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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)
Bernardo Wealth Planning
4151
Bernardo Wealth Planning
Pennsylvania
$165M +$26.7M +19% 8.47% 56.9% 172 12.79% 0.8
Peloton Wealth Strategists
4152
Peloton Wealth Strategists
Indiana
$165M +$8.41M +5% 7.06% 51.3% 81 20.99% 2.4
WR
4153
Watson Rebecca
$165M – – 4.16% – 84 – 0
Investors Asset Management of Georgia
4154
Investors Asset Management of Georgia
Georgia
$165M +$7.82M +5% 6.51% 118% 156 6.41% 3.9
Barnett & Company
4155
Barnett & Company
Tennessee
$164M -$6.48M -4% 6.07% 65.9% 524 23.09% 1.9
CCC
4156
Chelsea Counsel Company
California
$164M -$1.76M -1% 7.97% 106% 71 9.86% 4.3
PL
4157
Polianta Ltd
Jersey
$164M +$6.9M +4% 7.46% 31.6% 107 82.24% 0.1
Pacific Edge Advisors
4158
Pacific Edge Advisors
California
$164M +$11M +7% 5.81% 31.3% 49 14.29% 1.4
Chartist Inc
4159
Chartist Inc
California
$164M +$8.69M +6% 7.64% – 32 18.75% 3.3
LCNB Corp
4160
LCNB Corp
Ohio
$164M +$7.77M +5% 7.13% 75.2% 151 5.96% 2.1
Aries Wealth Management
4161
Aries Wealth Management
Maine
$164M +$13.5M +9% 7.58% 87.7% 166 7.83% 1.5
Investment Security Group
4162
Investment Security Group
Colorado
$164M +$4.78M +3% – – 17 29.41% 0.5
Procyon Advisors
4163
Procyon Advisors
Connecticut
$164M – – 8.12% 92.3% 1,111 – 0
KSCM
4164
Kamunting Street Capital Management
Florida
$164M +$49.9M +44% 3.92% 7.47% 76 75% 0.5
CAN
4165
Claraphi Advisory Network
United States
$163M -$1.61M -1% 9.23% 88.3% 427 56.67% 1.4
Miramar Capital
4166
Miramar Capital
Illinois
$163M +$15.4M +10% 6.07% 47.3% 64 26.56% 0.8
HPC
4167
Hobart Private Capital
North Carolina
$163M +$16.6M +11% 5.68% 60% 163 18.4% 1.2
Medicxi Ventures Management
4168
Medicxi Ventures Management
Jersey
$163M – – 147% 505% 4 – 0
Opes Wealth Management
4169
Opes Wealth Management
California
$163M +$11.6M +8% 7.61% 54.1% 53 7.55% 0.6
Xponance
4170
Xponance
Pennsylvania
$163M -$18.2M -10% 8.55% 144% 87 34.48% 1.1
PCA
4171
Prospect Capital Advisors
California
$163M -$34.6M -17% 12.5% 202% 32 46.88% 1.8
AP
4172
Arlington Partners
Alabama
$163M +$5.52M +4% 2.91% 46.4% 266 35.34% 0.8
Campbell Capital Management
4173
Campbell Capital Management
Florida
$163M +$28.7M +21% 12.9% – 59 25.42% 0.6
Cape Ann Asset Management
4174
Cape Ann Asset Management
United Kingdom
$163M – – 15.4% 199% 8 – 0
First Ascent Asset Management
4175
First Ascent Asset Management
Colorado
$163M – – 4.7% 4.15% 32 – 0