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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)
Ridgecrest Wealth Partners
6501
Ridgecrest Wealth Partners
California
$181M -$3.21M -2% 1.93% 103% 109 17.43% 3.6
Trust Company of Kansas
6502
Trust Company of Kansas
Kansas
$181M -$36.1M -17% 0.39% 100% 57 5.26% 3.4
American Trust Investment Advisors
6503
American Trust Investment Advisors
New Hampshire
$181M -$6M -3% 2.06% 91% 83 15.66% 4.5
Tower Wealth Partners
6504
Tower Wealth Partners
Pennsylvania
$181M -$967K -0.5% 0.38% 53.7% 99 24.24% 2.4
Valor Management
6505
Valor Management
Illinois
$181M +$126M +228% 16.4% 14.5% 5 40% 1.4
Klein Pavlis & Peasley Financial
6506
Klein Pavlis & Peasley Financial
California
$181M +$11.2M +7% 6.35% 97.4% 99 13.13% 1.1
AA
6507
AF Advisors
California
$181M -$82.3M -31% 27% 14.8% 31 22.58% 2.8
MB Generational Wealth
6508
MB Generational Wealth
Washington
$181M -$8.07M -4% 0.26% – 68 4.41% 1.6
My Portfolio Guide
6509
My Portfolio Guide
California
$181M – – 2.43% – 166 – 0
Ballast Rock Private Wealth
6510
Ballast Rock Private Wealth
South Carolina
$181M +$20.8M +13% 0.76% – 189 15.87% 0.2
Frazier Financial Advisors
6511
Frazier Financial Advisors
Ohio
$181M +$11.7M +7% 3.28% – 885 33.11% 1.3
Hamrick Investment Counsel
6512
Hamrick Investment Counsel
Washington
$180M +$46M +34% 1.57% – 364 50.82% 0.1
Aurora Investment Counsel
6513
Aurora Investment Counsel
Georgia
$180M -$9.9M -5% 7.74% 31.7% 124 29.03% 1.2
Alchemi Wealth
6514
Alchemi Wealth
Connecticut
$180M -$2.71M -1% 1.8% – 161 10.56% 0.2
Monument Group Wealth Advisors
6515
Monument Group Wealth Advisors
Massachusetts
$180M -$3.25M -2% 0.75% 68.6% 54 25.93% 1.8
KCM
6516
Knoll Capital Management
Florida
$180M -$37.8M -17% 0.86% 258% 41 29.27% 2.2
Fairfield, Bush & Co
6517
Fairfield, Bush & Co
Connecticut
$180M -$9.43M -5% 0.88% 112% 124 11.29% 6.4
Coastwise Capital Group
6518
Coastwise Capital Group
California
$180M -$20.1M -10% 0.71% 88.8% 236 50% 2.7
Amiral Gestion
6519
Amiral Gestion
France
$180M -$92M -34% 12.9% – 28 46.43% 0.9
Three Cord True Wealth Management
6520
Three Cord True Wealth Management
Pennsylvania
$180M +$8.03M +5% 0.05% – 42 14.29% 0.9
PCA
6521
Prospect Capital Advisors
California
$180M -$14.1M -7% 1.48% 202% 29 10.34% 3.9
Stillwater Wealth Management Group
6522
Stillwater Wealth Management Group
Florida
$180M +$32.3M +22% 1.58% – 82 21.95% 1
HIA
6523
Harvest Investment Advisors
Florida
$180M +$3.3M +2% 2.32% 78.3% 59 5.08% 2.6
Foresight Capital Management Advisors
6524
Foresight Capital Management Advisors
Michigan
$180M -$4.97M -3% 2.65% 100% 113 32.74% 1.4
ViaWealth
6525
ViaWealth
Kansas
$180M +$1.84M +1% 0.06% 77.2% 168 14.88% 2.4