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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)
BankPlus Wealth Management
6276
BankPlus Wealth Management
Mississippi
$194M +$12.4M +7% 1.67% – 126 19.05% 1
LAI
6277
Legal Advantage Investments
California
$194M -$22.5M -10% 2.22% 116% 91 21.98% 3.2
BostonPremier Wealth
6278
BostonPremier Wealth
Massachusetts
$194M -$1.62M -0.8% 1.92% – 74 12.16% 1
Mitsubishi UFJ Asset Management (UK)
6279
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$193M -$11.7M -6% 2.82% 151% 110 37.27% 1.9
Topel & Distasi Wealth Management
6280
Topel & Distasi Wealth Management
California
$193M -$11.3M -6% 0.93% 43.6% 61 4.92% 3.7
Jackson Hill Advisors
6281
Jackson Hill Advisors
Texas
$193M -$22.2M -10% 11.3% 61.2% 13 7.69% 2.6
Broadway Wealth Solutions
6282
Broadway Wealth Solutions
Texas
$193M +$6.15M +3% 1.1% – 100 12% 1
Waypoint Wealth Counsel
6283
Waypoint Wealth Counsel
Georgia
$193M -$79.4M -29% 1.93% 111% 303 30.03% 1.2
Exome Asset Management
6284
Exome Asset Management
New York
$193M -$13.2M -6% 14.6% – 83 60.24% 0.5
Ayrshire Capital Management
6285
Ayrshire Capital Management
Connecticut
$193M -$24.6M -11% 3.61% 84.8% 54 16.67% 3.1
Banque de Luxembourg
6286
Banque de Luxembourg
Luxembourg
$193M -$41.6M -18% 6.5% – 92 22.83% 1
Downshift Financial
6287
Downshift Financial
Colorado
$193M +$31M +19% 1.74% – 82 23.17% 0.2
Sandler Capital Management
6288
Sandler Capital Management
New York
$193M -$112M -37% 11.4% 325% 191 63.35% 0.6
Cassady Wealth & Retirement Planning
6289
Cassady Wealth & Retirement Planning
Nevada
$193M +$39.7M +26% 0.8% – 102 5.88% 0.2
Promethium Advisors
6290
Promethium Advisors
Maryland
$193M +$7.67M +4% 6.38% – 121 11.57% 1.3
Galilei Investment Office
6291
Galilei Investment Office
United Kingdom
$193M -$19.2M -9% 2.74% – 27 11.11% 1.1
Carson Advisory
6292
Carson Advisory
Georgia
$193M +$478K +0.2% 0.32% 70.9% 194 8.76% 2.7
OmniStar Financial Group
6293
OmniStar Financial Group
North Carolina
$193M +$22.2M +13% 4.21% 75.6% 139 51.8% 1.2
AIM
6294
Athena Investment Management
California
$193M -$2.38M -1% 0.91% 80.6% 158 5.06% 3.3
RCS Financial Planning
6295
RCS Financial Planning
Maryland
$193M -$39.2M -17% 0.67% 48.2% 111 30.63% 1.7
Whipplewood Advisors
6296
Whipplewood Advisors
Colorado
$193M +$37.1M +24% 2.38% – 1,100 57.45% 0.4
Vaughan & Co Securities
6297
Vaughan & Co Securities
New Jersey
$193M -$767K -0.4% 1.13% 70.7% 59 5.08% 4.3
Keystone Financial Group (Georgia)
6298
Keystone Financial Group (Georgia)
Georgia
$192M +$1.45M +0.8% 0.03% – 142 10.56% 1.1
Client First Investment Management
6299
Client First Investment Management
Wisconsin
$192M +$1.71M +0.9% 1.71% 243% 39 82.05% 0.8
Gross & Hartman Investments
6300
Gross & Hartman Investments
Pennsylvania
$192M +$16.9M +10% 0.8% – 79 18.99% 0.2