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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)
Evergreen Wealth Solutions
6301
Evergreen Wealth Solutions
Pennsylvania
$147M +$6.32M +4% 5.22% 70.9% 119 11.76% 1.8
GAA
6302
Guardian Asset Advisors
Pennsylvania
$147M +$11.1M +8% 6% 106% 104 13.46% 0.7
Stegner Investment Associates
6303
Stegner Investment Associates
Kentucky
$147M +$8.16M +6% 5.6% 84.8% 24 0% 3
North Ridge Wealth Advisors
6304
North Ridge Wealth Advisors
Oregon
$147M +$15.4M +12% 6.47% 29.5% 43 6.98% 1.3
Lugano Financial Advisors SA (LFA)
6305
Lugano Financial Advisors SA (LFA)
Switzerland
$147M +$15.7M +12% 4.95% 44.8% 186 9.14% 2
Vision One Management Partners
6306
Vision One Management Partners
Florida
$147M -$63.9K -0% 1.15% – 8 25% 0.5
HIA
6307
Harvest Investment Advisors
Florida
$147M +$11.4M +8% 7.06% 78.3% 56 7.14% 1.5
Fort Henry Capital
6308
Fort Henry Capital
West Virginia
$147M +$8M +6% 6.5% 39.3% 16 6.25% 3
Chris Bulman
6309
Chris Bulman
California
$147M +$676K +0.5% 5.63% – 405 75.06% 0.2
ASI
6310
Advisory Services & Investments
Oregon
$147M +$2.98M +2% 6.41% 19.9% 41 14.63% 1.9
Semanteon Capital Management
6311
Semanteon Capital Management
Massachusetts
$147M +$5.37M +4% 12.6% – 324 77.16% 0.1
VitalStone Financial
6312
VitalStone Financial
Texas
$147M +$8.83M +6% 3.59% – 564 25% 1.1
Beacon Financial Strategies
6313
Beacon Financial Strategies
North Carolina
$147M +$7.81M +6% 6.13% 54.2% 35 5.71% 2.9
Byrne Asset Management
6314
Byrne Asset Management
New Jersey
$147M +$6.57M +5% 8.08% 126% 584 26.54% 1.2
Penney Financial
6315
Penney Financial
Texas
$147M +$9.9M +7% 6.11% 54.8% 37 10.81% 0.7
Epacria Capital Partners
6316
Epacria Capital Partners
Colorado
$147M +$10.2M +7% 11.2% 89.1% 56 8.93% 1.5
Mosley Wealth Management
6317
Mosley Wealth Management
California
$147M +$29.1M +25% 5.57% – 121 21.49% 0.6
CastleKeep Investment Advisors
6318
CastleKeep Investment Advisors
Connecticut
$147M +$16.8M +13% 9.47% – 98 7.14% 0.6
Doheny Asset Management
6319
Doheny Asset Management
California
$146M +$6.07M +4% 1.83% 135% 77 9.09% 5.9
Lakewood Asset Management
6320
Lakewood Asset Management
Illinois
$146M +$2.94M +2% 7.95% 69.3% 121 5.79% 1.5
Greycroft
6321
Greycroft
New York
$146M +$21.7M +17% 16.8% 20% 10 20% 0.9
Entrust Global Partners
6322
Entrust Global Partners
New York
$146M -$105M -42% 3.69% 82.3% 8 25% 2.1
Axos Invest
6323
Axos Invest
Nevada
$146M – – 6.06% – 24 – 0
Wolff Wiese Magana
6324
Wolff Wiese Magana
California
$146M +$20.4M +16% 7.71% 149% 1,029 27.6% 1.9
Cape Ann Asset Management
6325
Cape Ann Asset Management
United Kingdom
$146M +$29.6M +25% 9.6% 199% 7 28.57% 2.6