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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)
Montis Financial
5826
Montis Financial
Massachusetts
$118M +$14.3M +14% 8.09% 46% 65 18.46% 1.7
First National Bank of Hutchinson
5827
First National Bank of Hutchinson
Kansas
$118M -$7.36M -6% 8.13% 121% 112 12.5% 3.7
Melone Private Wealth
5828
Melone Private Wealth
Michigan
$118M +$3.53M +3% 5.69% 30.4% 56 7.14% 1
Brainard Capital Management
5829
Brainard Capital Management
Texas
$118M – – 0.98% – 108 – 0
Tilt Investment Management Holdings
5830
Tilt Investment Management Holdings
New York
$118M – – 8.86% – 138 – 0
Hilltop Wealth Advisors
5831
Hilltop Wealth Advisors
North Carolina
$118M +$20.6M +21% 8.31% 58.3% 41 17.07% 1.8
BWIA
5832
Bryant Woods Investment Advisors
New York
$118M +$11.8M +11% 7.9% 74.4% 42 9.52% 0.8
Mosaic Advisors
5833
Mosaic Advisors
Texas
$118M -$7.12M -6% 8.04% 50.9% 17 17.65% 1.4
Retirement Financial Solutions
5834
Retirement Financial Solutions
Tennessee
$118M – – 5.8% 52.5% 277 – 0
BCM
5835
BlueMar Capital Management
Florida
$118M -$18.3M -13% 11.6% 27.4% 36 58.33% 2
E Fund Management (HK)
5836
E Fund Management (HK)
Hong Kong
$118M -$8.3M -7% 20.6% 163% 33 36.36% 2
Affinia Financial Group
5837
Affinia Financial Group
Massachusetts
$118M +$29M +33% 7.81% 37.5% 35 34.29% 1.8
Resolute Financial
5838
Resolute Financial
Massachusetts
$118M +$12.2M +12% 7.52% – 118 19.49% 0.8
Sharp Capital Gestora de Recursos
5839
Sharp Capital Gestora de Recursos
Brazil
$118M -$26M -18% 9.64% 61.4% 9 33.33% 1.4
Parker Financial
5840
Parker Financial
Washington
$118M – – 6.3% 45% 40 – 0
WFA
5841
WMG Financial Advisors
Tennessee
$117M +$6.43M +6% 8.19% 73.8% 152 19.08% 0.8
FAG
5842
Fortitude Advisory Group
Washington
$117M +$12.1M +12% 7.28% 142% 232 18.1% 0.8
Tilson Financial Group
5843
Tilson Financial Group
New Jersey
$117M – – 6.17% 39.3% 59 – 0
Hartree Partners
5844
Hartree Partners
New York
$117M -$9.5M -7% 18.5% 138% 69 46.38% 0.4
Palo Alto Wealth Advisors
5845
Palo Alto Wealth Advisors
California
$117M – – 4.61% 108% 43 – 0
Penbrook Management
5846
Penbrook Management
New York
$117M +$1.13M +1% 12.5% 107% 100 6% 5.2
Consilium Wealth Advisory
5847
Consilium Wealth Advisory
Texas
$117M +$27.6M +31% 9.47% 126% 76 13.16% 0.8
AFC
5848
AFT Forsyth & Company
Florida
$117M +$5.18M +5% 10.1% 135% 136 8.09% 5.9
Social Capital Group
5849
Social Capital Group
California
$117M – – 24% – 4 – 0
Stevard LLC
5850
Stevard LLC
Illinois
$117M +$10.9M +10% 12.7% – 51 5.88% 2.2