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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)
Michael S. Ryan Inc
6601
Michael S. Ryan Inc
New York
$147M +$3.39M +2% 0.68% 63.3% 49 10.2% 1.1
SFC
6602
Sprinkle Financial Consultants
Colorado
$147M +$6.92M +5% 0.36% 64.1% 71 4.23% 0.9
ROI Financial Advisors
6603
ROI Financial Advisors
Oregon
$147M +$2.03M +1% 5.08% 165% 67 11.94% 0.9
Wealth Advisors Northwest
6604
Wealth Advisors Northwest
Oregon
$147M – – 0.49% – 55 – 0
GWMI
6605
Guardian Wealth Management (Illinois)
Illinois
$147M +$4.92M +3% 3.17% 98.1% 244 8.2% 2.4
26North Partners
6606
26North Partners
New York
$147M +$3.09M +2% 2.06% 77.8% 1 0% 2
Strategic Financial Planning
6607
Strategic Financial Planning
Texas
$147M -$4.52M -3% 4.22% 47.5% 37 0% 3.8
CIBRA Capital
6608
CIBRA Capital
United Kingdom
$147M – – 6.41% – 24 – 0
Chou Associates Management
6609
Chou Associates Management
Ontario, Canada
$147M -$12.9M -8% 6.58% 66.4% 34 14.71% 2.8
Millstone Evans Group
6610
Millstone Evans Group
Colorado
$147M – – 1.88% – 732 – 0
Attessa Capital
6611
Attessa Capital
Arizona
$147M – – 1.29% – 40 – 0
Smallwood Wealth Investment Management
6612
Smallwood Wealth Investment Management
New Jersey
$147M +$6.41M +5% 0.59% 78% 80 12.5% 2
Lynx Investment Advisory
6613
Lynx Investment Advisory
District of Columbia
$147M +$7.73M +6% 0.18% – 152 10.53% 0.5
Penbrook Management
6614
Penbrook Management
New York
$147M -$7.23M -5% 0.68% 107% 116 13.79% 5.4
Tilia Fiduciary Partners
6615
Tilia Fiduciary Partners
North Carolina
$147M +$2.28M +2% 0.44% 101% 111 10.81% 2.4
Millennium Capital Advisors
6616
Millennium Capital Advisors
Arkansas
$147M -$6.59M -4% 5.73% 134% 126 9.52% 2.3
Lake Hills Wealth Management
6617
Lake Hills Wealth Management
Texas
$146M -$2.99M -2% 2.73% 83.7% 67 29.85% 0.8
Kingdom Financial Group
6618
Kingdom Financial Group
Arizona
$146M +$12.5M +9% 1.55% 49.9% 57 26.32% 1.1
Vida Ventures Advisors
6619
Vida Ventures Advisors
Massachusetts
$146M +$7.73M +6% 13.4% 154% 6 0% 2.8
Holos Integrated Wealth
6620
Holos Integrated Wealth
Pennsylvania
$146M – – 1.45% – 314 – 0
First Bancorp
6621
First Bancorp
Maine
$146M +$2.35M +2% 1.22% 80.3% 122 4.1% 2.9
Promethium Advisors
6622
Promethium Advisors
Maryland
$146M +$4.6M +3% 3.77% – 140 14.29% 0.2
Redwood Park Advisors
6623
Redwood Park Advisors
California
$146M – – 0.87% – 348 – 0
TCM
6624
Thoma Capital Management
Maryland
$146M – – 1.82% – 63 – 0
AWM
6625
Aberdeen Wealth Management
Illinois
$146M -$6.08M -4% 1.83% 73.1% 172 6.98% 3.8