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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)
Better Money Decisions
5901
Better Money Decisions
New Mexico
$115M +$12.6M +12% 6.01% 32.7% 69 18.84% 1.3
WF
5902
Williams Financial
Vermont
$115M -$2.87M -2% 4.64% 33.1% 36 58.33% 0.7
Avondale Wealth Management
5903
Avondale Wealth Management
Texas
$115M +$23.5M +26% 6.54% 83.8% 127 11.02% 2.4
Alpha Financial Advisors
5904
Alpha Financial Advisors
North Carolina
$115M – – 7.55% 41.6% 43 – 0
Walker Asset Management
5905
Walker Asset Management
Missouri
$115M +$3.97M +4% 4.75% 87.6% 90 6.67% 0.9
Penobscot Wealth Management
5906
Penobscot Wealth Management
Maine
$115M +$11.7M +11% 9.12% 56.7% 63 7.94% 1.2
SCM
5907
Soros Capital Management
New York
$115M -$31.2M -21% 27.7% 732% 38 36.84% 1.3
Twin Securities
5908
Twin Securities
New York
$115M -$100M -47% 26.9% 506% 32 81.25% 0.2
Tower Wealth Partners
5909
Tower Wealth Partners
Pennsylvania
$115M +$9.47M +9% 8.25% 53.7% 54 11.11% 1.4
Aspire Wealth Management
5910
Aspire Wealth Management
Massachusetts
$115M +$8.71M +8% 7.46% 26% 201 18.91% 0.8
FSI
5911
Flow State Investments
Illinois
$115M – – 16.1% – 171 – 0
MFG
5912
MTM Financial Group
Pennsylvania
$115M +$4.18M +4% 7.65% 36.5% 49 6.12% 0.7
Cresta Advisors
5913
Cresta Advisors
Texas
$115M +$33.6M +41% 6.37% 66.8% 37 21.62% 0.2
Mezzasalma Advisors
5914
Mezzasalma Advisors
New Jersey
$115M -$11.2M -9% 2.89% 203% 86 10.47% 1.7
Mudita Advisors
5915
Mudita Advisors
United Kingdom
$115M +$6.84M +6% 14.9% 143% 21 19.05% 0.9
Creative Capital Management Investments
5916
Creative Capital Management Investments
California
$115M – – 7.91% 53.6% 233 – 0
Legend Financial Advisors
5917
Legend Financial Advisors
Pennsylvania
$114M +$7.99M +8% 8.98% 117% 257 14.79% 0.4
Salesforce Inc
5918
Salesforce Inc
California
$114M -$11.9M -9% 6.94% 33.9% 2 0% 1.9
SC
5919
Settian Capital
New York
$114M +$23.1M +25% 7.35% 62.5% 38 23.68% 0.5
Kinsale Capital Group
5920
Kinsale Capital Group
Virginia
$114M +$19.4M +20% 10.1% 70.9% 26 92.31% 0.1
Refined Wealth Management
5921
Refined Wealth Management
Utah
$114M +$3.45M +3% 3.21% 99.4% 26 3.85% 1.2
CarsonAllaria Wealth Management
5922
CarsonAllaria Wealth Management
Illinois
$114M +$6.58M +6% 8.04% 51.7% 376 13.56% 0.9
Signify Wealth
5923
Signify Wealth
Missouri
$114M +$20.2M +21% 1.43% 36.7% 35 42.86% 0.7
PIP
5924
PB Investment Partners
California
$114M +$12.5M +12% 14% 81.1% 11 9.09% 0.8
SM
5925
Sabby Management
Florida
$114M +$34.8M +44% 26.1% 95.5% 142 39.44% 0.7