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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)
Whelan Financial
5051
Whelan Financial
California
$148M -$14.5M -9% 12.5% 57.9% 27 37.04% 0.5
Benedetti & Gucer
5052
Benedetti & Gucer
Georgia
$148M -$1.53M -1% 12.8% 42.7% 119 36.13% 0.8
Scott Capital Advisors
5053
Scott Capital Advisors
Oregon
$148M -$22.2M -13% 15.2% 50.9% 48 22.92% 0.4
Red Cedar Capital
5054
Red Cedar Capital
Nebraska
$148M -$18.3M -11% 13.3% 43% 184 5.98% 3.2
Washington Harbour Partners
5055
Washington Harbour Partners
Virginia
$148M -$126M -46% 31.6% 162% 27 44.44% 0.4
Leicht Financial Planning & Wealth Management
5056
Leicht Financial Planning & Wealth Management
New Jersey
$148M -$20.2M -12% 12.1% 46.3% 26 26.92% 1.4
Aevitas Wealth Management
5057
Aevitas Wealth Management
Massachusetts
$148M -$15.8M -10% 11.5% 36.4% 119 10.92% 3.5
Alan N. Hoffman Investment Management
5058
Alan N. Hoffman Investment Management
Massachusetts
$148M -$46M -24% 23.7% 76.8% 12 0% 1.2
Fort LP
5059
Fort LP
Maryland
$148M -$117M -44% 8.18% 56.8% 286 20.98% 2.6
Trail Ridge Investment Advisors
5060
Trail Ridge Investment Advisors
Colorado
$148M -$15.3M -9% 14% 83.9% 146 13.01% 0.4
CIA
5061
Citadel Investment Advisory
Ohio
$148M -$24.6M -14% 13.8% 66.1% 82 6.1% 1.4
Ewing Morris & Co Investment Partners
5062
Ewing Morris & Co Investment Partners
Ontario, Canada
$148M -$12.4M -8% 13.8% 63.5% 21 33.33% 0.4
SA
5063
Stonebridge Advisors
Connecticut
$147M -$23.3M -14% 8.49% 3.35% 4 25% 0.4
Vienna Insurance Group
5064
Vienna Insurance Group
Poland
$147M -$30.9M -17% 20% 188% 41 24.39% 0.8
Meridian Financial Partners
5065
Meridian Financial Partners
Virginia
$147M +$80.4M +120% 11.7% 80.8% 89 51.69% 1
Counterpoint Mutual Funds
5066
Counterpoint Mutual Funds
California
$147M +$17.8M +14% 7.36% 74.3% 347 65.99% 0.2
Stonebridge Financial Planning Group
5067
Stonebridge Financial Planning Group
Florida
$147M -$31.3M -18% 16% 67.2% 127 25.98% 1.9
Watchtower Advisors
5068
Watchtower Advisors
Connecticut
$147M -$52.9M -26% 13.3% 384% 17 58.82% 0.3
Tradewinds LLC
5069
Tradewinds LLC
North Carolina
$147M – – 11.8% – 118 – 0.2
Investment Advisory Group
5070
Investment Advisory Group
Massachusetts
$147M -$17.6M -11% 12.4% 61.6% 138 15.22% 0.5
Brown Miller Wealth Management
5071
Brown Miller Wealth Management
Virginia
$147M -$25.9M -15% 13.1% 102% 128 17.19% 1.3
SM
5072
Sabby Management
Florida
$147M -$523M -78% 41% 95.5% 167 34.73% 0.7
AllSquare Wealth Management
5073
AllSquare Wealth Management
New York
$147M -$19.6M -12% 10.7% 62.4% 540 4.26% 3.8
STC
5074
Sarah T. Connolly
$147M -$24M -14% 13.5% 35% 97 8.25% 1.4
First National Bank of South Miami
5075
First National Bank of South Miami
Florida
$147M -$18.5M -11% 11.4% 35.2% 357 19.89% 2.7