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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)
Palacios Wealth Management
7626
Palacios Wealth Management
Florida
$131M -$21.2M -14% 3.3% – 76 13.16% 0.9
Life Planning Partners
7627
Life Planning Partners
Florida
$131M -$6.37M -5% 1.71% 50.3% 71 8.45% 3.2
PUREfi Wealth
7628
PUREfi Wealth
Massachusetts
$131M +$633K +0.5% 2.04% – 186 23.12% 0.7
Fjell Capital
7629
Fjell Capital
North Dakota
$130M +$16.9M +15% 3.02% – 68 17.65% 0.7
LifePlan Financial
7630
LifePlan Financial
Minnesota
$130M +$4.18M +3% 3.79% 69.9% 88 7.95% 1.5
Carbahal Olsen Financial Services Group
7631
Carbahal Olsen Financial Services Group
California
$130M +$5.64M +5% 2.3% – 43 16.28% 0.8
University of Pittsburgh
7632
University of Pittsburgh
Pennsylvania
$130M +$4.61M +4% 1.93% 69.2% 2 0% 1.6
DBK Financial Counsel
7633
DBK Financial Counsel
Ohio
$130M +$11.3M +9% 2.25% 58.1% 59 0% 2.7
Vested Financial Planning
7634
Vested Financial Planning
California
$130M +$6.57M +5% 2% – 30 0% 0.9
Dutch Asset Corp
7635
Dutch Asset Corp
New York
$130M – – 6.48% – 85 – 0
Emmett Investment Management
7636
Emmett Investment Management
New York
$130M +$2.48M +2% 4.89% – 26 26.92% 0.7
Centerpoint Advisory Group
7637
Centerpoint Advisory Group
Kansas
$130M +$1.34M +1% 1.31% – 111 6.31% 0.9
WT
7638
WHI Trust
Illinois
$130M – – 1.91% – 94 – 0
Family Legacy Financial Solutions
7639
Family Legacy Financial Solutions
North Carolina
$130M -$912K -0.7% 7.46% – 257 79.38% 0.5
AA
7640
Alpha Advisors
Virginia
$130M -$3.38M -3% 5.14% – 50 10% 0.8
Castlefield Investment Partners
7641
Castlefield Investment Partners
$130M – – 3.64% – 36 – 0
BXM Wealth
7642
BXM Wealth
Colorado
$130M +$24.1M +23% 2.14% – 156 30.13% 0.7
ATX Financial Planning
7643
ATX Financial Planning
Texas
$130M – – 1.04% – 87 – 0
Stolz & Associates
7644
Stolz & Associates
Washington
$130M – – 1.26% – 32 – 0
Mustico Financial Group
7645
Mustico Financial Group
New York
$130M +$31M +31% 3.15% – 45 17.78% 0.4
Midwest Financial Network
7646
Midwest Financial Network
Illinois
$130M +$6.39M +5% 1.37% – 72 16.67% 0.8
Clifford Group
7647
Clifford Group
Massachusetts
$129M +$1.09M +0.9% 2.38% 67.9% 83 10.84% 2.5
K2 Financial
7648
K2 Financial
California
$129M +$4.91M +4% 1.11% – 58 0% 1
Diker Management
7649
Diker Management
New York
$129M +$5.49M +4% 15.3% 210% 46 28.26% 2.3
Paragon Capital Management (Utah)
7650
Paragon Capital Management (Utah)
Utah
$129M -$4.37M -3% 0.19% 72.3% 87 32.18% 1.6