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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)
Fischer Investment Strategies
6426
Fischer Investment Strategies
California
$210M +$38.2M +22% 15% 81% 52 19.23% 1.1
Arcadia Wealth Management (New York)
6427
Arcadia Wealth Management (New York)
New York
$210M +$24.8M +13% 13.3% – 61 14.75% 1.2
Apricus Wealth
6428
Apricus Wealth
South Carolina
$210M +$4.27M +2% 5.14% 80.6% 131 9.92% 2.6
Shearwater Capital
6429
Shearwater Capital
Colorado
$209M +$18.7M +10% 11% 74.4% 73 13.7% 2.9
Trust Investment Advisors
6430
Trust Investment Advisors
Indiana
$209M +$38.5M +23% 32.5% 178% 101 15.84% 4.9
IF
6431
Integrity Financial
Wyoming
$209M +$8.32M +4% 14.2% 66.3% 318 16.35% 2.4
Sherrill & Hutchins Financial Advisory
6432
Sherrill & Hutchins Financial Advisory
Georgia
$209M +$39.9M +24% 9.26% 41.6% 20 25% 1.2
Sard Wealth Management Group
6433
Sard Wealth Management Group
Georgia
$209M +$25.2M +14% 11% 51.3% 64 10.94% 1.8
Humankind Investments
6434
Humankind Investments
New York
$209M +$34M +19% 18.2% 62.5% 24 25% 1.3
Panoramic Investment Advisors
6435
Panoramic Investment Advisors
Colorado
$209M +$24.1M +13% 12.9% – 145 13.1% 2.2
NED
6436
Nancy E. Dempze
$209M +$26.9M +15% 23.6% 83.1% 97 11.34% 4.4
Peninsula Asset Management
6437
Peninsula Asset Management
Florida
$209M +$13.1M +7% 9.36% 44.1% 56 8.93% 7.1
HFS
6438
Hoge Financial Services
Pennsylvania
$209M +$22.1M +12% 12.4% – 87 21.84% 1.5
IFS Advisors
6439
IFS Advisors
Kansas
$209M +$14.8M +8% 8.74% 54.2% 226 6.64% 2.7
RLH Capital
6440
RLH Capital
New York
$209M +$12M +6% 0.19% – 180 67.78% 0.1
Pacific Financial Group
6441
Pacific Financial Group
Washington
$209M +$23M +12% 14.5% 61.1% 90 8.89% 5.3
FAG
6442
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% 35.9% 25 4% 1.8
Oak Wealth Advisors
6443
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% – 68 16.18% 1.2
CCAM
6444
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% – 50 58% 0.2
AWM
6445
Aberdeen Wealth Management
Illinois
$208M -$11.1M -5% 15.8% 73.1% 436 61.01% 1.8
Promethium Advisors
6446
Promethium Advisors
Maryland
$208M +$15.2M +8% 9.08% – 130 20% 1.4
Axis Wealth Partners
6447
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% – 197 18.78% 1.2
Monument Group Wealth Advisors
6448
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% 68.6% 44 2.27% 2
MF
6449
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 58.5% 152 11.18% 2.9
Andrews Advisory Associates
6450
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% – 89 11.24% 0.4