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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
BBW
5401
Blue Barn Wealth
Utah
$168M +$16M +11% 10.1% 46.4% 139 24.46%
CRI
5402
Colonial River Investments
Virginia
$168M +$15.1M +10% 10.1% 144% 210 32.86%
MF
5403
Montis Financial
Massachusetts
$168M +$18.9M +13% 9.51% 44% 78 21.79%
NAG
5404
Northstar Advisory Group
New Jersey
$168M +$30.9M +23% 11.6% 141% 111 29.73%
NPP
5405
New Potomac Partners
Maryland
$168M +$22.8M +16% 10.7% 37.2% 88 18.18%
AWA
5406
ARQ Wealth Advisors
Arizona
$168M +$34.5M +26% 10.2% 53.3% 69 23.19%
ATWA
5407
Arbor Trust Wealth Advisors
Michigan
$168M +$16.2M +11% 10.1% 52.8% 99 16.16%
VOMP
5408
Vision One Management Partners
Florida
$168M 35.1% 8
PMIA
5409
Patrick Mauro Investment Advisor
Illinois
$168M +$13.6M +9% 8.49% 28.4% 43 4.65%
WC
5410
Westhampton Capital
North Carolina
$168M +$12.6M +8% 10.7% 95.6% 122 9.02%
JCA
5411
Jade Capital Advisors
New Jersey
$168M +$56.6M +51% 17.9% 28.9% 105 59.05%
ABG
5412
Ally Bridge Group
New York
$168M +$82.6M +97% 25.8% 942% 26 42.31%
SC
5413
Slotnik Capital
Texas
$168M 23.3% 18
FH
5414
FWG Holdings
Florida
$168M +$17.8M +12% 9.08% 70.6% 106 16.04%
MFG
5415
Monumental Financial Group
Maryland
$168M +$17.5M +12% 9.25% 18.2% 45 15.56%
TA
5416
TKG Advisors
Indiana
$168M +$17.5M +12% 9.8% 104% 112 25%
SA
5417
Stonebridge Advisors
Connecticut
$168M +$31.4M +23% 7.01% 2.4% 5 0%
PHM
5418
Prospect Hill Management
New Jersey
$168M +$16.4M +11% 11.5% 93.9% 15 0%
HCP
5419
Hiddenite Capital Partners
New York
$167M +$18M +12% 12.3% 363% 55 67.27%
CB
5420
Centennial Bank
Arkansas
$167M +$22.6M +16% 11.8% 56.6% 334 7.19%
BWM
5421
Birchcreek Wealth Management
Ohio
$167M +$19.7M +13% 9.4% 54.9% 143 13.29%
AWM
5422
Altus Wealth Management
Kentucky
$167M +$23.2M +16% 11% 68.8% 40 12.5%
SCM
5423
Sage Capital Management
New Jersey
$167M 12% 147
TWM
5424
Trinity Wealth Management
Pennsylvania
$167M +$5.8M +4% 8.79% 53.5% 48 16.67%
BMC
5425
Beaton Management Company
Massachusetts
$167M +$13.1M +8% 9.42% 79.9% 135 5.93%