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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)
BWA
5676
BlueChip Wealth Advisors
Georgia
$264M +$36M +16% 10.3% – 180 22.78% 1.4
Physician Wealth Solutions
5677
Physician Wealth Solutions
Nevada
$264M +$22.2M +9% 9.36% 43.6% 45 0% 2.3
Navis Wealth Advisors
5678
Navis Wealth Advisors
New York
$264M +$67.7M +35% 17.1% 107% 210 33.33% 2.1
GGM Financials
5679
GGM Financials
Ohio
$264M +$46.4M +21% 12% – 271 15.13% 0.8
Greenfield Savings Bank
5680
Greenfield Savings Bank
Massachusetts
$264M +$29.2M +12% 19.4% 108% 150 6% 3.2
GatePass Capital
5681
GatePass Capital
Ohio
$263M +$49.1M +23% 21.3% – 211 28.44% 0.8
VarCov Co
5682
VarCov Co
Connecticut
$263M -$4.85M -2% 19.4% – 599 80.63% 0.1
Investmark Advisory Group
5683
Investmark Advisory Group
Connecticut
$263M +$29.7M +13% 12.5% 73.8% 154 11.69% 2.8
HWMC
5684
Heritage Wealth Management (California)
California
$263M +$81.9M +45% 13.5% 78.5% 104 13.46% 1.8
Krensavage Asset Management
5685
Krensavage Asset Management
New York
$263M +$7.53M +3% 7.69% 124% 20 10% 2.4
Alternative Investment Advisors
5686
Alternative Investment Advisors
Florida
$263M +$33.8M +15% 15.6% 70.2% 92 32.61% 1.3
Cambridge Capital Management
5687
Cambridge Capital Management
Illinois
$263M +$30.9M +13% 11.3% 55.9% 48 10.42% 1.9
Haven Private
5688
Haven Private
Florida
$263M +$33.4M +15% 12.1% – 182 14.84% 1.1
BCM
5689
Birmingham Capital Management
Alabama
$263M +$25.9M +11% 18.2% 103% 92 5.43% 9.9
5th Street Advisors
5690
5th Street Advisors
Connecticut
$263M +$30.7M +13% 9.66% 47.5% 58 12.07% 1.5
Purkiss Capital Advisors
5691
Purkiss Capital Advisors
Connecticut
$263M +$35.2M +15% 13% – 198 19.7% 1
Financial Futures
5692
Financial Futures
New Jersey
$263M +$35M +15% 11.2% 48.5% 84 19.05% 2.2
Melone Private Wealth
5693
Melone Private Wealth
Michigan
$263M +$17.7M +7% 8.35% 30.4% 61 6.56% 3.2
Massachusetts Wealth Management
5694
Massachusetts Wealth Management
Massachusetts
$262M +$31.8M +14% 21.4% 110% 99 2.02% 2.6
FAG
5695
Fortitude Advisory Group
Washington
$262M +$39.4M +18% 25% 142% 252 16.27% 2.6
MOKAN Wealth Management
5696
MOKAN Wealth Management
Kansas
$262M +$35.8M +16% 20.5% – 126 38.1% 1
Eagle Wealth Strategies
5697
Eagle Wealth Strategies
New Jersey
$262M +$33.7M +15% 17.5% 85% 126 15.87% 1.7
WAM
5698
Werlinich Asset Management
Connecticut
$262M +$55.5M +27% 49.1% 232% 62 16.13% 3.5
Twin Lakes Capital Management
5699
Twin Lakes Capital Management
California
$262M +$41.6M +19% 33.7% 131% 223 8.52% 3.9
Exeter Financial
5700
Exeter Financial
Arizona
$261M +$16.5M +7% 8.85% 59.1% 103 6.8% 5.9