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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)
Widmann Financial Services
6151
Widmann Financial Services
Maryland
$113M -$8.48M -7% 1.95% 75.2% 504 82.34% 0.2
Birchcreek Wealth Management
6152
Birchcreek Wealth Management
Ohio
$113M -$1.79M -2% 3.57% 80.7% 123 13.01% 1.1
Navis Wealth Advisors
6153
Navis Wealth Advisors
New York
$113M -$6.07M -5% 4.7% 107% 109 9.17% 1.1
4Thought Financial Group
6154
4Thought Financial Group
New York
$113M -$11.1M -9% 5.87% 37.6% 101 3.96% 0.9
Copperleaf Capital
6155
Copperleaf Capital
North Carolina
$113M -$3.07M -3% 4.58% 102% 60 5% 1.6
January Capital Advisors
6156
January Capital Advisors
California
$113M -$13.2M -10% 1.63% – 52 32.69% 0.2
CCM
6157
Composite Capital Management
Hong Kong
$113M -$218M -66% 66% – 1 0% 0.8
WealthCare Investment Partners
6158
WealthCare Investment Partners
Rhode Island
$113M +$9.13M +9% 1.31% 62.6% 112 18.75% 0.2
Resonate Capital
6159
Resonate Capital
California
$113M -$2.37M -2% 11.3% – 23 4.35% 0.3
Graham Capital Wealth Management
6160
Graham Capital Wealth Management
District of Columbia
$112M -$10M -8% 0.06% 50.6% 143 43.36% 0.2
Weaver C. Barksdale & Associates
6161
Weaver C. Barksdale & Associates
Tennessee
$112M +$1.93M +2% 2.2% 52.2% 61 3.28% 4.4
Courant Investment Management
6162
Courant Investment Management
Tennessee
$112M -$11.5M -9% 5.44% 35.2% 12 0% 3.2
Five Oceans Advisors
6163
Five Oceans Advisors
California
$112M -$1.03M -0.9% 4.09% 85.3% 127 18.9% 0.4
Steward Financial Group
6164
Steward Financial Group
Texas
$112M +$3.87M +4% 3.72% – 383 32.38% 0.2
Pacific Wealth Management
6165
Pacific Wealth Management
California
$112M -$19.4M -15% 5.37% 72.8% 17 29.41% 0.6
LJCM
6166
Lee Johnson Capital Management
Texas
$112M -$9.8M -8% 7.64% 118% 75 37.33% 0.2
Moneda USA
6167
Moneda USA
New York
$112M – – 26.6% – 12 – 0
Richwood Investment Advisors
6168
Richwood Investment Advisors
Ohio
$112M -$2.32M -2% 2.35% 66% 269 56.88% 0.2
TWS
6169
Thomas W. Smith
$112M -$38.4M -26% 23.9% – 8 0% 6.9
Adirondack Retirement Specialists
6170
Adirondack Retirement Specialists
New York
$112M -$2.86M -2% 21.9% 13.1% 18 16.67% 0.9
SM
6171
Saya Management
New York
$112M +$382K +0.3% 8.39% 34.8% 15 40% 1
Virginia Wealth Management Group
6172
Virginia Wealth Management Group
Virginia
$112M +$657K +0.6% 1.53% 49.4% 60 1.67% 0.3
CarsonAllaria Wealth Management
6173
CarsonAllaria Wealth Management
Illinois
$112M -$1.38M -1% 3.76% 51.7% 380 15% 0.2
Andrews Lucia Wealth Management
6174
Andrews Lucia Wealth Management
California
$112M +$1.24M +1% 4.15% 59.7% 20 10% 0.2
Soundwatch Capital
6175
Soundwatch Capital
Connecticut
$111M -$356M -76% 5.27% 68.6% 36 61.11% 0.9