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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)
MI
5276
Moneywise Inc
Virginia
$147M -$1.75M -1% 5.44% 58% 54 12.96% 2.5
First National Bank of South Miami
5277
First National Bank of South Miami
Florida
$147M +$15.5M +12% 5.92% 35.2% 340 11.76% 1.7
Providence Wealth Advisors
5278
Providence Wealth Advisors
Illinois
$146M +$10.3M +8% 5.07% 112% 96 3.13% 2.3
Tru Independence Asset Management 2
5279
Tru Independence Asset Management 2
Oregon
$146M +$20M +16% 5.95% – 125 27.2% 0.4
Tatro Capital
5280
Tatro Capital
Kentucky
$146M +$17.4M +13% 4.79% – 122 31.97% 0.7
Prostatis Group
5281
Prostatis Group
Maryland
$146M +$19M +15% 6.71% 72.9% 110 21.82% 0.7
CCM
5282
Conway Capital Management
California
$146M +$12.7M +10% 13.1% 139% 81 14.81% 0.4
Meridian Financial Partners
5283
Meridian Financial Partners
Virginia
$146M +$13.5M +10% 5.68% 73.1% 80 17.5% 1.5
Guardian Investment Management
5284
Guardian Investment Management
California
$146M +$5.36M +4% 5.22% 89.7% 56 1.79% 4.5
LAI
5285
Legal Advantage Investments
California
$146M +$12.3M +9% 9.95% 116% 78 6.41% 0.5
Caxton Corporation
5286
Caxton Corporation
New Jersey
$146M -$8M -5% 3.55% 512% 70 11.43% 0.7
Truvvo Partners
5287
Truvvo Partners
New York
$146M +$14.1M +11% 10.5% 21.1% 27 18.52% 1.9
Fi3 Financial Advisors
5288
Fi3 Financial Advisors
Indiana
$146M +$29.5M +25% 5.99% 83.1% 56 32.14% 0.2
Kensington Investment Counsel
5289
Kensington Investment Counsel
California
$146M +$12.7M +10% 7.91% 81.9% 88 4.55% 0.5
SCC
5290
Steel Canyon Capital
Arizona
$146M +$31M +27% 11.4% 62.8% 35 42.86% 0.7
Chronos Wealth Management
5291
Chronos Wealth Management
Florida
$146M +$13.5M +10% 9.68% 92.3% 47 0% 1.2
Benjamin Edwards Inc
5292
Benjamin Edwards Inc
Missouri
$146M +$14M +11% 5.39% 66.5% 445 24.27% 1.3
Benchmark Wealth Management
5293
Benchmark Wealth Management
Connecticut
$146M +$10.8M +8% 4.82% 42.7% 47 8.51% 1.3
Long Walk Management
5294
Long Walk Management
Connecticut
$146M – – 20.2% 302% 6 – 0
WEO
5295
William E. Oberndorf
$146M +$20.8M +17% 5.58% 36.2% 8 25% 0.8
ACM
5296
Asymmetry Capital Management
California
$145M -$47.9M -25% 3.13% 300% 40 52.5% 0.4
Carl P. Sherr & Co
5297
Carl P. Sherr & Co
Massachusetts
$145M +$12.5M +9% 6.6% 68.8% 121 10.74% 1.2
Sagil Capital
5298
Sagil Capital
United Kingdom
$145M +$62.6M +76% 15.6% 104% 26 53.85% 0.7
S.A. Mason
5299
S.A. Mason
Michigan
$145M +$11.5M +9% 7.66% 116% 324 5.56% 1.2
Everhart Financial Group
5300
Everhart Financial Group
Ohio
$145M +$31.3M +27% 7.69% 123% 101 23.76% 0.4