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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)
Schwallier Wealth Management
6601
Schwallier Wealth Management
Michigan
$123M -$1.06M -0.9% 0.1% – 31 16.13% 0.4
SA
6602
Sage Advisors
Colorado
$123M +$10.6M +9% 5.18% – 26 7.69% 0.5
Widmann Financial Services
6603
Widmann Financial Services
Maryland
$123M +$3.88M +3% 0.29% 75.2% 135 29.63% 1.5
PPP
6604
Private Portfolio Partners
New Jersey
$123M -$357M -74% 1.83% 16.9% 284 70.77% 2.9
Trademark Financial Management
6605
Trademark Financial Management
Minnesota
$123M +$2.17M +2% 1.54% – 90 20% 0.4
Atlantic Private Wealth
6606
Atlantic Private Wealth
North Carolina
$123M +$2.55M +2% 2.08% 55.7% 115 6.09% 1.3
Delphi Management
6607
Delphi Management
Massachusetts
$123M -$6.26M -5% 1.88% 111% 92 21.74% 2.8
Keene & Associates
6608
Keene & Associates
Texas
$123M -$11.3M -8% 0.38% 20.3% 85 15.29% 2
Seamount Financial Group
6609
Seamount Financial Group
Colorado
$123M +$8.5M +7% 4.06% 79.7% 88 4.55% 0.5
Unionview LLC
6610
Unionview LLC
Washington
$122M +$1.6M +1% 2.27% 21.2% 92 2.17% 1.9
Yorktown Energy Partners XI
6611
Yorktown Energy Partners XI
New York
$122M -$35.4M -22% 19.9% 105% 4 25% 3.8
Nabity-Jensen Investment Management
6612
Nabity-Jensen Investment Management
Nebraska
$122M +$811K +0.7% 3.67% – 84 25% 0.5
TCG Capital Management
6613
TCG Capital Management
California
$122M +$44.1M +56% 56.4% 45.7% 1 0% 1.5
HFS
6614
Hoge Financial Services
Pennsylvania
$122M -$421K -0.3% 1.73% – 55 12.73% 0.5
Safir Wealth Advisors
6615
Safir Wealth Advisors
New Hampshire
$122M +$204K +0.2% 2.16% 52.1% 17 11.76% 2.7
TCM
6616
Tao Capital Management
California
$122M +$16.4M +16% 19.2% 314% 10 0% 3.3
Virginia Wealth Management Group
6617
Virginia Wealth Management Group
Virginia
$122M -$500K -0.4% 0.38% 49.4% 56 14.29% 2.1
Breach Inlet Capital Management
6618
Breach Inlet Capital Management
South Carolina
$122M +$10.2M +9% 2.77% – 12 16.67% 0.4
Coalescence Partners Investment Management
6619
Coalescence Partners Investment Management
New York
$122M -$4.69M -4% 0.04% – 19 63.16% 0.3
Del-Sette Capital Management
6620
Del-Sette Capital Management
New York
$122M +$83K +0.1% 2.79% 112% 49 42.86% 1.1
Kure Advisory
6621
Kure Advisory
Minnesota
$122M +$4.77M +4% 1.12% – 39 10.26% 0.7
Clear Point Advisors
6622
Clear Point Advisors
New York
$122M +$159K +0.1% 2.4% – 606 10.89% 0.5
Pelion Inc
6623
Pelion Inc
Utah
$122M -$34.5M -22% 21.8% 16.9% 4 0% 2.5
Able Wealth Management
6624
Able Wealth Management
New Jersey
$121M +$6.86M +6% 2.29% 58.1% 92 18.48% 0.4
M3 Advisory Group
6625
M3 Advisory Group
Massachusetts
$121M +$11.1M +10% 4.61% – 146 20.55% 0.4