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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)
Coordinated Financial Services
6626
Coordinated Financial Services
Colorado
$174M +$411K +0.2% 0.85% – 195 16.41% 1.5
Melfa Wealth Management
6627
Melfa Wealth Management
Massachusetts
$174M +$632K +0.4% 0.99% 49.9% 207 8.21% 2.4
Ehrlich Financial Group
6628
Ehrlich Financial Group
California
$174M -$1.7M -1% 0.76% 56.2% 130 29.23% 1.3
Guardian Wealth Advisors (Minnesota)
6629
Guardian Wealth Advisors (Minnesota)
Minnesota
$174M -$3.37M -2% 0.73% 62.6% 71 11.27% 4.1
Solas Capital Management
6630
Solas Capital Management
Connecticut
$174M -$2.37M -1% 0.36% 62.5% 27 37.04% 1.9
Breakout Capital Partners
6631
Breakout Capital Partners
New York
$174M +$33.5M +24% 0.95% – 8 12.5% 1.3
Legacy Capital Wealth Management
6632
Legacy Capital Wealth Management
Texas
$174M +$8.73M +5% 0.21% – 75 26.67% 0.8
Echo Wealth Management
6633
Echo Wealth Management
Minnesota
$174M +$2.4M +1% 0.2% 42.9% 49 10.2% 2.9
Vermillion & White Wealth Management Group
6634
Vermillion & White Wealth Management Group
Pennsylvania
$174M -$10.3M -6% 1.5% – 579 89.46% 1.7
Golden Road Advisors
6635
Golden Road Advisors
Florida
$174M -$2.04M -1% 3.64% – 55 14.55% 1.6
Innovative Asset Advisors Group
6636
Innovative Asset Advisors Group
Connecticut
$173M – – 0.18% – 1,039 – 0
Forbes Financial Planning
6637
Forbes Financial Planning
Rhode Island
$173M +$2.05M +1% 0.38% 52.3% 38 5.26% 2.2
Capital Today Evergreen Fund
6638
Capital Today Evergreen Fund
Cayman Islands
$173M -$43.3M -20% 7.71% 0.74% 3 0% 2.8
Kurv Investment Management
6639
Kurv Investment Management
California
$173M +$66.4M +62% 4.55% – 74 47.3% 0.2
Pensionfund DSM Netherlands
6640
Pensionfund DSM Netherlands
Netherlands
$173M +$21M +14% 4.46% 36.9% 77 2.6% 7.9
Dynamic Wealth Strategies
6641
Dynamic Wealth Strategies
California
$173M +$4.87M +3% 0.73% 52.2% 294 17.01% 1.1
Marest Capital
6642
Marest Capital
California
$173M -$5.95M -3% 4.48% 84.5% 32 28.13% 1.1
Royalty Pharma Sub-Manager
6643
Royalty Pharma Sub-Manager
New York
$173M +$1.45M +0.8% 10% – 4 0% 0.3
Bullseye Asset Management
6644
Bullseye Asset Management
Colorado
$173M -$12.8M -7% 4.06% 81% 61 8.2% 3.3
SCA
6645
Sander Capital Advisors
Washington
$173M -$37.3M -18% 15.1% 113% 12 0% 5.5
Peterson Wealth Management
6646
Peterson Wealth Management
Nevada
$172M +$37.9M +28% 3.14% 88.9% 167 76.05% 0.6
Godshalk Welsh Capital Management
6647
Godshalk Welsh Capital Management
Pennsylvania
$172M -$2.64M -2% 0.42% 61.1% 137 9.49% 6.7
Saxony Capital Management
6648
Saxony Capital Management
Missouri
$172M +$9.21M +6% 0.82% 90% 182 23.08% 1.2
Tiptree Advisors
6649
Tiptree Advisors
New York
$172M -$1.1M -0.6% 4.78% – 27 44.44% 0.6
Columbia River Financial Group
6650
Columbia River Financial Group
Washington
$172M +$9.32M +6% 0.94% – 59 10.17% 1.1