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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)
Trevian Wealth Management
6101
Trevian Wealth Management
Massachusetts
$203M -$8.11M -4% 3.47% 94.1% 51 17.65% 1.6
iSAM Funds (UK)
6102
iSAM Funds (UK)
United Kingdom
$203M -$75.6M -27% 3.96% 53.7% 476 76.68% 0.2
Sharp Financial Services
6103
Sharp Financial Services
Pennsylvania
$203M +$3.79M +2% 0.91% – 131 22.14% 1.3
Arta Finance Wealth Management
6104
Arta Finance Wealth Management
California
$202M +$6.4M +3% 3.31% – 104 22.12% 0.2
CarsonAllaria Wealth Management
6105
CarsonAllaria Wealth Management
Illinois
$202M +$894K +0.4% 0.58% 51.7% 72 11.11% 3.7
Groupe des Assurances du Credit Mutuel
6106
Groupe des Assurances du Credit Mutuel
France
$202M -$92.6M -31% 21.8% – 6 33.33% 0.4
4Thought Financial Group
6107
4Thought Financial Group
New York
$202M +$294K +0.1% 1.79% 40.8% 101 12.87% 3.6
tru Independence
6108
tru Independence
Oregon
$202M -$194M -49% 1.35% 67.4% 139 31.65% 2.8
Nipun Capital
6109
Nipun Capital
California
$202M -$17M -8% 6.66% 30.2% 11 27.27% 1.5
Brendel Financial Advisors
6110
Brendel Financial Advisors
New Hampshire
$202M -$1.26M -0.6% 4.04% 126% 125 44% 1.8
SPAS
6111
Spectrum Planning & Advisory Services
California
$202M +$7.66M +4% 1.24% – 124 16.94% 1.7
PCMK
6112
Paragon Capital Management (Kansas)
Kansas
$202M +$4.62M +2% 5.49% 87.5% 61 9.84% 6.9
Heritage Wealth Management (Ohio)
6113
Heritage Wealth Management (Ohio)
Ohio
$202M -$158M -44% 3.27% – 265 43.4% 1.4
Pointe Capital Management
6114
Pointe Capital Management
Michigan
$202M +$334K +0.2% 0.23% 62.6% 163 11.66% 5.7
Bull Street Advisors
6115
Bull Street Advisors
Georgia
$202M -$13.2M -6% 2.21% 48.5% 95 4.21% 5.7
Marmo Financial Group
6116
Marmo Financial Group
Tennessee
$202M -$9.39M -4% 3.36% 47.5% 40 10% 1.7
ARWA LLC
6117
ARWA LLC
Texas
$202M +$30.6M +18% 1.29% – 158 27.22% 0.2
Sowa Financial Group
6118
Sowa Financial Group
Rhode Island
$202M +$9.8M +5% 2.34% 100% 31 6.45% 3.3
Griffith & Werner
6119
Griffith & Werner
Georgia
$202M +$5.43M +3% 0.47% – 74 8.11% 1.1
Brown Financial Advisory
6120
Brown Financial Advisory
Alabama
$202M +$3.79M +2% 1.12% 73.2% 58 18.97% 2.6
Foundry Financial Group
6121
Foundry Financial Group
New Hampshire
$202M +$1.74M +0.9% 0.32% 57.4% 73 13.7% 1.5
Prepared Retirement Institute
6122
Prepared Retirement Institute
Pennsylvania
$202M +$2.8M +1% 1.32% – 83 8.43% 1.7
Nierenberg Investment Management Company
6123
Nierenberg Investment Management Company
Washington
$201M -$4.47M -2% 1.45% 135% 54 27.78% 1.4
Center For Asset Management
6124
Center For Asset Management
Florida
$201M +$10.1M +5% 0.09% 66.6% 155 13.55% 2.3
DT
6125
DBA Trading
Florida
$201M +$45.9M +30% 2.75% – 51 47.06% 0.2