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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)
Peterson Wealth Management
6626
Peterson Wealth Management
Nevada
$111M -$10.4M -9% 12.3% 78% 63 22.22% 1.9
Systrade
6627
Systrade
Liechtenstein
$111M -$4.42M -4% 27.6% 152% 9 66.67% 0.5
GraniteShares Advisors
6628
GraniteShares Advisors
New York
$111M +$3.81M +4% 10.9% 88.4% 117 47.01% 0.7
Silvia McColl Wealth Management
6629
Silvia McColl Wealth Management
California
$111M +$11.1M +11% 9.39% 82.7% 108 12.04% 0.9
Widmann Financial Services
6630
Widmann Financial Services
Maryland
$111M +$10.7M +11% 10.6% 75.2% 94 10.64% 1.6
Whalen Wealth Management
6631
Whalen Wealth Management
Nevada
$111M – – 6.47% 90.2% 103 – 0
Cape Ann Asset Management
6632
Cape Ann Asset Management
United Kingdom
$111M +$6.02M +6% 16.1% 199% 6 0% 3
NBT
6633
Northwest Bank & Trust
Iowa
$111M – – 12.6% – 197 – 0.5
Gerber LLC
6634
Gerber LLC
Ohio
$111M – – 24.3% 137% 93 – 0
Indie Asset Partners
6635
Indie Asset Partners
Indiana
$111M +$11.6M +12% 7.03% 119% 89 14.61% 2.4
Gordian Capital (Singapore)
6636
Gordian Capital (Singapore)
Singapore
$111M +$18M +19% 16.4% 321% 136 5.15% 1.5
Comprehensive Wealth Management
6637
Comprehensive Wealth Management
Washington
$111M +$4.5M +4% 5.83% 40.6% 31 3.23% 1.5
Braun-Bostich & Associates
6638
Braun-Bostich & Associates
Pennsylvania
$111M +$57.1M +107% 9.52% 64.5% 121 56.2% 0.5
Providence Wealth Advisors
6639
Providence Wealth Advisors
Illinois
$111M +$21.1M +24% 10.1% 121% 80 13.75% 3.8
Reverence Capital Partners
6640
Reverence Capital Partners
New York
$111M -$73.4M -40% 0.64% 5.38% 2 0% 1.5
Breach Inlet Capital Management
6641
Breach Inlet Capital Management
South Carolina
$111M – – 10.3% – 11 – 0
Broadcrest Asset Management
6642
Broadcrest Asset Management
Florida
$111M +$17.7M +19% 10.2% 54.1% 6 0% 1.5
A
6643
Atomvest
Hong Kong
$111M +$19.7M +22% 30.8% 90% 4 25% 2.3
Brewster Financial Planning
6644
Brewster Financial Planning
New York
$111M +$10.7M +11% 9.84% 44.3% 16 6.25% 1.6
Schubert & Co
6645
Schubert & Co
Texas
$110M +$12.4M +13% 14.4% 47.3% 33 12.12% 1.6
Dunhill Financial
6646
Dunhill Financial
United Kingdom
$110M -$48.3M -30% 10.8% 58.6% 729 90.4% 0
Spotlight Asset Group
6647
Spotlight Asset Group
Illinois
$110M $0 0% 11.5% – 247 0% 1.3
Absolute Capital Management
6648
Absolute Capital Management
Pennsylvania
$110M +$5.99M +6% 10.7% 98.2% 102 43.14% 0.7
Cypress Financial Planning
6649
Cypress Financial Planning
New Jersey
$110M -$64.8M -37% 9.41% 41.2% 64 39.06% 1.2
Able Wealth Management
6650
Able Wealth Management
New Jersey
$110M – – 7.66% 58.1% 611 – 0