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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)
Disciplined Equity Management
6051
Disciplined Equity Management
Florida
$152M +$1.25M +0.8% 0.36% 72.3% 64 9.38% 1.5
Cassia Capital Partners
6052
Cassia Capital Partners
North Carolina
$152M +$1.2M +0.8% 1.11% 55% 62 4.84% 1.9
Stash Investments
6053
Stash Investments
New York
$152M +$11.9M +8% 0.95% – 5 0% 0.5
Treasure Coast Financial Planning
6054
Treasure Coast Financial Planning
Florida
$152M -$1.28M -0.8% 0.17% 32.6% 35 11.43% 1.7
Advanced Portfolio Management
6055
Advanced Portfolio Management
New York
$152M +$98.6M +186% 1.63% 19.8% 47 34.04% 0.3
BMMM
6056
Boston Mountain Money Management
Arkansas
$152M +$5.57M +4% 3.9% – 64 7.81% 0.2
Garrison Point Advisors
6057
Garrison Point Advisors
California
$152M -$4.03M -3% 3.47% 81.5% 152 7.24% 4.3
SWP Financial
6058
SWP Financial
California
$151M +$8.53M +6% 2.53% 58.4% 53 15.09% 0.4
Asset Allocation & Management Company
6059
Asset Allocation & Management Company
Illinois
$151M -$1.43M -0.9% 1.46% 58.5% 49 2.04% 3
CMG Global Holdings
6060
CMG Global Holdings
Texas
$151M +$5.64M +4% 2.91% 80.8% 95 6.32% 2.6
Ables Iannone Moore & Associates
6061
Ables Iannone Moore & Associates
Georgia
$151M +$11.2M +8% 9.9% 116% 74 28.38% 0.5
Center For Asset Management
6062
Center For Asset Management
Florida
$151M +$29M +24% 3.17% 66.6% 125 23.2% 1.6
Battery Global Advisors
6063
Battery Global Advisors
Massachusetts
$151M +$27.8M +23% 2.8% – 41 29.27% 0.4
Pacific Capital Partners
6064
Pacific Capital Partners
$151M -$1.76M -1% 1.6% 49.8% 63 15.87% 0.7
Kestrel Investment Management
6065
Kestrel Investment Management
California
$151M +$1.2M +0.8% 3.28% 89.2% 44 31.82% 1.5
Ballew Advisors
6066
Ballew Advisors
Mississippi
$151M +$6.03M +4% 2.38% 68% 105 6.67% 3.6
Chaney Capital Management
6067
Chaney Capital Management
Washington
$151M +$26.5M +21% 5.72% – 38 23.68% 0.4
Strategic Value Bank Partners
6068
Strategic Value Bank Partners
Ohio
$151M -$2.03M -1% 1.01% 98.1% 22 0% 2.1
Evergreen Wealth Management
6069
Evergreen Wealth Management
Michigan
$151M +$3.19M +2% 2.87% 62.1% 55 0% 1.4
Archvest Wealth Advisors
6070
Archvest Wealth Advisors
California
$151M +$9.41M +7% 1.54% 47.8% 65 16.92% 1.6
Prepared Retirement Institute
6071
Prepared Retirement Institute
Pennsylvania
$151M +$16.9M +13% 1.08% – 83 18.07% 0.4
Guardian Financial Partners
6072
Guardian Financial Partners
California
$151M +$4.87M +3% 1.82% 50.2% 46 4.35% 1
CE
6073
Cornerstone Enterprises
Wisconsin
$151M +$14.7M +11% 7.61% 85.7% 35 5.71% 0.4
Millennium Capital Advisors
6074
Millennium Capital Advisors
Arkansas
$150M +$8.86M +6% 8.24% 134% 126 7.94% 1.9
Oxinas Partners Wealth Management
6075
Oxinas Partners Wealth Management
Indiana
$150M -$3.79M -2% 4.72% 91.4% 133 10.53% 2.1