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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)
New Silk Road Investment
4726
New Silk Road Investment
Singapore
$121M -$144M -54% 8.78% 21.2% 17 35.29% 0.9
Moulton Wealth Management
4727
Moulton Wealth Management
Washington
$121M – – 1.89% 47.8% 27 – 0
Heron Financial Group
4728
Heron Financial Group
New York
$121M – – 7.84% 47.5% 133 – 0
Benchmark Financial Wealth Advisors
4729
Benchmark Financial Wealth Advisors
Florida
$121M +$18.8M +18% 8.37% 81.6% 38 13.16% 0.8
GS Investments
4730
GS Investments
Minnesota
$121M -$15.8M -12% 7.37% 94.1% 130 20.77% 2.1
Ayrshire Capital Management
4731
Ayrshire Capital Management
Connecticut
$121M – – 8.25% 84.8% 66 – 0
SA
4732
SoftVest Advisors
Texas
$121M – – 20.3% 178% 3 – 0
Legacy Bridge
4733
Legacy Bridge
Iowa
$120M +$15.7M +15% 11.5% 225% 304 16.45% 0.8
Xcel Wealth Management
4734
Xcel Wealth Management
Florida
$120M +$12.4M +11% 10.9% 93.7% 81 20.99% 0.9
Field & Main Bank
4735
Field & Main Bank
Kentucky
$120M +$9.48M +9% 9.73% 107% 202 7.92% 4.3
Rip Road Capital Partners
4736
Rip Road Capital Partners
Massachusetts
$120M – – 15.9% 121% 14 – 0
Harbor Advisory Corp
4737
Harbor Advisory Corp
New Hampshire
$120M +$5.63M +5% 6.86% 63.2% 39 2.56% 1.9
Hillcrest Wealth Advisors
4738
Hillcrest Wealth Advisors
New Jersey
$120M +$3.92M +3% 7.87% 58.7% 41 14.63% 0.9
Fairhaven Wealth Management
4739
Fairhaven Wealth Management
Illinois
$120M +$13.3M +12% 7.61% – 81 6.17% 0.9
Capital Wealth Alliance
4740
Capital Wealth Alliance
Arizona
$120M – – 5.38% 124% 399 – 0
Intercontinental Wealth Advisors
4741
Intercontinental Wealth Advisors
Texas
$120M -$42.7M -26% 7.41% 46.7% 466 27.47% 1.4
Swaine & Leidel Wealth Services
4742
Swaine & Leidel Wealth Services
Florida
$120M +$9.42M +9% 6.17% – 93 64.52% 0.4
Red Spruce Capital
4743
Red Spruce Capital
Pennsylvania
$120M – – 6.7% 98.4% 85 – 0
SMP
4744
Santa Monica Partners
Florida
$120M +$3.93M +3% 7.82% 135% 28 17.86% 1.8
Van Leeuwen & Company
4745
Van Leeuwen & Company
New Jersey
$120M +$13.8M +13% 7.71% 75.4% 82 21.95% 0.9
Nationwide Asset Management
4746
Nationwide Asset Management
Ohio
$120M – – 5.99% 8.56% 8 – 0
Howard Wealth Management
4747
Howard Wealth Management
Connecticut
$120M – – 6.59% 60.3% 551 – 0
Palmer Knight Company
4748
Palmer Knight Company
Florida
$120M +$1.84M +2% 7.49% 78.9% 25 4% 0.9
Alambic Investment Management
4749
Alambic Investment Management
California
$119M -$13.5M -10% 11.5% 47.6% 389 51.41% 0.5
Morris Capital Advisors
4750
Morris Capital Advisors
Pennsylvania
$119M +$5.63M +5% 12.6% 72.9% 72 12.5% 2.7