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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)
Invera Wealth Advisors
6776
Invera Wealth Advisors
Oregon
$186M +$30.6M +20% 21% 102% 136 30.88% 1
Forbes Financial Planning
6777
Forbes Financial Planning
Rhode Island
$186M +$13.3M +8% 9.17% 52.3% 40 10% 2.5
Brookmont Capital Management
6778
Brookmont Capital Management
Texas
$186M +$7.81M +4% 4.92% 32.2% 63 9.52% 6.5
Affinity Wealth
6779
Affinity Wealth
Ohio
$186M +$29.5M +19% 13.3% – 28 14.29% 0.9
South Plains Financial
6780
South Plains Financial
Texas
$186M +$14.2M +8% 15% – 228 10.09% 1.3
Optimus Capital Advisors
6781
Optimus Capital Advisors
Texas
$186M +$17.1M +10% 7.92% – 43 23.26% 0.4
Columbia River Financial Group
6782
Columbia River Financial Group
Washington
$186M +$13.9M +8% 8.26% – 59 3.39% 1.4
MBWA
6783
Marin Bay Wealth Advisors
California
$186M +$19.8M +12% 18.6% – 141 18.44% 0.4
Palliser Capital (UK)
6784
Palliser Capital (UK)
United Kingdom
$186M +$57.2M +44% 2.04% 57% 24 83.33% 0.2
TI-Trust
6785
TI-Trust
Illinois
$186M +$17.8M +11% 21.3% 88.8% 134 5.97% 4.7
General Partner Inc
6786
General Partner Inc
Pennsylvania
$186M +$21.7M +13% 13.2% 83.1% 169 3.55% 2.9
Tranquilli Financial Advisor
6787
Tranquilli Financial Advisor
New Jersey
$186M +$14.6M +9% 8.82% 55.1% 150 22% 2.3
Live Oak Investment Partners
6788
Live Oak Investment Partners
Texas
$186M +$16.4M +10% 8.83% – 99 12.12% 2.1
Fingerlakes Wealth Management
6789
Fingerlakes Wealth Management
New York
$186M +$35M +23% 20.7% 80.2% 105 11.43% 3.4
Omega Fund Management
6790
Omega Fund Management
Massachusetts
$186M +$22.5M +14% 31.5% 106% 11 18.18% 2.5
Leigh Baldwin & Co
6791
Leigh Baldwin & Co
New York
$186M +$31.2M +20% 23.9% – 184 12.5% 1.1
Godshalk Welsh Capital Management
6792
Godshalk Welsh Capital Management
Pennsylvania
$186M +$13.1M +8% 9.36% 61.1% 139 8.63% 6.5
Northland Capital Management
6793
Northland Capital Management
Minnesota
$186M +$2.64M +1% 6.9% 37.5% 32 9.38% 3.2
Melfa Wealth Management
6794
Melfa Wealth Management
Massachusetts
$185M +$11.3M +7% 10.1% 42.9% 202 6.44% 2.6
SMP
6795
Santa Monica Partners
Florida
$185M +$6.25M +3% 8.25% 102% 13 0% 6.3
Anchor Bay Capital
6796
Anchor Bay Capital
California
$185M – – 9.21% – 341 – 0
PVAMC
6797
PPS&V Asset Management Consultants
Michigan
$185M +$21.5M +13% 16.9% 80.7% 43 13.95% 3
WinCap Financial
6798
WinCap Financial
Massachusetts
$185M +$34.9M +23% 22.5% – 98 18.37% 1.1
IFS
6799
Integrated Financial Solutions
Virginia
$185M +$41.1M +29% 46.5% – 39 25.64% 0.7
AAA
6800
American Alpha Advisors
New York
$185M -$3.04M -2% 14.7% – 103 14.56% 1.1