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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)
Choice Wealth Advisors
5926
Choice Wealth Advisors
Maine
$126M -$9.9M -7% 4.24% 60.3% 26 15.38% 1
Lokken Investment Group
5927
Lokken Investment Group
Delaware
$126M -$14.2M -10% 2.74% 65.3% 145 20.69% 1
Richelieu Gestion
5928
Richelieu Gestion
France
$126M – – 7.74% – 74 – 0
Paces Ferry Wealth Advisors
5929
Paces Ferry Wealth Advisors
Georgia
$126M -$13.6M -10% 6.24% 72% 123 15.45% 1.3
Nauset Wealth Management
5930
Nauset Wealth Management
Connecticut
$126M +$20.8M +20% 3.14% – 234 75.21% 0.1
Dravo Bay
5931
Dravo Bay
Delaware
$125M +$9.11M +8% 5.57% 45.2% 173 78.61% 0.1
EVP
5932
Evergreen Venture Partners
Israel
$125M -$63.6M -34% 33.7% 88.4% 1 0% 0.3
Bond & Devick Financial Network
5933
Bond & Devick Financial Network
Minnesota
$125M -$8.24M -6% 5.57% 46.9% 115 10.43% 1.1
Sterling Manor Financial
5934
Sterling Manor Financial
New York
$125M -$3.08M -2% 5.75% – 102 47.06% 0.6
Invesco Senior Secured Management
5935
Invesco Senior Secured Management
New York
$125M -$17.3M -12% 3.41% 18.1% 15 33.33% 1.9
Masso Torrence Wealth Management
5936
Masso Torrence Wealth Management
New Jersey
$125M -$18.1M -13% 4.36% 130% 405 80.99% 0.2
BI
5937
Blooom Inc
Kansas
$125M -$7.97M -6% 1.67% – 51 15.69% 1
Silverhawk Asset Management
5938
Silverhawk Asset Management
Arizona
$125M +$332K +0.3% 5.16% – 32 21.88% 0.2
TKG Advisors
5939
TKG Advisors
Indiana
$125M -$1.88M -1% 1.83% 104% 99 35.35% 0.2
Cassia Capital Partners
5940
Cassia Capital Partners
North Carolina
$125M -$24.1M -16% 1.57% 55% 65 12.31% 0.3
St. James Investment Advisors
5941
St. James Investment Advisors
New York
$125M -$10.6M -8% 6.05% – 105 32.38% 0.2
Chico Wealth RIA
5942
Chico Wealth RIA
California
$125M – – 5.83% 74.7% 23 – 0
Prostatis Group
5943
Prostatis Group
Maryland
$125M -$38.3M -24% 6.49% 72.9% 111 43.24% 1.2
Walker Asset Management
5944
Walker Asset Management
Missouri
$125M +$10.4M +9% 5.26% 87.6% 99 26.26% 0.2
WPEP
5945
Walnut Private Equity Partners
Nebraska
$125M +$14.6M +13% 8.91% 48% 16 6.25% 5.7
Ribbit Capital GP IV
5946
Ribbit Capital GP IV
California
$125M -$42.2M -25% 23.3% – 2 0% 0.3
WorthPointe
5947
WorthPointe
California
$124M +$11.9M +11% 3.74% 59.7% 59 49.15% 0.2
Gitterman Wealth Management
5948
Gitterman Wealth Management
New Jersey
$124M -$10.6M -8% 4.42% 33% 124 45.16% 0.6
Capitol Family Office
5949
Capitol Family Office
Oregon
$124M -$21.5M -15% 6.66% 72% 26 26.92% 0.2
Cynosure Group
5950
Cynosure Group
Utah
$124M -$8.4M -6% 0.83% 56.8% 25 12% 1.9