 126% 97 60.82% 0.9
Horizons Wealth Management
5788
Horizons Wealth Management
North Carolina
$153M +$15.5M +11% 7.85% – 192 8.33% 1.3
Firethorn Wealth Partners
5789
Firethorn Wealth Partners
Georgia
$153M +$22.1M +17% 10.2% 75.1% 153 24.84% 1.6
Luminvest Wealth Management
5790
Luminvest Wealth Management
Arizona
$153M – – 8.81% 47.7% 21 – 0
Arkfeld Wealth Strategies
5791
Arkfeld Wealth Strategies
Nebraska
$153M +$13.8M +10% 8.72% 90.8% 78 8.97% 2.6
Lexington Partners
5792
Lexington Partners
New York
$152M +$16.5M +12% 10.2% 24.5% 9 55.56% 1.4
Colorado Capital Management
5793
Colorado Capital Management
Colorado
$152M +$20.4M +15% 9.51% 60.4% 82 7.32% 5.5
Triton Wealth Management
5794
Triton Wealth Management
Arizona
$152M +$3.68M +2% 13.2% – 80 15% 2.6
CNA Financial
5795
CNA Financial
Illinois
$152M -$25.9M -15% 5.08% 48.6% 19 42.11% 1.9
Western Asset Management Company
5796
Western Asset Management Company
California
$152M -$67.6M -31% 0.01% 2.29% 20 25% 2.1
Robinson Value Management
5797
Robinson Value Management
Texas
$152M +$17.8M +13% 12.4% 79.3% 85 17.65% 3.1
Paradigm Strategies in Wealth Management
5798
Paradigm Strategies in Wealth Management
Minnesota
$152M -$4.83M -3% 7.35% 41.2% 51 21.57% 1.8
Woodward Financial Advisors
5799
Woodward Financial Advisors
North Carolina
$152M +$16.8M +12% 9.19% 55% 53 18.87% 1.4
ELCO Management
5800
ELCO Management
New York
$152M +$13.3M +10% 9.23% 98.3% 151 15.89% 3.4