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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
5501
New Potomac Partners
Maryland
$168M +$22.8M +16% 10.7% 37.2% 88 18.18% 3.5
ARQ Wealth Advisors
5502
ARQ Wealth Advisors
Arizona
$168M +$34.5M +26% 10.2% 59.3% 69 23.19% 1.9
Arbor Trust Wealth Advisors
5503
Arbor Trust Wealth Advisors
Michigan
$168M +$16.2M +11% 10.1% 63.8% 99 16.16% 3
Vision One Management Partners
5504
Vision One Management Partners
Florida
$168M – – 35.1% – 8 – 0
Patrick Mauro Investment Advisor
5505
Patrick Mauro Investment Advisor
Illinois
$168M +$13.6M +9% 8.49% 38.7% 43 4.65% 1.2
Westhampton Capital
5506
Westhampton Capital
North Carolina
$168M +$12.6M +8% 10.7% 105% 122 9.02% 3.3
JCA
5507
Jade Capital Advisors
New Jersey
$168M +$56.6M +51% 17.9% 28.9% 105 59.05% 0.4
SC
5508
Slotnik Capital
Texas
$168M – – 23.3% – 18 – 0
FWG Holdings
5509
FWG Holdings
Florida
$168M +$17.8M +12% 9.08% 91.6% 106 16.04% 1.4
MFG
5510
Monumental Financial Group
Maryland
$168M +$17.5M +12% 9.25% 18.2% 45 15.56% 1.4
TKG Advisors
5511
TKG Advisors
Indiana
$168M +$17.5M +12% 9.8% 116% 112 25% 1
SA
5512
Stonebridge Advisors
Connecticut
$168M +$31.4M +23% 7.01% 0.03% 5 0% 1.4
PHM
5513
Prospect Hill Management
New Jersey
$168M +$16.4M +11% 11.5% 85.1% 15 0% 2.6
Hiddenite Capital Partners
5514
Hiddenite Capital Partners
New York
$167M +$18M +12% 12.3% 466% 55 67.27% 0.5
Centennial Bank
5515
Centennial Bank
Arkansas
$167M +$22.6M +16% 11.8% 69.9% 334 7.19% 0.9
Birchcreek Wealth Management
5516
Birchcreek Wealth Management
Ohio
$167M +$19.7M +13% 9.4% 80.7% 143 13.29% 1.9
Altus Wealth Management
5517
Altus Wealth Management
Kentucky
$167M +$23.2M +16% 11% 73% 40 12.5% 2.4
SCM
5518
Sage Capital Management
New Jersey
$167M – – 12% 94.3% 147 – 0
Trinity Wealth Management
5519
Trinity Wealth Management
Pennsylvania
$167M +$5.8M +4% 8.79% 56.7% 48 16.67% 2.2
Beaton Management Company
5520
Beaton Management Company
Massachusetts
$167M +$13.1M +8% 9.42% 95.9% 135 5.93% 4.7
Lloyd Harbor Capital Management
5521
Lloyd Harbor Capital Management
New York
$167M -$94.2M -36% 3.75% 144% 23 52.17% 0.4
Decatur Capital Management
5522
Decatur Capital Management
Georgia
$167M +$28.3M +20% 13.9% 135% 55 14.55% 3.7
Sapphire Ventures
5523
Sapphire Ventures
Texas
$167M -$6.82M -4% 18% 7.75% 8 12.5% 2.3
ORBA Wealth Advisors
5524
ORBA Wealth Advisors
Illinois
$167M – – 9.47% 70.5% 92 – 0
Castle Wealth Management
5525
Castle Wealth Management
Florida
$167M +$26.5M +19% 10.2% 53.6% 120 18.33% 1.1