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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)
Newport Wealth Strategies
4526
Newport Wealth Strategies
California
$109M +$9.37M +9% 3.53% 51.5% 82 12.2% 1.2
Trust Company
4527
Trust Company
Kansas
$109M -$62.9M -37% 3.48% 40.6% 351 19.66% 2.8
Excalibur Management
4528
Excalibur Management
Massachusetts
$108M +$2.45M +2% 4.3% 81.7% 64 9.38% 4.4
Baldrige Asset Management
4529
Baldrige Asset Management
Pennsylvania
$108M +$6.05M +6% 2.76% 43.5% 79 7.59% 0.2
SRCM
4530
Swift Run Capital Management
Virginia
$108M $0 0% 1.62% 9.9% 41 2.44% 3
Sanctuary Wealth Management
4531
Sanctuary Wealth Management
Idaho
$108M +$11.6M +12% 1.98% – 29 20.69% 0.9
BP
4532
Barker Partnership
Cayman Islands
$108M +$27.3M +34% 33.7% – 2 0% 1.5
Claro Advisors
4533
Claro Advisors
Massachusetts
$108M +$7.28M +7% 3.88% 85.5% 168 16.07% 0.4
Godshalk Welsh Capital Management
4534
Godshalk Welsh Capital Management
Pennsylvania
$108M +$4.11M +4% 4.1% 61.1% 109 6.42% 3.6
Grandview Asset Management
4535
Grandview Asset Management
Pennsylvania
$108M -$455K -0.4% 5.37% 200% 106 18.87% 0.4
RHDIC
4536
R.H. Dinel Investment Counsel
California
$108M +$6.88M +7% 7.96% 55.9% 47 0% 4.9
Mork Capital Management
4537
Mork Capital Management
California
$108M +$394K +0.4% 2.04% 61.9% 109 11.01% 1.8
Midwest Professional Planners Ltd (MPPL)
4538
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$108M +$4.22M +4% 3.23% 130% 97 14.43% 1.1
Madrona Financial Services
4539
Madrona Financial Services
Washington
$108M +$16.5M +18% 3.52% 75.4% 59 37.29% 1.9
Fairhaven Wealth Management
4540
Fairhaven Wealth Management
Illinois
$108M +$2.44M +2% 1.72% – 85 15.29% 0.5
Providence Wealth Advisors
4541
Providence Wealth Advisors
Illinois
$107M +$1.16M +1% 3.2% 112% 85 12.94% 1.1
Constellation Investimentos e Participacoes
4542
Constellation Investimentos e Participacoes
Brazil
$107M -$11.9M -10% 21.1% 172% 7 42.86% 0.2
Rainey & Randall Wealth Advisors
4543
Rainey & Randall Wealth Advisors
Florida
$107M -$35M -25% 3.17% 47.8% 45 53.33% 1
Moseley Investment Management
4544
Moseley Investment Management
Florida
$107M +$11.2M +12% 3.36% 96.6% 131 9.92% 0.2
IRON Financial
4545
IRON Financial
Illinois
$107M -$50.9M -32% 5.11% 51.4% 105 22.86% 1.9
Legacy Financial Strategies
4546
Legacy Financial Strategies
Kansas
$107M -$9.9M -8% 3.11% 76.7% 60 18.33% 1.1
Kapitalo Investimentos
4547
Kapitalo Investimentos
Brazil
$107M -$66.6M -38% 9.09% 66.5% 21 76.19% 0.1
1492 Capital Management
4548
1492 Capital Management
Wisconsin
$107M -$11.2M -10% 2.27% 332% 106 43.4% 1.3
MCM
4549
Maxim Capital Management
California
$107M -$518K -0.5% 1.51% – 29 13.79% 0.4
Ategra Capital Management
4550
Ategra Capital Management
Virginia
$107M +$4.59M +4% 3.42% 114% 101 14.85% 0.2