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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)
Caldwell Investment Management
6401
Caldwell Investment Management
Ontario, Canada
$133M -$1.47M -1% 4.29% 162% 40 32.5% 1.1
Vermillion & White Wealth Management Group
6402
Vermillion & White Wealth Management Group
Pennsylvania
$133M +$7.61M +6% 1.04% – 378 8.99% 0.4
Dominguez Wealth Management Solutions
6403
Dominguez Wealth Management Solutions
Virginia
$133M +$5.8M +5% 3.29% 59.7% 59 3.39% 1.4
Redwood Wealth Management Group
6404
Redwood Wealth Management Group
New Jersey
$133M +$38.4M +41% 3.1% 74.1% 1,199 90.41% 0.1
SFM LLC
6405
SFM LLC
New Hampshire
$133M +$1.89M +1% 2.82% 67.5% 57 7.02% 0.5
RCWM
6406
Royal Capital Wealth Management
Indiana
$133M +$5.45M +4% 3.83% 83.8% 100 14% 1.9
Ridgemont Partners Management
6407
Ridgemont Partners Management
North Carolina
$133M +$111M +509% 6.7% 45.6% 2 50% 0.1
Marquette Associates
6408
Marquette Associates
Illinois
$133M -$8.69M -6% 0.1% – 41 21.95% 0.4
Echo Wealth Management
6409
Echo Wealth Management
Minnesota
$133M +$12.1M +10% 0.85% 42.9% 47 12.77% 2
Catalys Pacific
6410
Catalys Pacific
Japan
$132M -$15.6M -11% 9.5% – 3 0% 0.5
Magnolia Wealth Management
6411
Magnolia Wealth Management
Alabama
$132M -$112M -46% 1.39% 48.7% 21 52.38% 1.6
Counterweight Ventures
6412
Counterweight Ventures
North Carolina
$132M +$8.23M +7% 5.08% – 64 1.56% 0.5
Western Pacific Wealth Management
6413
Western Pacific Wealth Management
Illinois
$132M -$5.63M -4% 1.3% 91.4% 310 28.39% 1.9
Draper Asset Management
6414
Draper Asset Management
New York
$132M +$17.3M +15% 18.7% 187% 31 22.58% 1.9
Sanctuary Wealth Management
6415
Sanctuary Wealth Management
Idaho
$132M +$9.25M +8% 0.92% – 319 32.29% 1.4
Sowa Financial Group
6416
Sowa Financial Group
Rhode Island
$132M +$9.5M +8% 7.56% 77.7% 36 33.33% 3.2
Granite Group Advisors
6417
Granite Group Advisors
Connecticut
$132M -$16.5M -11% 5.31% 74% 99 17.17% 0.5
Michael S. Ryan Inc
6418
Michael S. Ryan Inc
New York
$132M +$5.21M +4% 0.58% 63.3% 49 14.29% 0.8
Fidelity D&D Bancorp
6419
Fidelity D&D Bancorp
Pennsylvania
$132M -$1.17M -0.9% 0.23% 59.6% 110 11.82% 1.1
Clay Northam Wealth Management
6420
Clay Northam Wealth Management
California
$132M +$7.7M +6% 6.52% 125% 94 12.77% 1.8
FCG Investment Company
6421
FCG Investment Company
Tennessee
$132M +$6.82M +5% 6.4% – 104 14.42% 0.5
Alethea Capital Management
6422
Alethea Capital Management
Washington
$132M +$8.68M +7% 9.1% 275% 52 78.85% 1.3
Omni 360 Wealth
6423
Omni 360 Wealth
New Jersey
$132M +$10.7M +9% 1.77% 59.9% 110 8.18% 0.4
Certus Wealth Management
6424
Certus Wealth Management
California
$132M +$6.03M +5% 3.31% – 54 11.11% 0.8
North Ridge Wealth Advisors
6425
North Ridge Wealth Advisors
Oregon
$132M +$2.71M +2% 0.12% 29.5% 43 11.63% 1.1