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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)
Bridgefront Capital
4126
Bridgefront Capital
Texas
$402M +$4.52M +1% 0.06% 52.1% 807 76.7% 0.2
United Wealth Management
4127
United Wealth Management
Virginia
$402M +$15.7M +4% 0.29% – 24 0% 1.2
MM
4128
Meridian Management
Arkansas
$402M -$2.01M -0.5% 0.96% 65.3% 88 17.05% 6.1
Integral Investment Advisors
4129
Integral Investment Advisors
California
$402M -$1.44M -0.4% 2.97% 69% 182 7.69% 2.4
Beam Wealth Advisors
4130
Beam Wealth Advisors
Louisiana
$402M +$37.4M +10% 0.46% 69.2% 119 19.33% 2.4
Fruth Investment Management
4131
Fruth Investment Management
Texas
$401M +$30.5M +8% 12.6% 79.4% 233 8.15% 8.5
TRV GP V
4132
TRV GP V
Massachusetts
$401M -$28.2M -7% 5.38% – 3 0% 1.2
Citizens & Northern Corp
4133
Citizens & Northern Corp
Pennsylvania
$401M -$2.55M -0.6% 0.73% 84.6% 131 14.5% 6.1
Strengthening Families & Communities LLC
4134
Strengthening Families & Communities LLC
Massachusetts
$401M +$120M +43% 0.96% 116% 684 54.97% 1.2
Alpine Investment Management
4135
Alpine Investment Management
Hong Kong
$401M +$16.4M +4% 18.3% 33.7% 15 46.67% 0.4
Brown, Lisle/Cummings
4136
Brown, Lisle/Cummings
Rhode Island
$400M -$5.47M -1% 0.18% 82.3% 1,029 28.67% 2.1
Joseph Group Capital Management
4137
Joseph Group Capital Management
Ohio
$400M +$19.7M +5% 1.49% 64.3% 393 33.59% 0.8
Home Federal Bank of Tennessee
4138
Home Federal Bank of Tennessee
Tennessee
$400M +$15.1M +4% 1.09% 74% 95 18.95% 6.1
Dumont & Blake Investment Advisors
4139
Dumont & Blake Investment Advisors
New Jersey
$400M -$16.4M -4% 0.29% 86.1% 218 13.76% 7.2
One Charles Private Wealth Services
4140
One Charles Private Wealth Services
Massachusetts
$400M +$12.8M +3% 5.92% 99.7% 179 15.64% 3
RDA Financial Network
4141
RDA Financial Network
Iowa
$400M -$15.7M -4% 3.06% 93.4% 293 16.38% 3.6
Mokosak Advisory Group
4142
Mokosak Advisory Group
Iowa
$399M +$1.02M +0.3% 0.26% 59.2% 39 15.38% 4.8
Capital Innovations
4143
Capital Innovations
Wisconsin
$399M +$48M +14% 0% – 104 100% 0
Monument Capital Management
4144
Monument Capital Management
Virginia
$399M -$2.86M -0.7% 6.78% 170% 250 25.2% 2.5
Kettle Hill Capital Management
4145
Kettle Hill Capital Management
New York
$399M -$49.3M -11% 3.36% 37.4% 67 74.63% 0.3
Legacy Wealth Partners (Colorado)
4146
Legacy Wealth Partners (Colorado)
Colorado
$399M +$12.6M +3% 0.02% – 203 26.11% 0.2
PW Nova Financial Services
4147
PW Nova Financial Services
Pennsylvania
$399M +$135M +51% 0.3% – 194 40.72% 0.1
IAA
4148
Ironsides Asset Advisors
North Carolina
$399M +$4.18M +1% 1.29% 49.3% 86 18.6% 3.2
Turim 21 Investimentos
4149
Turim 21 Investimentos
Brazil
$399M +$140M +54% 1.1% 62.1% 163 57.67% 1.2
NovaPoint Capital
4150
NovaPoint Capital
Georgia
$399M +$10.3M +3% 2.28% 94% 81 4.94% 4.1