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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)
Harrington Investments
5626
Harrington Investments
California
$161M +$16.1M +11% 12.9% 109% 81 7.41% 4.8
Tower View Wealth Management
5627
Tower View Wealth Management
Wisconsin
$161M +$19M +13% 12.1% 135% 192 12.5% 2.9
Sterling Investment Advisors (Missouri)
5628
Sterling Investment Advisors (Missouri)
Missouri
$161M +$4.43M +3% 7.38% 45.1% 32 3.13% 5.7
Hanwha Asset Management
5629
Hanwha Asset Management
South Korea
$161M -$8.13M -5% 4.8% – 1 0% 1
Bluesphere Advisors
5630
Bluesphere Advisors
Pennsylvania
$161M +$22.3M +16% 12.5% 105% 94 18.09% 2
Tandem Capital Management
5631
Tandem Capital Management
New Jersey
$161M +$15.5M +11% 13.6% 128% 115 10.43% 2.4
Addison Capital
5632
Addison Capital
Pennsylvania
$161M +$32.7M +25% 8.88% 59.7% 118 21.19% 4.7
Solas Capital Management
5633
Solas Capital Management
Connecticut
$161M +$18.1M +13% 19.1% 62.5% 26 38.46% 1.5
State Insurance Fund
5634
State Insurance Fund
New York
$161M – – 12.2% 77.9% 1 – 0
Visa Foundation
5635
Visa Foundation
California
$161M +$9.8M +6% 13.1% 58.1% 1 0% 2
Castellan Group
5636
Castellan Group
Kentucky
$161M +$18.7M +13% 14.5% 184% 65 20% 1.6
Parker Financial
5637
Parker Financial
Washington
$161M +$17.7M +12% 9.16% 49.7% 48 10.42% 0.8
Gables Capital Management
5638
Gables Capital Management
Florida
$161M +$17.2M +12% 12.5% 173% 390 9.49% 4
Meredith Wealth Planning
5639
Meredith Wealth Planning
Illinois
$161M +$26.4M +20% 11% 66.5% 49 26.53% 0.8
IVC Wealth Advisors
5640
IVC Wealth Advisors
Pennsylvania
$161M +$11.3M +8% 10.8% 81.9% 174 18.97% 2.1
Boyd Wealth Management
5641
Boyd Wealth Management
California
$161M +$12M +8% 9.38% 56.8% 43 6.98% 1.6
Clayton Financial Group
5642
Clayton Financial Group
Missouri
$161M – – 11.5% 69.8% 37 – 0
AUA Capital Management
5643
AUA Capital Management
Pennsylvania
$161M +$22.4M +16% 9.29% 70.2% 82 8.54% 5.7
JPLA
5644
Joseph P. Lucia & Associates
New York
$161M +$17.6M +12% 10.9% 84% 120 11.67% 3.4
Pioneer Wealth Management Group
5645
Pioneer Wealth Management Group
Texas
$161M +$29.4M +22% 8.51% – 39 12.82% 0.9
Nan Fung Group Holdings
5646
Nan Fung Group Holdings
Hong Kong
$161M +$37.1M +30% 48.3% 281% 41 9.76% 1.7
Porter White Investment Advisors
5647
Porter White Investment Advisors
Alabama
$161M +$29.6M +23% 10.4% 58% 29 10.34% 0.8
CCP
5648
Cunning Capital Partners
North Carolina
$160M +$8.48M +6% 14.7% 268% 96 21.88% 0.3
Cetera Trust Company
5649
Cetera Trust Company
Minnesota
$160M – – 13% – 419 – 0
ACM
5650
Aquilo Capital Management
California
$160M +$50.1M +45% 55.9% 6.84% 15 53.33% 1.8