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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)
Momentum Wealth Planning
7751
Momentum Wealth Planning
Florida
$137M +$24.2M +21% 32% – 43 30.23% 0.7
Timmons Wealth Management
7752
Timmons Wealth Management
Massachusetts
$137M +$31.2M +30% 10.1% – 81 18.52% 0.4
IASG
7753
Investment Advisory Services Group
Florida
$137M +$21.7M +19% 12.1% – 38 26.32% 0.4
Axos Invest
7754
Axos Invest
Nevada
$137M +$4.3M +3% 11.1% – 20 5% 1.4
LI
7755
Latash Investments
Alaska
$136M +$7.67M +6% 6.43% 110% 20 5% 4.7
Aventus Investment Advisors
7756
Aventus Investment Advisors
Florida
$136M +$18.3M +15% 15.6% – 170 20.59% 0.8
Vesey Street Capital Partners
7757
Vesey Street Capital Partners
New York
$136M +$50.6M +59% 59% 47.8% 1 0% 4.5
Sidoxia Capital Management
7758
Sidoxia Capital Management
California
$136M +$20.6M +18% 21.8% – 89 7.87% 0.2
Fulcrum Equity Management
7759
Fulcrum Equity Management
Texas
$136M +$32.9M +32% 24.6% 116% 165 35.76% 1.2
Transmarket Holdings
7760
Transmarket Holdings
Illinois
$136M -$50.9M -27% 19% – 63 85.71% 0.1
KVP Capital Advisors
7761
KVP Capital Advisors
California
$136M +$2.34M +2% 25.3% – 38 23.68% 0.4
Rahlfs Capital
7762
Rahlfs Capital
Texas
$136M +$79.4K +0.1% 11.3% – 91 10.99% 1.3
WJ Financial Advisors
7763
WJ Financial Advisors
Connecticut
$136M +$12.3M +10% 10.3% – 142 13.38% 0.6
Semitam Bonam
7764
Semitam Bonam
New York
$136M +$13.8M +11% 8.45% – 50 12% 0.9
Ishara Investments
7765
Ishara Investments
California
$136M +$30.5M +29% 20.8% – 53 52.83% 0.2
Golden Bell Financial Planning
7766
Golden Bell Financial Planning
Georgia
$136M +$10.6M +8% 4.92% – 41 9.76% 1.3
Rhodes Investment Advisors
7767
Rhodes Investment Advisors
Texas
$136M +$19.9M +17% 19.2% – 137 22.63% 0.4
Red Crane Wealth Management
7768
Red Crane Wealth Management
California
$136M +$14.4M +12% 10.9% – 80 11.25% 1.2
Hanseatic Management Services
7769
Hanseatic Management Services
New Mexico
$136M +$31.5M +30% 53.5% – 96 30.21% 0.8
Challenger Wealth Management
7770
Challenger Wealth Management
California
$136M +$10.7M +9% 13% – 65 10.77% 1.3
Phillips Wealth Planners
7771
Phillips Wealth Planners
Mississippi
$136M +$2.85M +2% 12% 82% 228 12.72% 1.9
Core Wealth Advisors (Indiana)
7772
Core Wealth Advisors (Indiana)
Indiana
$136M +$5.65M +4% 11.9% – 37 16.22% 0.4
Donalies Financial Planning
7773
Donalies Financial Planning
District of Columbia
$136M +$18.4M +16% 14.9% – 80 10% 0.5
TF
7774
Telligent Fund
Hong Kong
$136M +$42.1M +45% 88.5% – 28 32.14% 0.7
Valor Advisors
7775
Valor Advisors
Florida
$136M +$16.8M +14% 13.4% – 37 18.92% 0.5