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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)
Nine Masts Capital
6401
Nine Masts Capital
Hong Kong
$151M -$420M -74% 1.1% 88.1% 176 64.77% 0.4
Laurel Wealth Planning
6402
Laurel Wealth Planning
Minnesota
$150M -$4.55M -3% 1.29% 59.5% 58 10.34% 3
Lakehouse Capital
6403
Lakehouse Capital
Australia
$150M +$2.09M +1% 0.06% 87.4% 14 14.29% 3.5
Gallo Partners
6404
Gallo Partners
New Jersey
$150M +$14.1M +10% 0% – 106 82.08% 0.1
Sarver Vrooman Wealth Advisors
6405
Sarver Vrooman Wealth Advisors
Missouri
$150M – – 1.72% – 129 – 0
H&H Retirement Design & Management
6406
H&H Retirement Design & Management
Nevada
$150M -$14.4M -9% 0.38% 38.4% 77 2.6% 1.9
CI
6407
Carroll Investors
South Carolina
$150M -$27.2M -15% 11.9% 241% 33 24.24% 1.7
CNFG
6408
Creegan & Nassoura Financial Group
New Hampshire
$150M +$1.3M +0.9% 0.3% 52.6% 77 5.19% 6.8
Tilia Fiduciary Partners
6409
Tilia Fiduciary Partners
North Carolina
$150M +$3.44M +2% 1.29% 101% 122 20.49% 2.4
Horizon Family Wealth
6410
Horizon Family Wealth
Illinois
$150M -$518K -0.3% 1.86% 68.6% 87 22.99% 1.9
Lynx Investment Advisory
6411
Lynx Investment Advisory
District of Columbia
$150M +$3.38M +2% 1.33% – 157 15.29% 0.7
ACA
6412
Acorn Capital Advisors
New York
$150M -$35.9M -19% 14.6% – 22 4.55% 0.2
Whalen Wealth Management
6413
Whalen Wealth Management
Nevada
$150M +$5.57M +4% 0.86% 90.2% 184 61.41% 0.4
XY Planning Network
6414
XY Planning Network
Montana
$150M +$16.8M +13% 0.7% – 118 35.59% 0.2
Covestor
6415
Covestor
United Kingdom
$150M -$9.8M -6% 3.03% 134% 2,871 5.22% 2.6
Argosy-Lionbridge Management
6416
Argosy-Lionbridge Management
New York
$150M +$20.1M +15% 4.84% – 14 28.57% 0.2
LIC
6417
Laurus Investment Counsel
Canada
$150M -$44.4M -23% 11.9% 14.1% 48 12.5% 3
Seven Mile Advisory
6418
Seven Mile Advisory
New Jersey
$150M -$6.96M -4% 3.63% 146% 182 12.09% 1.3
Better Money Decisions
6419
Better Money Decisions
New Mexico
$150M +$5.5M +4% 0.94% 32.7% 71 9.86% 2.7
CMS
6420
Capital Market Strategies
Florida
$150M -$24M -14% 4.17% 120% 163 16.56% 1.8
OEP Capital Advisors
6421
OEP Capital Advisors
New York
$150M +$18.2M +14% 13.9% 23.2% 1 0% 4.3
Alcosta Capital Management
6422
Alcosta Capital Management
California
$150M -$21.7M -13% 9.45% 175% 26 0% 2.5
GWMI
6423
Guardian Wealth Management (Illinois)
Illinois
$150M +$3M +2% 1.04% 98.1% 239 6.28% 2.6
Westfuller Advisors
6424
Westfuller Advisors
New York
$150M -$7.62M -5% 0.95% – 105 20% 0.7
Corrado Advisors
6425
Corrado Advisors
New Jersey
$150M -$3.75M -2% 0.11% 73.1% 117 20.51% 2.6