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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)
Pacific Wealth Management
5776
Pacific Wealth Management
California
$203M +$20.6M +11% 5.74% 72.8% 23 26.09% 1.8
Eads & Heald Wealth Management
5777
Eads & Heald Wealth Management
Georgia
$202M +$5.53M +3% 9.16% 84.4% 143 9.79% 8.3
Peoples Financial Services Corp
5778
Peoples Financial Services Corp
Pennsylvania
$202M -$5.83M -3% 8.68% 104% 261 3.07% 8.3
AmeriServ Wealth Advisors
5779
AmeriServ Wealth Advisors
Pennsylvania
$202M +$29.4M +17% 6.63% – 64 14.06% 3.2
Tandem Wealth Advisors
5780
Tandem Wealth Advisors
Arizona
$202M +$11M +6% 6.36% 43.1% 55 14.55% 1.9
New Perspectives Inc
5781
New Perspectives Inc
Mississippi
$202M +$14.8M +8% 8.92% – 40 15% 2.4
Patron Partners
5782
Patron Partners
Texas
$202M +$17.1M +9% 9.2% 90.2% 185 10.81% 3
SIA
5783
Schear Investment Advisers
Ohio
$202M +$28.4M +16% 21.3% 241% 93 11.83% 1.9
AFT
5784
Alpha Family Trust
California
$202M +$30.6M +18% 18.9% 198% 199 20.1% 1.5
Allie Family Office
5785
Allie Family Office
Florida
$202M +$18.8M +10% 7.71% 59% 111 19.82% 2.2
Waypoint Wealth Counsel
5786
Waypoint Wealth Counsel
Georgia
$202M +$42.4M +27% 10.7% 111% 199 42.21% 1.1
CCC
5787
Chelsea Counsel Company
California
$202M +$17.7M +10% 7.37% 106% 210 9.05% 3.6
Alhambra Investment Management
5788
Alhambra Investment Management
Florida
$202M +$7.61M +4% 5.09% 67.7% 183 12.57% 3
Alternative Investment Advisors
5789
Alternative Investment Advisors
Florida
$201M +$12.3M +6% 9.56% 70.2% 61 19.67% 1.2
5th Street Advisors
5790
5th Street Advisors
Connecticut
$201M -$6.01M -3% 6.85% 47.5% 48 29.17% 1.9
LifePlan Investment Advisors
5791
LifePlan Investment Advisors
North Carolina
$201M +$27.5M +16% 8.24% 60.9% 108 10.19% 1.4
Heritage Wealth Management (Texas)
5792
Heritage Wealth Management (Texas)
Texas
$201M +$28.7M +17% 6.14% 52.3% 40 25% 1.7
LPCM
5793
Lynwood Price Capital Management
Texas
$201M +$25.8M +15% 13.8% – 18 33.33% 0.4
Powers Capital
5794
Powers Capital
California
$201M +$16.9M +9% 10.6% – 2 0% 0.5
RCS Financial Planning
5795
RCS Financial Planning
Maryland
$201M +$11.6M +6% 6.26% 48.2% 85 12.94% 1.7
Ampersand Capital Group
5796
Ampersand Capital Group
California
$201M +$56.1M +39% 23.2% – 7 0% 0.5
Marmo Financial Group
5797
Marmo Financial Group
Tennessee
$201M +$18M +10% 8.91% 47.5% 30 13.33% 1.5
D. Scott Neal
5798
D. Scott Neal
Kentucky
$201M +$20.3M +11% 11.3% 105% 57 8.77% 4.3
Keener Financial Planning
5799
Keener Financial Planning
Texas
$201M +$46.7M +30% 9.52% – 221 18.55% 1
Kapstone Financial Advisors
5800
Kapstone Financial Advisors
Ohio
$201M +$23.8M +13% 14.2% 131% 126 15.87% 1.8