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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)
IWC
7726
Infinity Wealth Counsel
Ohio
$93.7M – – 0.78% – 58 – 0
DFP
7727
Defined Financial Planning
California
$93.7M – – 0.49% – 78 – 0
IC
7728
Inkwell Capital
Florida
$93.5M – – 2.1% – 32 – 0
CPC
7729
CFC Planning Company
Indiana
$93.4M – – 1.27% – 61 – 0
VFM
7730
Vision Financial Markets
Connecticut
$93.2M – – 4.36% – 233 – 0
SA
7731
Sincerus Advisory
New York
$93.2M – – 1.94% – 63 – 0
RMF
7732
Red Mountain Financial
Colorado
$93M -$1.04M -1% 0.63% – 71 15.49% 0.8
SA
7733
swisspartners Advisors
Switzerland
$92.9M -$15.8M -15% 4.47% 73.2% 29 17.24% 2.8
CC
7734
CF Capital
Massachusetts
$92.9M – – 4.02% – 46 – 0
RA
7735
Raffles Associates
New York
$92.8M -$4.61M -5% 4.42% 50% 59 35.59% 2.5
BIA
7736
Baer Investment Advisory
California
$92.8M – – 3.68% – 24 – 0
TBNY
7737
Trustco Bank (New York)
New York
$92.7M -$6.85M -7% 2.23% 131% 69 4.35% 7.5
UFA
7738
Uptown Financial Advisors
Texas
$92.7M – – 0.17% – 65 – 0
PFW
7739
Petros Family Wealth
Minnesota
$92.7M – – 2.25% – 130 – 0
GPWM
7740
Grant Private Wealth Management
California
$92.7M – – 9.34% – 111 – 0
CP
7741
Camelot Portfolios
Ohio
$92.7M -$9.02M -9% 0.23% 41.3% 148 13.51% 4.3
PWM
7742
Palacios Wealth Management
Florida
$92.6M – – 9.07% – 63 – 0
KCM
7743
Kennondale Capital Management
Virginia
$92.6M – – 1.68% – 80 – 0
PWP
7744
PrairieView Wealth Partners
Illinois
$92.5M +$16.1K +0% 0.39% – 21 19.05% 0.7
SRHG
7745
Stone Ridge Holdings Group
New York
$92.5M – – 7.72% – 33 – 0
MSA
7746
Marathon Strategic Advisors
Pennsylvania
$92.4M -$2.2M -2% 2.99% – 39 12.82% 0.7
LWA
7747
LifeGoal Wealth Advisors
New York
$92.2M – – 0.4% – 61 – 0
GC
7748
GatePass Capital
Ohio
$92.2M – – 10.8% – 108 – 0
CWD
7749
Clarity Wealth Development
Oregon
$92.1M – – 2.41% – 46 – 0
BI
7750
BFI Infinity
Switzerland
$92M – – 4.36% – 44 – 0