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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)
CNB Bank
5076
CNB Bank
Pennsylvania
$164M +$4.35M +3% 4.95% 91.6% 499 11.82% 3.3
Hutner Capital Management
5077
Hutner Capital Management
Vermont
$164M +$2.86M +2% 1.09% 52.2% 44 0% 5.3
Paragon Wealth Strategies
5078
Paragon Wealth Strategies
Florida
$164M +$80.8M +97% 8.28% 59.8% 254 88.58% 1.3
Delta Accumulation LLC
5079
Delta Accumulation LLC
California
$164M +$67.9M +70% 10.2% 96.5% 153 44.44% 0.3
Pinnacle Family Advisors
5080
Pinnacle Family Advisors
Missouri
$164M +$24.3M +17% 11.8% 85.8% 110 30% 1.6
Rockingstone Advisors
5081
Rockingstone Advisors
Massachusetts
$164M +$30.3M +23% 7.83% 114% 109 10.09% 0.2
Cypress Financial Planning
5082
Cypress Financial Planning
New Jersey
$164M +$14.5M +10% 4.79% 41.2% 59 16.95% 0.6
CIA
5083
Cape Investment Advisory
Georgia
$164M – – 6.24% 72.5% 962 – 0
Bridgefront Capital
5084
Bridgefront Capital
Texas
$164M +$20.5M +14% 4.91% 52.1% 633 81.04% 0.1
Tenzing Global Management
5085
Tenzing Global Management
California
$164M +$213K +0.1% 17.2% 273% 18 50% 1.8
Trinity Financial Advisors
5086
Trinity Financial Advisors
Ohio
$164M +$11.5M +8% 4.56% 74.5% 72 16.67% 0.8
Kennedy Investment Group
5087
Kennedy Investment Group
New Jersey
$164M +$6.48M +4% 5.52% 95.4% 122 7.38% 0.2
Rye Brook Capital
5088
Rye Brook Capital
Connecticut
$164M +$9.27M +6% 10.9% 77.2% 28 21.43% 1.2
Ridgewood Investments
5089
Ridgewood Investments
New Jersey
$163M +$22.7M +16% 4.2% – 833 76.35% 0.7
DA
5090
DCF Advisers
Connecticut
$163M +$15.4M +10% 6.81% 379% 80 37.5% 1.6
Strategic Financial Partners
5091
Strategic Financial Partners
Oregon
$163M -$579K -0.4% 5.2% 54.8% 75 13.33% 2.4
Leeward Financial Partners
5092
Leeward Financial Partners
Washington
$163M +$18.5M +13% 8.18% 97.9% 74 13.51% 0.9
Triton Wealth Management
5093
Triton Wealth Management
Arizona
$163M -$1.38M -0.8% 12.1% – 88 15.91% 2.2
Susquehanna International Securities
5094
Susquehanna International Securities
Ireland
$163M +$21.6M +15% 4.5% 2.8% 37 40.54% 0.5
WFA Asset Management
5095
WFA Asset Management
Wisconsin
$163M +$10.7M +7% 2.98% 60% 250 13.2% 1
RM
5096
Rudius Management
New York
$163M +$12.1M +8% 5.21% 8.92% 5 20% 1.7
QVIDTVM Management
5097
QVIDTVM Management
Texas
$163M -$3.12M -2% 4.13% 19.5% 13 15.38% 0.8
22NW LP
5098
22NW LP
Washington
$163M -$22.5M -12% 18.1% 138% 20 20% 2.3
Wealth Management Resources
5099
Wealth Management Resources
Rhode Island
$163M +$8.36M +5% 2.75% 37.7% 46 10.87% 1.1
Leicht Financial Planning & Wealth Management
5100
Leicht Financial Planning & Wealth Management
New Jersey
$162M +$13.3M +9% 4.69% 50.2% 29 34.48% 1.4