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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)
Aletheian Wealth Advisors
6076
Aletheian Wealth Advisors
Washington
$205M – – 1.12% – 97 – 2.8
LWM
6077
Latko Wealth Management
Illinois
$205M +$812K +0.4% 2.01% – 36 8.33% 1.2
Warburton Capital Management
6078
Warburton Capital Management
Oklahoma
$205M +$28M +16% 0.64% – 70 15.71% 0.9
Palmer Knight Company
6079
Palmer Knight Company
Florida
$205M +$14.4M +8% 1.92% 78.9% 35 17.14% 3.8
Founders Capital Management (Texas)
6080
Founders Capital Management (Texas)
Texas
$205M +$12.3M +6% 10% 131% 433 15.94% 4.6
TCM
6081
TAM Capital Management
Connecticut
$205M +$38.6M +23% 15.7% 4.15% 9 33.33% 0.6
Lauterbach Financial Advisors
6082
Lauterbach Financial Advisors
Texas
$205M +$292K +0.1% 1.66% 76.5% 82 6.1% 3
Udine Wealth Management
6083
Udine Wealth Management
Florida
$205M -$6.93M -3% 6.85% 141% 41 29.27% 1.8
WA1
6084
Wimmer Associates 1
California
$205M -$10.4M -5% 2.04% 78.9% 112 6.25% 7.4
FOCUS Wealth Advisors
6085
FOCUS Wealth Advisors
Texas
$205M -$10.3M -5% 0.08% 68.7% 59 1.69% 3.3
QAM
6086
QSM Asset Management
United Kingdom
$204M +$29.4M +17% 12.8% – 25 16% 0.8
Kapstone Financial Advisors
6087
Kapstone Financial Advisors
Ohio
$204M +$3M +1% 1.69% 131% 165 26.06% 1.9
Trademark Financial Management
6088
Trademark Financial Management
Minnesota
$204M +$22.4M +12% 0.75% 67.5% 109 19.27% 1.4
Lifeyrissjodur Verzlunarmanna
6089
Lifeyrissjodur Verzlunarmanna
$204M -$46.9M -19% 15.1% – 1 0% 1
Concorde Asset Management
6090
Concorde Asset Management
Michigan
$204M -$46M -18% 0.7% – 255 24.31% 2.3
Birchbrook
6091
Birchbrook
Maine
$204M +$3.39M +2% 0.44% 49.1% 313 11.82% 1.8
II
6092
Ironclad Investments
Florida
$204M -$10M -5% 4.67% – 3 0% 2.3
Aufman Associates
6093
Aufman Associates
Pennsylvania
$204M +$8.71M +4% 6.24% 141% 67 2.99% 3.6
Pinnacle Wealth Management Group
6094
Pinnacle Wealth Management Group
Michigan
$204M +$3.54M +2% 0.37% 64.3% 131 12.21% 2.4
Avondale Wealth Management
6095
Avondale Wealth Management
Texas
$203M +$9.01M +5% 0.38% 83.8% 71 18.31% 3.6
Optimize Financial
6096
Optimize Financial
California
$203M +$4.76M +2% 8.88% – 484 72.52% 0.3
TBBL
6097
True Blue (BVI) Ltd
$203M -$29.4M -13% 8.09% – 4 25% 1.3
Visionary Horizons
6098
Visionary Horizons
Tennessee
$203M +$9.7M +5% 0.34% 69.2% 140 27.86% 1.2
Olistico Wealth
6099
Olistico Wealth
Oklahoma
$203M -$2.01M -1% 1.8% 108% 359 10.03% 1
Riverstone Advisors
6100
Riverstone Advisors
Texas
$203M -$9.44M -4% 2.51% 104% 76 26.32% 2.4