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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)
Point Break Capital Management
4126
Point Break Capital Management
Florida
$212M -$206M -49% 14.6% – 13 30.77% 1.4
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
4127
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$212M +$47.3M +29% 1.52% 1,119% 25 64% 0.6
ADW Capital Management
4128
ADW Capital Management
Florida
$212M -$21K -0% 2% 78.2% 8 0% 1.9
Carlton Hofferkamp & Jenks Wealth Management
4129
Carlton Hofferkamp & Jenks Wealth Management
Texas
$212M -$6M -3% 4.25% 63.9% 133 3.76% 4.6
Keystone Wealth Services
4130
Keystone Wealth Services
California
$212M -$11.8M -5% 3.44% 80.1% 178 12.92% 0.7
Relaxing Retirement Coach
4131
Relaxing Retirement Coach
Massachusetts
$212M +$13.4M +7% 6.33% 28.6% 60 16.67% 2.8
MFGP
4132
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212M -$8.54M -4% 5.53% 65.5% 55 5.45% 3.2
Whitener Capital Management
4133
Whitener Capital Management
North Carolina
$212M -$10.3M -5% 4.71% 113% 139 5.04% 3.6
Denali Advisors
4134
Denali Advisors
California
$211M -$17.9M -8% 6.19% 106% 429 28.67% 1.5
Knuff & Co
4135
Knuff & Co
California
$211M -$11.1M -5% 1.29% 85.8% 143 13.99% 2.8
Prudent Man Advisors
4136
Prudent Man Advisors
Illinois
$211M -$3.13M -1% 5.03% 82.8% 180 18.33% 1.6
TA
4137
TrueWealth Advisors
Alabama
$211M -$3.96M -2% 4.47% 60.9% 179 14.53% 1.2
Susquehanna Capital Management
4138
Susquehanna Capital Management
Pennsylvania
$211M +$65.4M +45% 47.8% 40.8% 2 0% 0.8
Sentry Investment Management
4139
Sentry Investment Management
Wisconsin
$211M -$10.6M -5% 4.15% 103% 540 6.48% 4.3
Fairfield Financial Advisors
4140
Fairfield Financial Advisors
Massachusetts
$211M -$5.42M -3% 1.74% – 329 7.9% 0.5
Fiducient Advisors
4141
Fiducient Advisors
Illinois
$211M -$55.6M -21% 5% 52.3% 85 36.47% 1.9
Phase 2 Partners
4142
Phase 2 Partners
California
$211M +$16.1M +8% 3.54% 25.1% 35 57.14% 0.3
Ogorek Anthony Joseph
4143
Ogorek Anthony Joseph
New York
$210M -$7.1M -3% 4.3% 61.1% 223 3.14% 3.3
New World Advisors
4144
New World Advisors
Massachusetts
$210M +$24.8M +13% 8.45% 84.1% 67 25.37% 1.2
MGO Private Wealth
4145
MGO Private Wealth
California
$210M – – 4.95% 51.5% 130 – 0
Tenzing Global Management
4146
Tenzing Global Management
California
$210M -$8.25M -4% 14.5% 273% 17 41.18% 1.7
Baldrige Asset Management
4147
Baldrige Asset Management
Pennsylvania
$210M -$8.2M -4% 5.13% 43.5% 315 2.86% 1.7
Roanoke Asset Management
4148
Roanoke Asset Management
New Jersey
$210M -$12.5M -6% 4.32% 50.3% 112 3.57% 5.5
WA
4149
Wealthstar Advisors
Texas
$210M -$49.4M -19% 6.94% – 98 12.24% 2.2
PRW Wealth Management
4150
PRW Wealth Management
Massachusetts
$210M +$39.6M +23% 3.24% 42.3% 112 28.57% 1.3