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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)
Cetera Trust Company
6451
Cetera Trust Company
Minnesota
$154M -$9.49M -6% 2.11% – 402 4.23% 1
AlpenGlobal Capital
6452
AlpenGlobal Capital
California
$154M – – 13.1% – 28 – 0
Forthright Family Wealth Advisory
6453
Forthright Family Wealth Advisory
Texas
$154M -$1.81M -1% 1.28% 60.2% 66 13.64% 0.8
PIM
6454
Pullen Investment Management
Florida
$154M +$17M +12% 1.49% – 106 8.49% 0.7
Kilter Group
6455
Kilter Group
New York
$154M – – 0.89% – 45 – 0
Audent Global Asset Management
6456
Audent Global Asset Management
California
$154M +$95.1M +162% 4.34% 112% 51 17.65% 2.2
Benchmark Investment Advisors
6457
Benchmark Investment Advisors
Illinois
$154M +$13.3M +10% 9.9% – 98 24.49% 2
Clarity Asset Management
6458
Clarity Asset Management
Iowa
$154M +$9.7M +7% 0.92% 51.8% 228 19.74% 0.8
Panoramic Investment Advisors
6459
Panoramic Investment Advisors
Colorado
$154M +$8.78M +6% 3.1% – 126 12.7% 1.5
Hibernia Wealth Partners
6460
Hibernia Wealth Partners
Louisiana
$153M -$181M -54% 0.12% 40.6% 128 60.16% 0.9
Corrado Advisors
6461
Corrado Advisors
New Jersey
$153M -$6.21M -4% 0.88% 73.1% 113 15.04% 2.6
Lowery Thomas LLC
6462
Lowery Thomas LLC
California
$153M +$6M +4% 1.97% 74.7% 56 7.14% 2
Waypoint Wealth Counsel
6463
Waypoint Wealth Counsel
Georgia
$153M +$4.76M +3% 1.7% 111% 105 5.71% 1.5
Hudson Canyon Capital Management
6464
Hudson Canyon Capital Management
New York
$153M -$1.36M -0.9% 3.2% 182% 57 12.28% 3
DIS
6465
Diversified Investment Strategies
Louisiana
$153M +$1.66M +1% 7.14% 93.8% 53 13.21% 4.7
Cobblestone Asset Management
6466
Cobblestone Asset Management
Virginia
$153M -$13M -8% 0.67% 60.6% 55 23.64% 0.8
DIM
6467
DC Investments Management
Virginia
$153M +$10.3M +7% 0.69% 56.3% 96 13.54% 1.5
Fortune 45 LLC
6468
Fortune 45 LLC
Louisiana
$153M +$12M +8% 2.86% 85.2% 26 11.54% 2.2
StoneCrest Wealth Management
6469
StoneCrest Wealth Management
Arizona
$153M +$15.7M +11% 5.91% 168% 64 7.81% 0.8
OCP
6470
OCO Capital Partners
New York
$153M -$79.3M -34% 17.9% 679% 4 25% 2.9
New Republic Capital
6471
New Republic Capital
North Carolina
$153M -$21.1M -12% 4.14% 91.4% 260 19.23% 1.4
FFG Retirement Advisors
6472
FFG Retirement Advisors
Colorado
$153M -$493K -0.3% 1.55% 43.4% 48 12.5% 1.4
Lugano Financial Advisors SA (LFA)
6473
Lugano Financial Advisors SA (LFA)
Switzerland
$153M +$5.89M +4% 0.77% 51.3% 202 13.86% 2.1
Lloyd Harbor Capital Management
6474
Lloyd Harbor Capital Management
New York
$153M -$88.2M -37% 2.9% 144% 33 78.79% 0.4
Prentiss Smith & Co
6475
Prentiss Smith & Co
Vermont
$153M -$3.36M -2% 0.4% 67.4% 71 4.23% 5.9