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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)
Legacy Wealth Management (Idaho)
6401
Legacy Wealth Management (Idaho)
Idaho
$156M -$15M -9% 9.07% – 824 22.94% 0.2
Legacy Investment Solutions
6402
Legacy Investment Solutions
Idaho
$156M -$15M -9% 9.07% – 824 22.94% 0.2
Aspen Wealth Strategies
6403
Aspen Wealth Strategies
Colorado
$156M +$1.14M +0.7% 0.71% 65.8% 88 17.05% 1.4
Diamant Asset Management
6404
Diamant Asset Management
Connecticut
$156M -$3.24M -2% 0.38% 66.9% 75 1.33% 5.2
KHCM
6405
Kirtland Hills Capital Management
Ohio
$156M -$25.1M -14% 3.94% – 142 14.79% 0.6
GA
6406
Gagnon Advisors
New York
$156M +$1.35M +0.9% 22.2% 214% 28 10.71% 5.1
FAG
6407
Financial Architects (Georgia)
Georgia
$156M +$925K +0.6% 1.9% 35.9% 22 4.55% 0.9
Cambridge Capital Management
6408
Cambridge Capital Management
Illinois
$156M +$4.1M +3% 1.3% 55.9% 37 5.41% 0.9
Avondale Wealth Management
6409
Avondale Wealth Management
Texas
$156M +$2.17M +1% 2.57% 83.8% 118 9.32% 3.3
Guardian Wealth Advisors (Minnesota)
6410
Guardian Wealth Advisors (Minnesota)
Minnesota
$156M -$5.92M -4% 1.32% 62.6% 82 9.76% 3.1
Richmond Brothers
6411
Richmond Brothers
Michigan
$156M -$6.2M -4% 1.45% 77.2% 36 19.44% 1.3
GAA
6412
Guardian Asset Advisors
Pennsylvania
$156M +$8.7M +6% 4.78% 106% 103 10.68% 0.9
Cascade Investment Advisors
6413
Cascade Investment Advisors
Oregon
$156M -$1.22M -0.8% 0.01% 79.1% 119 11.76% 4.1
Twin Lakes Capital Management
6414
Twin Lakes Capital Management
California
$156M +$656K +0.4% 2.01% 131% 240 0.83% 2.7
Immersion
6415
Immersion
Florida
$156M – – 6.67% – 5 – 0
AUA Capital Management
6416
AUA Capital Management
Pennsylvania
$156M -$16.9M -10% 1.01% 70.2% 84 10.71% 6.4
Cox Capital Management
6417
Cox Capital Management
Massachusetts
$156M -$11.4M -7% 0.82% 106% 72 15.28% 3
CAM
6418
Crown Advisors Management
California
$156M +$310K +0.2% 5.05% 284% 44 22.73% 2.7
Udine Wealth Management
6419
Udine Wealth Management
Florida
$156M +$14M +10% 10.5% 141% 34 26.47% 1.2
Client First Investment Management
6420
Client First Investment Management
Wisconsin
$156M +$24.9M +19% 8.62% 243% 31 48.39% 0.6
Thompson Davis & Co
6421
Thompson Davis & Co
Virginia
$155M +$20.1M +15% 19.6% 179% 151 29.8% 2.2
Kiely Wealth Advisory Group
6422
Kiely Wealth Advisory Group
North Carolina
$155M -$2.39M -2% 0.11% – 318 3.14% 0.9
KCM
6423
Knoll Capital Management
Florida
$155M -$60.5M -28% 0.46% 258% 36 2.78% 2.2
FSC Wealth Advisors
6424
FSC Wealth Advisors
New York
$155M +$16M +12% 0.92% 66.4% 329 18.84% 1.6
Martin Capital Advisors
6425
Martin Capital Advisors
Texas
$155M +$14.8M +11% 5.52% 140% 70 5.71% 2.5