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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)
Sterling Wealth Advisors
6851
Sterling Wealth Advisors
Florida
$166M +$8.98M +6% 2.27% – 20 0% 0.9
Rockbridge Capital Management
6852
Rockbridge Capital Management
Virginia
$166M -$3.77M -2% 1.1% – 33 18.18% 0.8
Kintayl Capital
6853
Kintayl Capital
New York
$166M +$3.39M +2% 4.62% – 66 77.27% 0.2
Watchtower Advisors
6854
Watchtower Advisors
Connecticut
$166M -$48.8M -23% 6.27% 384% 18 50% 1
Grant Private Wealth Management
6855
Grant Private Wealth Management
California
$166M +$3.46M +2% 2.69% – 147 12.24% 0.4
StoryOne LLC
6856
StoryOne LLC
Kansas
$165M – – 2.7% – 68 – 0
Andina Capital Management
6857
Andina Capital Management
Utah
$165M -$11.6M -7% 0.83% 38.9% 162 17.9% 1
Bravias Capital Group
6858
Bravias Capital Group
New Jersey
$165M +$15.8M +11% 4.48% – 123 21.14% 0.8
AMAL
6859
Asset Management Advisors LLC
Oklahoma
$165M +$1.48M +0.9% 4.92% 125% 18 0% 4.8
Arena Capital Advisors
6860
Arena Capital Advisors
California
$165M -$75.3M -31% 1.93% 127% 25 36% 1.5
Tassel Capital Management
6861
Tassel Capital Management
North Carolina
$165M +$9.01M +6% 2.24% – 38 13.16% 0.8
JCM
6862
JS Capital Management
New York
$165M -$6.41M -4% 3.74% 52.4% 1 0% 6.5
Legend Financial Advisors
6863
Legend Financial Advisors
Pennsylvania
$165M +$2.03M +1% 6.04% 117% 41 14.63% 3.1
Legacy Capital Wealth Management
6864
Legacy Capital Wealth Management
Texas
$165M – – 2.81% – 65 – 0.6
Capstone Wealth Management Group (Oregon)
6865
Capstone Wealth Management Group (Oregon)
Oregon
$165M +$8.5M +5% 5.26% – 133 11.28% 0.8
Addis & Hill
6866
Addis & Hill
Pennsylvania
$165M +$1.05M +0.6% 1.69% 65.1% 27 0% 1.8
FSBI
6867
Fearless Solutions (Best Invest)
Texas
$165M +$9.12M +6% 2.52% – 124 9.68% 0.8
Oceanside Advisors
6868
Oceanside Advisors
South Carolina
$165M +$4.95M +3% 2.8% 52.4% 51 7.84% 1.7
SMP
6869
Santa Monica Partners
Florida
$165M -$5.52M -3% 1.07% 102% 13 0% 5.8
Sovereign's Capital Management
6870
Sovereign's Capital Management
Georgia
$165M -$19.4M -11% 0.42% – 82 9.76% 0.9
MIM
6871
Meixler Investment Management
Arizona
$165M +$1.63M +1% 1.34% 60.8% 115 26.09% 1.9
United Financial Planning Group
6872
United Financial Planning Group
New York
$165M +$5.98M +4% 2.43% – 515 63.69% 0.1
Catalina Capital Group
6873
Catalina Capital Group
California
$165M +$944K +0.6% 1.93% – 178 16.85% 1.5
Marcho Partners
6874
Marcho Partners
United Kingdom
$165M -$97.6M -37% 7.47% 115% 9 22.22% 2.8
GraniteShares Advisors
6875
GraniteShares Advisors
New York
$165M -$8.13M -5% 0.13% 88.4% 117 45.3% 1.5