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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)
Centerstone Investors
4851
Centerstone Investors
New York
$103M -$6.9M -6% 26.3% 73.7% 28 17.86% 1.1
Powell Investment Advisors
4852
Powell Investment Advisors
Florida
$103M +$20.9M +25% 17.3% 82.4% 121 14.05% 0.4
Carolina Wealth Advisors
4853
Carolina Wealth Advisors
South Carolina
$103M +$16.9M +20% 18.9% 62% 189 10.05% 0.4
Chronos Wealth Management
4854
Chronos Wealth Management
Florida
$103M +$16.6M +19% 19.6% 92.3% 41 9.76% 0.5
Riverview Trust Company
4855
Riverview Trust Company
Washington
$103M -$1.02M -1% 18.9% 87.6% 280 8.93% 1.3
Davidson Trust Company
4856
Davidson Trust Company
Washington
$103M +$21.9M +27% 17.2% 77% 118 16.95% 0.4
ARQ Wealth Advisors
4857
ARQ Wealth Advisors
Arizona
$103M +$14.9M +17% 16% 53.3% 44 18.18% 0.2
RHDIC
4858
R.H. Dinel Investment Counsel
California
$103M +$18.2M +22% 22% 55.9% 45 2.22% 5.8
Braun-Bostich & Associates
4859
Braun-Bostich & Associates
Pennsylvania
$102M +$23.9M +30% 13.4% 64.5% 338 10.65% 0.9
Fairbanks Capital Management
4860
Fairbanks Capital Management
California
$102M +$25.7M +34% 23.8% 81.3% 58 15.52% 1.7
Strategic Wealth Investment Group
4861
Strategic Wealth Investment Group
Kentucky
$102M +$40.7M +66% 18.3% – 85 54.12% 0.2
Tandem Capital Management
4862
Tandem Capital Management
New Jersey
$102M +$13.3M +15% 28.3% 128% 77 14.29% 0.4
Somerset Group
4863
Somerset Group
Minnesota
$102M +$15.2M +17% 19.6% 84.6% 63 11.11% 4.1
GIC
4864
Gantzert Investment Company
Illinois
$102M +$8.81M +9% 14.7% – 64 23.44% 1.3
Consolidated Planning Corp
4865
Consolidated Planning Corp
Georgia
$102M +$22.3M +28% 22.3% 84.6% 42 14.29% 0.4
Omnia Family Wealth
4866
Omnia Family Wealth
Florida
$102M +$5.84M +6% 12.5% 80.6% 78 15.38% 2.9
APG
4867
Andrew P. Goldfarb
$102M +$56.4M +124% 124% – 1 0% 1.5
Ballew Advisors
4868
Ballew Advisors
Mississippi
$102M +$13.3M +15% 14.4% 68% 93 21.51% 1.8
JCA
4869
Jade Capital Advisors
New Jersey
$102M +$22.5M +28% 30.8% 28.9% 95 60% 0.2
Costello Asset Management
4870
Costello Asset Management
Pennsylvania
$102M – – 21.5% 65.9% 223 – 0.3
Penbrook Management
4871
Penbrook Management
New York
$102M +$23.6M +30% 40.9% 107% 109 11.01% 3.9
Avalon Capital Management
4872
Avalon Capital Management
California
$102M +$17.4M +21% 14% 151% 31 58.06% 1.9
KRC
4873
Kehrs Ridge Capital
New Jersey
$101M – – 10.6% – 14 – 0.2
Cox Capital Management
4874
Cox Capital Management
Massachusetts
$101M -$13.3M -12% 14.6% 106% 196 66.33% 1.4
Quantinno Capital Management
4875
Quantinno Capital Management
New York
$101M -$58.7M -37% 31% 119% 494 65.59% 0.3