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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)
Berkshire Bank
3676
Berkshire Bank
Massachusetts
$493M +$28.4M +6% 2.84% 76.2% 171 10.53% 3.5
Vantage Financial Partners (Wisconsin)
3677
Vantage Financial Partners (Wisconsin)
Wisconsin
$493M +$17.8M +4% 1.95% 53.8% 224 8.93% 1.8
ABLE Financial Group
3678
ABLE Financial Group
Arizona
$492M +$30.9M +7% 1.64% 64.2% 223 13.9% 1.6
REAP Financial Group
3679
REAP Financial Group
Texas
$492M +$32M +7% 2.79% 63% 605 22.31% 1.4
Holderness Investments Company
3680
Holderness Investments Company
North Carolina
$492M +$1.72M +0.4% 3.27% 144% 262 6.87% 5.7
Harbour Capital Advisors
3681
Harbour Capital Advisors
Virginia
$491M +$2.47M +0.5% 5.73% 168% 309 21.36% 3.2
PHC
3682
Palidye Holdings (Caymans)
Cayman Islands
$491M +$286M +139% 5.67% – 14 100% 0
Gagnon Securities
3683
Gagnon Securities
New York
$491M -$7.42M -1% 7.62% 210% 88 4.55% 4.9
Rockline Wealth Management
3684
Rockline Wealth Management
New York
$491M +$7.44M +2% 0.69% 176% 111 12.61% 1.5
Clarity Wealth Advisors
3685
Clarity Wealth Advisors
California
$490M +$36.4M +8% 3.58% 94.1% 114 15.79% 3.3
McRae Capital Management
3686
McRae Capital Management
New Jersey
$490M -$13.9M -3% 1.51% 78.2% 104 1.92% 6.5
PFA
3687
Professional Financial Advisors
Nebraska
$490M +$14.3M +3% 2% 59.2% 137 13.87% 2.7
AAM
3688
AR Asset Management
California
$490M +$15.1M +3% 3.27% 64.9% 116 5.17% 8.5
Westwind Capital
3689
Westwind Capital
New Mexico
$489M +$10.7M +2% 1.53% 87.6% 50 40% 2.5
Fonville Wealth Management
3690
Fonville Wealth Management
Virginia
$489M +$44.6M +10% 1.95% 53.9% 131 6.11% 1.6
Solidarity Wealth
3691
Solidarity Wealth
Utah
$489M +$24M +5% 4.19% 85.9% 89 21.35% 2.4
Poehling Capital Management
3692
Poehling Capital Management
Wisconsin
$489M +$13M +3% 3.52% 83% 145 8.97% 3.9
Manhattan West Asset Management
3693
Manhattan West Asset Management
California
$489M +$15.2M +3% 2% 65.6% 148 10.14% 2.5
Grey Fox Wealth Advisors
3694
Grey Fox Wealth Advisors
Delaware
$489M -$2.01M -0.4% 1.42% 45.3% 656 79.57% 2.1
Olstein Capital Management
3695
Olstein Capital Management
New York
$488M -$42M -8% 3.65% 16.6% 105 5.71% 5.9
Once Capital Management
3696
Once Capital Management
New York
$487M +$36.5M +8% 10.9% 627% 30 30% 2.3
CBTWT
3697
Community Bank & Trust (Waco, Texas)
Texas
$487M +$2.43M +0.5% 3.7% 124% 158 8.86% 6.3
Journey Retirement Planning & Investment Management
3698
Journey Retirement Planning & Investment Management
Idaho
$487M – – 2.16% – 248 – 0
Mach-1 Financial Group
3699
Mach-1 Financial Group
Arkansas
$487M -$140M -22% 2.82% 83.4% 475 85.89% 0.3
Second Line Capital
3700
Second Line Capital
Louisiana
$487M +$3.49M +0.7% 0.41% – 177 15.82% 1.3