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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)
CH
6551
Cromwell Holdings
Wyoming
$178M -$5.46M -3% 0.62% – 1,059 6.99% 1.3
Sphera Management Technology Funds
6552
Sphera Management Technology Funds
Israel
$178M -$115M -39% 4.9% – 75 44% 0.6
Wealth Science Advisors
6553
Wealth Science Advisors
Georgia
$178M +$4.35M +3% 4.46% – 203 65.02% 0.1
North Ridge Wealth Advisors
6554
North Ridge Wealth Advisors
Oregon
$178M -$895K -0.5% 0.69% 29.5% 200 13% 1.4
Cornerstone Wealth
6555
Cornerstone Wealth
Tennessee
$178M – – 1.9% – 96 – 0
Ledgewood Wealth Advisors
6556
Ledgewood Wealth Advisors
New Hampshire
$178M +$4.07M +2% 0.52% 42.8% 74 5.41% 1.9
Ararat Capital Management
6557
Ararat Capital Management
Connecticut
$178M -$25.4M -12% 3.04% 99.2% 19 26.32% 2
StoryOne LLC
6558
StoryOne LLC
Kansas
$177M +$11.9M +7% 4.04% – 73 1.37% 0.2
Ballew Advisors
6559
Ballew Advisors
Mississippi
$177M -$53.6K -0% 0.73% 68% 125 9.6% 3.8
Hilton Head Capital Partners
6560
Hilton Head Capital Partners
South Carolina
$177M +$6.2M +4% 2.8% – 1,012 9.88% 0.2
Arlington Capital Management
6561
Arlington Capital Management
Illinois
$177M +$14.6M +9% 1.48% 146% 137 40.88% 0.9
Element Squared
6562
Element Squared
Minnesota
$177M -$7M -4% 1.3% – 72 73.61% 0.3
Wealth Forward LLC
6563
Wealth Forward LLC
North Dakota
$177M +$219K +0.1% 0.51% 48.8% 44 4.55% 1.7
Archon Capital Management
6564
Archon Capital Management
Washington
$177M +$1.45M +0.8% 3.34% 222% 61 47.54% 0.9
IKE Capital
6565
IKE Capital
New York
$177M +$62.2M +54% 2.06% – 98 27.55% 0.2
CAP Partners LLC
6566
CAP Partners LLC
Tennessee
$177M +$590K +0.3% 2.67% 97% 153 11.11% 1.6
AGC
6567
Alden Global Capital
Florida
$177M -$35.5M -17% 0.8% 99.8% 22 45.45% 1.1
Andera Partners
6568
Andera Partners
$177M +$309K +0.2% 7.93% – 7 28.57% 0.2
Cetera Trust Company
6569
Cetera Trust Company
Minnesota
$177M -$10.1M -5% 0.28% – 366 6.28% 2.1
Secured Retirement Advisors
6570
Secured Retirement Advisors
Minnesota
$177M -$2.38M -1% 2.5% – 147 26.53% 1.2
Lexington Hill Partners
6571
Lexington Hill Partners
Texas
$177M +$43.6M +33% 0.61% – 80 18.75% 0.2
Paragon Financial Partners
6572
Paragon Financial Partners
California
$177M +$14.1M +9% 3.63% 90.6% 78 3.85% 3.4
Principia Wealth Advisory
6573
Principia Wealth Advisory
Texas
$177M +$16.7M +10% 0.17% – 1,091 11% 1
XXI Wealth LLC
6574
XXI Wealth LLC
Illinois
$177M +$12M +7% 1.6% – 221 24.89% 0.2
SLFPAM
6575
St. Louis Financial Planners Asset Management
Missouri
$176M +$13.7M +8% 3.92% 139% 52 53.85% 0.7