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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)
MB, Levis & Associates
5651
MB, Levis & Associates
Pennsylvania
$200M -$3.05M -2% 1.46% 43.1% 308 10.71% 1.8
Physician Wealth Solutions
5652
Physician Wealth Solutions
Nevada
$200M -$809K -0.4% 3.11% 43.6% 41 0% 1
New Insight Wealth Advisors
5653
New Insight Wealth Advisors
California
$200M +$9.6M +5% 3.8% – 97 13.4% 0.8
Kinloch Capital
5654
Kinloch Capital
Virginia
$200M -$6.74M -3% 3% 63.4% 83 7.23% 2.8
Jupiter Wealth Management
5655
Jupiter Wealth Management
Colorado
$200M +$4.11M +2% 3.81% 99.2% 101 19.8% 2.6
MI
5656
Moneywise Inc
Virginia
$199M -$3.84M -2% 0.95% 60.8% 60 15% 3.6
Lodestone Wealth Management
5657
Lodestone Wealth Management
Washington
$199M -$444K -0.2% 0.19% 87.1% 159 12.58% 1.5
MBA Advisors
5658
MBA Advisors
Pennsylvania
$199M -$9.03M -4% 1.25% 66.1% 139 13.67% 2.6
Register Financial Advisors
5659
Register Financial Advisors
Georgia
$199M +$4.23M +2% 3.68% 130% 310 8.71% 1.6
Hapanowicz & Associates Financial Services
5660
Hapanowicz & Associates Financial Services
Pennsylvania
$199M +$461K +0.2% 2.23% 65% 30 10% 3.5
Fogel Capital Management
5661
Fogel Capital Management
Florida
$199M +$5.17M +3% 4.66% 122% 43 13.95% 0.8
Argentarii
5662
Argentarii
Ohio
$199M – – 5.68% – 160 – 0
Sunpointe
5663
Sunpointe
Missouri
$199M +$77.3M +64% 2.44% 122% 214 29.91% 0.6
AC
5664
AMS Capital
Brazil
$199M -$375M -65% 1.98% 63.1% 20 35% 1
Trellis Wealth Advisors
5665
Trellis Wealth Advisors
California
$199M -$891K -0.4% 2.39% 62.2% 35 20% 1.4
Deane Retirement Strategies
5666
Deane Retirement Strategies
Louisiana
$199M -$6.35M -3% 0.97% 73.4% 86 32.56% 2.9
TCFG Wealth Management
5667
TCFG Wealth Management
California
$199M -$327K -0.2% 3% – 243 15.64% 0.2
Birch Capital Management
5668
Birch Capital Management
Texas
$199M -$5.99M -3% 0.01% 62% 91 14.29% 3.8
DCM
5669
Dudley Capital Management
Virginia
$199M +$5.18M +3% 4.31% 129% 143 15.38% 1.5
SV
5670
Stilwell Value
New York
$198M -$12.8M -6% 1.43% 87.9% 35 14.29% 5.1
Idaho Trust Bank
5671
Idaho Trust Bank
Idaho
$198M -$8.72M -4% 3.74% 50.5% 83 14.46% 0.6
Madison International Realty Holdings
5672
Madison International Realty Holdings
New York
$198M -$7.4M -4% 13.9% – 2 0% 6
Sitrin Capital Management
5673
Sitrin Capital Management
California
$198M -$1.82M -0.9% 0.81% 139% 44 9.09% 4
Nova R Wealth
5674
Nova R Wealth
Kansas
$198M -$4.73M -2% 0.75% 60.7% 88 15.91% 2
Beaton Management Company
5675
Beaton Management Company
Massachusetts
$198M +$666K +0.3% 0.17% 95.9% 137 3.65% 5.5