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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)
RDA Financial Network
4226
RDA Financial Network
Iowa
$292M +$27.9M +11% 10.5% 93.4% 234 7.69% 3.1
Keeler Thomas Management
4227
Keeler Thomas Management
Utah
$292M +$38.1M +15% 6.4% 52.1% 71 15.49% 1.9
FCT
4228
Family Capital Trust
Massachusetts
$292M -$25.5M -8% 1.33% 39.1% 61 6.56% 6.3
Fairhaven Wealth Management
4229
Fairhaven Wealth Management
Illinois
$291M +$18.3M +7% 7.37% – 133 18.05% 2.8
Enterprise Bank & Trust
4230
Enterprise Bank & Trust
Massachusetts
$291M +$10.3M +4% 9.29% 65.9% 131 12.21% 2.7
Buck Wealth Strategies
4231
Buck Wealth Strategies
Colorado
$291M +$21.3M +8% 6.05% 48.4% 106 67.92% 0.5
AMANSA Capital
4232
AMANSA Capital
Singapore
$291M +$105M +56% 28% 32% 3 0% 0.6
Addison Advisors
4233
Addison Advisors
Vermont
$291M +$34.3M +13% 6.25% 54.5% 753 13.01% 2.1
Snow Phipps Group
4234
Snow Phipps Group
New York
$291M +$13.7M +5% 4.95% 58% 2 0% 4
Blue Zone Wealth Advisors
4235
Blue Zone Wealth Advisors
California
$291M +$40.3M +16% 8.61% 91.1% 93 17.2% 2.4
Atlantic Edge Private Wealth Management
4236
Atlantic Edge Private Wealth Management
Florida
$291M +$44.7M +18% 8.66% 84.4% 510 12.55% 0.2
Kendall Capital Management
4237
Kendall Capital Management
Maryland
$291M +$33.2M +13% 10.4% 130% 215 7.91% 3
Terril Brothers
4238
Terril Brothers
Missouri
$291M +$8.5M +3% 11.2% 112% 64 7.81% 4
BCWM LLC
4239
BCWM LLC
Kansas
$291M -$4.52M -2% 4.54% – 65 13.85% 4.5
SC
4240
Steph & Co
Wisconsin
$291M +$87.2M +43% 7.57% 61.6% 293 22.53% 2.7
Riverview Capital Advisers
4241
Riverview Capital Advisers
Massachusetts
$290M +$29.9M +11% 8.54% 84.8% 86 15.12% 1.6
Tillman Hartley LLC
4242
Tillman Hartley LLC
Colorado
$290M +$21.4M +8% 5.36% 48.7% 83 8.43% 1.1
Baker Boyer National Bank
4243
Baker Boyer National Bank
Washington
$290M +$18.2M +7% 4.86% 49.3% 80 1.25% 5.3
Steamboat Capital Partners
4244
Steamboat Capital Partners
New York
$290M +$24M +9% 18.8% 280% 48 35.42% 2
Shilanski & Associates
4245
Shilanski & Associates
Alaska
$290M +$27.7M +11% 10.9% 84.2% 115 24.35% 1.4
TruNorth Capital Management
4246
TruNorth Capital Management
Michigan
$290M – – 5.85% – 268 – 0
HCM
4247
Hudson Capital Management
New Jersey
$290M +$14.2M +5% 8.08% 66.8% 69 15.94% 3.5
Investment Management Associates
4248
Investment Management Associates
Colorado
$290M +$31.4M +12% 6.41% 50.4% 39 23.08% 2
Archon Capital Management
4249
Archon Capital Management
Washington
$290M -$114M -28% 3.46% 222% 40 30% 2.1
Value Star Asset Management
4250
Value Star Asset Management
Hong Kong
$290M -$2.42M -0.8% 7.25% – 27 40.74% 0.6