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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)
Guardian Investment Management
7676
Guardian Investment Management
California
$128M +$10.7M +9% 4.91% 103% 56 1.79% 6.9
B
7677
BennBridge
United Kingdom
$128M -$15M -10% 0.16% – 7 14.29% 0.6
Capital Squared Financial
7678
Capital Squared Financial
Maryland
$128M +$12.9M +11% 2.33% – 83 7.23% 0.4
Momentum Wealth Planning
7679
Momentum Wealth Planning
Florida
$128M -$317K -0.2% 2.46% – 49 30.61% 0.4
Richard Young Associates
7680
Richard Young Associates
Georgia
$128M – – 3.03% – 25 – 0
WA
7681
Wilmar Advisors
Florida
$128M +$6.2M +5% 7.25% – 28 21.43% 0.6
SBI Holdings USA
7682
SBI Holdings USA
California
$128M – – 40.2% – 1 – 0
PWM
7683
Positano Wealth Management
$128M – – 11.2% – 21 – 0
Williamson Legacy Group
7684
Williamson Legacy Group
Indiana
$128M -$1.49M -1% 18.5% – 125 48.8% 0.6
Makaira Partners
7685
Makaira Partners
California
$128M -$66.8M -34% 10.9% 22% 12 8.33% 3.7
Harbour Wealth Management Group
7686
Harbour Wealth Management Group
South Carolina
$128M – – 4.13% – 91 – 0
Benningfield Financial Advisors
7687
Benningfield Financial Advisors
California
$128M +$1.02M +0.8% 1.1% – 19 10.53% 0.8
LC
7688
Lalia Capital
New York
$128M – – 2.24% – 9 – 0
Mozayyx Management
7689
Mozayyx Management
Texas
$127M – – 54.4% – 11 – 0
RIP
7690
Reliant Investment Partners
North Carolina
$127M -$201K -0.2% 2.24% – 115 11.3% 0.9
Aegis Wealth Management (Iowa)
7691
Aegis Wealth Management (Iowa)
Iowa
$127M – – 2.22% – 101 – 0
VanWeelden Wealth Management
7692
VanWeelden Wealth Management
Ohio
$127M +$5.76M +5% 0.49% – 22 18.18% 1
AF
7693
ASL Financial
California
$127M – – 2.83% – 94 – 0
OF
7694
Outfitter Financial
Maine
$127M +$3.46M +3% 3.34% 97.6% 79 6.33% 3.3
Orca Investment Management
7695
Orca Investment Management
Oregon
$127M +$4.85M +4% 9.98% 139% 61 4.92% 7.8
Core Wealth Advisors (Indiana)
7696
Core Wealth Advisors (Indiana)
Indiana
$127M – – 1.58% – 32 – 0
Poinciana Advisors Group
7697
Poinciana Advisors Group
Florida
$127M +$8.37M +7% 3.55% – 147 21.77% 0.7
Redstone Wealth Management
7698
Redstone Wealth Management
Oklahoma
$127M – – 2.74% – 39 – 0
Graver Capital Management
7699
Graver Capital Management
Ohio
$127M +$7.9M +7% 2.8% – 26 7.69% 1
JCP Investment Management
7700
JCP Investment Management
Texas
$127M -$26M -17% 5.21% 94.7% 21 28.57% 1.1