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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)
Innova Wealth Partners
6451
Innova Wealth Partners
Pennsylvania
$129M +$13.3M +11% 7.64% 72.5% 81 27.16% 1.5
Centerstone Investors
6452
Centerstone Investors
New York
$129M +$31.8M +33% 8.44% 73.7% 30 20% 2.7
Abich Financial Wealth Management
6453
Abich Financial Wealth Management
Virginia
$129M +$24.7M +24% 5.59% – 629 42.61% 0.2
Wynn Capital
6454
Wynn Capital
Georgia
$129M +$6.99M +6% 10.1% 115% 106 8.49% 0.2
Campion Asset Management
6455
Campion Asset Management
Virginia
$129M +$11.2M +9% 9.6% 70.2% 105 11.43% 2.3
Financial Alternatives
6456
Financial Alternatives
California
$129M +$10.9M +9% 5.88% 50.2% 83 4.82% 1.1
Lionsbridge Wealth Management
6457
Lionsbridge Wealth Management
Florida
$129M +$4.17M +3% 6.07% 65.5% 65 36.92% 1.2
Halter Ferguson Financial
6458
Halter Ferguson Financial
Indiana
$129M -$27.5M -18% 6.59% 131% 31 9.68% 0.2
Williamson Legacy Group
6459
Williamson Legacy Group
Indiana
$129M +$21.3M +20% 23.9% – 89 20.22% 0.2
KA
6460
Kearns & Associates
California
$129M +$11.8M +10% 8.22% 78.7% 45 13.33% 1.4
Smallwood Wealth Investment Management
6461
Smallwood Wealth Investment Management
New Jersey
$129M +$8.17M +7% 6.98% 78% 69 8.7% 1.8
North Ridge Wealth Advisors
6462
North Ridge Wealth Advisors
Oregon
$129M +$8.78M +7% 3.54% 29.5% 40 2.5% 0.9
Delphi Management
6463
Delphi Management
Massachusetts
$129M +$20.1M +18% 11.5% 107% 93 22.58% 2.7
AMAL
6464
Asset Management Advisors LLC
Oklahoma
$129M +$7.14M +6% 12.2% 125% 17 5.88% 4.4
Visionary Horizons
6465
Visionary Horizons
Tennessee
$129M +$5.39M +4% 6.57% 69.2% 86 16.28% 0.2
Brown Financial Advisory
6466
Brown Financial Advisory
Alabama
$129M +$5.89M +5% 7.11% 73.2% 32 0% 2.3
SI
6467
Schusterman Interests
Oklahoma
$129M +$60.5M +89% 80.9% 344% 13 15.38% 1.2
Motiv8 Investments
6468
Motiv8 Investments
Florida
$129M +$16.7M +15% 6.08% – 101 20.79% 0.2
Sippican Capital Advisors
6469
Sippican Capital Advisors
Massachusetts
$129M +$1.1M +0.9% 8.02% 81.1% 122 10.66% 5
Lakehouse Capital
6470
Lakehouse Capital
Australia
$129M +$3.46M +3% 12.9% 87.4% 15 6.67% 2.7
National Wealth Management Group
6471
National Wealth Management Group
Ohio
$129M +$25.2M +24% 11.7% 128% 162 35.8% 1.1
Samson Rock Capital
6472
Samson Rock Capital
United Kingdom
$128M +$33.2M +35% 4.54% 166% 16 75% 0.2
Comprehensive Wealth Management
6473
Comprehensive Wealth Management
Washington
$128M +$17.7M +16% 2.52% 40.6% 33 21.21% 1.7
Longitude (Cayman)
6474
Longitude (Cayman)
Cayman Islands
$128M -$44.2M -26% 33.2% – 57 40.35% 1.6
Priebe Wealth Holdings
6475
Priebe Wealth Holdings
Minnesota
$128M +$6.51M +5% 8.94% – 73 27.4% 0.2