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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)
Waterway Wealth Management
4901
Waterway Wealth Management
Texas
$227M -$12.2M -5% 7.48% 52.2% 80 33.75% 0.2
MHP
4902
Manatuck Hill Partners
Connecticut
$227M -$9.8M -4% 15.1% 556% 148 45.95% 1.1
Newton One Investments
4903
Newton One Investments
Delaware
$227M +$10M +5% 3.78% 42% 116 4.31% 2.7
Performa Ltd (US)
4904
Performa Ltd (US)
South Carolina
$227M -$3.04M -1% 7.82% 59.6% 59 13.56% 2.2
Tempus Wealth Planning
4905
Tempus Wealth Planning
California
$227M -$491K -0.2% 11.1% 95% 210 17.62% 2.1
Unio Capital
4906
Unio Capital
New Jersey
$227M +$31.8M +16% 16.4% 97.8% 40 15% 4.4
AYAL Capital Advisors
4907
AYAL Capital Advisors
Ontario, Canada
$227M -$11.4M -5% 8.7% – 54 70.37% 0.1
WA
4908
Win Advisors
Florida
$227M +$6.59M +3% 12.9% 266% 93 82.8% 0.2
Campbell Capital Management
4909
Campbell Capital Management
Florida
$227M +$13.3M +6% 5.78% – 62 45.16% 1.7
Brown Miller Wealth Management
4910
Brown Miller Wealth Management
Virginia
$227M +$26.8M +13% 16% 121% 129 10.08% 2.4
Henrickson Nauta Wealth Advisors
4911
Henrickson Nauta Wealth Advisors
Michigan
$227M +$22.8M +11% 5.88% 61.6% 78 14.1% 1.5
Geneva Partners
4912
Geneva Partners
Wisconsin
$227M +$46.1M +26% 23.1% 417% 81 30.86% 1.8
Scholtz & Company
4913
Scholtz & Company
Connecticut
$227M +$24.5M +12% 19.1% 89.2% 71 35.21% 1.8
City State Bank
4914
City State Bank
Iowa
$226M +$27M +14% 6.91% 79.1% 723 7.61% 1.9
Compass Advisory Group
4915
Compass Advisory Group
New York
$226M +$17.6M +8% 6.29% 49.2% 82 19.51% 1.8
Northeast Financial Group
4916
Northeast Financial Group
Pennsylvania
$226M +$22.1M +11% 4.71% 31.6% 81 17.28% 1.5
Topel & Distasi Wealth Management
4917
Topel & Distasi Wealth Management
California
$226M +$15.6M +7% 4.91% 43.6% 76 6.58% 1.8
Kennicott Capital Management
4918
Kennicott Capital Management
California
$226M +$22.4M +11% 8.49% 98% 45 17.78% 2.3
Accretive Wealth Partners
4919
Accretive Wealth Partners
New Jersey
$226M +$17.9M +9% 6.54% 64.4% 141 9.93% 2.1
Corbyn Investment Management
4920
Corbyn Investment Management
Maryland
$226M +$13.7M +6% 13.5% 71% 63 9.52% 4.5
DHJJ Financial Advisors
4921
DHJJ Financial Advisors
Illinois
$226M +$12.1M +6% 6.99% 62.5% 824 3.4% 0.8
Congress Park Capital
4922
Congress Park Capital
New York
$226M +$21.3M +10% 13% 99.9% 124 15.32% 3.6
Tyler-Stone Wealth Management
4923
Tyler-Stone Wealth Management
Ohio
$226M +$26.2M +13% 13.5% – 1,009 10.01% 1.8
Sweeney & Michel
4924
Sweeney & Michel
California
$226M – – 6.66% – 110 – 0.9
Watershed Private Wealth
4925
Watershed Private Wealth
Illinois
$226M +$44.9M +25% 9.18% 80.3% 130 23.08% 0.8