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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)
Provident Wealth Management
4651
Provident Wealth Management
Tennessee
$338M +$6.98M +2% 2.16% 61.1% 140 2.86% 2.7
Sandy Cove Advisors
4652
Sandy Cove Advisors
Massachusetts
$338M +$24.8M +8% 3.86% 78% 151 13.91% 2.4
VU
4653
Valence8 US
Massachusetts
$337M +$45.8M +16% 2.78% 76.6% 15 6.67% 1.6
Pension & Wealth Management Advisors
4654
Pension & Wealth Management Advisors
Massachusetts
$337M +$20.1M +6% 1.21% 49.9% 616 25.65% 1.5
Impact Capital Partners
4655
Impact Capital Partners
Colorado
$337M +$4.95M +1% 1.51% – 287 12.2% 0.8
Silverleafe Capital Partners
4656
Silverleafe Capital Partners
Tennessee
$337M +$10.4M +3% 0.63% 87.7% 107 22.43% 2.1
Accretive Wealth Partners
4657
Accretive Wealth Partners
New Jersey
$337M +$9.2M +3% 1.98% 64.4% 162 11.73% 2.9
O'Brien Greene & Co
4658
O'Brien Greene & Co
Pennsylvania
$337M +$11.7M +4% 2.34% 90.9% 145 17.93% 4.1
Vance Wealth
4659
Vance Wealth
California
$337M +$11.4M +4% 2.19% 66.4% 119 5.04% 2.6
AB
4660
Atlas Brown
Kentucky
$336M -$1.96M -0.6% 3.14% 115% 235 7.23% 6.5
HT Partners
4661
HT Partners
Connecticut
$336M +$9.17M +3% 3% 71.1% 56 8.93% 5.7
Red Wave Investments
4662
Red Wave Investments
Pennsylvania
$336M +$10.2M +3% 1.75% 58% 115 7.83% 3.5
Lawson Kroeker Investment Management
4663
Lawson Kroeker Investment Management
Nebraska
$336M -$212M -39% 1.86% 69.7% 100 39% 6.2
Mars Jewett Financial Group
4664
Mars Jewett Financial Group
Washington
$336M – – 1.48% – 39 – 0
Meredith Wealth Planning
4665
Meredith Wealth Planning
Illinois
$336M +$20.4M +6% 2.31% 66.5% 66 10.61% 2
Oldfather Financial Services
4666
Oldfather Financial Services
Nebraska
$336M +$14.7M +5% 2.06% 60.8% 106 20.75% 3.3
Cove Private Wealth
4667
Cove Private Wealth
New York
$336M +$20.2M +6% 4.95% 126% 165 9.7% 1.2
Hudson Value Partners
4668
Hudson Value Partners
Florida
$336M +$12.9M +4% 5.08% 124% 115 10.43% 2.8
Chesapeake Wealth Management
4669
Chesapeake Wealth Management
Virginia
$336M +$7.96M +2% 2.16% 65.9% 166 7.23% 5.8
Continental Grain Company
4670
Continental Grain Company
New York
$336M -$10.3M -3% 0.71% 5.73% 4 0% 2.6
Acorn Wealth Advisors
4671
Acorn Wealth Advisors
Michigan
$336M +$16.6M +5% 2.23% 58.8% 293 12.63% 3.3
Quattro Financial Advisors
4672
Quattro Financial Advisors
Texas
$335M +$18.8M +6% 2.27% 77.6% 94 23.4% 2
Congress Park Capital
4673
Congress Park Capital
New York
$335M +$13.2M +4% 2.94% 99.9% 140 19.29% 3.8
CVA
4674
Central Valley Advisors
California
$335M +$11.8M +4% 2.5% 77.8% 154 6.49% 1.3
Hoxton Planning & Management
4675
Hoxton Planning & Management
West Virginia
$334M +$23.6M +8% 1.97% 77.8% 231 12.12% 1.9