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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)
Arcadia Wealth Management (New York)
6426
Arcadia Wealth Management (New York)
New York
$185M +$10.4M +6% 0.09% – 62 20.97% 1.1
Catalyst Private Wealth
6427
Catalyst Private Wealth
California
$185M -$44.3M -19% 7.49% 120% 77 1.3% 3.7
Clark Financial Services Group
6428
Clark Financial Services Group
Missouri
$185M -$3.48M -2% 2.77% 116% 128 33.59% 1.9
Kellett Wealth Advisors
6429
Kellett Wealth Advisors
Ohio
$184M +$9.42M +5% 0.89% 76.3% 86 16.28% 2.3
CCA
6430
Cypress Capital Advisors
Tennessee
$184M -$1.89M -1% 0.28% – 79 10.13% 1.1
Forum Finance Group
6431
Forum Finance Group
$184M – – 0.61% – 321 – 0
Stephenson & Company
6432
Stephenson & Company
California
$184M +$2.38M +1% 1.05% 47% 47 12.77% 1.8
AI
6433
Arrien Investments
Idaho
$184M +$7.1M +4% 0.27% 46% 47 4.26% 2
Sachetta
6434
Sachetta
Massachusetts
$184M +$1.81M +1% 0.62% – 1,130 13.81% 1.8
Integrity Investment Advisors
6435
Integrity Investment Advisors
Colorado
$184M +$2.85M +2% 2.6% – 88 25% 0.7
CastleKeep Investment Advisors
6436
CastleKeep Investment Advisors
Connecticut
$184M -$36.5M -17% 0.29% – 91 28.57% 1.9
Index Venture Growth Associates V
6437
Index Venture Growth Associates V
Jersey
$184M -$124M -40% 40.1% – 3 0% 0.3
Define Financial
6438
Define Financial
California
$184M +$7.83M +4% 1.82% – 45 13.33% 1
GSI Capital Advisors
6439
GSI Capital Advisors
California
$184M +$5.6M +3% 4.86% 39.7% 34 26.47% 2.1
Harbour Investment Management
6440
Harbour Investment Management
Washington
$184M -$4.44M -2% 0.18% 58.8% 107 13.08% 6.5
P. Schoenfeld Asset Management (PSAM)
6441
P. Schoenfeld Asset Management (PSAM)
New York
$184M -$98.8M -35% 6.1% 367% 54 53.7% 0.8
Tassel Capital Management
6442
Tassel Capital Management
North Carolina
$184M +$18.9M +11% 0.05% – 38 13.16% 1
MKW
6443
Mullaney, Keating & Wright
Connecticut
$184M -$5.35M -3% 1.38% – 75 13.33% 1.4
Nutshell Asset Management
6444
Nutshell Asset Management
United Kingdom
$184M -$96.5M -34% 11% – 47 53.19% 0.5
KMT Wealth Management
6445
KMT Wealth Management
California
$184M -$2.78M -1% 3.87% – 19 26.32% 1
LAMC
6446
Longview Asset Management (California)
California
$184M +$2.66M +1% 0.53% – 175 10.29% 1
RFG
6447
RFP Financial Group
Georgia
$184M -$24.8M -12% 0.22% 53.2% 91 42.86% 2.2
Ameraudi Asset Management
6448
Ameraudi Asset Management
New York
$184M +$1.92M +1% 0.04% 51.5% 46 10.87% 3.6
Sard Wealth Management Group
6449
Sard Wealth Management Group
Georgia
$184M +$1.71M +0.9% 0.07% 51.3% 62 9.68% 1.7
Eliot Finkel Investment Counsel
6450
Eliot Finkel Investment Counsel
California
$184M +$20.6M +13% 14.9% 85.5% 33 3.03% 5.8