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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)
Brewster Financial Planning
6701
Brewster Financial Planning
New York
$148M +$12.9M +10% 6.29% 44.3% 26 3.85% 2
Clark Wealth Partners
6702
Clark Wealth Partners
Illinois
$148M +$13.3M +10% 7.8% – 640 33.59% 0.4
Taylor & Morgan Wealth Management
6703
Taylor & Morgan Wealth Management
Michigan
$148M +$15.5M +12% 11.2% 85.9% 73 13.7% 2.5
Meadow Creek Wealth Advisors
6704
Meadow Creek Wealth Advisors
Georgia
$148M +$14.1M +11% 9.72% – 147 13.61% 2.9
Round Hill Asset Management
6705
Round Hill Asset Management
California
$148M +$9.03M +6% 4.29% 43.2% 64 7.81% 5.6
4J Wealth Management
6706
4J Wealth Management
Virginia
$148M +$21.2M +17% 8.62% 68.2% 96 9.38% 2.8
Forbes Financial Planning
6707
Forbes Financial Planning
Rhode Island
$148M +$13M +10% 6.27% 52.3% 37 24.32% 2.1
Erickson Financial Group
6708
Erickson Financial Group
Pennsylvania
$148M +$14M +10% 11% 63.3% 27 7.41% 2.8
Redwood Financial Network
6709
Redwood Financial Network
Ohio
$148M +$16.7M +13% 11% 74.1% 174 9.2% 2.1
J. Hagan Capital
6710
J. Hagan Capital
Kentucky
$148M +$25M +20% 10.6% – 86 37.21% 0.2
Inman Jager Wealth Management
6711
Inman Jager Wealth Management
Mississippi
$148M +$14.4M +11% 10.2% – 84 7.14% 0.5
DIS
6712
Diversified Investment Strategies
Louisiana
$148M +$647K +0.4% 4.74% 86% 55 14.55% 5.1
LeConte Wealth Management
6713
LeConte Wealth Management
Tennessee
$148M -$9.15M -6% 9.69% – 105 47.62% 0.1
Pinney & Scofield
6714
Pinney & Scofield
Massachusetts
$148M +$9.6M +7% 5.7% – 222 3.15% 0.5
Marshall & Sterling Wealth Advisors
6715
Marshall & Sterling Wealth Advisors
New York
$148M +$588K +0.4% 7.49% – 690 16.52% 0.4
Coign Capital Advisors
6716
Coign Capital Advisors
Utah
$148M +$17.7M +14% 7.07% – 79 5.06% 0.5
Madrid Financial Services
6717
Madrid Financial Services
California
$148M +$10.3M +8% 5.52% – 25 36% 0.3
AWIRL
6718
Al Warda Investments RSC Ltd
$148M – – 30.8% – 1 – 0
White Wing Wealth Management
6719
White Wing Wealth Management
Texas
$148M +$19.2M +15% 9.12% – 32 18.75% 1.1
Newport Capital Group
6720
Newport Capital Group
New Jersey
$148M +$8.6M +6% 5.56% – 66 13.64% 1.4
Finivi Inc
6721
Finivi Inc
Massachusetts
$148M +$23.3M +19% 18% 144% 103 20.39% 1.9
Traction Financial Partners
6722
Traction Financial Partners
Wyoming
$148M +$19.4M +15% 8.08% – 85 43.53% 0.8
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
6723
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$147M -$72.4M -33% 8.57% – 2 0% 0.3
Thor Investment Management
6724
Thor Investment Management
Ohio
$147M +$11.1M +8% 10.4% 122% 45 11.11% 1.2
Redwood Park Advisors
6725
Redwood Park Advisors
California
$147M +$22.9M +18% 6.19% – 358 14.53% 0.5