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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)
Objective Capital Management
8326
Objective Capital Management
Ohio
$98.2M +$1.6M +2% 1.33% – 95 17.89% 2.6
PC
8327
Payne Capital
Oregon
$98.2M -$386K -0.4% 1.48% – 56 7.14% 0.2
Red Reef Advisors
8328
Red Reef Advisors
Florida
$98.2M – – 2.85% – 170 – 0
Walsky Investment Management
8329
Walsky Investment Management
Pennsylvania
$98.2M – – 4.18% – 52 – 0
John Boyer Inc
8330
John Boyer Inc
Florida
$98.2M -$2.13M -2% 2.02% – 44 15.91% 0.2
ETF Store
8331
ETF Store
Kansas
$98M +$3.74M +4% 2.19% 61% 99 7.07% 2.6
Vision Financial Markets
8332
Vision Financial Markets
Connecticut
$98M -$19.1M -16% 0.33% – 439 9.11% 0.8
Terra Alpha Investments
8333
Terra Alpha Investments
District of Columbia
$97.7M -$328K -0.3% 2.09% – 33 12.12% 0.8
Fortress Financial Solutions
8334
Fortress Financial Solutions
Arizona
$97.7M +$5.96M +6% 1.99% – 65 16.92% 0.8
Generations Wealth LLC
8335
Generations Wealth LLC
Ohio
$97.7M – – 2.6% – 28 – 0
WealthSpring Partners
8336
WealthSpring Partners
California
$97.6M – – 1.93% – 58 – 2.8
Crescent Sterling
8337
Crescent Sterling
Louisiana
$97.6M +$2.47M +3% 1.68% 68.6% 81 12.35% 2.3
ProCore Advisors
8338
ProCore Advisors
California
$97.5M – – 2.05% – 90 – 0
Artesa Financial Group
8339
Artesa Financial Group
Texas
$97.2M – – 3.06% – 48 – 0
Ballast Financial Advisors
8340
Ballast Financial Advisors
Pennsylvania
$97.1M – – 1% – 70 – 0
Elevated Private Wealth
8341
Elevated Private Wealth
Wisconsin
$97.1M – – 5.58% – 93 – 0
Arnold Financial Planning
8342
Arnold Financial Planning
Iowa
$97M – – 1.34% – 24 – 0
Skyview Financial Group
8343
Skyview Financial Group
Florida
$96.9M – – 6.55% – 57 – 0
CenturyLink Investment Management
8344
CenturyLink Investment Management
Colorado
$96.9M -$12.4M -11% 2.34% – 1 0% 4
Oregon Pacific Wealth Management
8345
Oregon Pacific Wealth Management
Oregon
$96.8M -$18.9M -16% 1.6% – 149 29.53% 0.8
Greenline Wealth Management
8346
Greenline Wealth Management
Florida
$96.6M – – 1.67% – 551 – 0
Corps Capital Advisors
8347
Corps Capital Advisors
Texas
$96.6M +$30.6M +46% 2.31% – 89 40.45% 0.6
Invested Advisors
8348
Invested Advisors
Pennsylvania
$96.6M +$27.9M +41% 2.7% – 151 39.74% 0.2
Premier Private Wealth Management
8349
Premier Private Wealth Management
Florida
$96.5M – – 0.7% – 50 – 0
Provident Company of the Employees of the Hebrew University
8350
Provident Company of the Employees of the Hebrew University
Israel
$96.3M -$3.75M -4% 1.94% – 34 14.71% 1.2