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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)
EV
6926
EJMK Ventures
Illinois
$162M – – 2.83% – 175 – 0
Steadtrust
6927
Steadtrust
Texas
$162M +$14.8M +10% 12.2% – 132 18.94% 0.4
Livet Wealth
6928
Livet Wealth
Utah
$162M – – 0.76% – 116 – 0
Gould Capital
6929
Gould Capital
Washington
$162M +$724K +0.4% 2.52% 60.1% 219 10.96% 3
Warner Group
6930
Warner Group
Connecticut
$162M +$17M +12% 2.76% – 78 28.21% 0.2
DecisionMap Wealth Management
6931
DecisionMap Wealth Management
Virginia
$162M +$6.25M +4% 1.05% – 139 10.79% 0.8
Downshift Financial
6932
Downshift Financial
Colorado
$162M – – 1.99% – 68 – 0
AI
6933
Axecap Investments
Ohio
$162M +$286K +0.2% 5.02% – 102 47.06% 0.7
Syntax Research
6934
Syntax Research
Florida
$162M +$6.56M +4% 3.7% 50.7% 181 8.84% 1.9
Del-Sette Capital Management
6935
Del-Sette Capital Management
New York
$162M +$1.19M +0.7% 2.5% 112% 61 22.95% 1.7
Old Peak Finance
6936
Old Peak Finance
North Carolina
$162M – – 2.48% – 87 – 0
NWM
6937
Navigoe Wealth Management
California
$162M +$5.38M +3% 3.7% – 276 5.43% 0.7
Braun-Bostich & Associates
6938
Braun-Bostich & Associates
Pennsylvania
$162M +$3.27M +2% 2.13% 64.5% 132 12.12% 1.9
NewGen Asset Management
6939
NewGen Asset Management
Ontario, Canada
$162M -$212M -57% 21.7% 402% 40 72.5% 0.5
TI-Trust
6940
TI-Trust
Illinois
$162M +$3.08M +2% 3.02% 88.8% 132 3.79% 4.4
Financial Harvest
6941
Financial Harvest
Florida
$162M +$13.6M +9% 2.88% – 62 6.45% 0.5
Alpha Wealth Funds
6942
Alpha Wealth Funds
Utah
$162M +$25M +18% 1.35% – 64 43.75% 0.5
Copley Financial Group
6943
Copley Financial Group
California
$162M +$15.5M +11% 5.73% – 134 38.06% 0.7
22C Capital
6944
22C Capital
Florida
$162M – – 4.74% – 1 – 0
Pring Turner Capital Group
6945
Pring Turner Capital Group
California
$162M -$2.22M -1% 0.82% 70.8% 71 7.04% 4.8
Bridge Generations Wealth Management
6946
Bridge Generations Wealth Management
Florida
$162M +$11M +7% 1.37% – 134 3.73% 0.9
MGO Private Wealth
6947
MGO Private Wealth
California
$162M -$5.26M -3% 1.46% 51.5% 69 5.8% 2.1
BayBridge Capital Group
6948
BayBridge Capital Group
California
$161M +$4.57M +3% 2.78% 78.5% 100 9% 1.3
FFG Retirement Advisors
6949
FFG Retirement Advisors
Colorado
$161M +$78.8K +0% 1.08% 43.4% 45 2.22% 1.8
Peoples Bank (Ohio)
6950
Peoples Bank (Ohio)
Ohio
$161M -$1.55M -0.9% 1.78% 78.9% 100 9% 6