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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
KWA
6001
Kellett Wealth Advisors
Ohio
$117M +$6.61M +6% 3.06% 68.1% 71 30.99%
SSWM
6002
Strait & Sound Wealth Management
California
$117M +$15.6M +15% 3.16% 74% 136 26.47%
OFA
6003
Onyx Financial Advisors
Idaho
$116M -$649K -0.6% 3.37% 52.5% 11 9.09%
SC
6004
Solstein Capital
California
$116M -$3.63M -3% 1.43% 91.4% 310 1.94%
ALWM
6005
Andrews Lucia Wealth Management
California
$116M -$3.98M -3% 2.94% 59.7% 26 0%
TIA
6006
Trust Investment Advisors
Indiana
$116M -$7.59M -6% 2.15% 167% 112 30.36%
SC
6007
Seldon Capital
California
$116M +$8.75M +8% 8.96% 604% 60 25%
CCM
6008
Chiron Capital Management
Florida
$116M -$10M -8% 7.49% 131 26.72%
LOIP
6009
Live Oak Investment Partners
Texas
$116M -$3.68M -3% 3.04% 288 0%
PVAMC
6010
PPS&V Asset Management Consultants
Michigan
$116M -$7.44M -6% 3.98% 71.1% 39 5.13%
MA
6011
Macellum Advisors
New York
$116M -$12.4M -10% 9.07% 3 33.33%
HP
6012
Hyperion Partners
Pennsylvania
$116M -$2.71M -2% 4.23% 68 10.29%
TA
6013
Tactive Advisors
Florida
$116M -$15.1M -12% 0.21% 92 53.26%
EWP
6014
Elevation Wealth Partners
California
$116M -$2.93M -2% 3.37% 63.7% 369 8.67%
FHCM
6015
Force Hill Capital Management
New York
$116M -$347M -75% 7.43% 46.3% 59 66.1%
BFS
6016
Beacon Financial Strategies
North Carolina
$116M -$6.29M -5% 3.15% 50.4% 37 8.11%
SIA
6017
Stegner Investment Associates
Kentucky
$116M -$5.92M -5% 3.66% 75.3% 21 0%
BFP
6018
Beacon Financial Planning
Massachusetts
$116M -$2.08M -2% 2.76% 71.1% 33 9.09%
CM
6019
Cohanzick Management
New York
$116M +$25.6M +28% 0.17% 1.18% 82 58.54%
WQ
6020
Wealth Quarterback
New Jersey
$116M -$28.8M -20% 3.62% 96.7% 132 23.48%
MIM
6021
Merrion Investment Management
New Jersey
$116M -$2.36M -2% 3.84% 166% 106 19.81%
PWA
6022
Pillar Wealth Advisors
Pennsylvania
$116M -$4.18M -3% 2.56% 21.9% 70 5.71%
S
6023
Systrade
Liechtenstein
$116M +$33M +40% 33.7% 230% 8 25%
YAVAPFMC
6024
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$115M -$14.8M -11% 3.45% 201% 51 9.8%
NVCHI
6025
New Vernon Capital Holdings II
New Jersey
$115M -$34.6M -23% 2.09% 114% 80 30%