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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)
Value Investment Professionals
8101
Value Investment Professionals
New York
$119M +$9.8M +9% 12.8% – 120 68.33% 0.2
Auctus Advisors
8102
Auctus Advisors
North Carolina
$119M +$13.5M +13% 13% – 35 20% 0.4
Belleair Asset Management
8103
Belleair Asset Management
Florida
$119M +$9.16M +8% 7.93% – 84 8.33% 0.4
Ruggiero Investments
8104
Ruggiero Investments
Florida
$119M +$15.3M +15% 15% – 102 36.27% 0.3
FCM
8105
Fell Capital Management
California
$119M +$13.9M +13% 11.6% – 97 7.22% 0.5
Peck Wealth Management
8106
Peck Wealth Management
New York
$119M +$19M +19% 12.6% – 129 6.98% 0.7
YRHAM
8107
Yong Rong (HK) Asset Management
Hong Kong
$119M -$108M -48% 15.9% 2,310% 19 68.42% 0.4
HighRoad Wealth Advisors
8108
HighRoad Wealth Advisors
Oregon
$119M +$16.2M +16% 14.1% – 40 12.5% 0.5
Boyer Financial Services
8109
Boyer Financial Services
California
$118M +$24.1M +26% 12.1% – 60 31.67% 0.4
Figure 8 Investment Strategies
8110
Figure 8 Investment Strategies
Idaho
$118M +$15.9M +16% 26.3% – 58 6.9% 1.3
Hobbs Wealth Management
8111
Hobbs Wealth Management
Indiana
$118M +$17.3M +17% 16.8% – 25 16% 1
DAM
8112
Directional Asset Management
Illinois
$118M +$8.89M +8% 13.1% – 106 26.42% 0.4
Portfolio Resources Advisor Group
8113
Portfolio Resources Advisor Group
Florida
$118M +$17.6M +17% 13.9% – 184 38.04% 0.4
Better Way Financial
8114
Better Way Financial
Pennsylvania
$118M – – 15.6% – 9 – 0
Kingsbury Capital Investment Advisors
8115
Kingsbury Capital Investment Advisors
Illinois
$118M +$11.8M +11% 19.1% – 130 20% 1.6
KMT Wealth Management
8116
KMT Wealth Management
California
$118M -$65.8M -36% 19.1% – 131 94.66% 0.1
3 Factor Indexing
8117
3 Factor Indexing
California
$118M +$12.3M +12% 10.6% – 477 13.42% 0.2
AK Global Asset Management
8118
AK Global Asset Management
California
$118M +$11.8M +11% 12.2% – 34 35.29% 0.4
Masterton Capital Management
8119
Masterton Capital Management
New York
$118M +$8.28M +8% 7.88% 1.94% 30 56.67% 0.8
AlphaCentric Advisors
8120
AlphaCentric Advisors
Puerto Rico
$118M +$17.9M +18% 19.9% – 285 20.7% 1.1
Curtis Wealth Management
8121
Curtis Wealth Management
Nevada
$118M +$11.5M +11% 12.7% – 57 15.79% 0.4
Wheels Up Wealth
8122
Wheels Up Wealth
California
$118M +$11.6M +11% 8.61% – 24 4.17% 0.5
Fiscal Wisdom Wealth Management
8123
Fiscal Wisdom Wealth Management
Connecticut
$118M +$13.8M +13% 9.78% – 111 27.03% 0.5
E&R Wealth Management
8124
E&R Wealth Management
South Carolina
$118M +$17.5M +17% 7.14% – 12 0% 0.5
TrustWell Financial Advisors
8125
TrustWell Financial Advisors
Florida
$118M +$11.5M +11% 3.04% – 82 19.51% 0.4