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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)
Peterson Wealth Management
6276
Peterson Wealth Management
Nevada
$98.1M -$9.16M -9% 6.05% 78% 62 19.35% 1.6
Safir Wealth Advisors
6277
Safir Wealth Advisors
New Hampshire
$98.1M +$2.01M +2% 5.02% 52.1% 15 13.33% 1.6
Mainsail Financial Group
6278
Mainsail Financial Group
Washington
$98.1M – – 6.06% 61.9% 43 – 0
Interchange Capital Partners
6279
Interchange Capital Partners
Pennsylvania
$98.1M +$6.91M +8% 10.9% 106% 168 37.5% 1
Rose Park Advisors
6280
Rose Park Advisors
Massachusetts
$97.8M -$49.6M -34% 11.8% 11.8% 1 0% 1
ACME LLC
6281
ACME LLC
California
$97.8M -$13.8M -12% 0.08% 199% 9 0% 1.3
Terrapin Asset Management
6282
Terrapin Asset Management
Florida
$97.6M – – 3.15% – 264 – 0
Ampfield Management
6283
Ampfield Management
New York
$97.6M +$28.8M +42% 20.8% 56.9% 4 25% 1.8
Barden Capital Management
6284
Barden Capital Management
Texas
$97.6M +$11.7M +14% 8.22% 80.1% 67 13.43% 0.8
KFG Wealth Management
6285
KFG Wealth Management
Indiana
$97.6M – – 7.08% 55.9% 75 – 0
Alamar Capital Management
6286
Alamar Capital Management
California
$97.6M +$8.57M +10% 11.3% – 75 16% 1.4
Wilson & Boucher Capital Management
6287
Wilson & Boucher Capital Management
California
$97.5M +$11.7M +14% 11.5% 69.8% 100 9% 0.9
Panoramic Investment Advisors
6288
Panoramic Investment Advisors
Colorado
$97.5M – – 7.24% – 94 – 0
Gavilan Investment Partners
6289
Gavilan Investment Partners
California
$97.4M – – 1.76% 109% 14 – 0
Threadgill Financial
6290
Threadgill Financial
Texas
$97.4M -$4.1M -4% 15.3% 49.3% 45 31.11% 0.7
LAM Group
6291
LAM Group
Oregon
$97.4M – – 9.21% 61.8% 117 – 0
Del-Sette Capital Management
6292
Del-Sette Capital Management
New York
$97.3M +$12.7M +15% 11.6% 112% 36 52.78% 0.5
Axim Planning & Wealth
6293
Axim Planning & Wealth
Ohio
$97.3M -$4.31M -4% 31.1% 32.3% 172 87.79% 0.4
BCK Capital Management
6294
BCK Capital Management
Connecticut
$97.2M -$42.1M -30% 22.7% 161% 116 51.72% 0.6
Campbell Capital Management
6295
Campbell Capital Management
Florida
$97.2M -$11.4M -10% 0.66% – 31 19.35% 2.3
RF&L Wealth Management
6296
RF&L Wealth Management
Massachusetts
$97.1M – – 8.92% 73.8% 47 – 0
Walker Financial Services
6297
Walker Financial Services
Kentucky
$97M -$10M -9% 5.19% 20.8% 24 16.67% 0.6
Barnes Pettey Financial Advisors
6298
Barnes Pettey Financial Advisors
Mississippi
$97M +$23.8M +32% 7.23% 79.7% 106 24.53% 0.7
Brown Financial Advisory
6299
Brown Financial Advisory
Alabama
$96.9M -$7.23M -7% 7.32% 66.3% 30 13.33% 1.7
GG
6300
Golden Green
South Carolina
$96.9M +$4.3M +5% 5.41% 92.4% 89 32.58% 0.9