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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)
Audent Global Asset Management
7101
Audent Global Asset Management
California
$138M -$2.59M -2% 8.21% 112% 57 19.3% 2.7
Moulton Wealth Management
7102
Moulton Wealth Management
Washington
$137M +$5.23M +4% 7.97% 47.8% 45 17.78% 1.2
TL
7103
TowerView LLC
New York
$137M -$2.85M -2% 0.51% 17.9% 21 23.81% 5
Perissos Private Wealth Management
7104
Perissos Private Wealth Management
Oklahoma
$137M +$10.8M +9% 5.72% – 85 18.82% 1
HFAS
7105
Hummer Financial Advisory Services
Illinois
$137M +$4.19M +3% 4.28% 71.8% 119 8.4% 3.9
Cottonwood Capital Advisors
7106
Cottonwood Capital Advisors
Utah
$137M -$11.6M -8% 6.5% 79% 132 34.85% 3.2
LI
7107
Latash Investments
Alaska
$137M +$7.77M +6% 6.74% 110% 18 5.56% 4.8
Littlejohn Financial Services
7108
Littlejohn Financial Services
Oregon
$137M +$7.76M +6% 4.6% – 77 40.26% 0.5
MSK
7109
Melissa S. Kampmann
$137M +$3.98M +3% 5.87% 82.1% 40 0% 1.8
Sound Financial Strategies Group
7110
Sound Financial Strategies Group
Mississippi
$137M +$18.7M +16% 3.47% 27.1% 112 18.75% 1.4
Life Planning Partners
7111
Life Planning Partners
Florida
$137M +$11.3M +9% 6.06% 50.3% 71 9.86% 2.7
Clayton Financial Group
7112
Clayton Financial Group
Missouri
$137M +$52.8M +63% 6.81% 69.8% 278 89.57% 0.2
Aspire Growth Partners
7113
Aspire Growth Partners
Florida
$137M +$14.8M +12% 8.55% – 120 6.67% 0.7
Balanced Rock Investment Advisors
7114
Balanced Rock Investment Advisors
Massachusetts
$137M +$9.34M +7% 4.51% – 97 2.06% 1.4
Alpha Wealth Funds
7115
Alpha Wealth Funds
Utah
$137M +$17.8M +15% 3.04% – 63 49.21% 0.4
Rik Saylor Financial
7116
Rik Saylor Financial
Ohio
$137M +$6.87M +5% 6.39% – 84 2.38% 0.7
BluePath Capital Management
7117
BluePath Capital Management
Georgia
$137M +$23M +20% 11.8% 106% 88 7.95% 1.4
Stage Harbor Financial
7118
Stage Harbor Financial
Massachusetts
$137M +$13.6M +11% 6.62% – 60 13.33% 1.2
GK Wealth Management
7119
GK Wealth Management
Nevada
$137M +$25.8M +23% 19.2% – 195 30.77% 0.5
Enhancing Capital
7120
Enhancing Capital
Pennsylvania
$137M +$5.55M +4% 8.65% – 94 9.57% 2.8
Broadwater Capital
7121
Broadwater Capital
Massachusetts
$137M +$8.06M +6% 8.71% – 220 1.36% 1.7
AGH Wealth Advisors
7122
AGH Wealth Advisors
Kansas
$136M +$15.1M +12% 8.75% – 134 12.69% 0.6
Schrum Private Wealth Management
7123
Schrum Private Wealth Management
Florida
$136M +$11.7M +9% 8.21% 60.9% 130 4.62% 2.6
Magnolia Private Wealth
7124
Magnolia Private Wealth
Pennsylvania
$136M +$7.36M +6% 7.41% – 115 15.65% 0.6
Forefront Wealth Management
7125
Forefront Wealth Management
Pennsylvania
$136M +$11.6M +9% 10.7% – 72 18.06% 1.5