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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)
Farmers & Merchants Trust Co of Chambersburg PA
5076
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$196M +$43M +28% 9.87% 65.5% 456 22.37% 3.7
Carmel Capital Partners
5077
Carmel Capital Partners
California
$196M -$27M -12% 11.6% 65.9% 762 80.71% 1.2
Rye Brook Capital
5078
Rye Brook Capital
Connecticut
$196M +$55.2M +39% 10.4% 77.2% 32 18.75% 1.3
Palumbo Wealth Management
5079
Palumbo Wealth Management
New York
$196M +$13.9M +8% 9.68% 115% 135 22.96% 1.8
One Degree Advisors
5080
One Degree Advisors
California
$196M – – 8.83% 54.1% 54 – 0
St. Johns Investment Management
5081
St. Johns Investment Management
Florida
$196M +$20.3M +12% 11.5% 91.9% 201 6.47% 5.5
Guinness Atkinson Asset Management
5082
Guinness Atkinson Asset Management
California
$195M +$15.7M +9% 12.7% 148% 105 0.95% 5.3
BIMC
5083
Benson Investment Management Company
Virginia
$195M +$17.4M +10% 12.3% 99.8% 55 38.18% 1.9
Centennial Wealth Advisory
5084
Centennial Wealth Advisory
Michigan
$195M +$9.42M +5% 8.71% 63% 155 25.81% 1.4
Unio Capital
5085
Unio Capital
New Jersey
$195M +$10.8M +6% 14.3% 97.8% 41 7.32% 3.9
SCA
5086
Sander Capital Advisors
Washington
$195M +$23M +13% 16.3% 113% 17 11.76% 3.2
Davis Rea
5087
Davis Rea
Ontario, Canada
$195M +$10.9M +6% 14.4% 66.9% 41 14.63% 6.2
MBE Wealth Management
5088
MBE Wealth Management
Wisconsin
$195M +$21.2M +12% 10.5% 66.5% 98 18.37% 2
Fusion Capital
5089
Fusion Capital
South Carolina
$195M +$17.7M +10% 10.8% 108% 76 10.53% 2.9
Roth Financial Partners
5090
Roth Financial Partners
Texas
$195M +$35.5M +22% 10.2% 61% 28 10.71% 2.2
Pinnacle Financial Group
5091
Pinnacle Financial Group
Illinois
$195M +$27.2M +16% 10.1% 59.1% 63 9.52% 1.7
Sandy Cove Advisors
5092
Sandy Cove Advisors
Massachusetts
$195M +$22.6M +13% 10.6% 78% 129 17.05% 1.3
TFB Advisors
5093
TFB Advisors
Kansas
$195M +$113M +137% 9.78% 85% 203 65.02% 0.3
Bennett Selby Investments
5094
Bennett Selby Investments
Maine
$195M +$23.8M +14% 12.8% 82.1% 62 11.29% 2.2
Zullo Investment Group
5095
Zullo Investment Group
Pennsylvania
$195M +$24.5M +14% 12.8% 143% 153 11.11% 1.7
Omnia Family Wealth
5096
Omnia Family Wealth
Florida
$195M +$33.8M +21% 10.4% 80.6% 72 20.83% 4.5
Dodds Wealth
5097
Dodds Wealth
Colorado
$195M – – 8.5% 35.4% 55 – 0
First National Bank Sioux Falls
5098
First National Bank Sioux Falls
South Dakota
$195M +$27.7M +17% 10.6% 70.3% 131 9.16% 3.9
NewGen Asset Management
5099
NewGen Asset Management
Ontario, Canada
$195M +$54.3M +39% 5.96% 402% 35 65.71% 0.4
Sharp Capital Gestora de Recursos
5100
Sharp Capital Gestora de Recursos
Brazil
$195M +$87.2M +81% 19.6% 61.4% 5 40% 1.4