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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)
AFG Fiduciary Services
6276
AFG Fiduciary Services
Massachusetts
$149M +$5.13M +4% 5.44% 72.4% 84 20.24% 1.7
Ledgewood Wealth Advisors
6277
Ledgewood Wealth Advisors
New Hampshire
$148M +$32.5M +28% 9.26% 42.8% 72 16.67% 0.6
Motiv8 Investments
6278
Motiv8 Investments
Florida
$148M +$14M +10% 5.07% – 88 11.36% 0.7
Capricorn Fund Managers
6279
Capricorn Fund Managers
United Kingdom
$148M +$6.65M +5% 4.74% 169% 60 20% 1
Greenhouse Wealth Management
6280
Greenhouse Wealth Management
Connecticut
$148M +$11.5M +8% 5.99% 87.2% 60 6.67% 2.9
STAR Financial Bank
6281
STAR Financial Bank
Indiana
$148M +$18.6M +14% 5.31% 53.4% 126 17.46% 1.2
Norwood Investment Partners
6282
Norwood Investment Partners
California
$148M -$7.06M -5% 3.09% 25.2% 14 35.71% 1.6
Piper Sandler & Co
6283
Piper Sandler & Co
Minnesota
$148M +$20.2M +16% 0.02% 0.05% 38 7.89% 0.3
Gouws Capital LLC
6284
Gouws Capital LLC
North Carolina
$148M +$8.37M +6% 5.14% 114% 45 11.11% 2.4
Palliser Capital (UK)
6285
Palliser Capital (UK)
United Kingdom
$148M +$48.4M +49% 15.5% 57% 11 9.09% 0.8
W.H. Cornerstone Investments
6286
W.H. Cornerstone Investments
Massachusetts
$148M +$6.94M +5% 5.92% 51.4% 136 21.32% 1.4
Syntax Research
6287
Syntax Research
Florida
$148M +$21.6M +17% 5.19% 42.9% 201 18.41% 0.8
Exome Asset Management
6288
Exome Asset Management
New York
$148M +$35.6M +32% 11.9% – 82 64.63% 0.2
Walker Financial Services
6289
Walker Financial Services
Kentucky
$148M +$20M +16% 4.96% 20.8% 30 16.67% 1.5
GWM
6290
Global Wealth Management
New Jersey
$148M – – 5.46% – 26 – 0
Successful Portfolios
6291
Successful Portfolios
Florida
$148M +$4.67M +3% 5.42% 110% 169 10.06% 4.5
Stephenson & Company
6292
Stephenson & Company
California
$148M +$12.9M +10% 7.52% – 39 7.69% 0.7
GraniteShares Advisors
6293
GraniteShares Advisors
New York
$148M -$153M -51% 2.22% 86.2% 92 4.35% 1.3
Broadview Financial Management
6294
Broadview Financial Management
Wisconsin
$148M +$10.4M +8% 6.82% 52.4% 42 4.76% 5
Sterling Manor Financial
6295
Sterling Manor Financial
New York
$148M +$16.3M +12% 6.4% – 31 32.26% 1.2
National Wealth Management Group
6296
National Wealth Management Group
Ohio
$148M +$16.4M +12% 5.77% 128% 172 42.44% 1.2
RiverTree Advisors
6297
RiverTree Advisors
Florida
$147M +$1.14M +0.8% 2.92% 25.4% 36 19.44% 1.1
Lowery Thomas LLC
6298
Lowery Thomas LLC
California
$147M +$10.3M +8% 4.64% 74.7% 53 15.09% 1.9
Spectrum Strategic Capital Management
6299
Spectrum Strategic Capital Management
Oregon
$147M +$10.6M +8% 4.47% 85.6% 29 13.79% 0.6
Advantage Trust Company
6300
Advantage Trust Company
Kansas
$147M +$8M +6% 5.95% 77.6% 177 20.9% 0.7