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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)
Clark Wealth Partners
6951
Clark Wealth Partners
Illinois
$177M +$28.2M +19% 13.8% – 651 20.28% 1
WFG
6952
Wormser Freres Gestion
France
$177M +$38.5M +28% 17.8% 67.4% 70 45.71% 1.3
AdviceOne Advisory Services
6953
AdviceOne Advisory Services
Connecticut
$177M +$11.8M +7% 4.81% – 47 17.02% 1.1
Accredited Investor Services
6954
Accredited Investor Services
Minnesota
$177M +$21.2M +14% 13.7% – 82 7.32% 1.1
ALAM
6955
Asahi Life Asset Management
Japan
$177M +$22.2M +14% 21.8% 122% 214 56.07% 2.1
Vannoy Advisory Group
6956
Vannoy Advisory Group
Texas
$177M +$19M +12% 10.4% 52.5% 30 6.67% 2.2
IAMH
6957
IvyRock Asset Management (HK)
Hong Kong
$177M -$1.02M -0.6% 10.9% 76% 28 21.43% 1.1
W.H. Cornerstone Investments
6958
W.H. Cornerstone Investments
Massachusetts
$177M +$16.9M +11% 9.26% 58.2% 154 24.68% 1.9
Jacksonville Wealth Management
6959
Jacksonville Wealth Management
Florida
$177M +$28.7M +19% 19.3% – 76 10.53% 1.2
Five Pine Wealth Management
6960
Five Pine Wealth Management
Idaho
$177M +$15.9M +10% 8.98% – 53 15.09% 1.2
Forthright Family Wealth Advisory
6961
Forthright Family Wealth Advisory
Texas
$177M +$27.6M +19% 12.7% 60.2% 88 63.64% 1.3
TLW Wealth Management
6962
TLW Wealth Management
Florida
$177M +$5.98M +4% 8.33% 98.3% 20 20% 4.7
Mountain Hill Investment Partners
6963
Mountain Hill Investment Partners
New Jersey
$177M +$7.53M +4% 7.22% – 220 18.18% 1.2
SJBenen ADVISORY
6964
SJBenen ADVISORY
North Carolina
$176M +$56.7M +47% 9.02% – 34 20.59% 0.4
CCM
6965
Clutterbuck Capital Management
Ohio
$176M +$12.3M +7% 10.1% – 6 16.67% 0.4
Impala Asset Management
6966
Impala Asset Management
Florida
$176M -$38.3M -18% 16% 62.6% 33 60.61% 0.9
WealthGarden F.S.
6967
WealthGarden F.S.
California
$176M +$29.8M +20% 13.5% – 192 16.67% 1.3
Richardson Financial Services
6968
Richardson Financial Services
Massachusetts
$176M +$16.5M +10% 17% 77.4% 654 13.46% 1.6
Valley Brook Capital Group
6969
Valley Brook Capital Group
Pennsylvania
$176M +$27.2M +18% 23.1% 122% 125 14.4% 3.7
Peak XV Partners Operations
6970
Peak XV Partners Operations
Mauritius
$176M +$66.5M +60% 216% – 2 100% 0
OneFund LLC
6971
OneFund LLC
Florida
$176M +$21.3M +14% 27.1% – 515 2.91% 1.3
Caspian Capital
6972
Caspian Capital
New York
$176M +$73.3M +71% 11.5% – 13 30.77% 1.2
Black Maple Capital Management
6973
Black Maple Capital Management
Wisconsin
$176M -$3.37M -2% 12% 35.7% 116 34.48% 1
BCM
6974
BML Capital Management
Indiana
$176M +$20.3M +13% 11.6% 349% 19 21.05% 1.2
Legend Financial Advisors
6975
Legend Financial Advisors
Pennsylvania
$176M +$20.9M +13% 25.7% 117% 41 9.76% 3.1