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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)
Providence Wealth Advisors
6526
Providence Wealth Advisors
Illinois
$135M +$9.8M +8% 6.63% 112% 87 14.94% 4.2
Vermillion & White Wealth Management Group
6527
Vermillion & White Wealth Management Group
Pennsylvania
$135M +$2.37M +2% 5.44% – 394 14.72% 0.6
Tevis Investment Management
6528
Tevis Investment Management
Texas
$135M +$10.7M +9% 7.72% 58.7% 93 10.75% 2.1
Retireful LLC
6529
Retireful LLC
Michigan
$135M -$77.5M -36% 7.74% 437% 132 79.55% 0.3
WESPAC Advisors
6530
WESPAC Advisors
California
$135M +$7.35M +6% 6.46% 126% 172 30.23% 1.1
Wintrust Investments
6531
Wintrust Investments
Illinois
$135M -$1.09B -89% 6.77% 27.5% 520 15% 2.1
LWM Advisory Services
6532
LWM Advisory Services
Florida
$135M +$15.9M +13% 6.42% 64.9% 96 19.79% 1.6
Mainsail Asset Management
6533
Mainsail Asset Management
Alabama
$135M +$8.72M +7% 8.01% 90.4% 65 23.08% 0.6
Pacific Wealth Strategies Group
6534
Pacific Wealth Strategies Group
California
$135M +$13.8M +11% 6.83% 75.5% 53 16.98% 4.5
Heights Capital Management
6535
Heights Capital Management
California
$135M – – 18% – 138 – 0
Terra Nova Asset Management
6536
Terra Nova Asset Management
New York
$135M +$7.99M +6% 10.7% 172% 87 9.2% 3.1
Elevate Wealth Advisory
6537
Elevate Wealth Advisory
Georgia
$135M +$11.5M +9% 6.77% – 121 8.26% 0.6
AlphaCentric Advisors
6538
AlphaCentric Advisors
Puerto Rico
$135M -$1.28M -0.9% 9.75% – 245 17.55% 1
Wayfinding Financial
6539
Wayfinding Financial
Washington
$134M -$43.2M -24% 3.84% 68.3% 128 72.66% 1.5
WealthTrust Asset Management
6540
WealthTrust Asset Management
Florida
$134M -$2.78M -2% 7% 102% 109 39.45% 1.4
Oceanside Advisors
6541
Oceanside Advisors
South Carolina
$134M +$10.4M +8% 5.87% – 50 8% 0.7
SCH
6542
Shengqi Capital (HK)
Hong Kong
$134M – – 17.7% – 3 – 0
Rareview Capital
6543
Rareview Capital
Nevada
$134M +$29.4M +28% 5.6% – 55 29.09% 0.5
CAP Partners LLC
6544
CAP Partners LLC
Tennessee
$134M +$10.8M +9% 6.95% 97% 137 13.14% 0.6
Dentgroup
6545
Dentgroup
Louisiana
$134M +$9.7M +8% 5.86% 53.6% 89 16.85% 1.9
Kingdom Financial Group
6546
Kingdom Financial Group
Arizona
$134M -$14M -9% 5.31% 46.2% 55 16.36% 1
Silvia McColl Wealth Management
6547
Silvia McColl Wealth Management
California
$134M +$12.7M +11% 6.33% 82.7% 120 18.33% 1.5
Andrew Hill Investment Advisors
6548
Andrew Hill Investment Advisors
Florida
$134M +$12.8M +11% 11.8% 269% 58 29.31% 1
Indie Asset Partners
6549
Indie Asset Partners
Indiana
$134M +$7.92M +6% 3.14% 119% 119 17.65% 2.2
OmniStar Financial Group
6550
OmniStar Financial Group
North Carolina
$133M +$23M +21% 8.71% 75.6% 172 60.47% 0.8