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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)
Axis Wealth Partners
6451
Axis Wealth Partners
Rhode Island
$208M +$20.2M +11% 9.99% – 197 18.78% 1.2
Monument Group Wealth Advisors
6452
Monument Group Wealth Advisors
Massachusetts
$208M +$28.1M +16% 12.5% 68.6% 44 2.27% 2
MF
6453
Meridian Financial
Massachusetts
$208M +$25.2M +14% 12.5% 58.5% 152 11.18% 2.9
Andrews Advisory Associates
6454
Andrews Advisory Associates
Hawaii
$208M +$18.2M +10% 9.1% – 89 11.24% 0.4
KTC
6455
Kentucky Trust Company
Kentucky
$208M +$17.1M +9% 15.3% – 326 7.67% 1.3
AFC
6456
AFT Forsyth & Company
Florida
$208M -$4.54M -2% 20.9% 135% 126 16.67% 8.4
Arena Capital Advisors
6457
Arena Capital Advisors
California
$208M +$8.23M +4% 3.47% 127% 22 9.09% 1.7
IFS
6458
Intelligent Financial Strategies
Minnesota
$208M +$15.9M +8% 9.62% 63.5% 62 3.23% 3.8
Sheridan Capital Management
6459
Sheridan Capital Management
California
$208M +$18.1M +10% 9.64% – 32 6.25% 1.8
WBWA
6460
William B. Walkup & Associates
South Carolina
$208M +$40.2M +24% 16.6% – 266 41.73% 1.2
Stonebridge Capital Management
6461
Stonebridge Capital Management
California
$208M -$12.3M -6% 33.3% – 89 31.46% 8.4
Babb Wealth Advisors
6462
Babb Wealth Advisors
Arizona
$207M +$24.6M +13% 9.09% – 20 10% 1.3
BCK Partners
6463
BCK Partners
New York
$207M +$22.2M +12% 11.1% 46% 28 7.14% 4.1
Seven Bridges Advisors
6464
Seven Bridges Advisors
New York
$207M – – 16.1% – 16 – 1.1
RFMS
6465
RWQ Financial Management Services
Florida
$207M +$53.9M +35% 38.5% 446% 27 29.63% 1.7
Everstar Asset Management
6466
Everstar Asset Management
North Carolina
$207M +$19.4M +10% 7.96% – 213 17.84% 1.2
Topel & Distasi Wealth Management
6467
Topel & Distasi Wealth Management
California
$207M +$13.8M +7% 9.28% 43.6% 59 5.08% 3.9
Ridgecrest Wealth Partners
6468
Ridgecrest Wealth Partners
California
$207M +$26.1M +14% 15.8% 103% 114 18.42% 3.3
LPCM
6469
Lynwood Price Capital Management
Texas
$207M +$20.9M +11% 19.8% – 16 31.25% 0.9
Catalyst Private Wealth
6470
Catalyst Private Wealth
California
$207M +$22.5M +12% 15.6% 120% 85 14.12% 3.6
SWP
6471
Semus Wealth Partners
Florida
$207M +$27.9M +16% 16.5% 107% 121 16.53% 2.4
Hofer & Associates
6472
Hofer & Associates
California
$207M +$20.8M +11% 9.76% 61.7% 71 11.27% 2.8
MKW
6473
Mullaney, Keating & Wright
Connecticut
$207M +$22.7M +12% 11.7% – 75 10.67% 1.5
Aspen Wealth Strategies
6474
Aspen Wealth Strategies
Colorado
$207M +$19.3M +10% 11.1% 65.8% 91 3.3% 2.4
GordonMD Global Investments
6475
GordonMD Global Investments
California
$207M +$63.1M +44% 29.6% – 17 11.76% 0.4