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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)
Alfreton Capital
4601
Alfreton Capital
United Kingdom
$190M +$31.7M +20% 0.12% 22.2% 4 25% 0.6
Kelly Financial Services
4602
Kelly Financial Services
Massachusetts
$190M +$18.8M +11% 7.14% 64.3% 713 4.91% 2.7
Carr Financial Group
4603
Carr Financial Group
Massachusetts
$190M – – 7.93% 66.1% 164 – 0
Taika Capital
4604
Taika Capital
Florida
$190M +$26.5M +16% 17.3% 68.3% 56 44.64% 0.4
T
4605
TRUADVICE
Florida
$190M +$11.7M +7% 6.23% 21.6% 165 18.79% 1.3
Resurgent Financial Advisors
4606
Resurgent Financial Advisors
Georgia
$190M +$40.1M +27% 10.2% 86.4% 633 69.04% 0.2
NEGWA
4607
New England Guild Wealth Advisors
Connecticut
$190M +$24.3M +15% 7.86% 6.04% 71 12.68% 3.5
Davide Leone & Partners Investment Company
4608
Davide Leone & Partners Investment Company
United Kingdom
$190M +$119M +168% 7.1% 64.1% 6 83.33% 2.3
Valley Forge Investment Consultants
4609
Valley Forge Investment Consultants
Pennsylvania
$190M +$7.66M +4% 8.99% 61.9% 85 15.29% 1.7
MS
4610
Madden Securities
Texas
$190M +$24.1M +15% 7.52% 108% 397 76.07% 0.6
Pennsylvania Capital Management
4611
Pennsylvania Capital Management
Pennsylvania
$190M +$8.67M +5% 1.58% 70.6% 100 30% 1.5
Bloom Tree Partners
4612
Bloom Tree Partners
New York
$189M -$78.8M -29% 0.16% 20.4% 78 39.74% 1.2
Selective Wealth Management
4613
Selective Wealth Management
Virginia
$189M -$44M -19% 4.19% 74.4% 794 84.38% 2.1
Selway Asset Management
4614
Selway Asset Management
$189M +$17.8M +10% 9.2% 36.5% 160 55% 4.7
Drake & Associates
4615
Drake & Associates
Wisconsin
$189M +$13.5M +8% 5.7% 47.9% 74 20.27% 0.4
IP
4616
Investment Partners
Ohio
$189M -$147M -44% 10.2% 83.2% 261 47.13% 4.4
Grace & Mercy Foundation
4617
Grace & Mercy Foundation
New York
$189M – – 2.11% 67.6% 13 – 0
Mayo Clinic
4618
Mayo Clinic
Minnesota
$189M – – 7.99% – 13 – 1.8
WC Walker & Associates
4619
WC Walker & Associates
California
$189M +$12.8M +7% 7.96% – 74 5.41% 1.7
BCH
4620
Berkshire Capital Holdings
California
$188M -$60.4M -24% 4.37% 2,748% 94 11.7% 2.1
HRC
4621
Hoertkorn Richard Charles
$188M +$13.8M +8% 9.85% 172% 88 9.09% 6.1
Cerro Pacific Wealth Advisors
4622
Cerro Pacific Wealth Advisors
California
$188M +$23.7M +14% 9.19% – 158 11.39% 1.3
CPFP
4623
Clear Perspectives Financial Planning
Ohio
$188M -$15.7M -8% 9.8% – 267 32.96% 1.2
Wealth CMT
4624
Wealth CMT
New Jersey
$188M +$21.6M +13% 7.97% 25% 30 10% 1
Hoxton Planning & Management
4625
Hoxton Planning & Management
West Virginia
$188M – – 6.58% 77.8% 157 – 0