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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)
WD Rutherford
5451
WD Rutherford
Oregon
$142M +$14.5M +11% 16.7% 189% 130 41.54% 2
Morris Financial Concepts
5452
Morris Financial Concepts
South Carolina
$142M +$18.1M +15% 5.52% 56.5% 155 9.68% 0.9
JCP Investment Management
5453
JCP Investment Management
Texas
$142M +$23.4M +20% 12.2% 94.7% 20 45% 0.7
NorthLanding Financial Partners
5454
NorthLanding Financial Partners
New York
$142M +$2.72M +2% 5.38% 54.7% 68 11.76% 0.4
Mad River Investors
5455
Mad River Investors
Massachusetts
$142M -$30.5M -18% 11% 169% 27 18.52% 4.5
Godshalk Welsh Capital Management
5456
Godshalk Welsh Capital Management
Pennsylvania
$142M +$4.56M +3% 3.62% 61.1% 119 5.88% 5.8
New England Capital Financial Advisors
5457
New England Capital Financial Advisors
Connecticut
$142M +$531K +0.4% 6.07% 58.3% 452 5.75% 0.2
Lloyd Harbor Capital Management
5458
Lloyd Harbor Capital Management
New York
$142M – – 4.62% 144% 16 – 0
Herbst Group
5459
Herbst Group
Connecticut
$142M +$17.9M +14% 8.91% 142% 73 6.85% 1.1
Mezzasalma Advisors
5460
Mezzasalma Advisors
New Jersey
$141M +$26.8M +23% 24.6% 203% 90 11.11% 1.9
PCA Investment Advisory Services
5461
PCA Investment Advisory Services
Ohio
$141M – – 5.95% 71.4% 114 – 0
EWG
5462
Executive Wealth Group
Washington
$141M +$10.3M +8% 7.16% 14.9% 45 4.44% 4.3
Baron Wealth Management
5463
Baron Wealth Management
Michigan
$141M +$10.8M +8% 6.46% 88.6% 149 18.79% 0.2
Segra Capital Management
5464
Segra Capital Management
Florida
$141M +$4.9M +4% 5.52% 19% 8 25% 0.7
Alan N. Hoffman Investment Management
5465
Alan N. Hoffman Investment Management
Massachusetts
$141M +$9.7M +7% 23.6% 114% 12 16.67% 1.8
Pragma Gestao de Patrimonio
5466
Pragma Gestao de Patrimonio
Brazil
$141M -$3.43M -2% 13.5% 75.2% 18 22.22% 1.5
IVC Wealth Advisors
5467
IVC Wealth Advisors
Pennsylvania
$141M +$5.4M +4% 6.96% 81.9% 159 12.58% 1.8
One Plus One Wealth Management
5468
One Plus One Wealth Management
Florida
$141M -$1.81M -1% 4.18% 71.9% 99 22.22% 1.3
Summit Place Financial Advisors
5469
Summit Place Financial Advisors
New Jersey
$141M +$19.5M +16% 9.78% 111% 99 24.24% 1.9
Financial Connections Group
5470
Financial Connections Group
California
$141M +$14M +11% 5.91% 44.4% 292 23.63% 1
Genesee Capital Advisors
5471
Genesee Capital Advisors
New York
$141M +$6.56M +5% 5.07% 107% 96 28.13% 1.1
H&F Corporate Investors IX
5472
H&F Corporate Investors IX
California
$141M +$52M +59% 58.6% 62.7% 1 0% 0.3
RWG
5473
Regal Wealth Group
California
$141M +$4.56M +3% 5.96% 17% 51 19.61% 5.3
Lagoda Investment Management
5474
Lagoda Investment Management
New York
$141M -$7.44M -5% 1.24% 250% 43 6.98% 4.5
Brandywine Managers
5475
Brandywine Managers
Delaware
$141M +$112M +392% 7.5% 96.3% 49 26.53% 2.5