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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)
W Advisors LLC
6026
W Advisors LLC
Tennessee
$162M +$9.9M +7% 5.69% 73.8% 120 9.17% 2
Tudor Financial
6027
Tudor Financial
Ohio
$162M – – 7.82% – 124 – 0
HCM
6028
Helios Capital Management
Singapore
$162M +$8.77M +6% 5.64% 124% 50 0% 2
Richmond Brothers
6029
Richmond Brothers
Michigan
$162M +$112M +221% 5.93% 77.2% 38 55.26% 1.2
TRV GP IV
6030
TRV GP IV
Massachusetts
$162M -$40.1M -20% 9.77% 1,102% 3 0% 4.1
4Thought Financial Group
6031
4Thought Financial Group
New York
$162M +$1.12M +0.7% 5.54% 37.6% 109 0.92% 2.7
Finer Wealth Management
6032
Finer Wealth Management
Massachusetts
$162M +$7.02M +5% 3.75% 175% 81 12.35% 2.2
Beacon Financial Planning
6033
Beacon Financial Planning
Massachusetts
$162M +$14.8M +10% 7.02% 71.1% 45 13.33% 1.2
Treasure Coast Financial Planning
6034
Treasure Coast Financial Planning
Florida
$162M +$10.4M +7% 4.63% 32.6% 35 8.57% 1.8
BluePath Capital Management
6035
BluePath Capital Management
Georgia
$162M +$19.3M +14% 6.93% 106% 119 23.53% 0.8
Guardian Wealth Advisors (Minnesota)
6036
Guardian Wealth Advisors (Minnesota)
Minnesota
$162M +$8.25M +5% 7.09% 57.3% 84 7.14% 2.7
WBWA
6037
William B. Walkup & Associates
South Carolina
$162M +$8.97M +6% 6.88% – 162 4.32% 0.2
Meritas Wealth Management
6038
Meritas Wealth Management
California
$162M +$19.8M +14% 7.54% 69.4% 51 9.8% 1.4
Von Berge Wealth Management Group
6039
Von Berge Wealth Management Group
California
$162M +$4.32M +3% 6.83% 60.5% 70 11.43% 2.1
SIA
6040
Schear Investment Advisers
Ohio
$162M +$23.1M +17% 4.57% 241% 86 8.14% 1.4
Garrison Point Advisors
6041
Garrison Point Advisors
California
$162M +$10.1M +7% 6.89% 81.5% 148 4.73% 4.4
David J. Yvars Group
6042
David J. Yvars Group
Florida
$161M +$1.67M +1% 2.32% 143% 85 14.12% 2.3
Herbst Group
6043
Herbst Group
Connecticut
$161M -$3.01M -2% 4.84% 142% 69 24.64% 2.1
Destiny Capital
6044
Destiny Capital
Colorado
$161M +$15M +10% 5.43% – 50 8% 1.5
Prospect Financial Services
6045
Prospect Financial Services
New York
$161M +$31.3M +24% 8.59% – 109 33.94% 0.5
Walker Asset Management
6046
Walker Asset Management
Missouri
$161M +$12.7M +9% 8.28% 87.6% 147 10.88% 1.7
William Allan Corp
6047
William Allan Corp
Colorado
$161M +$11.6M +8% 8.09% 94.2% 53 3.77% 2.2
Clearfield Capital Management
6048
Clearfield Capital Management
New York
$161M +$49.9M +45% 28.4% 421% 8 37.5% 0.9
RMSCM
6049
R.M. Sincerbeaux Capital Management
New York
$161M +$8.83M +6% 5.86% 76.4% 37 0% 9
General Partner Inc
6050
General Partner Inc
Pennsylvania
$161M +$4.44M +3% 7.66% 83.1% 164 3.05% 1.4