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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)
Udine Wealth Management
6151
Udine Wealth Management
Florida
$145M +$19.4M +15% 7.07% 141% 30 43.33% 0.8
Fairbanks Capital Management
6152
Fairbanks Capital Management
California
$145M +$4.95M +4% 10.4% 81.3% 56 8.93% 4.5
ASI
6153
Advisory Services & Investments
Oregon
$145M +$9.38M +7% 6.57% 19.9% 37 13.51% 1.6
Pacific Financial Group
6154
Pacific Financial Group
Washington
$145M +$10.7M +8% 7.43% 61.1% 60 10% 6
Ballew Advisors
6155
Ballew Advisors
Mississippi
$145M +$11.8M +9% 6.4% 68% 104 8.65% 3.5
Lind Value II ApS
6156
Lind Value II ApS
Denmark
$145M – – 5.47% – 2 – 0
Aspen Wealth Strategies
6157
Aspen Wealth Strategies
Colorado
$145M +$7.26M +5% 8.22% 65.8% 82 12.2% 1
Clarity Asset Management
6158
Clarity Asset Management
Iowa
$145M +$18.3M +14% 6.09% 51.8% 206 9.71% 0.2
Morgens Waterfall Vintiadis & Co
6159
Morgens Waterfall Vintiadis & Co
New York
$145M +$10.1M +8% 32.1% 594% 50 60% 1.5
FA
6160
FF Advisors
California
$145M +$24.6M +20% 5.18% 59.7% 87 8.05% 0.2
YC
6161
Yunqi Capital
Hong Kong
$145M +$2.12M +1% 13% 71.4% 8 37.5% 1.1
SMP
6162
Santa Monica Partners
Florida
$145M +$9.44M +7% 7.98% 102% 16 0% 5.5
NI
6163
NCP Inc
California
$145M – – 27.2% – 136 – 0
Ampfield Management
6164
Ampfield Management
New York
$145M -$8.7M -6% 0.16% 56.9% 5 0% 1.9
Armstrong Fleming & Moore
6165
Armstrong Fleming & Moore
District of Columbia
$144M +$11.8M +9% 15.4% 135% 96 10.42% 0.7
FAG
6166
Financial Architects (Georgia)
Georgia
$144M +$17.5M +14% 4.07% 35.9% 23 17.39% 0.2
Triton Wealth Management
6167
Triton Wealth Management
Arizona
$144M -$7.9M -5% 8.24% – 84 20.24% 2.7
Kellett Wealth Advisors
6168
Kellett Wealth Advisors
Ohio
$144M +$10M +7% 7.65% 76.3% 86 6.98% 1.2
Byrne Asset Management
6169
Byrne Asset Management
New Jersey
$144M +$13.1M +10% 11.5% 126% 604 35.43% 1.1
Worth Financial Advisory Group
6170
Worth Financial Advisory Group
North Carolina
$144M +$19.2M +15% 9.15% 93.3% 146 15.75% 1
New Century Financial Group
6171
New Century Financial Group
New Jersey
$144M +$28.6M +25% 8.29% – 204 33.82% 0.2
Highlander Partners
6172
Highlander Partners
Texas
$144M +$19.2M +15% 21.5% 241% 45 53.33% 0.9
Solstein Capital
6173
Solstein Capital
California
$144M +$9.08M +7% 8.16% 102% 320 6.88% 2.4
Fourpath Capital Management
6174
Fourpath Capital Management
Oklahoma
$144M -$2.97M -2% 6.83% 82.1% 148 13.51% 1.4
Tacita Capital
6175
Tacita Capital
Ontario, Canada
$144M +$9.15M +7% 6.03% 72.3% 229 10.92% 2.3