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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)
MBWA
6776
Marin Bay Wealth Advisors
California
$166M -$8.26M -5% 0.62% – 141 24.82% 0.2
Pring Turner Capital Group
6777
Pring Turner Capital Group
California
$166M +$4.56M +3% 3.72% 70.8% 75 13.33% 4.6
Bucket List Wealth Management
6778
Bucket List Wealth Management
Florida
$166M -$1.32M -0.8% 1.12% – 74 37.84% 0.2
Gentry Private Wealth
6779
Gentry Private Wealth
Kansas
$166M +$7.32M +5% 2.54% – 98 9.18% 0.9
Mithaq Capital SPC
6780
Mithaq Capital SPC
Saudi Arabia
$166M -$30.4M -15% 6.23% 27.4% 4 0% 2.8
LF
6781
Lighthouse Financial
Florida
$166M +$12.8M +8% 2.69% – 80 15% 1
LFG Wealth Partners
6782
LFG Wealth Partners
Kentucky
$166M +$8.93M +6% 1.41% – 96 22.92% 0.2
Copley Financial Group
6783
Copley Financial Group
California
$166M +$4.12M +3% 3.58% – 116 4.31% 0.9
FSBI
6784
Fearless Solutions (Best Invest)
Texas
$166M +$649K +0.4% 0.61% – 129 7.75% 1
Fee-Only Financial Planning
6785
Fee-Only Financial Planning
South Carolina
$166M -$5.89M -3% 1.78% 72.6% 44 6.82% 2.8
Moon Capital Management
6786
Moon Capital Management
New York
$166M +$4.9M +3% 6.6% 76.3% 17 58.82% 3.4
Savoir Faire Capital Management
6787
Savoir Faire Capital Management
Connecticut
$166M -$45.4M -22% 1.74% 0.01% 51 31.37% 1.2
Eight 31 Financial
6788
Eight 31 Financial
Texas
$166M -$16.8M -9% 3.39% – 74 8.11% 1.5
Luminus Management
6789
Luminus Management
Texas
$166M +$51.3M +45% 24.1% 8.7% 33 60.61% 0.9
SHC
6790
SALT Holding Corp
Delaware
$165M +$36.4M +28% 7.73% – 26 26.92% 0.5
SFM LLC
6791
SFM LLC
New Hampshire
$165M -$5.18M -3% 3.99% 67.5% 64 7.81% 1.8
Twin Lions Management
6792
Twin Lions Management
Connecticut
$165M +$17.2M +12% 2.23% – 10 20% 0.9
Fort Henry Capital
6793
Fort Henry Capital
West Virginia
$165M +$2.11M +1% 0.6% 39.3% 17 5.88% 4.1
Zynergy Retirement Planning
6794
Zynergy Retirement Planning
New Jersey
$165M +$2.82M +2% 0.29% – 27 3.7% 1.7
AMAL
6795
Asset Management Advisors LLC
Oklahoma
$165M -$6.34K -0% 2.23% 125% 19 5.26% 4.8
Granite Group Advisors
6796
Granite Group Advisors
Connecticut
$165M -$11.2M -6% 5.65% 74% 98 20.41% 1.5
Obsido Oy
6797
Obsido Oy
$165M +$2.56M +2% 1.76% – 20 0% 1.3
Brewster Financial Planning
6798
Brewster Financial Planning
New York
$165M +$2.6M +2% 0.65% 44.3% 26 0% 2.8
Wilkins Miller Wealth Management
6799
Wilkins Miller Wealth Management
Alabama
$165M -$2.6M -2% 0.83% – 92 3.26% 1.1
Gould Capital
6800
Gould Capital
Washington
$165M +$3M +2% 2.35% 60.1% 214 10.75% 3