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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)
Wealth Care LLC
8026
Wealth Care LLC
Florida
$123M +$10.9M +10% 11% – 76 15.79% 0.2
Bolthouse Investments
8027
Bolthouse Investments
California
$123M +$12.8M +12% 10.3% – 88 22.73% 1.1
Scientech Research LLC
8028
Scientech Research LLC
New Jersey
$123M +$3.5M +3% 111% – 635 94.02% 0.1
ATLas Financial Planning
8029
ATLas Financial Planning
Georgia
$123M +$11.8M +11% 7.25% – 72 8.33% 0.5
Aldebaran Financial
8030
Aldebaran Financial
$123M +$17.9M +17% 20.2% 89.7% 85 14.12% 5.8
Wealth Advisory Team
8031
Wealth Advisory Team
Kentucky
$123M – – 9.46% – 39 – 0.9
Powerhouse Assets
8032
Powerhouse Assets
Massachusetts
$123M +$7.92M +7% 11.9% – 58 6.9% 0.5
Alamut Investment Management
8033
Alamut Investment Management
$123M +$22.4M +22% 1.15% – 3 0% 0.8
Benchmark Financial
8034
Benchmark Financial
Delaware
$123M +$11.3M +10% 8.07% – 57 14.04% 0.4
Fairlight Advisors
8035
Fairlight Advisors
California
$123M – – 5.67% – 30 – 0
American Asset Management
8036
American Asset Management
Florida
$123M +$7.4M +6% 7.01% 42.5% 34 11.76% 2.2
Sawyer Falduto Asset Management
8037
Sawyer Falduto Asset Management
Illinois
$123M +$14.8M +14% 12.2% – 279 9.68% 0.5
Walsh & Associates
8038
Walsh & Associates
Florida
$122M +$21.6M +21% 14.8% – 305 25.57% 0.5
CG
8039
Curat Global
New Hampshire
$122M +$20.9M +21% 26.8% – 268 7.46% 1.2
Hardworking Capital Advisors
8040
Hardworking Capital Advisors
California
$122M +$15.6M +15% 5.36% – 85 3.53% 0.5
Worldly Partners Management
8041
Worldly Partners Management
Massachusetts
$122M +$3.95M +3% 8.94% 19.2% 3 0% 3.5
TandemGrowth Financial Advisors
8042
TandemGrowth Financial Advisors
Georgia
$122M +$16.2M +15% 10.4% – 27 18.52% 0.4
Birchwood Financial Partners
8043
Birchwood Financial Partners
Minnesota
$122M +$18.5M +18% 12.9% – 358 4.47% 0.5
Guardian Capital (Pennsylvania)
8044
Guardian Capital (Pennsylvania)
Pennsylvania
$122M +$17.7M +17% 24.5% – 85 11.76% 0.5
High Point Wealth Management
8045
High Point Wealth Management
New Jersey
$122M +$18.6M +18% 21.1% – 262 9.16% 0.5
Forteris Wealth Management
8046
Forteris Wealth Management
New York
$122M +$17.8M +17% 17.8% – 73 12.33% 0.5
Wall Capital Group
8047
Wall Capital Group
Arizona
$122M +$28.5M +30% 11.6% – 31 29.03% 2.3
WFA of San Diego
8048
WFA of San Diego
California
$122M -$2.5M -2% 11.7% – 405 77.04% 4.3
Cooke Wealth Management
8049
Cooke Wealth Management
California
$122M +$9.25M +8% 9.41% – 39 5.13% 0.5
JHP Wealth Management
8050
JHP Wealth Management
Colorado
$122M +$17.5M +17% 13.2% – 43 32.56% 0.4