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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 Time
Held (Qtrs)
SWP
7726
Stone Wealth Partners
Louisiana
$137M +$25.4M +23% 32.3% – 69 23.19% 1.7
BCM
7727
Barrier Capital Management
California
$137M +$22.9M +20% 41.6% 216% 23 52.17% 2.4
MWP
7728
Momentum Wealth Planning
Florida
$137M +$24.2M +21% 32% – 43 30.23% 2.6
TWM
7729
Timmons Wealth Management
Massachusetts
$137M +$31.2M +30% 10.1% – 81 18.52% 1.8
IASG
7730
Investment Advisory Services Group
Florida
$137M +$21.7M +19% 12.1% – 38 26.32% 1.5
AI
7731
Axos Invest
Nevada
$137M +$4.3M +3% 11.1% – 20 5% 5.6
LI
7732
Latash Investments
Alaska
$136M +$7.67M +6% 6.43% 110% 20 5% 19
AIA
7733
Aventus Investment Advisors
Florida
$136M +$18.3M +15% 15.6% – 170 20.59% 3.2
VSCP
7734
Vesey Street Capital Partners
New York
$136M +$50.6M +59% 59% 47.8% 1 0% 18
SCM
7735
Sidoxia Capital Management
California
$136M +$20.6M +18% 21.8% – 89 7.87% 0.9
FEM
7736
Fulcrum Equity Management
Texas
$136M +$32.9M +32% 24.6% 110% 165 35.76% 5
TH
7737
Transmarket Holdings
Illinois
$136M -$50.9M -27% 19% – 63 85.71% 0.5
KCA
7738
KVP Capital Advisors
California
$136M +$2.34M +2% 25.3% – 38 23.68% 1.4
RC
7739
Rahlfs Capital
Texas
$136M +$79.4K +0.1% 11.3% – 91 10.99% 5.1
WFA
7740
WJ Financial Advisors
Connecticut
$136M +$12.3M +10% 10.3% – 142 13.38% 2.5
SB
7741
Semitam Bonam
New York
$136M +$13.8M +11% 8.45% – 50 12% 3.4
II
7742
Ishara Investments
California
$136M +$30.5M +29% 20.8% – 53 52.83% 1
GBFP
7743
Golden Bell Financial Planning
Georgia
$136M +$10.6M +8% 4.92% – 41 9.76% 5
RIA
7744
Rhodes Investment Advisors
Texas
$136M +$19.9M +17% 19.2% – 137 22.63% 1.6
RCWM
7745
Red Crane Wealth Management
California
$136M +$14.4M +12% 10.9% – 80 11.25% 4.6
HMS
7746
Hanseatic Management Services
New Mexico
$136M +$31.5M +30% 53.5% – 96 30.21% 3.4
CWM
7747
Challenger Wealth Management
California
$136M +$10.7M +9% 13% – 65 10.77% 5.1
PWP
7748
Phillips Wealth Planners
Mississippi
$136M +$2.85M +2% 12% 82% 228 12.72% 7.8
CWAI
7749
Core Wealth Advisors (Indiana)
Indiana
$136M +$5.65M +4% 11.9% – 37 16.22% 1.7
DFP
7750
Donalies Financial Planning
District of Columbia
$136M +$18.4M +16% 14.9% – 80 10% 1.8