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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)
Arcus Capital Partners
5951
Arcus Capital Partners
Georgia
$242M -$36.5M -13% 13.3% 69.2% 131 25.19% 3.1
Thayer Partners
5952
Thayer Partners
Pennsylvania
$242M +$31.5M +15% 12.2% – 104 13.46% 0.4
Peak Financial Advisors
5953
Peak Financial Advisors
Colorado
$242M +$15.6M +7% 6.03% 39.1% 90 35.56% 1.7
Curry Webb Wealth Management
5954
Curry Webb Wealth Management
Indiana
$241M +$29.9M +14% 11.4% – 69 11.59% 0.5
PACK Private Wealth
5955
PACK Private Wealth
Minnesota
$241M +$23.7M +11% 11.4% 52.8% 62 9.68% 2.8
Alethea Capital Management
5956
Alethea Capital Management
Washington
$241M +$46.5M +24% 33% 275% 43 72.09% 0.9
NIA Impact Advisors
5957
NIA Impact Advisors
California
$241M +$16.5M +7% 25.5% – 94 28.72% 2.5
Riverstone Advisors
5958
Riverstone Advisors
Texas
$241M +$38.4M +19% 20.9% 104% 88 19.32% 2.3
Financial Avengers
5959
Financial Avengers
California
$241M +$21.8M +10% 10.6% 108% 156 3.85% 4
Westhampton Capital
5960
Westhampton Capital
North Carolina
$241M +$26.9M +13% 19.5% 95.6% 136 8.82% 4.4
ARWA LLC
5961
ARWA LLC
Texas
$241M +$39.2M +19% 10.2% – 173 33.53% 0.4
Plotkin Financial Advisors
5962
Plotkin Financial Advisors
Maryland
$241M +$41.9M +21% 26.1% 95.3% 111 10.81% 3.5
Midwest Financial Partners Investments
5963
Midwest Financial Partners Investments
Minnesota
$241M +$52.2M +28% 10.9% – 85 16.47% 0.4
Marshall Investment Management
5964
Marshall Investment Management
Colorado
$241M +$32.3M +15% 14.3% – 528 53.98% 0.2
Avos Capital Management
5965
Avos Capital Management
Washington
$241M -$12.3M -5% 1.84% – 29 24.14% 1.3
Walser Wealth Management
5966
Walser Wealth Management
Florida
$241M +$18.1M +8% 3.43% – 249 38.55% 0.3
WealthCare Asset Management
5967
WealthCare Asset Management
Missouri
$241M +$147M +156% 7.56% – 85 70.59% 0.1
Ardent Capital Management
5968
Ardent Capital Management
Ohio
$241M +$6.97M +3% 8% 87.2% 51 15.69% 2.7
Privium Fund Management (UK)
5969
Privium Fund Management (UK)
United Kingdom
$240M +$43.1M +22% 15% 37.1% 33 51.52% 0.2
Koesten Hirschmann & Crabtree
5970
Koesten Hirschmann & Crabtree
Kansas
$240M +$34.9M +17% 13.7% 68.7% 52 21.15% 2.4
Mitchell Sinkler & Starr
5971
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 85.6% 160 13.75% 5.2
Worth Financial Advisory Group
5972
Worth Financial Advisory Group
North Carolina
$240M +$11.1M +5% 21.4% 93.3% 220 85.45% 0.4
Grand Wealth Management
5973
Grand Wealth Management
Michigan
$240M +$27.5M +13% 10.9% 54.1% 89 47.19% 3.1
Cobblestone Asset Management
5974
Cobblestone Asset Management
Virginia
$240M +$17.4M +8% 10.9% 60.6% 83 22.89% 1.4
GPM Growth Investors
5975
GPM Growth Investors
Michigan
$239M +$1.62M +0.7% 10% – 45 11.11% 3.5