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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)
PFG Private Wealth Management
5176
PFG Private Wealth Management
Florida
$154M +$8.88M +6% 4.32% 52.6% 58 0% 1.1
Seneca House Advisors
5177
Seneca House Advisors
Virginia
$154M +$12.7M +9% 7.9% 58.2% 85 12.94% 2.5
HM
5178
Harvest Management
New York
$154M -$12.9M -8% 16.7% 610% 93 75.27% 0.5
SC
5179
Steph & Co
Wisconsin
$154M +$10M +7% 5.56% 61.6% 243 7% 1.3
Sterling Financial Planning
5180
Sterling Financial Planning
New Jersey
$154M +$13.7M +10% 5.55% 55.5% 414 10.39% 0.4
Eastover Investment Advisors
5181
Eastover Investment Advisors
North Carolina
$154M +$12.5M +9% 5.15% 105% 47 6.38% 1.1
Wealth CMT
5182
Wealth CMT
New Jersey
$154M -$15.8M -9% 6.46% 25% 19 26.32% 1.5
Your Advocates Ltd
5183
Your Advocates Ltd
Texas
$154M +$18.6M +14% 3.41% 50% 155 18.06% 0.9
Westhampton Capital
5184
Westhampton Capital
North Carolina
$154M +$9.06M +6% 5.25% 95.6% 110 1.82% 1.7
Marlowe Partners
5185
Marlowe Partners
New York
$154M -$15.2M -9% 9.16% 16.3% 9 33.33% 1.7
Walled Lake Planning & Wealth Management
5186
Walled Lake Planning & Wealth Management
Illinois
$154M +$9.5M +7% 6.27% 51.7% 326 5.21% 1.2
SWS Partners
5187
SWS Partners
Ohio
$154M +$8.35M +6% 10.1% 112% 86 17.44% 1.9
Hall Private Wealth Advisors
5188
Hall Private Wealth Advisors
North Carolina
$154M – – 6.72% – 52 – 0.4
AH Equity Partners V
5189
AH Equity Partners V
California
$154M -$30.2M -16% 16% – 2 0% 0.4
Pecaut & Co
5190
Pecaut & Co
Iowa
$154M +$14.9M +11% 7.54% 67.6% 84 33.33% 2.4
Founders Capital Management (Texas)
5191
Founders Capital Management (Texas)
Texas
$153M +$12.9M +9% 7.23% 131% 317 14.51% 3
Mosaic Advisors
5192
Mosaic Advisors
Texas
$153M +$35.3M +30% 4.63% 50.9% 43 16.28% 0.4
Clearstead Trust
5193
Clearstead Trust
Maine
$153M +$18.2M +14% 9.08% 111% 173 46.82% 2
ICW Investment Advisors
5194
ICW Investment Advisors
Arizona
$153M +$7.59M +5% 5.66% 50.1% 126 1.59% 1.4
Northeast Financial Group
5195
Northeast Financial Group
Pennsylvania
$153M +$2.37M +2% 6.42% 31.6% 50 8% 0.4
Merk Investments
5196
Merk Investments
California
$153M -$6.85M -4% 2.1% 303% 17 0% 1.2
Memorial Sloan Kettering Cancer Center
5197
Memorial Sloan Kettering Cancer Center
New York
$153M -$9.29M -6% 4.96% 14.8% 4 0% 0.5
Seneca Financial Advisors
5198
Seneca Financial Advisors
New York
$153M +$10.8M +8% 5.9% 47.3% 41 2.44% 0.5
SVC
5199
Strycker View Capital
New York
$153M -$2.97M -2% 11.9% 114% 29 72.41% 0.1
AAM
5200
Ascension Asset Management
New York
$153M +$10M +7% 8.2% – 79 1.27% 0.4