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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)
Wallace Hart
6501
Wallace Hart
Kentucky
$129M +$8.87M +7% 6.78% – 35 42.86% 0.2
Financial Symmetry
6502
Financial Symmetry
North Carolina
$129M +$14.3M +13% 1.6% 68.4% 42 16.67% 0.4
Farrell Financial
6503
Farrell Financial
New York
$128M +$6.24M +5% 1.89% 57.8% 72 9.72% 0.5
Paragon Financial Partners
6504
Paragon Financial Partners
California
$128M +$6.87M +6% 6.26% 90.6% 86 8.14% 2.1
Landmark Wealth Management (New York)
6505
Landmark Wealth Management (New York)
New York
$128M -$87.6M -41% 0.99% 37.9% 75 38.67% 1.7
Secured Retirement Advisors
6506
Secured Retirement Advisors
Minnesota
$128M +$10.3M +9% 2.09% – 119 11.76% 0.4
Valley Brook Capital Group
6507
Valley Brook Capital Group
Pennsylvania
$128M +$3.13M +3% 3.19% 106% 121 9.92% 2.8
Paladin Advisory Group
6508
Paladin Advisory Group
Iowa
$128M +$1.81M +1% 2.39% 71.9% 230 3.91% 1.2
Tenon Financial
6509
Tenon Financial
New Jersey
$128M +$9.7M +8% 1.08% – 43 16.28% 0.2
PBK
6510
Peoples Bank (Kansas)
Kansas
$128M +$260K +0.2% 1.16% 74.5% 276 2.9% 0.7
CIG
6511
Cascade Investment Group
Colorado
$128M -$5.52M -4% 3.48% 93.2% 149 18.12% 1.2
Bancreek Capital Management
6512
Bancreek Capital Management
California
$128M -$6.08M -5% 3.82% 33.6% 20 10% 1.6
Clio Asset Management
6513
Clio Asset Management
Virginia
$128M -$10.3M -7% 6.53% 60.6% 12 0% 0.9
Wealth Forward LLC
6514
Wealth Forward LLC
North Dakota
$128M +$965K +0.8% 0.05% 48.8% 32 3.13% 0.5
Cottonwood Capital Advisors
6515
Cottonwood Capital Advisors
Utah
$128M +$1.86M +1% 1.51% 79% 124 13.71% 1.8
AI
6516
Arrien Investments
Idaho
$128M +$1.29M +1% 0.81% 42.7% 41 4.88% 1
Piper Sandler & Co
6517
Piper Sandler & Co
Minnesota
$128M -$17.4M -12% 0.07% 0.04% 22 27.27% 0.6
BCM
6518
Beaumont Capital Management
Massachusetts
$128M -$7.99M -6% 0.34% 45.4% 54 27.78% 1
Walker Financial Services
6519
Walker Financial Services
Kentucky
$128M +$6.19M +5% 0.45% 18.9% 28 10.71% 1.5
Hein Park Capital Management
6520
Hein Park Capital Management
New York
$128M -$14.5M -10% 5.26% 122% 3 0% 1.3
BayBridge Capital Group
6521
BayBridge Capital Group
California
$128M +$13.1M +11% 1.56% 78.5% 83 1.2% 0.4
Tilia Fiduciary Partners
6522
Tilia Fiduciary Partners
North Carolina
$128M +$4.55M +4% 1.56% 101% 99 4.04% 2.2
Atmos Advisory
6523
Atmos Advisory
Pennsylvania
$128M +$2.97M +2% 0.38% 31.9% 20 0% 2.5
WESPAC Advisors
6524
WESPAC Advisors
California
$128M -$44M -26% 5.18% 112% 188 35.64% 1
Windham Capital Management
6525
Windham Capital Management
Massachusetts
$128M +$683K +0.5% 1.16% 8.3% 44 0% 4