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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)
Mountaineer Partners Management
6451
Mountaineer Partners Management
New York
$172M +$20.6M +14% 16.8% 158% 18 11.11% 1.8
WPA
6452
Wealth Preservation Advisors
Tennessee
$172M +$9.7M +6% 11.7% – 625 11.84% 0.4
Hillman Capital Management
6453
Hillman Capital Management
Maryland
$172M -$11.4M -6% 3.59% 20.2% 55 12.73% 3.1
Trademark Financial Management
6454
Trademark Financial Management
Minnesota
$172M +$8.26M +5% 6.24% 67.5% 96 10.42% 1.2
SummerHaven Investment Management
6455
SummerHaven Investment Management
Connecticut
$172M +$18.9M +12% 13.5% 150% 296 69.26% 1
Petra Financial Advisors
6456
Petra Financial Advisors
Colorado
$172M +$14.1M +9% 9.4% 129% 148 10.14% 1.7
JCM
6457
JS Capital Management
New York
$172M +$62.6M +57% 57.4% 52.4% 1 0% 6.3
LWM Advisory Services
6458
LWM Advisory Services
Florida
$172M +$26.6M +18% 7.25% 64.9% 98 13.27% 2.3
Pacific Point Advisors
6459
Pacific Point Advisors
California
$171M -$13M -7% 13.4% – 131 18.32% 0.6
Fee-Only Financial Planning
6460
Fee-Only Financial Planning
South Carolina
$171M +$9.9M +6% 7.21% 72.6% 43 6.98% 2.4
MQS Management
6461
MQS Management
New York
$171M -$10M -6% 0.95% 6.42% 697 78.62% 0.1
Successful Portfolios
6462
Successful Portfolios
Florida
$171M +$8.69M +5% 7.78% 110% 181 9.94% 4.9
Echo Wealth Management
6463
Echo Wealth Management
Minnesota
$171M +$8.18M +5% 5.09% 42.9% 46 2.17% 2.9
Whalen Wealth Management
6464
Whalen Wealth Management
Nevada
$171M +$11.8M +7% 5.71% 90.2% 277 64.98% 0.4
WESPAC Advisors
6465
WESPAC Advisors
California
$171M +$28.1M +20% 7.77% 126% 208 32.69% 1.2
AGC
6466
Alden Global Capital
Florida
$171M +$8.56M +5% 15% 99.8% 21 42.86% 1.1
Counterweight Ventures
6467
Counterweight Ventures
North Carolina
$171M +$17.9M +12% 10.6% – 81 14.81% 1.4
Northland Capital Management
6468
Northland Capital Management
Minnesota
$171M +$8.56M +5% 4.99% 37.5% 31 3.23% 2.6
AI
6469
Arrien Investments
Idaho
$171M +$12.7M +8% 4.91% 46% 41 4.88% 1.8
YC
6470
Yunqi Capital
Hong Kong
$171M +$30.8M +22% 33.6% 71.4% 7 42.86% 1.5
IFS Advisors
6471
IFS Advisors
Kansas
$171M +$38.7M +29% 5% 54.2% 179 6.15% 2.6
14B Capital Management
6472
14B Capital Management
California
$171M -$72.5M -30% 5.9% – 11 9.09% 1.2
Axis Wealth Partners
6473
Axis Wealth Partners
Rhode Island
$171M +$18.6M +12% 6.15% – 162 9.88% 0.6
Brucke Financial
6474
Brucke Financial
Indiana
$171M +$26.9M +19% 8.13% – 176 25% 0.6
Nicholson Wealth Management Group
6475
Nicholson Wealth Management Group
South Carolina
$171M +$8.42M +5% 2.76% – 112 8.04% 0.9