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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)
SWP
6401
Semus Wealth Partners
Florida
$122M +$14.7M +14% 10.2% 107% 133 15.79% 0.8
Core Wealth Partners
6402
Core Wealth Partners
California
$122M +$12M +11% 8.98% 75.7% 121 13.22% 0.8
Guardian Financial Partners
6403
Guardian Financial Partners
California
$122M +$15.5M +15% 7.89% 53.9% 45 11.11% 0.6
Vannoy Advisory Group
6404
Vannoy Advisory Group
Texas
$122M – – 9.81% 52.5% 28 – 0
Priebe Wealth Holdings
6405
Priebe Wealth Holdings
Minnesota
$122M – – 11.9% – 64 – 0
Private Client Services
6406
Private Client Services
Kentucky
$122M – – 8.55% 72% 135 – 0
Pinnacle Wealth Management Group
6407
Pinnacle Wealth Management Group
Michigan
$122M +$11.9M +11% 9.62% 64.3% 98 4.08% 1.9
AMAL
6408
Asset Management Advisors LLC
Oklahoma
$122M +$15M +14% 13.1% 125% 18 22.22% 4
Taylor Financial Group
6409
Taylor Financial Group
Virginia
$122M – – 13.3% 79% 89 – 0
RFMS
6410
RWQ Financial Management Services
Florida
$122M +$29.4M +32% 17.7% 446% 28 50% 1.2
Cottonwood Capital Advisors
6411
Cottonwood Capital Advisors
Utah
$121M +$14.4M +13% 11% 79% 131 29.01% 1.3
Rosalind Advisors
6412
Rosalind Advisors
Ontario, Canada
$121M – – 40.6% – 30 – 0
OM
6413
OV Management
Minnesota
$121M – – 13.9% – 59 – 0
Paladin Advisory Group
6414
Paladin Advisory Group
Iowa
$121M +$2.49M +2% 9.92% 71.9% 262 14.12% 0.7
MWA Asset Management
6415
MWA Asset Management
Massachusetts
$121M +$17.5M +17% 14.6% 174% 118 9.32% 0.2
SFM LLC
6416
SFM LLC
New Hampshire
$121M – – 10.3% 67.5% 57 – 0
Mainsail Management Company
6417
Mainsail Management Company
Texas
$121M +$25.1M +26% 26.4% 55% 2 0% 1
Penney Financial
6418
Penney Financial
Texas
$121M – – 10.1% 54.8% 31 – 0
Data Collective IV
6419
Data Collective IV
California
$121M +$15.2M +14% 16.5% 317% 5 0% 1.8
Diker Management
6420
Diker Management
New York
$121M +$8.9M +8% 11.6% 210% 41 26.83% 2.6
ROI Financial Advisors
6421
ROI Financial Advisors
Oregon
$121M – – 13% 165% 62 – 0
Smallwood Wealth Investment Management
6422
Smallwood Wealth Investment Management
New Jersey
$121M +$11M +10% 10.2% 78% 66 7.58% 1.6
Cedar Point Capital Partners
6423
Cedar Point Capital Partners
Iowa
$121M – – 8.86% 55.4% 50 – 0
CWM
6424
Cordatus Wealth Management
Pennsylvania
$121M +$11.4M +10% 11.1% 108% 60 10% 0.8
Tikehau Investment Management
6425
Tikehau Investment Management
France
$121M -$2.07M -2% 14.7% 102% 15 0% 2.5