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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)
Forbes Financial Planning
5551
Forbes Financial Planning
Rhode Island
$206M +$67.6M +49% 1.57% 52.3% 34 20.59% 2.1
Foundation Wealth Management (Pennsylvania)
5552
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$206M – – 2.5% – 89 – 0
Bay Rivers Group
5553
Bay Rivers Group
Virginia
$206M +$5.05M +3% 5.9% 166% 91 16.48% 2.9
Dravo Bay
5554
Dravo Bay
Delaware
$206M +$11.9M +6% 1.63% 45.2% 51 11.76% 1.9
Fortress Wealth Management
5555
Fortress Wealth Management
California
$206M +$6.05M +3% 1.7% 52.1% 76 18.42% 1.9
Retirement Planning Company of New England
5556
Retirement Planning Company of New England
Rhode Island
$206M +$5.26M +3% 2.53% 125% 243 10.7% 2.3
Canerector Inc
5557
Canerector Inc
Ontario, Canada
$206M – – 0.7% – 10 – 0
Sand Grove Capital Management
5558
Sand Grove Capital Management
United Kingdom
$206M -$50M -20% 9.27% 410% 18 44.44% 0.3
Birnam Oak Advisors
5559
Birnam Oak Advisors
New York
$206M – – 1.8% – 27 – 0
Jones Road Capital Management
5560
Jones Road Capital Management
New York
$206M -$114M -36% 1.48% 88.5% 46 41.3% 1
Yardley Wealth Management
5561
Yardley Wealth Management
Pennsylvania
$206M +$37.3M +22% 2.42% – 42 4.76% 0.2
Brighton Securities
5562
Brighton Securities
New York
$206M – – 1.17% – 55 – 0
HPFG
5563
Hart & Patterson Financial Group
Massachusetts
$206M -$5.42M -3% 2.58% – 73 2.74% 0.9
Paces Ferry Wealth Advisors
5564
Paces Ferry Wealth Advisors
Georgia
$206M +$31.9M +18% 2.51% 72% 137 17.52% 2.7
Innealta Capital
5565
Innealta Capital
Texas
$206M -$40.9M -17% 2.5% 69.8% 172 34.88% 1.4
Riverwater Partners
5566
Riverwater Partners
Wisconsin
$206M +$4.07M +2% 2.16% 112% 235 22.13% 1.6
BOCM
5567
Bontempo Ohly Capital Management
Maryland
$205M -$13.7M -6% 4.02% 49.6% 35 2.86% 5
LWMI
5568
Landmark Wealth Management (Illinois)
Illinois
$205M +$4.68M +2% 2.42% 42.4% 47 14.89% 0.5
Three Seasons Wealth
5569
Three Seasons Wealth
Utah
$205M +$15.2M +8% 4.42% 169% 141 36.88% 0.6
Investors Asset Management of Georgia
5570
Investors Asset Management of Georgia
Georgia
$205M -$6.98M -3% 0.02% 118% 168 5.95% 6.6
APSI
5571
Asset Planning Services Inc
Louisiana
$205M +$2.86M +1% 1.93% 138% 35 0% 5.4
Redwood Wealth Management Group
5572
Redwood Wealth Management Group
New Jersey
$205M +$3.44M +2% 3.4% 74.1% 171 15.79% 1.2
Ayrshire Capital Management
5573
Ayrshire Capital Management
Connecticut
$205M -$5.21M -2% 0.21% 84.8% 54 20.37% 3.2
Swan Capital
5574
Swan Capital
Florida
$205M +$1.74M +0.9% 3.17% 47.9% 431 31.55% 0.5
New England Capital Financial Advisors
5575
New England Capital Financial Advisors
Connecticut
$205M +$12.2M +6% 0.12% 58.3% 429 10.72% 1.7