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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)
Rolek Wealth Management
7001
Rolek Wealth Management
Pennsylvania
$128M – – 3.95% – 11 – 0
Brightwater Advisory
7002
Brightwater Advisory
Florida
$128M -$8.32M -6% 2.12% – 60 3.33% 0.9
Blodgett Wealth Advisors
7003
Blodgett Wealth Advisors
California
$128M +$8.6M +7% 6.4% 150% 61 6.56% 2.3
Sterling Wealth Advisors
7004
Sterling Wealth Advisors
Florida
$127M – – 1.47% – 18 – 0
Banco de Sabadell
7005
Banco de Sabadell
Florida
$127M -$6M -4% 0.65% 75.1% 60 6.67% 5.7
Investment Partners Asset Management
7006
Investment Partners Asset Management
New Jersey
$127M +$5.36M +4% 1.45% 86.1% 154 9.74% 0.9
Sterling Investment Management
7007
Sterling Investment Management
Arizona
$127M -$4.44M -3% 1.55% 45.3% 62 17.74% 5
Indie Asset Partners
7008
Indie Asset Partners
Indiana
$127M -$6.19M -5% 2.14% 119% 120 7.5% 2.3
IFS Advisors
7009
IFS Advisors
Kansas
$127M +$946K +0.7% 1.29% 54.2% 191 18.85% 2
Community Bank of Raymore
7010
Community Bank of Raymore
Missouri
$127M -$5.18M -4% 0.28% 91.9% 77 6.49% 5.2
Reyes Financial Architecture
7011
Reyes Financial Architecture
California
$127M – – 2.94% – 279 – 0
General Equity Holdings
7012
General Equity Holdings
New York
$127M -$16.8M -12% 14.7% 775% 7 28.57% 1.5
MSK
7013
Melissa S. Kampmann
$127M -$14.3M -10% 2.63% 82.1% 41 0% 1.2
Next Level Wealth Planning
7014
Next Level Wealth Planning
Idaho
$127M – – 1.02% – 43 – 0
Longview Financial Advisors
7015
Longview Financial Advisors
Alabama
$127M -$9.5M -7% 3.29% 47.4% 48 14.58% 0.9
Washington Capital Management
7016
Washington Capital Management
Washington
$127M -$2.8M -2% 0.98% 81.8% 124 21.77% 2.6
Accel Leaders 4 Associates
7017
Accel Leaders 4 Associates
California
$127M – – 38.5% – 1 – 0
Entrust Global Partners
7018
Entrust Global Partners
New York
$127M -$19.5M -13% 1.7% 82.3% 6 33.33% 2.4
ICMP
7019
Integrated Capital Management (Pennsylvania)
Pennsylvania
$127M -$2.92M -2% 3.03% 39.7% 76 6.58% 2.5
UCLA Foundation
7020
UCLA Foundation
California
$127M – – 2.15% – 1 – 0
Alpha Financial Partners
7021
Alpha Financial Partners
Kentucky
$127M -$13.7M -10% 0.3% 61.8% 168 86.31% 0.5
HFAS
7022
Hummer Financial Advisory Services
Illinois
$126M -$658K -0.5% 1.38% 71.8% 115 8.7% 3.6
NavPoint Financial
7023
NavPoint Financial
Minnesota
$126M +$2.34M +2% 0.56% 58.5% 49 8.16% 0.9
Bank of Marin
7024
Bank of Marin
California
$126M +$2.27M +2% 1.49% 80.3% 129 6.2% 3.4
Merkkuri Wealth Advisors
7025
Merkkuri Wealth Advisors
New York
$126M -$291K -0.2% 0.55% – 86 5.81% 0.5