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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)
Channing Global Advisors
7051
Channing Global Advisors
Florida
$156M +$11.9M +8% 9.87% 128% 47 19.15% 2.4
Atlantic Private Wealth
7052
Atlantic Private Wealth
North Carolina
$156M +$1.58M +1% 1.74% 55.7% 413 47.22% 0.9
Stonekeep Investments
7053
Stonekeep Investments
New Mexico
$156M -$1.43M -0.9% 0.78% – 66 9.09% 1.3
Lakeside Advisors
7054
Lakeside Advisors
Washington
$156M -$1.69M -1% 1.04% 83.7% 65 7.69% 3.5
Avory & Company
7055
Avory & Company
Florida
$156M -$9.7M -6% 0.85% 74.9% 45 33.33% 1.7
LifeSteps Financial
7056
LifeSteps Financial
California
$156M +$570K +0.4% 2.01% 98.4% 91 3.3% 4.1
Invariant Investment Management
7057
Invariant Investment Management
Pennsylvania
$156M – – 1.74% – 71 – 0
Cultivar Capital
7058
Cultivar Capital
Texas
$156M +$6.26M +4% 2.13% 38.3% 47 21.28% 1.3
MidAtlantic Capital Management
7059
MidAtlantic Capital Management
Virginia
$156M +$9.7M +7% 1.48% 61.2% 239 66.95% 0.6
Schulz Wealth
7060
Schulz Wealth
Texas
$156M +$4.81M +3% 2.33% – 65 6.15% 1.8
Palouse Capital Management
7061
Palouse Capital Management
Washington
$156M -$1.17M -0.7% 3.54% 67.8% 164 19.51% 2.2
Grantvest Financial Group
7062
Grantvest Financial Group
New Jersey
$156M +$11.2M +8% 1.38% – 168 11.31% 0.8
SFI Advisors
7063
SFI Advisors
New Jersey
$156M -$996K -0.6% 1.98% 95.9% 69 14.49% 2
Five Pine Wealth Management
7064
Five Pine Wealth Management
Idaho
$156M +$7.97M +5% 1.38% – 42 0% 0.9
Security National Bank of Sioux City Iowa
7065
Security National Bank of Sioux City Iowa
Iowa
$156M +$2.19M +1% 2.62% 61% 93 12.9% 6.6
Code Waechter
7066
Code Waechter
Florida
$156M +$2.51M +2% 1.94% – 119 15.13% 1
Whipplewood Advisors
7067
Whipplewood Advisors
Colorado
$156M +$3.6M +2% 0.73% – 509 43.61% 0.5
Sippican Capital Advisors
7068
Sippican Capital Advisors
Massachusetts
$156M +$4.36M +3% 4.49% 81.1% 117 5.98% 6
AIFAIM
7069
American Institute for Advanced Investment Management
Arizona
$156M +$2.85M +2% 1.79% 79.1% 154 7.14% 3.4
Bridger Management
7070
Bridger Management
New York
$156M -$30.1M -16% 8.05% 103% 35 51.43% 1.8
SLT Holdings
7071
SLT Holdings
Arizona
$155M +$806K +0.5% 2.51% – 173 38.73% 0.5
DT
7072
DBA Trading
Florida
$155M – – 12.5% – 39 – 0
Ball & Co Wealth Management
7073
Ball & Co Wealth Management
Tennessee
$155M +$5.01M +3% 5.06% – 92 21.74% 0.8
BNB Wealth Management
7074
BNB Wealth Management
Maryland
$155M – – 3.35% – 88 – 0
Silver Oak Wealth Advisors Services
7075
Silver Oak Wealth Advisors Services
California
$155M +$3.28M +2% 1.13% – 37 2.7% 0.9