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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)
SA
5951
Sunesis Advisors
Kansas
$242M +$20.6M +9% 9.96% – 63 9.52% 2.9
Unconventional Investor
5952
Unconventional Investor
New Hampshire
$242M +$31.1M +15% 11.1% 62.7% 51 13.73% 2.6
Arcus Capital Partners
5953
Arcus Capital Partners
Georgia
$242M -$36.5M -13% 13.3% 69.2% 131 25.19% 3.1
Thayer Partners
5954
Thayer Partners
Pennsylvania
$242M +$31.5M +15% 12.2% – 104 13.46% 0.4
Peak Financial Advisors
5955
Peak Financial Advisors
Colorado
$242M +$15.6M +7% 6.03% 39.1% 90 35.56% 1.7
Curry Webb Wealth Management
5956
Curry Webb Wealth Management
Indiana
$241M +$29.9M +14% 11.4% – 69 11.59% 0.5
PACK Private Wealth
5957
PACK Private Wealth
Minnesota
$241M +$23.7M +11% 11.4% 52.8% 62 9.68% 2.8
Alethea Capital Management
5958
Alethea Capital Management
Washington
$241M +$46.5M +24% 33% 275% 43 72.09% 0.9
NIA Impact Advisors
5959
NIA Impact Advisors
California
$241M +$16.5M +7% 25.5% – 94 28.72% 2.5
Riverstone Advisors
5960
Riverstone Advisors
Texas
$241M +$38.4M +19% 20.9% 104% 88 19.32% 2.3
Financial Avengers
5961
Financial Avengers
California
$241M +$21.8M +10% 10.6% 108% 156 3.85% 4
Westhampton Capital
5962
Westhampton Capital
North Carolina
$241M +$26.9M +13% 19.5% 105% 136 8.82% 4.4
ARWA LLC
5963
ARWA LLC
Texas
$241M +$39.2M +19% 10.2% – 173 33.53% 0.4
Plotkin Financial Advisors
5964
Plotkin Financial Advisors
Maryland
$241M +$41.9M +21% 26.1% 95.3% 111 10.81% 3.5
Midwest Financial Partners Investments
5965
Midwest Financial Partners Investments
Minnesota
$241M +$52.2M +28% 10.9% – 85 16.47% 0.4
Marshall Investment Management
5966
Marshall Investment Management
Colorado
$241M +$32.3M +15% 14.3% – 528 53.98% 0.2
Avos Capital Management
5967
Avos Capital Management
Washington
$241M -$12.3M -5% 1.84% – 29 24.14% 1.3
Walser Wealth Management
5968
Walser Wealth Management
Florida
$241M +$18.1M +8% 3.43% – 249 38.55% 0.3
WealthCare Asset Management
5969
WealthCare Asset Management
Missouri
$241M +$147M +156% 7.56% – 85 70.59% 0.1
Ardent Capital Management
5970
Ardent Capital Management
Ohio
$241M +$6.97M +3% 8% 87.2% 51 15.69% 2.7
Privium Fund Management (UK)
5971
Privium Fund Management (UK)
United Kingdom
$240M +$43.1M +22% 15% 34.4% 33 51.52% 0.2
Koesten Hirschmann & Crabtree
5972
Koesten Hirschmann & Crabtree
Kansas
$240M +$34.9M +17% 13.7% 68.7% 52 21.15% 2.4
Mitchell Sinkler & Starr
5973
Mitchell Sinkler & Starr
Pennsylvania
$240M +$23.5M +11% 13.9% 85.6% 160 13.75% 5.2
Worth Financial Advisory Group
5974
Worth Financial Advisory Group
North Carolina
$240M +$11.1M +5% 21.4% 93.3% 220 85.45% 0.4
Grand Wealth Management
5975
Grand Wealth Management
Michigan
$240M +$27.5M +13% 10.9% 54.1% 89 47.19% 3.1