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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)
Cascade Wealth Advisors
5851
Cascade Wealth Advisors
Washington
$249M +$21.1M +9% 8.91% – 63 7.94% 1.6
Windle Wealth
5852
Windle Wealth
Oklahoma
$249M +$12.2M +5% 4.95% 73% 35 8.57% 2.9
BlackDiamond Wealth Management
5853
BlackDiamond Wealth Management
New York
$249M +$40.7M +20% 16.9% 70.8% 242 22.73% 1.9
Fogel Capital Management
5854
Fogel Capital Management
Florida
$249M +$30M +14% 11.6% – 60 18.33% 1.6
Carl Stuart Investment Advisor
5855
Carl Stuart Investment Advisor
Texas
$249M +$19.7M +9% 8.98% 84.4% 29 34.48% 2.3
AFT
5856
Alpha Family Trust
California
$249M +$42.5M +21% 42.8% 198% 225 20.89% 2
Jim Saulnier & Associates
5857
Jim Saulnier & Associates
Colorado
$249M +$43.1M +21% 7.7% – 160 18.13% 1.1
Pennsylvania State University
5858
Pennsylvania State University
Pennsylvania
$249M +$57.2M +30% 2.15% – 3 33.33% 0.3
Finley Financial
5859
Finley Financial
Nevada
$248M +$34.9M +16% 19.2% – 110 2.73% 1.4
Pavion Blue Capital
5860
Pavion Blue Capital
California
$248M +$18.2M +8% 12.5% 77.6% 117 12.82% 4.3
Steelhead Wealth Management
5861
Steelhead Wealth Management
Virginia
$248M +$51.1M +26% 16.7% – 102 23.53% 0.2
Two Point Capital Management
5862
Two Point Capital Management
New York
$248M +$19.2M +8% 14.4% – 30 6.67% 2.8
Arbor Trust Wealth Advisors
5863
Arbor Trust Wealth Advisors
Michigan
$248M +$20.4M +9% 13.3% 63.8% 102 17.65% 4
Seamount Financial Group
5864
Seamount Financial Group
Colorado
$248M +$26.1M +12% 13.3% 79.7% 146 10.96% 1.8
RHS Financial
5865
RHS Financial
California
$248M +$36.8M +17% 10.6% 65.6% 178 25.28% 2.3
DCM
5866
Dilation Capital Management
New York
$248M +$48.7M +24% 67.3% – 28 57.14% 0.5
CCP
5867
Cunning Capital Partners
North Carolina
$248M +$51.2M +26% 41.1% 268% 56 1.79% 2.4
TBBL
5868
True Blue (BVI) Ltd
$248M +$44.7M +22% 22.1% – 3 0% 1.5
Lynx Capital Group
5869
Lynx Capital Group
Ohio
$248M +$32.7M +15% 7.92% – 95 16.84% 1.8
GoalFusion Wealth Management
5870
GoalFusion Wealth Management
Texas
$248M +$27.2M +12% 10.1% 47.6% 35 22.86% 2.4
William John Sempolinski
5871
William John Sempolinski
Massachusetts
$248M +$48.5M +24% 19.7% – 110 19.09% 0.4
Elite Financial
5872
Elite Financial
Idaho
$248M +$24.5M +11% 12.7% – 56 5.36% 1.4
North Berkeley Wealth Management
5873
North Berkeley Wealth Management
California
$247M +$58.2M +31% 17.2% – 81 14.81% 1.1
May Barnhard Investments
5874
May Barnhard Investments
Maryland
$247M +$41.2M +20% 15.1% 65.4% 90 8.89% 2.1
TSM
5875
Two Star Manager
Florida
$247M -$7.08M -3% 6.65% – 12 8.33% 1.8