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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)
GEM Asset Management
5951
GEM Asset Management
Michigan
$144M +$17.8M +14% 10.8% 62.9% 84 11.9% 0.9
Mudita Advisors
5952
Mudita Advisors
United Kingdom
$144M +$7.05M +5% 8.88% 143% 17 5.88% 1.6
Strengthening Families & Communities LLC
5953
Strengthening Families & Communities LLC
Massachusetts
$144M -$87.2M -38% 11.3% 116% 446 54.04% 1.5
WESPAC Advisors
5954
WESPAC Advisors
California
$144M +$10.3M +8% 8.76% 126% 172 28.49% 0.8
Lakeside Advisors
5955
Lakeside Advisors
Washington
$144M +$13.8M +11% 13% 83.7% 63 3.17% 1.8
Arcadia Wealth Management (New Hampshire)
5956
Arcadia Wealth Management (New Hampshire)
New Hampshire
$144M +$15.8M +12% 8.84% 55.5% 58 20.69% 0.7
Castle Creek Capital Partners VI
5957
Castle Creek Capital Partners VI
California
$144M – – 18.8% – 5 – 0
Financial Guidance Group
5958
Financial Guidance Group
Florida
$144M +$11.1M +8% 9.21% 58.7% 56 12.5% 1.4
Koesten Hirschmann & Crabtree
5959
Koesten Hirschmann & Crabtree
Kansas
$144M +$16.3M +13% 10.7% 68.7% 209 26.79% 0.8
Pointe Capital Management
5960
Pointe Capital Management
Michigan
$144M +$8.56M +6% 8.28% 62.6% 160 13.75% 4.4
Power Wealth Management
5961
Power Wealth Management
Georgia
$144M – – 9.2% 41.8% 94 – 0
Stevens Capital Partners
5962
Stevens Capital Partners
Nebraska
$144M +$19.2M +15% 12.1% 76.3% 51 9.8% 0.9
VFG
5963
V2 Financial group
Illinois
$144M +$10.4M +8% 13.1% 63.3% 66 12.12% 2.1
Paces Ferry Wealth Advisors
5964
Paces Ferry Wealth Advisors
Georgia
$144M +$17.6M +14% 10.7% 72% 116 17.24% 2.5
Continental Grain Company
5965
Continental Grain Company
New York
$144M -$11M -7% 16.5% 5.73% 4 25% 1.6
BC
5966
Bowman & Company
Wisconsin
$144M +$18M +14% 10.1% 59.7% 91 12.09% 1.6
Paragon Private Wealth Management
5967
Paragon Private Wealth Management
Kentucky
$144M +$22.5M +19% 12.1% 104% 143 17.48% 1.4
Phoenix Wealth Advisors
5968
Phoenix Wealth Advisors
North Carolina
$144M -$26.6M -16% 9.42% 68.8% 115 10.43% 1.8
Lauterbach Financial Advisors
5969
Lauterbach Financial Advisors
Texas
$144M +$16.2M +13% 10.8% 76.5% 68 13.24% 1.5
Viewpoint Investment Partners
5970
Viewpoint Investment Partners
Alberta, Canada
$143M +$24.4M +20% 7.79% 38.4% 12 33.33% 2.1
Guardian Wealth Advisors (Minnesota)
5971
Guardian Wealth Advisors (Minnesota)
Minnesota
$143M +$12.9M +10% 9.53% 62.6% 75 5.33% 2.3
Treasure Coast Financial Planning
5972
Treasure Coast Financial Planning
Florida
$143M -$652K -0.5% 6.13% 35.5% 32 9.38% 1.4
Delta Capital Management
5973
Delta Capital Management
New Jersey
$143M +$9.8M +7% 9.01% 129% 77 1.3% 6.4
Destiny Capital
5974
Destiny Capital
Colorado
$143M – – 9.84% 60.5% 49 – 0.8
Fortune Financial Advisors
5975
Fortune Financial Advisors
Kansas
$143M +$12.5M +10% 9.97% 76.8% 129 10.08% 0.5