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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)
WA
7376
Wilmar Advisors
Florida
$122M +$16.7M +16% 14.2% – 25 24% 0.5
UAML
7377
US Asset Management LLC
Pennsylvania
$122M +$6.36M +6% 10.4% – 124 8.06% 3.5
Tandem Investment Partners
7378
Tandem Investment Partners
New Jersey
$122M +$7.05M +6% 7.09% – 73 10.96% 0.7
swisspartners Advisors
7379
swisspartners Advisors
Switzerland
$122M +$15.6M +15% 11.9% 73.2% 25 8% 3.1
Fortitude Financial
7380
Fortitude Financial
Washington
$122M +$9.03M +8% 0.59% – 34 14.71% 0.4
Journey Beyond Wealth
7381
Journey Beyond Wealth
Georgia
$122M +$2.99M +3% 7.18% – 31 12.9% 0.7
VanWeelden Wealth Management
7382
VanWeelden Wealth Management
Ohio
$122M – – 1.95% – 19 – 0.9
WealthTrak Capital Management
7383
WealthTrak Capital Management
Virginia
$121M +$1.79M +1% 7.76% – 938 92.32% 0.7
ORBA Wealth Advisors
7384
ORBA Wealth Advisors
Illinois
$121M +$11.7M +11% 7.61% 70.5% 79 11.39% 1.4
Alterna Wealth Management
7385
Alterna Wealth Management
Texas
$121M -$3.41M -3% 5.63% 52.9% 116 25.86% 2.6
Runnymede Capital Advisors
7386
Runnymede Capital Advisors
Ohio
$121M +$12.9M +12% 14.2% – 74 14.86% 0.7
UFA
7387
Uptown Financial Advisors
Texas
$121M +$4.62M +4% 6.24% – 80 13.75% 0.7
Alexander Randolph Advisory
7388
Alexander Randolph Advisory
Virginia
$121M +$9.7M +9% 7.99% – 53 0% 1.7
Virtue Asset Management
7389
Virtue Asset Management
Illinois
$121M – – 7.69% – 96 – 0
Allium Financial Advisors
7390
Allium Financial Advisors
Oregon
$121M +$6.07M +5% 7.8% – 94 20.21% 0.4
Ibex Investors
7391
Ibex Investors
Colorado
$121M +$23M +24% 16.4% 16.6% 16 68.75% 1
Talisman Wealth Advisors
7392
Talisman Wealth Advisors
New Jersey
$121M +$11.2M +10% 7.79% 70.8% 118 8.47% 1.9
Defined Financial Planning
7393
Defined Financial Planning
California
$121M +$7.99M +7% 6.99% – 76 25% 0.5
AG Asset Advisory
7394
AG Asset Advisory
California
$121M +$5.47M +5% 2.69% – 26 19.23% 0.6
Phillips Wealth Planners
7395
Phillips Wealth Planners
Mississippi
$120M +$10.1M +9% 6.47% 82% 215 19.07% 1.7
Lane Generational
7396
Lane Generational
Massachusetts
$120M +$13.2M +12% 32.7% 148% 35 20% 2.1
LifeGoal Wealth Advisors
7397
LifeGoal Wealth Advisors
New York
$120M +$15.1M +14% 6.85% – 74 17.57% 0.6
Barden Capital Management
7398
Barden Capital Management
Texas
$120M +$6.18M +5% 5.18% 80.1% 62 14.52% 2.6
OP
7399
Orvieto Partners
Massachusetts
$120M +$7.76M +7% 6.62% – 46 26.09% 0.6
KCM
7400
Kempner Capital Management
Texas
$120M -$66.6M -36% 9.78% 60.9% 50 10% 4.4