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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)
Abbot Financial Management
5501
Abbot Financial Management
Massachusetts
$187M +$5.41M +3% 4.58% 102% 130 6.15% 4.8
Tandem Wealth Advisors
5502
Tandem Wealth Advisors
Arizona
$187M +$4.63M +3% 0.61% 43.1% 51 5.88% 1.3
Porter White Investment Advisors
5503
Porter White Investment Advisors
Alabama
$187M -$1.58M -0.8% 0.77% 58% 32 3.13% 1.2
Mendota Financial Group
5504
Mendota Financial Group
Wisconsin
$187M +$15.6M +9% 0.91% 50.1% 410 26.34% 0.8
Bond & Devick Financial Network
5505
Bond & Devick Financial Network
Minnesota
$187M +$2.13M +1% 0.56% 46.9% 149 6.04% 2.4
Signet Investment Advisory Group
5506
Signet Investment Advisory Group
Rhode Island
$187M +$3.57M +2% 1.48% 59.6% 67 1.49% 4.5
ALS
5507
Andrew L. Share
$186M -$19.1M -9% 8.48% 14.8% 13 7.69% 1.2
Ted Buchan & Co
5508
Ted Buchan & Co
California
$186M +$23.6M +14% 1.44% 65.2% 100 26% 1
Worldly Partners Management
5509
Worldly Partners Management
Massachusetts
$186M -$25.9M -12% 8.22% 19.2% 3 0% 1.5
Maltin Wealth Management
5510
Maltin Wealth Management
New Jersey
$186M +$8.4M +5% 0.32% 58.2% 128 13.28% 2.5
New Wave Wealth Advisors
5511
New Wave Wealth Advisors
Arkansas
$186M – – 4.91% – 135 – 0
Alexander Labrunerie & Co
5512
Alexander Labrunerie & Co
Missouri
$186M +$6.96M +4% 6.77% – 96 11.46% 0.2
Beaton Management Company
5513
Beaton Management Company
Massachusetts
$186M +$2.3M +1% 2.9% 95.9% 141 7.09% 5
Lipe & Dalton
5514
Lipe & Dalton
New York
$186M -$8.04M -4% 0.57% 101% 107 9.35% 5.5
Colonial River Investments
5515
Colonial River Investments
Virginia
$186M +$8.77M +5% 6.26% 156% 178 11.24% 1.7
Hillcrest Wealth Advisors
5516
Hillcrest Wealth Advisors
New Jersey
$186M +$1.19M +0.6% 0.78% 58.7% 49 10.2% 4.3
Maryland Capital Advisors
5517
Maryland Capital Advisors
Maryland
$186M +$24.6M +15% 3.25% – 254 14.57% 1.8
HTG Investment Advisors
5518
HTG Investment Advisors
Connecticut
$185M +$13M +8% 0.61% 57.4% 63 9.52% 1.3
Red Tortoise LLC
5519
Red Tortoise LLC
Georgia
$185M +$6.41M +4% 0.55% 43.7% 604 13.08% 1.3
ShariaPortfolio
5520
ShariaPortfolio
Florida
$185M +$11.9M +7% 1.85% 254% 35 8.57% 0.7
New Vernon Capital Holdings II
5521
New Vernon Capital Holdings II
New Jersey
$185M -$7.89M -4% 7.04% 114% 89 30.34% 1.3
PCMK
5522
Paragon Capital Management (Kansas)
Kansas
$185M -$293K -0.2% 4.33% 87.5% 56 12.5% 6.5
Optivise Advisory Services
5523
Optivise Advisory Services
Tennessee
$185M – – 2.94% – 179 – 0
Kessler Investment Group
5524
Kessler Investment Group
Indiana
$185M +$23.9M +15% 5.19% 251% 210 16.19% 2.4
DRD
5525
Dennis R. Delaney
$185M +$1.53M +0.8% 3.02% 84.3% 48 6.25% 5.9