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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)
Axiom Advisory
6151
Axiom Advisory
California
$90.2M -$30.1M -25% 13.2% 16.4% 33 18.18% 0.5
PHIMC
6152
Private Harbour Investment Management & Counsel
Ohio
$90.2M -$29.4M -25% 8.12% 82.6% 59 18.64% 4.9
AV
6153
Arboretum Ventures
Michigan
$90.1M -$33M -27% 5.32% – 3 0% 0.5
ACM
6154
Alight Capital Management
New York
$90.1M -$137M -60% 20.8% 466% 76 63.16% 0.8
BWA
6155
Beam Wealth Advisors
Louisiana
$90M +$3M +3% 12.6% 59.7% 106 20.75% 1.6
BFP
6156
Brewster Financial Planning
New York
$90M -$14M -13% 12.6% 44.3% 13 7.69% 0.5
AEPBI
6157
AH Equity Partners Bio III
California
$90M +$10.7M +14% 13.6% – 1 0% 0.5
BC
6158
Bridgefront Capital
Texas
$89.9M +$8.48M +10% 15.9% 52.1% 476 86.76% 0.1
TNAM
6159
Terra Nova Asset Management
New York
$89.9M -$17.7M -16% 14.8% 172% 90 18.89% 2.4
APS
6160
American Planning Services
Florida
$89.9M -$3.75M -4% 13.9% 23.8% 31 16.13% 0.4
SCM
6161
Segra Capital Management
Florida
$89.8M -$20.1M -18% 33.3% 19% 11 72.73% 0.2
D
6162
Dentgroup
Louisiana
$89.8M -$14M -13% 14.3% 53.6% 89 13.48% 0.5
EC
6163
EMJ Capital
Ontario, Canada
$89.8M -$171M -66% 0% – 45 86.67% 0.2
GWA
6164
Gibson Wealth Advisors
Texas
$89.7M -$8.28M -8% 11.1% – 141 17.02% 0.5
SWAG
6165
Spectrum Wealth Advisory Group
California
$89.7M -$14M -14% 16.4% 67.9% 48 14.58% 2.1
SCS
6166
Syquant Capital SAS
France
$89.7M -$105M -54% 2.97% 176% 44 47.73% 0.6
CF
6167
Concorde Financial
Texas
$89.5M -$73M -45% 8.36% 81.3% 68 57.35% 0.4
SC
6168
Sinecera Capital
Texas
$89.5M -$10.4M -10% 9.72% 13.7% 29 10.34% 0.5
CA
6169
Carson Advisory
Georgia
$89.5M -$11M -11% 12.8% 68.6% 139 15.11% 0.5
LCM
6170
Lynwood Capital Management
Ontario, Canada
$89.5M -$3.64M -4% 6.08% – 168 31.55% 0.3
UL
6171
Unionview LLC
Washington
$89.5M -$17.5M -16% 12.9% 21.2% 97 27.84% 0.5
EL
6172
ERN LLC
Delaware
$89.5M – – 11.7% – 66 – 0
DWA
6173
Delos Wealth Advisors
Texas
$89.5M -$12M -12% 9.88% 58% 277 10.47% 0.8
MCM
6174
Mendel Capital Management
Arkansas
$89.4M -$16.4M -15% 13.4% – 71 11.27% 0.5
GFP
6175
Guardian Financial Partners
California
$89.3M -$7.88M -8% 11.8% 50.2% 44 25% 0.4