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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)
Financial Life Planners
7226
Financial Life Planners
Arizona
$123M +$20.2M +20% 22.7% – 86 40.7% 0.5
Scratch Capital
7227
Scratch Capital
Idaho
$123M +$26M +27% 7.34% – 37 10.81% 0.4
Pollock Investment Advisors
7228
Pollock Investment Advisors
Michigan
$123M -$975K -0.8% 2.36% – 43 6.98% 0.5
Ridgeline Wealth
7229
Ridgeline Wealth
Arizona
$123M +$4.97M +4% 9.62% – 58 24.14% 0.5
Trace Wealth Advisors
7230
Trace Wealth Advisors
California
$122M +$10.2M +9% 8.22% – 60 10% 0.5
Twin City Private Wealth
7231
Twin City Private Wealth
North Carolina
$122M +$8.72M +8% 6.02% – 105 13.33% 1.1
Cannon Wealth Management Services
7232
Cannon Wealth Management Services
North Carolina
$122M +$10.4M +9% 6.69% – 83 12.05% 0.7
GEN Financial Management
7233
GEN Financial Management
Minnesota
$122M -$25.3M -17% 6.19% – 52 17.31% 0.4
Black Cypress Capital Management
7234
Black Cypress Capital Management
Florida
$122M +$12.5M +11% 6.19% – 29 6.9% 1.1
KSCM
7235
Kamunting Street Capital Management
Florida
$122M -$27M -18% 2.53% 7.47% 21 61.9% 1.4
IFO
7236
Intrepid Family Office
Florida
$122M +$51M +72% 9.07% – 43 34.88% 1.2
Aspire Growth Partners
7237
Aspire Growth Partners
Florida
$122M +$9.35M +8% 9.56% – 117 5.98% 0.5
SwitchPoint Financial Planning
7238
SwitchPoint Financial Planning
Utah
$122M +$16.6M +16% 9.02% – 64 28.13% 0.4
Archon Capital Management
7239
Archon Capital Management
Washington
$122M +$27.1M +29% 35.8% 222% 60 45% 1.2
Kids Capital Management
7240
Kids Capital Management
California
$122M +$23.5M +24% 24.8% – 14 28.57% 1.3
Opulen Financial Group
7241
Opulen Financial Group
Virginia
$122M +$11.8M +11% 7.06% – 100 10% 0.4
Bonfire Financial
7242
Bonfire Financial
Colorado
$122M +$13.4M +12% 7.99% – 53 7.55% 0.5
Richwood Investment Advisors
7243
Richwood Investment Advisors
Ohio
$122M +$4.13M +4% 5.18% 66% 102 6.86% 3.2
Clifford Group
7244
Clifford Group
Massachusetts
$122M +$14.7M +14% 12.2% 67.9% 85 12.94% 1.9
Palacios Wealth Management
7245
Palacios Wealth Management
Florida
$122M -$13M -10% 26.7% – 77 24.68% 0.4
Fairman Group
7246
Fairman Group
Pennsylvania
$122M +$12.5M +11% 7.17% – 261 3.07% 1.4
Ridgeline Wealth Planning
7247
Ridgeline Wealth Planning
Ohio
$121M +$19.7M +19% 10.1% – 37 5.41% 0.5
Washington University
7248
Washington University
Missouri
$121M +$10.5M +10% 30.2% 44% 4 50% 1.8
Avant Financial Advisors
7249
Avant Financial Advisors
Texas
$121M +$11.1M +10% 8.14% – 65 3.08% 0.5
Argyle Capital Partners
7250
Argyle Capital Partners
California
$121M +$4.71M +4% 6.17% – 150 8% 0.4