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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)
North Ridge Wealth Advisors
6426
North Ridge Wealth Advisors
Oregon
$150M +$5.22M +4% 0.34% 29.5% 207 27.05% 0.6
Monolith Management
6427
Monolith Management
Hong Kong
$150M -$47.4M -24% 24.9% – 31 74.19% 0.2
Columbia River Financial Group
6428
Columbia River Financial Group
Washington
$150M +$4.07M +3% 0.38% – 124 57.26% 0.1
Echo45 Advisors
6429
Echo45 Advisors
California
$149M -$2.82M -2% 0.06% 53.6% 54 7.41% 2.2
Udine Wealth Management
6430
Udine Wealth Management
Florida
$149M -$6.2M -4% 3.15% 141% 36 36.11% 1.5
WMS
6431
Wealth Management Strategies
Pennsylvania
$149M +$18.7M +14% 1.98% – 38 10.53% 0.2
RiverTree Advisors
6432
RiverTree Advisors
Florida
$149M -$2.81M -2% 1.66% 25.4% 59 28.81% 1
Beaconlight Capital
6433
Beaconlight Capital
New York
$149M -$120M -45% 13.5% 282% 34 44.12% 1.8
Omni 360 Wealth
6434
Omni 360 Wealth
New Jersey
$149M -$1.08M -0.7% 1.11% 59.9% 114 7.89% 1.1
KSCM
6435
Kamunting Street Capital Management
Florida
$149M +$33.6M +29% 7.22% 7.47% 20 50% 1.3
Sard Wealth Management Group
6436
Sard Wealth Management Group
Georgia
$149M +$309K +0.2% 1.83% 51.3% 48 4.17% 1.1
Ballew Advisors
6437
Ballew Advisors
Mississippi
$149M -$7.61M -5% 1.95% 68% 116 17.24% 3.7
22NW LP
6438
22NW LP
Washington
$149M -$9.44M -6% 13.8% 138% 22 36.36% 2.1
Atmos Advisory
6439
Atmos Advisory
Pennsylvania
$149M +$5.01M +3% 0.01% 31.9% 32 37.5% 3.2
Ames National Corp
6440
Ames National Corp
Iowa
$149M +$488K +0.3% 1.16% – 68 8.82% 0.3
Cedar Point Capital Partners
6441
Cedar Point Capital Partners
Iowa
$149M +$1.19M +0.8% 0.19% 55.4% 63 0% 1.1
Andrews Lucia Wealth Management
6442
Andrews Lucia Wealth Management
California
$149M -$868K -0.6% 2.08% 64% 27 3.7% 2.6
Defined Wealth Management
6443
Defined Wealth Management
Oregon
$149M -$2.2M -1% 0.87% 78.1% 110 5.45% 3.1
Catalys Pacific
6444
Catalys Pacific
Japan
$149M +$32.8M +28% 26.5% 189% 2 0% 1.3
SPI
6445
Sutton Place Investors
New York
$149M -$24M -14% 0.72% 84% 139 30.94% 1.7
Farrow Financial
6446
Farrow Financial
Vermont
$149M -$5.35M -3% 2.58% 79.9% 53 11.32% 1.1
Peterson Wealth Management
6447
Peterson Wealth Management
Nevada
$149M -$19.5M -12% 5.92% 88.9% 52 7.69% 2.4
Carson Advisory
6448
Carson Advisory
Georgia
$148M +$4.68M +3% 0.59% 70.9% 173 14.45% 2.2
Pantera Capital Partners
6449
Pantera Capital Partners
California
$148M -$177M -54% 13.9% – 2 0% 0.3
MKW
6450
Mullaney, Keating & Wright
Connecticut
$148M +$278K +0.2% 4.31% – 61 4.92% 0.7