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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)
Motiv8 Investments
6501
Motiv8 Investments
Florida
$183M -$4.61M -2% 2.41% – 1,077 90.99% 0.1
Lynx Investment Advisory
6502
Lynx Investment Advisory
District of Columbia
$183M +$16.1M +10% 3.29% – 172 16.28% 1.1
CH
6503
Cromwell Holdings
Wyoming
$183M -$3.9M -2% 4.69% – 1,049 6.29% 1.1
Alpha Zero
6504
Alpha Zero
Florida
$183M +$10.5M +6% 1.56% – 66 10.61% 0.8
Hansen & Associates Financial Group
6505
Hansen & Associates Financial Group
California
$183M -$55.7M -23% 0.99% – 48 14.58% 0.3
Attessa Capital
6506
Attessa Capital
Arizona
$183M +$13.2M +8% 2.14% – 34 5.88% 0.9
Brucke Financial
6507
Brucke Financial
Indiana
$183M +$12.1M +7% 3.4% – 179 15.64% 0.8
Alchemi Wealth
6508
Alchemi Wealth
Connecticut
$183M – – 2.84% – 150 – 0
Straightline Group
6509
Straightline Group
Michigan
$183M +$9.36M +5% 0.09% – 15 6.67% 0.8
Aspen Wealth Strategies
6510
Aspen Wealth Strategies
Colorado
$183M +$2.75M +2% 2.69% 65.8% 88 7.95% 2.1
Passumpsic Savings Bank
6511
Passumpsic Savings Bank
Vermont
$183M – – 3.4% – 90 – 1.1
WBWA
6512
William B. Walkup & Associates
South Carolina
$183M -$4M -2% 0.13% – 170 5.88% 1.4
Cladis Investment Advisory
6513
Cladis Investment Advisory
Montana
$183M +$7.94M +5% 4.06% 131% 161 14.29% 2.6
FFC
6514
Frederick Financial Consultants
Maryland
$183M +$4.36M +2% 2% – 112 7.14% 0.8
Sachetta
6515
Sachetta
Massachusetts
$183M -$86M -32% 2.54% – 1,116 11.92% 1.7
Wolff Wiese Magana
6516
Wolff Wiese Magana
California
$183M +$6.08M +3% 3.68% 149% 1,001 9.69% 2.8
Ables Iannone Moore & Associates
6517
Ables Iannone Moore & Associates
Georgia
$183M +$8.7M +5% 5% 116% 60 6.67% 1.7
Capasso Planning Partners
6518
Capasso Planning Partners
South Carolina
$183M +$19.5M +12% 2.19% 51.6% 85 28.24% 2.2
FPC Investment Advisory
6519
FPC Investment Advisory
California
$183M +$15.9M +10% 2% – 34 17.65% 1.2
SA
6520
Stonebridge Advisors
Connecticut
$183M +$38.4M +27% 1.61% 0.03% 5 20% 2.5
4D Advisors
6521
4D Advisors
California
$182M -$5.37M -3% 2.34% – 52 65.38% 0.3
KWM
6522
KRM Wealth Management
Nevada
$182M – – 2.06% – 40 – 0
Eight 31 Financial
6523
Eight 31 Financial
Texas
$182M +$4.95M +3% 1.08% – 75 8% 1.3
Sard Wealth Management Group
6524
Sard Wealth Management Group
Georgia
$182M +$6.94M +4% 0.99% 51.3% 59 10.17% 1.5
SPI
6525
Sutton Place Investors
New York
$182M +$6.74M +4% 2.65% 84% 132 9.09% 1.9