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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)
Peck Wealth Management
8101
Peck Wealth Management
New York
$119M +$19M +19% 12.6% – 129 6.98% 0.7
YRHAM
8102
Yong Rong (HK) Asset Management
Hong Kong
$119M -$108M -48% 15.9% 2,310% 19 68.42% 0.4
HighRoad Wealth Advisors
8103
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% – 40 12.5% 0.5
Boyer Financial Services
8104
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% – 60 31.67% 0.4
Figure 8 Investment Strategies
8105
Figure 8 Investment Strategies
Idaho
$118M +$15.9M +16% 26.3% – 58 6.9% 1.3
Hobbs Wealth Management
8106
Hobbs Wealth Management
Indiana
$118M +$17.3M +17% 16.8% – 25 16% 1
DAM
8107
Directional Asset Management
Illinois
$118M +$8.89M +8% 13.1% – 106 26.42% 0.4
Portfolio Resources Advisor Group
8108
Portfolio Resources Advisor Group
Florida
$118M +$17.6M +17% 13.9% – 184 38.04% 0.4
Better Way Financial
8109
Better Way Financial
Pennsylvania
$118M – – 15.6% – 9 – 0
KMT Wealth Management
8110
KMT Wealth Management
California
$118M -$65.8M -36% 19.1% – 131 94.66% 0.1
Kingsbury Capital Investment Advisors
8111
Kingsbury Capital Investment Advisors
Illinois
$118M +$11.8M +11% 19.1% – 130 20% 1.6
3 Factor Indexing
8112
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% – 477 13.42% 0.2
AK Global Asset Management
8113
AK Global Asset Management
California
$118M +$11.8M +11% 12.2% – 34 35.29% 0.4
Masterton Capital Management
8114
Masterton Capital Management
New York
$118M +$8.28M +8% 7.88% 1.94% 30 56.67% 0.8
AlphaCentric Advisors
8115
AlphaCentric Advisors
Puerto Rico
$118M +$17.9M +18% 19.9% – 285 20.7% 1.1
Curtis Wealth Management
8116
Curtis Wealth Management
Nevada
$118M +$11.5M +11% 12.7% – 57 15.79% 0.4
Wheels Up Wealth
8117
Wheels Up Wealth
California
$118M +$11.6M +11% 8.61% – 24 4.17% 0.5
Fiscal Wisdom Wealth Management
8118
Fiscal Wisdom Wealth Management
Connecticut
$118M +$13.8M +13% 9.78% – 111 27.03% 0.5
E&R Wealth Management
8119
E&R Wealth Management
South Carolina
$118M +$17.5M +17% 7.14% – 12 0% 0.5
TrustWell Financial Advisors
8120
TrustWell Financial Advisors
Florida
$118M +$11.5M +11% 3.04% – 82 19.51% 0.4
North Forty Two & Co
8121
North Forty Two & Co
Oregon
$118M +$9.6M +9% 10.2% – 104 6.73% 1.3
Cannon Capital Management
8122
Cannon Capital Management
Utah
$118M -$5.34M -4% 15.8% – 29 6.9% 0.5
Obion Capital Management
8123
Obion Capital Management
Florida
$118M +$16.2M +16% 9.85% – 17 17.65% 0.4
Arrow Capital
8124
Arrow Capital
Australia
$118M +$17.6M +18% 16.2% – 36 83.33% 0.2
Weber Capital Management
8125
Weber Capital Management
California
$118M +$17.4M +17% 37.8% – 14 7.14% 0.5