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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)
Mountain Lake Investment Management
7251
Mountain Lake Investment Management
Florida
$161M +$5.77M +4% 0.65% 64% 33 18.18% 1.5
Philadelphia Investment Partners
7252
Philadelphia Investment Partners
New Jersey
$161M +$13.6M +9% 11.1% – 204 15.69% 0.2
Arthedge Capital Management
7253
Arthedge Capital Management
New York
$161M +$45.1M +39% 23.9% 80.7% 14 28.57% 3.3
Avant Financial Advisors
7254
Avant Financial Advisors
Texas
$161M +$18.3M +13% 9.83% – 70 8.57% 1.3
Future Financial Wealth Management
7255
Future Financial Wealth Management
Ohio
$160M +$5.27M +3% 15.1% 65.2% 140 14.29% 3.1
Palouse Capital Management
7256
Palouse Capital Management
Washington
$160M +$9.14M +6% 22.5% 67.8% 144 20.14% 2.8
Corepath Wealth Partners
7257
Corepath Wealth Partners
Arizona
$160M +$12M +8% 13.1% 62.1% 47 14.89% 2.8
Planning Strategies
7258
Planning Strategies
Pennsylvania
$160M – – 10.4% – 1,068 – 0
Balanced Rock Investment Advisors
7259
Balanced Rock Investment Advisors
Massachusetts
$160M +$17.8M +12% 10.2% – 105 11.43% 1.9
Gibson Wealth Advisors
7260
Gibson Wealth Advisors
Texas
$160M +$11.1M +7% 11% – 38 23.68% 4
HFG Advisors
7261
HFG Advisors
Ohio
$160M +$18.2M +13% 16.3% 69.7% 130 20% 2.5
Stolz & Associates
7262
Stolz & Associates
Washington
$160M +$16.9M +12% 7.5% – 33 12.12% 0.4
Chartist Inc
7263
Chartist Inc
California
$160M +$21M +15% 14.6% – 21 4.76% 6.8
Emory University
7264
Emory University
Georgia
$160M -$107M -40% 4.88% – 7 14.29% 2.7
Wallace Hart
7265
Wallace Hart
Kentucky
$160M +$87.5M +121% 34.7% – 47 31.91% 0.9
Cogent Private Wealth
7266
Cogent Private Wealth
Florida
$160M +$21.5M +16% 12.1% – 119 19.33% 0.4
Nvest Wealth Strategies
7267
Nvest Wealth Strategies
Ohio
$160M +$17.1M +12% 10.4% – 435 28.05% 0.4
Sellaronda Global Management
7268
Sellaronda Global Management
New York
$160M +$7.48M +5% 15.1% – 12 50% 0.4
Gladwyn Financial Advisors
7269
Gladwyn Financial Advisors
Virginia
$160M +$16.2M +11% 8.46% – 86 4.65% 1
Waypoint Wealth Counsel
7270
Waypoint Wealth Counsel
Georgia
$160M -$33.5M -17% 15.8% 111% 243 43.62% 1.7
BAM Wealth Management
7271
BAM Wealth Management
Colorado
$160M +$26.1M +20% 12.4% – 188 27.66% 0.5
Systrade
7272
Systrade
Liechtenstein
$160M +$10.7M +7% 10.2% 152% 14 21.43% 1
Willner & Heller
7273
Willner & Heller
California
$160M +$25.5M +19% 30.8% 131% 172 10.47% 2.9
AMG Asset Management Group
7274
AMG Asset Management Group
Georgia
$160M +$30.8M +24% 21.5% – 94 17.02% 0.3
LDIC Inc
7275
LDIC Inc
$160M – – 10.8% – 25 – 0