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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)
OAG
8076
Oakmont Advisory Group
New Mexico
$119M +$20.9M +21% 11.5% – 513 77.58% 0.4
FA
8077
Finhabits Advisors
New York
$119M +$10.6M +10% 6.41% – 15 0% 2
VIP
8078
Value Investment Professionals
New York
$119M +$9.82M +9% 12.8% – 120 68.33% 0.7
AA
8079
Auctus Advisors
North Carolina
$119M +$13.5M +13% 13% – 35 20% 1.6
BAM
8080
Belleair Asset Management
Florida
$119M +$9.16M +8% 7.93% – 84 8.33% 1.8
RI
8081
Ruggiero Investments
Florida
$119M +$15.3M +15% 15% – 102 36.27% 1.4
FCM
8082
Fell Capital Management
California
$119M +$13.9M +13% 11.6% – 97 7.22% 1.9
PWM
8083
Peck Wealth Management
New York
$119M +$19M +19% 12.6% – 129 6.98% 2.7
YRHAM
8084
Yong Rong (HK) Asset Management
Hong Kong
$119M -$108M -48% 15.9% 2,310% 19 68.42% 1.6
HWA
8085
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% – 40 12.5% 1.8
BFS
8086
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% – 60 31.67% 1.4
F8IS
8087
Figure 8 Investment Strategies
Idaho
$118M +$15.9M +16% 26.3% – 58 6.9% 5
HWM
8088
Hobbs Wealth Management
Indiana
$118M +$17.3M +17% 16.8% – 25 16% 4.1
DAM
8089
Directional Asset Management
Illinois
$118M +$8.89M +8% 13.1% – 106 26.42% 1.6
PRAG
8090
Portfolio Resources Advisor Group
Florida
$118M +$17.6M +17% 13.9% – 184 38.04% 1.4
BWF
8091
Better Way Financial
Pennsylvania
$118M – – 15.6% – 9 – 0
KCIA
8092
Kingsbury Capital Investment Advisors
Illinois
$118M +$11.8M +11% 19.1% – 130 20% 6.3
KWM
8093
KMT Wealth Management
California
$118M -$65.8M -36% 19.1% – 131 94.66% 0.3
3FI
8094
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% – 477 13.42% 0.9
AGAM
8095
AK Global Asset Management
California
$118M +$11.8M +11% 12.2% – 34 35.29% 1.4
MCM
8096
Masterton Capital Management
New York
$118M +$8.28M +8% 7.88% 1.94% 30 56.67% 3.1
AA
8097
AlphaCentric Advisors
Puerto Rico
$118M +$17.9M +18% 19.9% – 285 20.7% 4.4
CWM
8098
Curtis Wealth Management
Nevada
$118M +$11.5M +11% 12.7% – 57 15.79% 1.7
WUW
8099
Wheels Up Wealth
California
$118M +$11.6M +11% 8.61% – 24 4.17% 2
FWWM
8100
Fiscal Wisdom Wealth Management
Connecticut
$118M +$13.8M +13% 9.78% – 111 27.03% 2.1