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)
MWP
7326
Momentum Wealth Planning
Florida
$117M – – 15.5% – 39 – 0
MWM
7327
Mascagni Wealth Management
Mississippi
$117M +$16.9M +17% 12.5% – 128 17.97% 0.4
AW
7328
Affinity Wealth
Ohio
$117M +$19.6M +20% 12.5% – 79 51.9% 0.3
CTA
7329
Camelot Technology Advisors
California
$117M +$6.74M +6% 7.74% 71% 55 10.91% 1.4
OF
7330
Outfitter Financial
Maine
$117M +$6.24M +6% 9.82% 95.9% 78 8.97% 3.2
MFF
7331
Michels Family Financial
Texas
$117M +$6.72M +6% 7.01% – 128 6.25% 0.5
COFSG
7332
Carbahal Olsen Financial Services Group
California
$117M +$11.9M +11% 10.7% – 36 5.56% 0.5
PF
7333
PlanWiser Financial
Colorado
$117M +$6.84M +6% 7.83% – 52 25% 0.2
C
7334
Croban
Ohio
$117M +$8.51M +8% 4.1% – 77 7.79% 1.4
LC
7335
LTG Capital
Massachusetts
$117M +$7.22M +7% 7.72% 56% 27 3.7% 3.3
WHC
7336
Wulff, Hansen & Co
California
$117M +$7.16M +7% 9.44% 85.8% 108 17.59% 2.4
S2L
7337
Sparta 24 Ltd
Israel
$117M +$13.8M +13% 8.32% 83.7% 6 66.67% 0.8
GCM
7338
GeoSphere Capital Management
Florida
$117M -$67.4M -37% 17.7% 446% 51 58.82% 0.3
SPWM
7339
Spartan Planning & Wealth Management
North Carolina
$117M +$13.6M +13% 14.5% – 87 37.93% 1.5
UFA
7340
Uptown Financial Advisors
Texas
$117M +$18.8M +19% 8.63% – 79 16.46% 0.4
AA
7341
Alpha Advisors
Virginia
$117M +$1.88M +2% 6.23% – 45 15.56% 0.4
TCM
7342
TABR Capital Management
California
$117M +$20.7M +22% 7.45% – 46 43.48% 0.3
MPA
7343
Marvin & Palmer Associates
Delaware
$117M +$49.7M +74% 24.1% 392% 40 62.5% 0.3
IPWA
7344
International Private Wealth Advisors
California
$117M +$12.2M +12% 6.77% – 185 29.19% 0.9
WSA
7345
Warm Springs Advisors
California
$117M +$17M +17% 29.7% – 50 10% 0.5
PAM
7346
PCG Asset Management
New Jersey
$116M +$9.44M +9% 7.96% – 78 10.26% 0.5
WWM
7347
Woodside Wealth Management
Massachusetts
$116M +$8.33M +8% 7.24% – 77 1.3% 0.2
STFP
7348
Signal Tree Financial Partners
Ohio
$116M +$16.4M +16% 7.28% – 51 23.53% 0.4
VF
7349
Vista Finance
Missouri
$116M +$810K +0.7% 5% 47% 59 16.95% 0.9
RFA
7350
Reyes Financial Architecture
California
$116M -$19.9M -15% 9.16% – 372 36.02% 0.4