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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)
Columbia Advisory Partners
7251
Columbia Advisory Partners
Washington
$147M +$2.17M +2% 3.04% 69.7% 100 20% 1.6
Integrity Wealth Advisors
7252
Integrity Wealth Advisors
California
$147M -$132M -47% 1.92% – 100 45% 0.6
CogentBlue Wealth Advisors
7253
CogentBlue Wealth Advisors
Tennessee
$147M -$2.21K -0% 2.65% – 82 15.85% 0.8
Oppenheimer & Close
7254
Oppenheimer & Close
New York
$147M -$1.3M -0.9% 6.89% 149% 60 13.33% 4.5
Walnut Level Capital
7255
Walnut Level Capital
Colorado
$147M -$20.4M -12% 6.12% – 41 19.51% 1.3
KSCM
7256
Kamunting Street Capital Management
Florida
$147M +$12.2M +9% 2.23% 7.47% 24 54.17% 1.1
Unifi Asset Management
7257
Unifi Asset Management
New York
$147M – – 3.17% – 77 – 0
RPGNY
7258
Retirement Planning Group (New York)
New York
$147M +$12.9M +10% 1.79% – 91 8.79% 0.8
Custos Family Office
7259
Custos Family Office
Texas
$147M -$30.4M -17% 1.69% 57.4% 68 16.18% 1.9
Paladin Wealth
7260
Paladin Wealth
Minnesota
$146M +$8.57M +6% 1.48% – 124 13.71% 0.9
Robinson Smith Wealth Advisors
7261
Robinson Smith Wealth Advisors
Maine
$146M +$7.14M +5% 3.02% 62.6% 91 9.89% 1.6
Mosaic Financial Group
7262
Mosaic Financial Group
Illinois
$146M +$5.92M +4% 3.01% – 128 8.59% 1.4
Abbington Investment Group
7263
Abbington Investment Group
Connecticut
$146M +$29.6M +25% 10.6% – 55 23.64% 0.2
LWM
7264
Lighthouse Wealth Management
Ohio
$146M +$23.2M +19% 1.25% – 46 10.87% 0.9
Macroview Investment Management
7265
Macroview Investment Management
Maryland
$146M +$12.2M +9% 2.57% 76.6% 102 13.73% 4.7
Elevate Wealth Advisory
7266
Elevate Wealth Advisory
Georgia
$146M +$8.65M +6% 2.08% 49.5% 129 11.63% 1.7
Affinity Wealth
7267
Affinity Wealth
Ohio
$146M +$14.6M +11% 2.4% – 86 46.51% 0.4
Hemming & Wealth Management
7268
Hemming & Wealth Management
Michigan
$146M – – 2.22% – 15 – 0
Strategic Value Bank Partners
7269
Strategic Value Bank Partners
Ohio
$146M +$5.48M +4% 8.16% 98.1% 14 14.29% 3
Bitterroot Capital Advisors
7270
Bitterroot Capital Advisors
Montana
$146M – – 1.43% – 51 – 0
Jordan Park Trust
7271
Jordan Park Trust
New Hampshire
$146M +$43M +42% 4.25% – 17 17.65% 0.8
Genesis Wealth Advisors
7272
Genesis Wealth Advisors
Massachusetts
$146M +$4.13M +3% 2.21% – 67 13.43% 6.2
Immersion
7273
Immersion
Florida
$146M -$16M -10% 9.21% – 9 33.33% 0.6
Nova Wealth Management
7274
Nova Wealth Management
Florida
$146M +$3.88M +3% 1.67% – 609 8.54% 0.8
Flavin Financial Services
7275
Flavin Financial Services
Florida
$146M +$5.12M +4% 1.4% – 73 9.59% 0.9