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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)
TrueWealth Financial Partners
6201
TrueWealth Financial Partners
Washington
$132M +$10M +8% 7.7% 36.4% 16 6.25% 1.6
Sightline Wealth Advisors
6202
Sightline Wealth Advisors
Connecticut
$132M +$24.4M +23% 9.62% 48.5% 75 10.67% 1.6
Plotkin Financial Advisors
6203
Plotkin Financial Advisors
Maryland
$131M +$17.9M +16% 15.2% 95.3% 83 8.43% 2.5
AC
6204
AIFG Consultants
New York
$131M +$10.9M +9% 8.05% 49.8% 42 21.43% 0.7
Obsidian Personal Planning Solutions
6205
Obsidian Personal Planning Solutions
Maryland
$131M +$14.3M +12% 8.85% 58.2% 87 19.54% 0.9
UFAC
6206
Urban Financial Advisory Corp
Illinois
$131M – – 10.4% – 21 – 0
Aurora Investment Managers
6207
Aurora Investment Managers
Florida
$131M +$13.4M +11% 10.9% 74.4% 50 14% 2
Pine Harbor Wealth Management
6208
Pine Harbor Wealth Management
Maryland
$131M – – 8.97% – 97 – 0
Byrne Asset Management
6209
Byrne Asset Management
New Jersey
$131M +$10.4M +9% 13.3% 126% 601 36.61% 1
Chapman Investment Management
6210
Chapman Investment Management
California
$131M +$13.2M +11% 14.9% 57.3% 36 5.56% 2.3
Sivia Capital Partners
6211
Sivia Capital Partners
California
$131M – – 13.8% – 186 – 0
McClarren Financial Advisors
6212
McClarren Financial Advisors
Pennsylvania
$131M +$16.5M +14% 11.1% 63% 432 9.03% 1.1
Apricus Wealth
6213
Apricus Wealth
South Carolina
$131M +$16.9M +15% 7.02% 80.6% 89 12.36% 1.5
Mills Wealth Advisors
6214
Mills Wealth Advisors
Texas
$131M +$6.32M +5% 5.66% 37.9% 54 14.81% 0.8
Objective Capital Management
6215
Objective Capital Management
Ohio
$131M +$18.5M +16% 11.1% – 122 18.03% 1.4
Robocap Asset Management
6216
Robocap Asset Management
United Kingdom
$131M +$26.2M +25% 23.8% 274% 26 3.85% 0.7
Ables Iannone Moore & Associates
6217
Ables Iannone Moore & Associates
Georgia
$131M – – 11.6% 116% 307 – 0
Fogel Capital Management
6218
Fogel Capital Management
Florida
$131M – – 9.5% 122% 33 – 0
Montz Harcus Wealth Management
6219
Montz Harcus Wealth Management
Louisiana
$131M +$13.9M +12% 11.8% 84.1% 59 13.56% 1.6
EIM
6220
Ervin Investment Management
Washington
$131M +$11.6M +10% 9.19% 92.9% 36 5.56% 1.8
Millennium Capital Advisors
6221
Millennium Capital Advisors
Arkansas
$131M +$13.6M +12% 11.7% 134% 117 6.84% 1.5
BFS
6222
Burr Financial Services
California
$131M – – 18% 478% 34 – 0
H&F Corporate Investors IX
6223
H&F Corporate Investors IX
California
$131M -$19.6M -13% 13% 62.7% 1 0% 1
Pring Turner Capital Group
6224
Pring Turner Capital Group
California
$131M +$11.4M +10% 10.9% 70.8% 66 7.58% 3.9
PVAMC
6225
PPS&V Asset Management Consultants
Michigan
$131M +$14.7M +13% 9.53% 80.7% 41 9.76% 0.9