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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)
Peak Financial Advisors
5801
Peak Financial Advisors
Colorado
$192M -$2.19M -1% 1.91% 39.1% 88 31.82% 1.2
Finley Financial
5802
Finley Financial
Nevada
$192M – – 0.48% – 122 – 0
Moser Wealth Advisors
5803
Moser Wealth Advisors
Washington
$192M -$708K -0.4% 1.49% – 143 6.99% 3.6
Gordian Capital (Singapore)
5804
Gordian Capital (Singapore)
Singapore
$192M -$71.9M -27% 9.3% 321% 220 41.36% 1.5
CSA
5805
Cottage Street Advisors
Massachusetts
$192M +$8.43M +5% 4.1% 95.8% 117 11.97% 2.6
Wealthcare Capital Partners
5806
Wealthcare Capital Partners
Pennsylvania
$192M – – 1.14% – 118 – 0
Proactive Wealth Strategies
5807
Proactive Wealth Strategies
Georgia
$192M +$11.9M +7% 3.26% – 136 14.71% 0.2
VM
5808
VPR Management
Texas
$192M -$95.1M -33% 8.58% 54.5% 56 1.79% 3.5
Legacy Bridge
5809
Legacy Bridge
Iowa
$192M +$6.11M +3% 6.36% 236% 306 6.86% 4
Concorde Asset Management
5810
Concorde Asset Management
Michigan
$192M +$14.6M +8% 4.67% – 206 26.7% 1.9
Alternative Investment Advisors
5811
Alternative Investment Advisors
Florida
$192M +$1.48M +0.8% 0.59% 78.6% 58 18.97% 0.9
Fourth Dimension Wealth
5812
Fourth Dimension Wealth
Ohio
$192M – – 2.94% – 628 – 0
Melia Wealth
5813
Melia Wealth
Oklahoma
$192M -$1.7M -0.9% 2.17% – 21 14.29% 0.8
Adalta Capital Management
5814
Adalta Capital Management
New York
$192M -$2.34M -1% 0.84% 80.4% 101 7.92% 3.8
Richards, Merrill & Peterson
5815
Richards, Merrill & Peterson
Washington
$191M – – 3.31% – 502 – 0
Rings Capital Management
5816
Rings Capital Management
Illinois
$191M -$392K -0.2% 0.92% 40.9% 8 0% 2.2
Owen LaRue
5817
Owen LaRue
Kentucky
$191M +$3.07M +2% 7.1% 126% 104 22.12% 1.2
O'Connor Financial Group
5818
O'Connor Financial Group
Illinois
$191M +$1.02M +0.5% 1.4% 48.4% 58 10.34% 1.3
ORBA Wealth Advisors
5819
ORBA Wealth Advisors
Illinois
$191M -$6.3M -3% 0.82% 70.5% 108 7.41% 0.9
GWA
5820
GGM Wealth Advisors
Maryland
$191M -$40.8M -18% 0.89% 25.9% 165 26.06% 1.7
Element Wealth
5821
Element Wealth
Mississippi
$191M +$2.47M +1% 0.32% 59.6% 302 8.94% 2.8
Cresta Advisors
5822
Cresta Advisors
Texas
$191M $0 0% 0.03% 66.8% 50 0% 1.6
GPC
5823
Guardian Point Capital
Virginia
$191M -$148M -44% 14.7% 142% 12 50% 2.8
Breed's Hill Capital
5824
Breed's Hill Capital
Massachusetts
$191M +$69.2M +57% 2.8% – 139 30.94% 0.6
Tower Wealth Partners
5825
Tower Wealth Partners
Pennsylvania
$191M +$19.2M +11% 0.89% 53.7% 86 23.26% 2