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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)
Echo45 Advisors
5901
Echo45 Advisors
California
$121M +$8.95M +8% 5.91% 53.6% 63 30.16% 0.8
Arcadia Wealth Management (New Hampshire)
5902
Arcadia Wealth Management (New Hampshire)
New Hampshire
$121M +$6.61M +6% 6.37% 55.5% 65 21.54% 0.2
Lakewood Asset Management
5903
Lakewood Asset Management
Illinois
$120M -$3.39M -3% 4.48% 69.3% 316 64.87% 0.2
Yoder Wealth Management
5904
Yoder Wealth Management
California
$120M – – 8.51% 69.3% 74 – 0
Iams Wealth Management
5905
Iams Wealth Management
Nebraska
$120M +$22M +22% 2.13% 57.7% 117 30.77% 0.2
Paladin Advisory Group
5906
Paladin Advisory Group
Iowa
$120M +$3.3M +3% 5.98% 71.9% 533 100% 0
Alamar Capital Management
5907
Alamar Capital Management
California
$120M +$22.6M +23% 15.5% – 72 8.33% 1.6
KSCM
5908
Key Square Capital Management
Connecticut
$120M +$16.7M +16% 14% 50.2% 18 61.11% 0.3
Adirondack Retirement Specialists
5909
Adirondack Retirement Specialists
New York
$120M +$31.5M +35% 8.97% 13.1% 175 28% 0.5
BOS Asset Management
5910
BOS Asset Management
Illinois
$120M +$8.02M +7% 4.4% 70.3% 129 6.2% 0.2
LCM
5911
Lynx1 Capital Management
Puerto Rico
$120M +$4.31M +4% 8.72% 883% 14 14.29% 0.9
Howard Wealth Management
5912
Howard Wealth Management
Connecticut
$120M -$1.97M -2% 6.06% 69.9% 118 14.41% 1.6
swisspartners Advisors
5913
swisspartners Advisors
Switzerland
$120M +$7.86M +7% 10.6% 75.9% 26 0% 2.3
SC
5914
Settian Capital
New York
$120M +$5.58M +5% 8% 69% 36 2.78% 0.8
Basepoint Wealth
5915
Basepoint Wealth
Iowa
$120M +$6.85M +6% 4.11% 113% 95 6.32% 1
Banco de Sabadell
5916
Banco de Sabadell
Florida
$120M +$838K +0.7% 5.55% 75.1% 81 3.7% 3.9
Tower Wealth Partners
5917
Tower Wealth Partners
Pennsylvania
$120M +$4.91M +4% 4.36% 53.7% 55 14.55% 1.6
Q3 Asset Management
5918
Q3 Asset Management
Michigan
$120M -$28M -19% 11.6% 105% 71 76.06% 0.2
Ted Buchan & Co
5919
Ted Buchan & Co
California
$120M +$11.5M +11% 3.8% 65.2% 90 23.33% 0.2
Mayar Capital
5920
Mayar Capital
United Kingdom
$120M +$3.97M +3% 6.15% 14.7% 12 0% 1.7
Petiole USA
5921
Petiole USA
New York
$119M -$17M -12% 14.3% 105% 39 7.69% 1
IMPACTfolio
5922
IMPACTfolio
Colorado
$119M +$11.6M +11% 7.42% 58.8% 55 52.73% 0.7
Crown Wealth Group
5923
Crown Wealth Group
North Carolina
$119M +$13M +12% 8.91% 98.2% 81 35.8% 0.7
Fort Henry Capital
5924
Fort Henry Capital
West Virginia
$119M +$8.95M +8% 3.98% 39.3% 15 0% 1.9
Hudson Canyon Capital Management
5925
Hudson Canyon Capital Management
New York
$119M +$11M +10% 13.4% 182% 57 3.51% 1.9