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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)
Millington Financial Advisors
6176
Millington Financial Advisors
Illinois
$163M -$9.6M -6% 3.32% 77.5% 97 24.74% 1.5
Plotkin Financial Advisors
6177
Plotkin Financial Advisors
Maryland
$163M -$5.83M -3% 4.44% 95.3% 98 13.27% 3.1
Rubicon Founders
6178
Rubicon Founders
Tennessee
$163M +$49.7M +44% 32.3% – 3 66.67% 0.4
Foundry Financial Group
6179
Foundry Financial Group
New Hampshire
$162M +$910K +0.6% 0.79% 57.4% 62 9.68% 1
Robert Bosch
6180
Robert Bosch
Germany
$162M -$194M -54% 3.29% – 4 75% 0.3
FP
6181
Factorial Partners
New York
$162M -$11.9M -7% 4.82% 88.7% 70 7.14% 3.3
Incline Global Management
6182
Incline Global Management
New York
$162M +$30.3M +23% 11.4% 40.1% 31 38.71% 1.4
Little Harbor Advisors
6183
Little Harbor Advisors
Massachusetts
$162M -$7.2M -4% 4.05% 59% 7 0% 2
JCP Investment Management
6184
JCP Investment Management
Texas
$162M -$7.56M -4% 0.27% 94.7% 20 30% 1.2
AGP Franklin
6185
AGP Franklin
Tennessee
$162M -$2.28M -1% 0.72% – 91 25.27% 0.2
Family Capital Management
6186
Family Capital Management
Michigan
$162M -$3.55M -2% 4.25% 78.7% 76 13.16% 1.7
ViaWealth
6187
ViaWealth
Kansas
$162M -$3.64M -2% 1.82% 77.2% 153 7.84% 1.9
WealthCollab
6188
WealthCollab
Washington
$162M +$5.31M +3% 1.66% – 976 16.7% 1
4Thought Financial Group
6189
4Thought Financial Group
New York
$162M +$710K +0.4% 1.16% 40.8% 90 1.11% 3.4
Virginia Wealth Management Group
6190
Virginia Wealth Management Group
Virginia
$162M +$380K +0.2% 3.64% 49.4% 57 15.79% 2.6
Camelot Portfolios
6191
Camelot Portfolios
Ohio
$162M +$69.2M +75% 1.4% 41.3% 211 36.97% 2.9
Olistico Wealth
6192
Olistico Wealth
Oklahoma
$162M -$10.2M -6% 5.14% 108% 355 14.93% 1
Highlander Partners
6193
Highlander Partners
Texas
$162M -$14.4M -8% 6.26% 241% 45 13.33% 1.6
Solano Wealth Investment Advisors
6194
Solano Wealth Investment Advisors
California
$162M -$4.71M -3% 3.36% – 35 8.57% 0.2
Tenon Financial
6195
Tenon Financial
New Jersey
$162M +$7.14M +5% 2.08% – 49 12.24% 0.9
Inlight Wealth Management
6196
Inlight Wealth Management
Georgia
$162M +$9.5M +6% 6.02% – 291 83.51% 0
Vaughan & Co Securities
6197
Vaughan & Co Securities
New Jersey
$162M -$4.36M -3% 2% 70.7% 56 5.36% 3.6
Innova Wealth Partners
6198
Innova Wealth Partners
Pennsylvania
$161M +$2.63M +2% 1.61% 72.5% 107 23.36% 0.5
Treasure Coast Financial Planning
6199
Treasure Coast Financial Planning
Florida
$161M +$9.5M +6% 1.59% 35.5% 41 12.2% 2
Pring Turner Capital Group
6200
Pring Turner Capital Group
California
$161M +$11.9M +8% 2.7% 70.8% 68 5.88% 4.4