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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 Retirement Planning
5876
Peak Retirement Planning
Ohio
$180M +$32.3M +22% 0.31% – 111 18.92% 0.2
MWA
5877
Miller Wealth Advisors
Colorado
$180M -$16M -8% 6.97% 147% 101 11.88% 2
Peninsula Asset Management
5878
Peninsula Asset Management
Florida
$180M -$8.12M -4% 0.8% 44.1% 46 8.7% 8.1
Pacific Point Advisors
5879
Pacific Point Advisors
California
$180M +$15.6M +9% 1.85% – 130 20.77% 0.2
AV
5880
Aspiring Ventures
Ohio
$180M +$21.2M +13% 16.3% – 60 26.67% 0.2
GWA
5881
GGM Wealth Advisors
Maryland
$180M -$11.5M -6% 0.63% 25.9% 151 19.21% 1.9
Old North State Wealth Management
5882
Old North State Wealth Management
North Carolina
$180M +$1.71M +1% 1.15% 91.5% 118 11.02% 1.9
Hapanowicz & Associates Financial Services
5883
Hapanowicz & Associates Financial Services
Pennsylvania
$180M -$19.5M -10% 4.19% 65% 32 12.5% 3.3
Lindenwold Advisors
5884
Lindenwold Advisors
Pennsylvania
$180M -$7.7M -4% 0.79% 75% 122 20.49% 2.3
AIC
5885
Anthracite Investment Company
Texas
$180M -$106M -37% 3.71% – 102 49.02% 0.8
PK
5886
Pflug Koory
Nebraska
$180M -$18M -9% 1.07% – 397 1.26% 6.2
Sequent Asset Management
5887
Sequent Asset Management
Texas
$180M -$23.6M -12% 1.86% 51.3% 89 10.11% 3.1
Guinness Atkinson Asset Management
5888
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 2.52% 148% 86 2.33% 6.7
Finley Financial
5889
Finley Financial
Nevada
$179M -$12.7M -7% 3.89% – 123 2.44% 0.2
Howard Wealth Management
5890
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 2.22% 69.9% 121 9.09% 2.6
Horizon Financial Services
5891
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 0.56% 42.6% 357 46.78% 0.9
Delap Wealth Advisory
5892
Delap Wealth Advisory
Oregon
$179M +$12M +7% 0.36% 73% 84 17.86% 1.4
Darrow Company
5893
Darrow Company
Massachusetts
$179M +$6.87M +4% 1.3% 44.5% 50 4% 1.9
Fortress Private Ledger
5894
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 0.35% – 188 29.26% 0.2
Battery Global Advisors
5895
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 4.57% – 143 9.79% 0.6
Legacy Bridge
5896
Legacy Bridge
Iowa
$179M -$12.6M -7% 4.51% 236% 337 16.32% 3.8
Resolute Wealth Strategies
5897
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 2.9% 105% 106 16.98% 1.5
Black Maple Capital Management
5898
Black Maple Capital Management
Wisconsin
$179M -$11.2M -6% 5.01% 35.7% 118 46.61% 0.8
Atlantic Investment Management
5899
Atlantic Investment Management
New York
$179M -$28M -14% 11.6% 28.8% 12 41.67% 0.8
Tandem Capital Management
5900
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 0.54% 128% 117 7.69% 3.1