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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)
PFS Partners
5926
PFS Partners
New Jersey
$135M – – 6.31% 65.2% 351 – 0
Gitterman Wealth Management
5927
Gitterman Wealth Management
New Jersey
$135M +$10.3M +8% 5.95% 33% 108 41.67% 0.5
Warther Private Wealth
5928
Warther Private Wealth
Ohio
$135M +$22.6M +20% 14% 94.1% 130 16.15% 0.4
New Silk Road Investment
5929
New Silk Road Investment
Singapore
$135M -$18.8M -12% 18.7% 21.2% 13 15.38% 1.3
Deep Field Asset Management
5930
Deep Field Asset Management
California
$135M +$3.66M +3% 11.3% 20.1% 18 22.22% 1.5
Mayport LLC
5931
Mayport LLC
Massachusetts
$134M – – 5.48% 57% 62 – 0
FWG Holdings
5932
FWG Holdings
Florida
$134M +$18.7M +16% 10.4% 91.6% 99 18.18% 0.4
West Michigan Advisors
5933
West Michigan Advisors
Michigan
$134M – – 9.59% 86.6% 125 – 0
W Advisors LLC
5934
W Advisors LLC
Tennessee
$134M – – 8.65% 88.7% 104 – 0
LifeGuide Financial Advisors
5935
LifeGuide Financial Advisors
Pennsylvania
$134M – – 7.71% 35.4% 24 – 0
Clifford Capital Partners
5936
Clifford Capital Partners
Utah
$134M +$24.8M +23% 2.28% 77.3% 43 6.98% 2.3
Carmel Capital Partners
5937
Carmel Capital Partners
California
$134M – – 13% 65.9% 123 – 0
Resolute Financial
5938
Resolute Financial
Massachusetts
$134M – – 6.96% – 116 – 0
A
5939
Astrantus
Cyprus
$134M – – 7.01% – 208 – 0
Firethorn Wealth Partners
5940
Firethorn Wealth Partners
Georgia
$134M – – 6.65% 75.1% 148 – 0.7
Banta Asset Management
5941
Banta Asset Management
California
$134M +$30M +29% 3.74% – 24 20.83% 1.4
Goodwin Investment Advisory
5942
Goodwin Investment Advisory
Georgia
$134M +$30.7M +30% 7.56% 60.8% 192 30.73% 0.6
Kaizen Financial Strategies
5943
Kaizen Financial Strategies
California
$134M +$9.47M +8% 9.08% 126% 159 20.75% 0.7
Terra Nova Asset Management
5944
Terra Nova Asset Management
New York
$133M +$8.88M +7% 13.2% 172% 96 11.46% 2
Cherrydale Wealth Management
5945
Cherrydale Wealth Management
New Jersey
$133M – – 7.28% 80.8% 39 – 0
Bond & Devick Financial Network
5946
Bond & Devick Financial Network
Minnesota
$133M +$13M +11% 8.22% 46.9% 115 12.17% 0.8
Johnson Midwest Financial
5947
Johnson Midwest Financial
Iowa
$133M +$11M +9% 11% 58.6% 344 17.15% 0.8
Prosperity Consulting Group
5948
Prosperity Consulting Group
Maryland
$133M – – 8.01% 66.8% 97 – 0
WCH
5949
Willoughby Capital Holdings
Connecticut
$133M -$38.4M -22% 22.4% – 1 0% 0.3
Clearshares
5950
Clearshares
New York
$133M $0 0% 4.13% – 38 0% 2.2