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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
BDFN
5501
Bond & Devick Financial Network
Minnesota
$187M +$2.13M +1% 0.56% 41.2% 149 6.04%
SIAG
5502
Signet Investment Advisory Group
Rhode Island
$187M +$3.57M +2% 1.48% 59.6% 67 1.49%
ALS
5503
Andrew L. Share
$186M -$19.1M -9% 8.48% 14.8% 13 7.69%
TBC
5504
Ted Buchan & Co
California
$186M +$23.6M +14% 1.44% 61% 100 26%
WPM
5505
Worldly Partners Management
Massachusetts
$186M -$25.9M -12% 8.22% 19.2% 3 0%
MWM
5506
Maltin Wealth Management
New Jersey
$186M +$8.4M +5% 0.32% 51.9% 128 13.28%
NWWA
5507
New Wave Wealth Advisors
Arkansas
$186M 4.91% 135
ALC
5508
Alexander Labrunerie & Co
Missouri
$186M +$6.96M +4% 6.77% 96 11.46%
BMC
5509
Beaton Management Company
Massachusetts
$186M +$2.29M +1% 2.9% 95.9% 141 7.09%
LD
5510
Lipe & Dalton
New York
$186M -$8.04M -4% 0.57% 89.6% 107 9.35%
CRI
5511
Colonial River Investments
Virginia
$186M +$8.77M +5% 6.26% 144% 178 11.24%
HWA
5512
Hillcrest Wealth Advisors
New Jersey
$186M +$1.19M +0.6% 0.78% 55% 49 10.2%
MCA
5513
Maryland Capital Advisors
Maryland
$186M +$24.6M +15% 3.25% 254 14.57%
HIA
5514
HTG Investment Advisors
Connecticut
$185M +$13M +8% 0.61% 57.4% 63 9.52%
RTL
5515
Red Tortoise LLC
Georgia
$185M +$6.41M +4% 0.55% 43.7% 604 13.08%
S
5516
ShariaPortfolio
Florida
$185M +$11.9M +7% 1.85% 233% 35 8.57%
NVCHI
5517
New Vernon Capital Holdings II
New Jersey
$185M -$7.89M -4% 7.04% 114% 89 30.34%
PCMK
5518
Paragon Capital Management (Kansas)
Kansas
$185M -$293K -0.2% 4.33% 87.5% 56 12.5%
OAS
5519
Optivise Advisory Services
Tennessee
$185M 2.94% 179
KIG
5520
Kessler Investment Group
Indiana
$185M +$23.9M +15% 5.19% 218% 210 16.19%
DRD
5521
Dennis R. Delaney
$185M +$1.53M +0.8% 3.02% 84.3% 48 6.25%
CW
5522
Cook Wealth
North Carolina
$185M +$18.7M +11% 1.62% 7.36% 59 11.86%
MWA
5523
Miller Wealth Advisors
Colorado
$185M +$17.4M +10% 11.1% 117% 85 8.24%
BFWM
5524
Bright Futures Wealth Management
New York
$185M -$427K -0.2% 2.32% 218 9.17%
WC
5525
Westhampton Capital
North Carolina
$184M +$1.33M +0.7% 3.03% 95.6% 121 6.61%