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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)
DI
5126
Disciplined Investments
Oklahoma
$279M +$18.4M +7% 3.55% 51.4% 146 14.38% 3.8
Excalibur Management
5127
Excalibur Management
Massachusetts
$278M +$1.1M +0.4% 2.41% 93% 166 6.63% 6.5
ShoreHaven Wealth Partners
5128
ShoreHaven Wealth Partners
New Jersey
$278M +$25.5K +0% 0.75% 72.4% 115 20% 2.3
Quantum Financial Planning Services
5129
Quantum Financial Planning Services
Washington
$278M +$2.51M +0.9% 3.12% – 57 12.28% 0.9
Alliance Private Wealth
5130
Alliance Private Wealth
Massachusetts
$278M -$9.18M -3% 1.18% – 82 3.66% 0.2
Malaga Cove Capital
5131
Malaga Cove Capital
California
$278M -$10.6M -4% 0.28% 97.3% 206 15.05% 2.7
Arcus Capital Partners
5132
Arcus Capital Partners
Georgia
$278M -$312K -0.1% 0.42% 69.2% 161 35.4% 3
Kanen Wealth Management
5133
Kanen Wealth Management
Florida
$278M -$51.3M -16% 12.4% 328% 43 44.19% 0.8
Rede Wealth
5134
Rede Wealth
Virginia
$278M -$9.7M -3% 2.46% 84.4% 112 6.25% 1.4
Centerline Wealth Advisors
5135
Centerline Wealth Advisors
Kentucky
$278M +$1.81M +0.7% 1.22% – 76 25% 0.7
Mad River Investors
5136
Mad River Investors
Massachusetts
$278M +$58.2M +27% 36.6% 169% 35 8.57% 3.3
RBA Wealth Management
5137
RBA Wealth Management
California
$278M -$17.5M -6% 2.65% 91% 98 10.2% 3.2
Armor Investment Advisors
5138
Armor Investment Advisors
North Carolina
$278M +$5.61M +2% 1.4% 62% 164 10.37% 5.1
Seaview Investment Managers
5139
Seaview Investment Managers
Florida
$277M +$11.5M +4% 2.77% 148% 82 24.39% 1.5
BCH
5140
Berkshire Capital Holdings
California
$277M -$24.5M -8% 37.3% 2,748% 119 12.61% 2.6
EFM
5141
Eley Financial Management
Vermont
$277M -$1.29M -0.5% 1.46% 74.9% 72 11.11% 2.7
Carmel Capital Partners
5142
Carmel Capital Partners
California
$277M -$7.75M -3% 3.4% 65.9% 129 20.93% 2.1
Henry James International Management
5143
Henry James International Management
New York
$277M -$40.4M -13% 1.75% 125% 96 5.21% 6
Resurgent Financial Advisors
5144
Resurgent Financial Advisors
Georgia
$277M +$77.5M +39% 0.54% 86.4% 273 25.64% 1.9
1 North Wealth Services
5145
1 North Wealth Services
Maryland
$277M -$7.28M -3% 0.76% – 292 12.33% 1.8
TAP
5146
Tounjian Advisory Partners
Florida
$277M -$18.4M -6% 0% – 157 8.92% 0.8
Townsend Asset Management
5147
Townsend Asset Management
North Carolina
$277M -$7.15M -3% 2.21% 88.5% 191 9.95% 4.3
Ranch Capital Advisors
5148
Ranch Capital Advisors
Florida
$277M +$4.99M +2% 0.59% 92.6% 164 12.8% 3.8
ICW Investment Advisors
5149
ICW Investment Advisors
Arizona
$277M +$1.63M +0.6% 1.1% 58.6% 149 4.03% 5
Independence Asset Advisors
5150
Independence Asset Advisors
Pennsylvania
$277M +$95.2M +52% 0.54% 20.3% 25 32% 0.7