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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)
Avondale Wealth Management
6051
Avondale Wealth Management
Texas
$114M -$5.1M -4% 2.38% 83.8% 136 11.76% 2.6
Brogan Financial
6052
Brogan Financial
Tennessee
$114M -$4.19M -4% 3.88% 46.4% 36 0% 0.7
Old North State Wealth Management
6053
Old North State Wealth Management
North Carolina
$114M -$236K -0.2% 4.06% 91.5% 75 9.33% 1.3
Presidio Capital Management
6054
Presidio Capital Management
California
$114M -$11M -9% 2.09% 56.1% 44 22.73% 1.1
Cypress Point Wealth Management
6055
Cypress Point Wealth Management
Texas
$114M +$20M +21% 1.41% 226% 55 29.09% 1
RiverGlades Family Offices
6056
RiverGlades Family Offices
Florida
$114M +$1.58M +1% 2.93% – 79 8.86% 3.3
W.H. Cornerstone Investments
6057
W.H. Cornerstone Investments
Massachusetts
$114M +$1.91M +2% 2.72% 51.4% 138 21.74% 0.8
ASI
6058
Advisory Services & Investments
Oregon
$114M -$7.36M -6% 4.02% 19.9% 39 25.64% 1.5
swisspartners Advisors
6059
swisspartners Advisors
Switzerland
$114M -$10.1M -8% 3.11% 73.2% 28 3.57% 2.6
Gunn & Company Investment Management
6060
Gunn & Company Investment Management
Florida
$114M – – 3.44% – 55 – 0
InTrack Investment Management
6061
InTrack Investment Management
Vermont
$114M -$8.8M -7% 4.14% 99.2% 145 24.14% 1.5
KilterHowling LLC
6062
KilterHowling LLC
Colorado
$114M -$3.22M -3% 2.23% 51.3% 55 14.55% 1.4
Plotkin Financial Advisors
6063
Plotkin Financial Advisors
Maryland
$114M -$6.62M -6% 4.43% 95.3% 82 9.76% 2.4
Better Money Decisions
6064
Better Money Decisions
New Mexico
$114M -$9.09M -7% 3.23% 32.7% 63 7.94% 2
Athyrium Capital Management
6065
Athyrium Capital Management
New York
$114M -$40.6M -26% 11.1% 25.1% 6 0% 1.8
Flagship Private Wealth
6066
Flagship Private Wealth
Massachusetts
$114M -$7.23M -6% 4.08% 62.7% 76 7.89% 2.3
Syntax Advisors
6067
Syntax Advisors
New York
$114M -$10.6M -9% 3.7% – 220 14.55% 1.6
Global Assets Advisory
6068
Global Assets Advisory
Florida
$113M +$4.09M +4% 2.58% 85.9% 143 24.48% 0.7
Cosner Financial Group
6069
Cosner Financial Group
Colorado
$113M -$7.84M -6% 4.16% 49.7% 24 12.5% 0.2
PFS Partners
6070
PFS Partners
New Jersey
$113M -$6.02M -5% 2.13% 65.2% 490 7.55% 1.3
Essex Woodlands Management
6071
Essex Woodlands Management
Texas
$113M -$18.7M -14% 5.57% 55% 6 0% 5.9
International City Management Association Retirement Corp
6072
International City Management Association Retirement Corp
District of Columbia
$113M -$5.11M -4% 4.31% 48.1% 6 0% 0.8
Axim Planning & Wealth
6073
Axim Planning & Wealth
Ohio
$113M +$1.88M +2% 9.76% 3.66% 28 14.29% 0.9
ICMP
6074
Integrated Capital Management (Pennsylvania)
Pennsylvania
$113M +$1.2M +1% 2.35% 39.7% 82 10.98% 1.8
Verger Capital Management
6075
Verger Capital Management
North Carolina
$113M -$47.9M -30% 2.13% 58.3% 13 7.69% 6.6