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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)
B&I Capital
3751
B&I Capital
Switzerland
$253M -$56M -18% 12.5% 30.5% 29 10.34% 1.4
Chemistry Wealth Management
3752
Chemistry Wealth Management
New York
$253M -$8.4M -3% 4.9% 77.1% 136 6.62% 0.5
Sycale Advisors
3753
Sycale Advisors
New York
$253M -$27.4M -10% 6.8% 31.5% 28 32.14% 1.1
RPD Fund Management
3754
RPD Fund Management
New York
$253M -$25.2M -9% 14.5% – 7 14.29% 0.7
HA
3755
Hamel Associates
New Jersey
$253M -$877K -0.3% 4.67% 50.6% 84 13.1% 5
HF
3756
Halpern Financial
Virginia
$253M -$3.78M -1% 5.93% 26.3% 336 42.26% 1.7
Ardmore Road Asset Management
3757
Ardmore Road Asset Management
New York
$253M +$98.2M +64% 3.5% 245% 36 47.22% 0.3
Winmill & Co
3758
Winmill & Co
New Hampshire
$253M -$23.1M -8% 6.51% 146% 80 12.5% 2
Timber Creek Capital Management
3759
Timber Creek Capital Management
Massachusetts
$253M -$49.8M -16% 6.12% 139% 141 9.22% 4.8
Source Financial Advisors
3760
Source Financial Advisors
New York
$253M -$2.58M -1% 0.91% 18.5% 117 14.53% 1.3
Long Run Wealth Advisors
3761
Long Run Wealth Advisors
New York
$252M -$5.75M -2% 5.31% 50.5% 102 19.61% 0.6
Ninety One
3762
Ninety One
South Africa
$252M -$30.1M -11% 5.05% 232% 103 31.07% 2.8
Riggs Asset Management
3763
Riggs Asset Management
Pennsylvania
$252M +$9.9M +4% 1.92% 207% 359 20.61% 2.6
OneAscent Financial Services
3764
OneAscent Financial Services
Alabama
$252M +$31.5M +14% 5.05% 63.8% 249 32.93% 0.5
NVWM LLC
3765
NVWM LLC
Pennsylvania
$252M -$5.44M -2% 2.38% 119% 528 17.99% 2.4
Integrated Investment Consultants
3766
Integrated Investment Consultants
Michigan
$252M -$24.9M -9% 5.09% 70.2% 259 17.37% 3.1
Essex Savings Bank
3767
Essex Savings Bank
Connecticut
$252M -$10M -4% 3.53% 95.2% 225 14.22% 2.8
Claro Advisors
3768
Claro Advisors
Massachusetts
$252M $0 0% 5.49% 85.5% 280 1.43% 2.2
Old Port Advisors
3769
Old Port Advisors
Maine
$251M -$7.07M -3% 6.69% 114% 225 7.56% 3
Advisors Management Group
3770
Advisors Management Group
Wisconsin
$251M -$33.9M -12% 8.74% 125% 148 10.14% 3.5
Centric Wealth Management
3771
Centric Wealth Management
Illinois
$251M -$21.2M -8% 5.89% 44.4% 144 31.94% 1.8
Summit Wealth & Retirement Planning
3772
Summit Wealth & Retirement Planning
California
$251M -$9.27M -4% 4.35% 67.6% 118 14.41% 1.8
Packer & Co
3773
Packer & Co
Australia
$251M +$15.8M +7% 2.96% – 3 33.33% 2.8
Cumberland Advisors
3774
Cumberland Advisors
Florida
$251M -$49.9M -17% 5.44% 73.5% 57 8.77% 3.4
Virtus ETF Advisers
3775
Virtus ETF Advisers
New York
$251M -$19M -7% 2.98% 177% 477 17.61% 1.8