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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 Time
Held (Qtrs)
FAG
6426
Financial Architects (Georgia)
Georgia
$209M +$18.9M +10% 9.49% – 25 4% 7.1
OWA
6427
Oak Wealth Advisors
Illinois
$208M +$26.5M +15% 12.4% – 68 16.18% 4.7
CCAM
6428
Capelight Capital Asset Management
New York
$208M +$74.4M +55% 96.8% – 50 58% 1
AWM
6429
Aberdeen Wealth Management
Illinois
$208M -$11.1M -5% 15.8% 73.1% 436 61.01% 7.4
PA
6430
Promethium Advisors
Maryland
$208M +$15.2M +8% 9.08% – 130 20% 5.4
AWP
6431
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% – 197 18.78% 4.6
MGWA
6432
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% – 44 2.27% 8
MF
6433
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 52.8% 152 11.18% 11.5
AAA
6434
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% – 89 11.24% 1.8
KTC
6435
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% – 326 7.67% 5.2
AFC
6436
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67% 33.5
ACA
6437
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 124% 22 9.09% 6.8
IFS
6438
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 60.6% 62 3.23% 15.3
SCM
6439
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% – 32 6.25% 7.1
WBWA
6440
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% – 266 41.73% 4.7
SCM
6441
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% – 89 31.46% 33.4
BWA
6442
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% – 20 10% 5
BP
6443
BCK Partners
New York
$207M +$22.2M +12% 11.1% 44.6% 28 7.14% 16.6
SBA
6444
Seven Bridges Advisors
New York
$207M – – 16.1% – 16 – 4.5
RFMS
6445
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 415% 27 29.63% 6.8
EAM
6446
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% – 213 17.84% 4.9
TDWM
6447
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 40% 59 5.08% 15.6
RWP
6448
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 89.7% 114 18.42% 13
LPCM
6449
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% – 16 31.25% 3.6
CPW
6450
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 103% 85 14.12% 14.2