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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)
Constitution Capital
4976
Constitution Capital
Connecticut
$167M +$3.28M +2% 1.35% 91.1% 72 12.5% 0.6
Leicht Financial Planning & Wealth Management
4977
Leicht Financial Planning & Wealth Management
New Jersey
$167M +$1.87M +1% 0.72% 46.3% 23 17.39% 1
RWG
4978
Regal Wealth Group
California
$167M -$2.77M -2% 0.83% 17% 50 4% 4.7
CNB Bank
4979
CNB Bank
Pennsylvania
$166M +$6.59M +4% 0.24% 91.6% 428 8.88% 2.5
ACM
4980
Asymmetry Capital Management
California
$166M +$20.9M +14% 14.1% 300% 45 68.89% 0.3
Seneca House Advisors
4981
Seneca House Advisors
Virginia
$166M +$12.1M +8% 0.98% 58.2% 95 21.05% 2.3
Capstone Triton Financial Group
4982
Capstone Triton Financial Group
Oklahoma
$166M +$3.79M +2% 1.26% – 127 11.81% 0.7
Arkfeld Wealth Strategies
4983
Arkfeld Wealth Strategies
Nebraska
$166M +$1.73M +1% 2.13% 90.8% 80 7.5% 1.3
Annandale Capital
4984
Annandale Capital
Texas
$166M +$66K +0% 0.18% 57.2% 90 13.33% 0.6
Cooper/Haims Advisors
4985
Cooper/Haims Advisors
New York
$166M +$13.7M +9% 1.11% 53.1% 92 18.48% 2.1
EP
4986
Elkhorn Partners
Nebraska
$165M +$2.12M +1% 0.68% 32.2% 46 15.22% 3.7
Newport Wealth Strategies
4987
Newport Wealth Strategies
California
$165M -$7.64M -4% 0.03% 51.5% 118 9.32% 2.1
Orion Capital Management
4988
Orion Capital Management
California
$165M +$4.61M +3% 2.25% 75.3% 379 20.84% 0.6
Hubbell Strickland Wealth Management
4989
Hubbell Strickland Wealth Management
Louisiana
$165M -$1.2M -0.7% 1.02% 64.8% 68 1.47% 1.7
VCA
4990
VIEX Capital Advisors
Florida
$165M +$25.3M +18% 7.06% 30.6% 19 68.42% 0.5
Garrison Asset Management
4991
Garrison Asset Management
Arkansas
$165M -$406K -0.2% 0.05% 52.1% 103 1.94% 5.5
LP
4992
LGL Partners
Pennsylvania
$165M -$2.47M -1% 1.1% 68.9% 96 6.25% 2.7
Baron Financial Group
4993
Baron Financial Group
New Jersey
$165M +$3.98M +2% 1.12% 55.5% 238 5.88% 1
ForthRight Wealth Management
4994
ForthRight Wealth Management
Georgia
$165M +$7.04M +4% 0.94% 44.6% 41 21.95% 0.6
Fundsmith Investment Services
4995
Fundsmith Investment Services
Mauritius
$165M +$3.55M +2% 2.61% 53.6% 29 0% 0.3
Capital Wealth Alliance
4996
Capital Wealth Alliance
Arizona
$164M +$7.97M +5% 3.06% 124% 146 10.27% 1
Benjamin Edwards Inc
4997
Benjamin Edwards Inc
Missouri
$164M +$18.8M +13% 0.47% 66.5% 552 28.8% 1.1
Cordant Inc
4998
Cordant Inc
Oregon
$164M +$6.37M +4% 1.08% 47% 390 76.41% 0.3
Loveless Wealth Management
4999
Loveless Wealth Management
Montana
$164M -$93K -0.1% 1.66% – 131 6.87% 1.4
MIP
5000
Ma Investment Partnership
California
$164M -$15M -8% 3.78% – 12 0% 0.8