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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)
Reston Wealth Management
4301
Reston Wealth Management
Virginia
$127M +$2.43M +2% 2.39% 60.7% 53 5.66% 0.4
Peachtree Investment Partners
4302
Peachtree Investment Partners
Florida
$127M +$8.71M +7% 8.18% 92.2% 72 16.67% 0.4
American Financial Network Advisory Services
4303
American Financial Network Advisory Services
California
$127M -$8.14M -6% 3.07% – 150 12% 1.5
NGA
4304
New Generation Advisors
Massachusetts
$127M -$15.1M -11% 8.53% 45.1% 35 14.29% 1.5
Pratt Collard Advisory Partners
4305
Pratt Collard Advisory Partners
New York
$127M +$1.58M +1% 6.08% 91.7% 113 10.62% 1.3
Oak Hill Capital Management
4306
Oak Hill Capital Management
New York
$127M -$154M -55% 10.4% 1.19% 3 33.33% 2.9
Acima Private Wealth
4307
Acima Private Wealth
Virginia
$127M +$9.9M +8% 3.23% 51.1% 266 4.89% 0.5
KCS Wealth Advisory
4308
KCS Wealth Advisory
California
$127M +$11.9M +10% 3.18% 45.3% 159 11.32% 1.2
Congress Park Capital
4309
Congress Park Capital
New York
$126M +$10.7M +9% 5.1% 99.9% 98 18.37% 1.2
Fort Baker Capital Management
4310
Fort Baker Capital Management
California
$126M -$40.9M -24% 8.07% 46.3% 49 91.84% 0.1
Clare Market Investments
4311
Clare Market Investments
Texas
$126M +$11.1M +10% 4.54% – 107 22.43% 0.4
Baugh & Associates
4312
Baugh & Associates
Georgia
$126M +$1.35M +1% 1.4% 98.8% 41 4.88% 1.4
Garrett Wealth Advisory Group
4313
Garrett Wealth Advisory Group
Texas
$126M +$3.77M +3% 2.4% 66.1% 54 9.26% 0.5
VCA
4314
VIEX Capital Advisors
Florida
$126M +$12.8M +11% 12.4% 30.6% 28 57.14% 0.4
Sterling Investment Advisors (Missouri)
4315
Sterling Investment Advisors (Missouri)
Missouri
$125M +$3.08M +3% 1.8% 37.8% 28 0% 3.9
Aquiline Capital Partners
4316
Aquiline Capital Partners
New York
$125M +$4.17M +3% 5.08% 14.7% 1 0% 2
FBT
4317
First Bank & Trust
South Dakota
$125M -$2.81M -2% 1.53% 85.6% 507 44.97% 1.1
Keeler Thomas Management
4318
Keeler Thomas Management
Utah
$125M +$6.28M +5% 3.52% 46.1% 57 14.04% 1.3
Kathryn A. Hall
4319
Kathryn A. Hall
$125M -$23.1M -16% 12.9% 95.2% 39 28.21% 0.7
Campbell Capital Management
4320
Campbell Capital Management
Florida
$125M -$12.9M -9% 1.8% – 53 37.74% 0.4
Clearstead Trust
4321
Clearstead Trust
Maine
$125M +$5.42M +5% 4.56% 111% 211 12.8% 1.4
Centerpoint Advisors
4322
Centerpoint Advisors
Massachusetts
$125M +$7.35M +6% 3.07% 74.2% 283 6.36% 1.2
Colton Groome Financial Advisors
4323
Colton Groome Financial Advisors
North Carolina
$125M – – 2.23% 65.8% 48 – 0
AUA Capital Management
4324
AUA Capital Management
Pennsylvania
$125M +$4.56M +4% 3.03% 70.2% 189 2.12% 2.3
TS Financial Group (TSFG)
4325
TS Financial Group (TSFG)
Illinois
$125M +$7.04M +6% 2.46% 72.9% 832 7.45% 0.2