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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)
New Potomac Partners
5401
New Potomac Partners
Maryland
$144M +$9.19M +7% 8.31% 37.2% 73 6.85% 3.7
Boyd Wealth Management
5402
Boyd Wealth Management
California
$144M +$7.86M +6% 4.57% 56.8% 45 15.56% 1.1
Alpha Financial Advisors
5403
Alpha Financial Advisors
North Carolina
$144M +$28.9M +25% 5.47% 41.6% 50 24% 0.2
Hanwha Asset Management
5404
Hanwha Asset Management
South Korea
$144M -$10M -7% 6.52% – 1 0% 0.3
Denver Wealth Management
5405
Denver Wealth Management
Colorado
$144M +$10.1M +8% 5.79% 64.4% 86 24.42% 1
BCM
5406
Beaumont Capital Management
Massachusetts
$144M +$1.97M +1% 4.83% 49.6% 55 54.55% 0.6
Chiron Capital Management
5407
Chiron Capital Management
Florida
$144M +$57.4K +0% 5.22% – 134 14.93% 1.5
MB, Levis & Associates
5408
MB, Levis & Associates
Pennsylvania
$144M +$15.9M +12% 3.62% 43.1% 284 10.21% 0.2
Cairn Investment Group
5409
Cairn Investment Group
Washington
$144M +$9.33M +7% 7.73% 67.4% 74 16.22% 2.4
Camelot Portfolios
5410
Camelot Portfolios
Ohio
$144M +$8.45M +6% 0.65% 41.3% 191 12.04% 3
RMSCM
5411
R.M. Sincerbeaux Capital Management
New York
$144M +$2.97M +2% 3.54% 76.4% 43 0% 7.5
JPLA
5412
Joseph P. Lucia & Associates
New York
$144M +$10M +8% 7.91% 84% 121 7.44% 3
Pictet Bank & Trust
5413
Pictet Bank & Trust
Bahamas
$144M +$58.1M +68% 8.32% 82.7% 51 15.69% 4.3
Oakcliff Capital Partners
5414
Oakcliff Capital Partners
New York
$144M +$9.47M +7% 16.1% 133% 8 0% 4.6
Caligan Partners
5415
Caligan Partners
New York
$143M +$23.2M +19% 13% 2,628% 12 16.67% 0.2
Legacy Bridge
5416
Legacy Bridge
Iowa
$143M +$2.65M +2% 6.37% 236% 307 5.54% 3.3
KA
5417
Kailix Advisors
Florida
$143M -$19M -12% 9.43% 16.3% 10 50% 0.2
AH
5418
Aviva Holdings
Bahamas
$143M -$31.1M -18% 17.2% 36.5% 4 0% 4
AllGen Financial Advisors
5419
AllGen Financial Advisors
Florida
$143M +$3.83M +3% 1.41% 39.7% 38 18.42% 1.6
Gables Capital Management
5420
Gables Capital Management
Florida
$143M +$5.73M +4% 8.48% 173% 383 7.83% 3.6
Webs Creek Capital Management
5421
Webs Creek Capital Management
Texas
$143M +$23.8M +20% 4.3% 133% 15 60% 0.1
Hidden Lake Asset Management
5422
Hidden Lake Asset Management
New York
$143M -$90.5M -39% 20.1% 849% 30 70% 0.4
Wealth Management Partners
5423
Wealth Management Partners
Arizona
$143M +$23.2M +19% 14.1% 194% 115 18.26% 1.6
Granite Bay Wealth Management
5424
Granite Bay Wealth Management
New Hampshire
$143M -$10.2M -7% 9.82% – 78 19.23% 0.8
Okabena Investment Services
5425
Okabena Investment Services
Minnesota
$143M -$7.92M -5% 6.95% 72.4% 255 37.25% 1