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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)
FinDec Wealth Services
5876
FinDec Wealth Services
California
$172M +$13.8M +9% 5.82% 47.6% 42 2.38% 1.5
BMMM
5877
Boston Mountain Money Management
Arkansas
$172M +$20.7M +14% 7% – 66 10.61% 0.5
QC
5878
Qalhat Capital
British Virgin Islands
$172M -$10.3M -6% 5.84% 90.3% 3 0% 1.8
Darrow Company
5879
Darrow Company
Massachusetts
$172M +$18.3M +12% 5.41% 44.5% 50 10% 1.5
Mader & Shannon Wealth Management
5880
Mader & Shannon Wealth Management
Missouri
$172M +$5.63M +3% 8.27% 53.1% 15 20% 3.1
Riverstone Advisors
5881
Riverstone Advisors
Texas
$172M +$9.23M +6% 6.79% 104% 52 15.38% 2.7
Tower Wealth Partners
5882
Tower Wealth Partners
Pennsylvania
$172M +$10M +6% 5.13% 53.7% 76 15.79% 1.9
Capital Wealth Alliance
5883
Capital Wealth Alliance
Arizona
$172M -$3.28M -2% 6.67% 124% 105 28.57% 2.6
Beaumont Asset Management
5884
Beaumont Asset Management
Texas
$172M +$16.3M +10% 6.13% 73.1% 68 8.82% 2.9
Howard Wealth Management
5885
Howard Wealth Management
Connecticut
$172M +$45M +35% 5.89% 69.9% 114 20.18% 2.3
Bullseye Investment Management
5886
Bullseye Investment Management
Ohio
$172M +$19.3M +13% 3.54% 36.2% 76 27.63% 0.8
Koesten Hirschmann & Crabtree
5887
Koesten Hirschmann & Crabtree
Kansas
$172M +$15.9M +10% 6.87% 68.7% 242 25.62% 1.3
Arrowroot Family Office
5888
Arrowroot Family Office
California
$172M +$15.4M +10% 5.9% – 130 10.77% 1.2
Enterprise Financial Services Corp (EFSC)
5889
Enterprise Financial Services Corp (EFSC)
Missouri
$172M +$9.16M +6% 10.3% 100% 161 11.18% 7.4
ViaWealth
5890
ViaWealth
Kansas
$172M +$10.4M +6% 5.91% 77.2% 159 9.43% 1.5
Armstrong Fleming & Moore
5891
Armstrong Fleming & Moore
District of Columbia
$172M +$15.6M +10% 12.5% 135% 101 8.91% 1
Legacy Investment Solutions
5892
Legacy Investment Solutions
Idaho
$172M – – 0.16% – 702 – 0
Legacy Wealth Management (Idaho)
5893
Legacy Wealth Management (Idaho)
Idaho
$172M – – 0.16% – 702 – 0
Integrity Wealth Solutions
5894
Integrity Wealth Solutions
Colorado
$171M +$17.6M +11% 6.84% – 94 7.45% 0.7
Pointe Capital Management
5895
Pointe Capital Management
Michigan
$171M +$10.2M +6% 6.22% 62.6% 166 8.43% 4.8
Financial Guidance Group
5896
Financial Guidance Group
Florida
$171M +$8.56M +5% 5.59% 58.7% 69 2.9% 1.7
Aletheian Wealth Advisors
5897
Aletheian Wealth Advisors
Washington
$171M -$18.6M -10% 5.73% – 90 13.33% 1.9
Monolith Management
5898
Monolith Management
Hong Kong
$171M -$45.8M -21% 11.4% – 21 80.95% 0.2
Montz Harcus Wealth Management
5899
Montz Harcus Wealth Management
Louisiana
$171M +$16.9M +11% 6.15% 84.1% 77 11.69% 1.8
Resurgent Financial Advisors
5900
Resurgent Financial Advisors
Georgia
$171M +$10.2M +6% 6.74% 86.4% 195 16.41% 1.9