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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)
CastleKeep Investment Advisors
6576
CastleKeep Investment Advisors
Connecticut
$200M +$15.2M +8% 7.33% – 76 13.16% 1.9
SharpePoint
6577
SharpePoint
Arizona
$200M +$31.9M +19% 32% – 94 13.83% 0.8
Rose Capital Advisors
6578
Rose Capital Advisors
Florida
$200M – – 13% – 108 – 0
Independence Wealth Advisors (Ohio)
6579
Independence Wealth Advisors (Ohio)
Ohio
$199M +$11.7M +6% 10.3% – 96 17.71% 0.4
Cetera Trust Company
6580
Cetera Trust Company
Minnesota
$199M +$22.4M +13% 21.3% – 354 3.39% 2.3
SFC
6581
SEG Family Corp
$199M -$26M -12% 10.6% – 1 0% 1
All-Stars Investment
6582
All-Stars Investment
Hong Kong
$199M -$6.86M -3% 2.29% 41.7% 11 63.64% 0.7
Riverbend Wealth Management
6583
Riverbend Wealth Management
South Carolina
$199M +$24.6M +14% 17.2% – 180 17.78% 1
Patrick Mauro Investment Advisor
6584
Patrick Mauro Investment Advisor
Illinois
$199M +$25K +0% 3.11% 31.7% 43 18.6% 3
DT
6585
DBA Trading
Florida
$199M -$2.39M -1% 42.7% – 40 5% 0.4
MA
6586
McBroom & Associates
Nevada
$199M +$19.3M +11% 18% 148% 40 17.5% 3
ViaWealth
6587
ViaWealth
Kansas
$199M +$19.1M +11% 14.3% 77.2% 171 9.36% 2.5
Park Avenue Institutional Advisers
6588
Park Avenue Institutional Advisers
New York
$199M -$514K -0.3% 0.18% – 5 60% 0.3
Milestone Asset Management Group
6589
Milestone Asset Management Group
Connecticut
$199M +$27.5M +16% 17.3% – 134 6.72% 1.2
Aozora Bank
6590
Aozora Bank
Japan
$199M +$155M +355% 0.07% 5.45% 1 0% 3.8
Hilton Head Capital Partners
6591
Hilton Head Capital Partners
South Carolina
$198M +$21.2M +12% 18.3% – 1,037 16.68% 0.5
AI
6592
Arrien Investments
Idaho
$198M +$13.9M +8% 7.12% 46% 48 12.5% 2.1
Walker Asset Management
6593
Walker Asset Management
Missouri
$198M +$13.3M +7% 13.7% 87.6% 157 10.83% 2.8
Oceanside Advisors
6594
Oceanside Advisors
South Carolina
$198M +$22.9M +13% 9.5% – 57 7.02% 2
OneAscent Family Office
6595
OneAscent Family Office
Alabama
$198M +$55M +38% 18.5% – 271 40.59% 0.6
Frazier Financial Advisors
6596
Frazier Financial Advisors
Ohio
$198M +$17.4M +10% 14.5% – 859 30.62% 1.9
Piedmont Capital Management (Montana)
6597
Piedmont Capital Management (Montana)
Montana
$198M +$1.4M +0.7% 14.3% 94% 60 20% 2.7
Steadtrust
6598
Steadtrust
Texas
$198M +$21.4M +12% 28.7% – 140 17.86% 0.8
Cornerstone Wealth
6599
Cornerstone Wealth
Tennessee
$198M +$20M +11% 9.47% – 107 14.95% 0.2
Alamar Capital Management
6600
Alamar Capital Management
California
$198M +$34M +21% 55.7% – 91 10.99% 2.4