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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)
Clarity Wealth Advisors
4651
Clarity Wealth Advisors
California
$166M -$8.86M -5% 4.46% 94.1% 72 15.28% 2.2
Towerpoint Wealth
4652
Towerpoint Wealth
California
$166M -$1.51M -0.9% 4.99% 67.7% 88 6.82% 2.8
Unio Capital
4653
Unio Capital
New Jersey
$166M -$8.33M -5% 2.86% 97.8% 51 17.65% 3.3
MS
4654
Madden Securities
Texas
$166M -$16.7M -9% 5.89% 92.2% 102 7.84% 2
GA
4655
Greytown Advisors
Florida
$165M -$10.9M -6% 6.75% 14.1% 104 11.54% 3.3
BNC Wealth Management
4656
BNC Wealth Management
Oregon
$165M -$25.9M -14% 3.07% 204% 120 24.17% 1.2
NEGWA
4657
New England Guild Wealth Advisors
Connecticut
$165M +$3.36M +2% 7.06% 6.04% 71 8.45% 3.4
Provident Wealth Management
4658
Provident Wealth Management
Tennessee
$165M +$7.68M +5% 5.55% 61.1% 99 8.08% 1.6
JVL Associates
4659
JVL Associates
Michigan
$165M +$21.5M +15% 4.21% 81% 45 26.67% 3.4
Palisades Hudson Asset Management
4660
Palisades Hudson Asset Management
Florida
$165M -$13M -7% 6.14% 66.8% 104 8.65% 5.6
Beddow Capital Management
4661
Beddow Capital Management
Wyoming
$165M -$4.73M -3% 2.22% 50.7% 52 9.62% 4.1
Leisure Capital Management
4662
Leisure Capital Management
California
$165M -$27.6M -14% 4.93% 98% 132 15.15% 4
Brick & Kyle Associates
4663
Brick & Kyle Associates
Pennsylvania
$165M -$13.5M -8% 5.73% 97.4% 58 3.45% 4.9
Castle Wealth Management
4664
Castle Wealth Management
Florida
$165M -$7.04M -4% 5.11% 53.6% 776 11.6% 0.2
Sandbar Asset Management
4665
Sandbar Asset Management
United Kingdom
$165M -$53.1M -24% 0.59% 128% 75 46.67% 0.6
HMS Capital Management
4666
HMS Capital Management
Tennessee
$165M -$34.2M -17% 2.79% 140% 131 19.08% 1.9
Heritage Financial Services
4667
Heritage Financial Services
Massachusetts
$165M -$14.7M -8% 5.51% 38.3% 546 89.01% 0.7
ITIM
4668
Indiana Trust & Investment Management
Indiana
$165M -$14.2M -8% 2.68% 114% 118 10.17% 6.9
Cerro Pacific Wealth Advisors
4669
Cerro Pacific Wealth Advisors
California
$165M +$4.74M +3% 4.26% – 151 13.91% 1.2
Syquant Capital SAS
4670
Syquant Capital SAS
France
$165M +$75M +84% 16.2% 160% 50 86% 0.2
Stiles Financial Services
4671
Stiles Financial Services
Minnesota
$165M -$1.66M -1% 4.29% 133% 189 19.58% 0.7
Game Creek Capital
4672
Game Creek Capital
Massachusetts
$165M -$23.9M -13% 4.11% 176% 73 26.03% 2.2
Aquamarine Zurich
4673
Aquamarine Zurich
Switzerland
$164M – – 2.28% 74.8% 12 – 0
PK
4674
Pflug Koory
Nebraska
$164M -$9M -5% 5.12% – 479 9.19% 3.9
Houlihan Financial Resource Group
4675
Houlihan Financial Resource Group
Virginia
$164M – – 4.72% 50.6% 78 – 2.6