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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)
Next Level Wealth Planning
6426
Next Level Wealth Planning
Idaho
$188M +$10.8M +6% 2.47% – 67 10.45% 0.7
David J. Yvars Group
6427
David J. Yvars Group
Florida
$188M +$1.19M +0.6% 1.14% 143% 103 18.45% 2.6
Trust Investment Advisors
6428
Trust Investment Advisors
Indiana
$188M +$10M +6% 8.45% 178% 110 21.82% 4.9
Horizon Family Wealth
6429
Horizon Family Wealth
Illinois
$188M +$13.8M +8% 2.11% 68.6% 87 14.94% 2.1
LS
6430
LCW Services
Virginia
$188M – – 1.68% – 39 – 0
GCM
6431
Granby Capital Management
Florida
$187M -$850K -0.5% 1.34% 50% 21 28.57% 2.2
Granite FO LLC
6432
Granite FO LLC
New Hampshire
$187M +$3.35M +2% 6.35% 112% 192 9.38% 1.7
Sylvest Advisors
6433
Sylvest Advisors
Texas
$187M +$1.28M +0.7% 1.87% – 75 9.33% 0.9
TritonPoint Partners
6434
TritonPoint Partners
Maryland
$187M – – 2.95% – 152 – 0
Broadway Wealth Solutions
6435
Broadway Wealth Solutions
Texas
$187M +$8.92M +5% 1.63% – 101 11.88% 0.9
GuidedMoney
6436
GuidedMoney
Wisconsin
$187M – – 1.31% – 30 – 0
Fort Vancouver Investment Management
6437
Fort Vancouver Investment Management
Washington
$187M +$7M +4% 2.1% – 51 5.88% 1.2
BWG
6438
Boomfish Wealth Group
Georgia
$187M +$1.69M +0.9% 1.34% 86% 90 8.89% 1.7
American Trust Investment Advisors
6439
American Trust Investment Advisors
New Hampshire
$187M -$6.9M -4% 1.27% 91% 82 7.32% 4.7
Foresight Global Investors
6440
Foresight Global Investors
New York
$187M +$18.5M +11% 5.06% 69.9% 34 23.53% 0.8
Brown Shipley & Co
6441
Brown Shipley & Co
United Kingdom
$187M -$2.46M -1% 5.42% 125% 78 17.95% 2.3
Cetera Trust Company
6442
Cetera Trust Company
Minnesota
$187M +$8.36M +5% 7.58% – 361 3.05% 1.9
1248 Management
6443
1248 Management
Missouri
$187M +$9.7M +5% 0.9% – 170 15.88% 0.7
StepStone Group
6444
StepStone Group
California
$187M -$25.8M -12% 1.78% 107% 25 44% 1.1
Barnes Wealth Management Group
6445
Barnes Wealth Management Group
California
$187M +$5.25M +3% 1.78% – 181 7.18% 0.8
KMT Wealth Management
6446
KMT Wealth Management
California
$187M +$1.14M +0.6% 2.2% – 17 11.76% 0.9
Pacific Point Advisors
6447
Pacific Point Advisors
California
$187M +$15.4M +9% 3.19% – 143 22.38% 0.8
Superstring Capital Management
6448
Superstring Capital Management
New York
$187M +$85.3M +84% 102% – 64 75% 0.3
SIAIK
6449
Summit Investment Advisors, Inc.\KS
Kansas
$187M – – 2.9% – 97 – 0
Everstar Asset Management
6450
Everstar Asset Management
North Carolina
$187M +$10.2M +6% 0.69% – 214 23.83% 0.9