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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)
Echo Wealth Management
6651
Echo Wealth Management
Minnesota
$145M +$1.64M +1% 0.16% 42.9% 49 4.08% 2.3
Wallace Advisory Group
6652
Wallace Advisory Group
California
$145M +$8M +6% 1.29% 50.9% 199 19.6% 1.4
HIA
6653
Harvest Investment Advisors
Florida
$145M -$2.29M -2% 0.72% 78.3% 57 10.53% 1.7
Arlington Capital Management
6654
Arlington Capital Management
Illinois
$145M +$23.1M +19% 1.46% 146% 100 24% 0.8
PBK
6655
Peoples Bank (Kansas)
Kansas
$145M -$4.5M -3% 0.19% 74.5% 326 4.6% 1
Clayton Partners
6656
Clayton Partners
California
$145M +$5.76M +4% 5.62% 109% 43 20.93% 2
North Ridge Wealth Advisors
6657
North Ridge Wealth Advisors
Oregon
$144M -$2.61M -2% 3.83% 29.5% 195 78.46% 0.3
Whalen Wealth Management
6658
Whalen Wealth Management
Nevada
$144M +$2.95M +2% 3.24% 90.2% 182 62.64% 0.4
Taylor Financial Group
6659
Taylor Financial Group
Virginia
$144M -$328K -0.2% 0.73% 79% 102 8.82% 0.9
Better Money Decisions
6660
Better Money Decisions
New Mexico
$144M +$3.34M +2% 1.47% 32.7% 70 12.86% 2.6
Nalanda India Fund
6661
Nalanda India Fund
Mauritius
$144M -$54.1M -27% 10.1% 15.3% 1 0% 6
NWMP
6662
Noble Wealth Management PBC
Colorado
$144M – – 0.19% – 454 – 0
Islay Capital Management
6663
Islay Capital Management
Texas
$144M -$5.1M -3% 1.08% 72% 227 18.5% 3.2
FinDec Wealth Services
6664
FinDec Wealth Services
California
$144M -$28.2M -16% 1.36% 52.7% 43 11.63% 1.8
Atmos Advisory
6665
Atmos Advisory
Pennsylvania
$144M +$3.3M +2% 3.19% 31.9% 32 37.5% 1.8
Objectivity Squared
6666
Objectivity Squared
South Carolina
$144M +$83.7K +0.1% 0.31% – 55 20% 0.9
Hippocratic Financial Advisors
6667
Hippocratic Financial Advisors
California
$144M – – 1.22% – 21 – 0
Magnolia Wealth Management
6668
Magnolia Wealth Management
Alabama
$144M +$3.18M +2% 1.54% 48.7% 13 7.69% 1.9
Pacific Wealth Strategies Group
6669
Pacific Wealth Strategies Group
California
$144M +$8.97M +7% 1.77% 85.3% 57 17.54% 4.1
LWM Advisory Services
6670
LWM Advisory Services
Florida
$144M +$8.81M +7% 1.76% 64.9% 99 10.1% 1.8
Carson Advisory
6671
Carson Advisory
Georgia
$144M -$15.5M -10% 0.5% 70.9% 188 22.34% 2.1
Valley Financial Group
6672
Valley Financial Group
Pennsylvania
$144M +$658K +0.5% 1.57% – 60 8.33% 0.9
Gould Capital
6673
Gould Capital
Washington
$144M -$8.31M -5% 2.32% 60.1% 223 6.73% 2.4
Merrion Investment Management
6674
Merrion Investment Management
New Jersey
$144M -$7.82M -5% 6.5% 161% 109 12.84% 2.6
Insight Inv LLC
6675
Insight Inv LLC
California
$144M +$24.4M +21% 3.29% 139% 126 30.95% 2