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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)
Gutierrez Wealth Advisory
6751
Gutierrez Wealth Advisory
Arkansas
$156M +$7.18M +5% 5.9% – 65 15.38% 0.5
EMB
6752
Elefante Mark B
$156M +$23.2M +17% 6.45% – 59 8.47% 4.5
Tassel Capital Management
6753
Tassel Capital Management
North Carolina
$156M +$26M +20% 5.61% – 39 17.95% 0.6
CWA
6754
Clearview Wealth Advisors
Oregon
$156M +$12.7M +9% 5.5% 45.2% 104 4.81% 3.1
Paradigm Strategies in Wealth Management
6755
Paradigm Strategies in Wealth Management
Minnesota
$156M +$3.4M +2% 5.07% 41.2% 56 10.71% 2.6
Hibernia Wealth Partners
6756
Hibernia Wealth Partners
Louisiana
$156M -$154M -50% 4.81% 40.6% 107 57.01% 1.5
Marshall & Sterling Wealth Advisors
6757
Marshall & Sterling Wealth Advisors
New York
$156M +$8.29M +6% 6.25% – 688 14.97% 0.6
7G Capital Management
6758
7G Capital Management
New York
$156M +$27.5M +21% 20.9% 137% 10 30% 1.9
RiverTree Advisors
6759
RiverTree Advisors
Florida
$156M +$7.06M +5% 2.94% 25.4% 62 24.19% 1.4
DecisionMap Wealth Management
6760
DecisionMap Wealth Management
Virginia
$156M +$10.2M +7% 6.24% – 132 9.09% 0.6
FSBI
6761
Fearless Solutions (Best Invest)
Texas
$156M +$13M +9% 9.69% – 117 8.55% 0.7
Coordinated Financial Services
6762
Coordinated Financial Services
Colorado
$156M +$11.6M +8% 6.51% – 161 8.7% 1.2
LP
6763
LB Partners
Virginia
$156M -$842K -0.5% 1% – 29 20.69% 1.1
Acuitas Investments
6764
Acuitas Investments
Washington
$156M +$30.1M +24% 27.1% 145% 61 27.87% 1.5
McCarthy Asset Management
6765
McCarthy Asset Management
California
$156M +$8.53M +6% 5.13% – 27 3.7% 3.7
LifeSteps Financial
6766
LifeSteps Financial
California
$156M +$10.1M +7% 9.04% 98.4% 89 3.37% 3.9
Alethea Capital Management
6767
Alethea Capital Management
Washington
$156M +$23.5M +18% 20.1% 275% 54 79.63% 1.3
Panoramic Capital Partners
6768
Panoramic Capital Partners
Oregon
$156M +$11.5M +8% 7.84% – 63 12.7% 0.6
Refined Wealth Management
6769
Refined Wealth Management
Utah
$156M +$10.1M +7% 5.43% 99.4% 36 8.33% 2.4
Sarver Vrooman Wealth Advisors
6770
Sarver Vrooman Wealth Advisors
Missouri
$156M +$5.12M +3% 1.86% – 134 6.72% 0.5
Syntax Research
6771
Syntax Research
Florida
$156M +$14.8M +10% 8.37% 42.9% 182 10.99% 1.7
Mustard Seed Financial
6772
Mustard Seed Financial
Arkansas
$156M +$16.7M +12% 5.95% 59.2% 92 6.52% 1.4
OneFund LLC
6773
OneFund LLC
Florida
$155M +$16.5M +12% 9.76% – 515 3.11% 0.6
Catherine Avery Investment Management
6774
Catherine Avery Investment Management
Florida
$155M +$23.6M +18% 9.68% – 178 15.73% 0.7
Dougherty Wealth Advisers
6775
Dougherty Wealth Advisers
Minnesota
$155M +$4.62M +3% 8.08% 67.5% 113 3.54% 5.4