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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)
Strait & Sound Wealth Management
6276
Strait & Sound Wealth Management
California
$101M +$8.98M +10% 15.8% 74% 114 4.39% 0.2
Spotlight Asset Group
6277
Spotlight Asset Group
Illinois
$101M – – 12.8% – 77 – 2.7
Little Harbor Advisors
6278
Little Harbor Advisors
Massachusetts
$100M -$22.5M -18% 6.23% 59% 4 50% 0.7
KA
6279
Kearns & Associates
California
$100M +$5.48M +6% 6.88% 78.7% 42 2.38% 0.6
Nalls Sherbakoff Group
6280
Nalls Sherbakoff Group
Tennessee
$100M – – 4.86% – 517 – 2.2
Vanguard Capital Wealth Advisors
6281
Vanguard Capital Wealth Advisors
Colorado
$100M +$14M +16% 15% 234% 134 19.4% 2.5
Pillar Wealth Advisors
6282
Pillar Wealth Advisors
Pennsylvania
$100M -$3.37M -3% 5.44% 21.9% 69 15.94% 1
Richwood Investment Advisors
6283
Richwood Investment Advisors
Ohio
$100M +$856K +0.9% 2.64% 71.9% 107 5.61% 1.2
Advanced Portfolio Management
6284
Advanced Portfolio Management
New York
$100M – – 2.28% 19.8% 70 – 0
Buttonwood Financial Group
6285
Buttonwood Financial Group
Missouri
$100M -$9.8M -9% 7.36% 77.9% 35 54.29% 0.5
Growth Interface Management
6286
Growth Interface Management
Florida
$100M +$16.4M +20% 13.8% 12% 10 30% 1.1
Mendota Financial Group
6287
Mendota Financial Group
Wisconsin
$100M +$21.7M +28% 7.47% 50.1% 367 31.61% 0.2
Melfa Wealth Management
6288
Melfa Wealth Management
Massachusetts
$100M +$4.35M +5% 2.81% 49.9% 142 7.04% 0.2
Hofer & Associates
6289
Hofer & Associates
California
$100M -$343K -0.3% 4.68% 61.7% 52 0% 1.1
North Ridge Wealth Advisors
6290
North Ridge Wealth Advisors
Oregon
$100M – – 5.81% 29.5% 40 – 0
Waycross Investment Management
6291
Waycross Investment Management
Washington
$100M +$900K +0.9% 3.92% 49.6% 54 5.56% 0.2
EDMP Inc
6292
EDMP Inc
Florida
$100M -$1.71M -2% 0.31% 78% 63 14.29% 3.9
Seldon Capital
6293
Seldon Capital
California
$100M -$15.8M -14% 11.1% 604% 262 83.59% 1.1
MY Wealth Management
6294
MY Wealth Management
Maryland
$100M +$34.2M +52% 6.83% 41.2% 28 21.43% 0.9
Brewster Financial Planning
6295
Brewster Financial Planning
New York
$100M +$5.32M +6% 5.21% 44.3% 13 0% 1.2
Moon Capital Management
6296
Moon Capital Management
New York
$100M -$46.9M -32% 8.48% 76.3% 18 27.78% 2.3
SFI Advisors
6297
SFI Advisors
New Jersey
$100M +$7.56M +8% 7.6% 95.9% 94 30.85% 0.9
Beam Wealth Advisors
6298
Beam Wealth Advisors
Louisiana
$100M +$3.69M +4% 3.85% 69.2% 103 5.83% 2.1
Core Wealth Partners
6299
Core Wealth Partners
California
$100M +$10.7M +12% 6.1% 75.7% 145 55.17% 0.2
Sustainable Insight Capital Management
6300
Sustainable Insight Capital Management
New York
$100M +$10.8M +12% 12.1% 168% 123 47.97% 1.6