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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)
Delos Wealth Advisors
6901
Delos Wealth Advisors
Texas
$148M +$20M +16% 8.3% 58% 323 27.86% 0.7
TM
6902
TFJ Management
Massachusetts
$148M +$20.3M +16% 28.4% – 13 30.77% 0.6
Financial Harvest
6903
Financial Harvest
Florida
$148M +$14.6M +11% 7.18% – 60 11.67% 0.2
Synergy Financial Group
6904
Synergy Financial Group
California
$148M +$12.5M +9% 9.26% 133% 117 5.98% 2.3
Broadview Financial Management
6905
Broadview Financial Management
Wisconsin
$148M +$1.08M +0.7% 6.25% 52.4% 41 2.44% 6
Nalls Sherbakoff Group
6906
Nalls Sherbakoff Group
Tennessee
$148M +$10.8M +8% 7.93% – 438 5.25% 4.2
PWM
6907
Pinnacle Wealth Management
California
$148M +$28.6M +24% 14.1% 194% 47 38.3% 1.2
Oppenheimer & Close
6908
Oppenheimer & Close
New York
$148M +$17.5M +13% 23.6% 149% 60 21.67% 4.5
Five Pine Wealth Management
6909
Five Pine Wealth Management
Idaho
$148M +$12.8M +9% 5.14% – 42 4.76% 0.7
B. Riley Financial
6910
B. Riley Financial
California
$148M +$58.9M +66% 112% 682% 46 65.22% 1
Empirical Capital Management
6911
Empirical Capital Management
Tennessee
$148M -$13.6M -8% 13.2% 205% 15 26.67% 3.4
IMG Wealth Management
6912
IMG Wealth Management
Florida
$148M +$18.8M +15% 6.4% – 567 17.46% 0.4
Three Cord True Wealth Management
6913
Three Cord True Wealth Management
Pennsylvania
$148M +$13.8M +10% 7.28% – 33 18.18% 0.6
Affinity Investment Advisors
6914
Affinity Investment Advisors
California
$148M +$15.6M +12% 13.2% 189% 142 7.75% 3.4
Silvia McColl Wealth Management
6915
Silvia McColl Wealth Management
California
$148M +$10.1M +7% 9.35% 82.7% 118 2.54% 2.2
Steadtrust
6916
Steadtrust
Texas
$148M +$20.4M +16% 22% – 128 17.97% 0.2
Allen Wealth Management
6917
Allen Wealth Management
North Carolina
$148M +$4.54M +3% 6.07% 60.3% 62 12.9% 1.5
Somnio Financial Group
6918
Somnio Financial Group
Connecticut
$147M +$7.75M +6% 4.91% – 13 0% 1.3
HCM
6919
Helios Capital Management
Singapore
$147M +$17.5M +13% 7.54% 124% 37 10.81% 2
NDWM LLC
6920
NDWM LLC
California
$147M +$10.8M +8% 6.08% – 34 8.82% 1.2
EP
6921
Elkhorn Partners
Nebraska
$147M +$9.8M +7% 9.88% 32.2% 40 15% 6.1
Soapstone Management
6922
Soapstone Management
Maryland
$147M -$3.36M -2% 8.89% 30.3% 17 35.29% 2.7
1620 Investment Advisors
6923
1620 Investment Advisors
Massachusetts
$147M +$6.26M +4% 7.15% 68.9% 710 12.68% 1.4
PIP
6924
PB Investment Partners
California
$147M +$234K +0.2% 2.48% 81.1% 8 0% 2.8
Pacific Asset Management
6925
Pacific Asset Management
Washington
$147M +$23M +18% 7.6% – 65 13.85% 0.6